Start from the target date fund that fits, then fill each sleeve with a reason.
Fill a sleeve
US LARGE CAPSleeve reason
US LARGE CAPIndex fund
Chosen over 2 other options
Saved to the committee file
How it works
Start with your plan’s target date fit, then build the rest of the menu around it.
Start from TDF IQ
ACME CO. 401(K)Placeholder. The target date sleeve carries over from your TDF IQ Fit Analysis.
Find a fund
US LARGE CAPPlaceholder. Search and compare funds for every other sleeve on the menu.
Plan menu
5 SLEEVESPlaceholder. Add each sleeve with a documented reason. Detail from the product team.
What’s inside
Placeholder. Two or three lines from the product team on what Single Sleeve includes.
Placeholder. Build the menu one sleeve at a time, starting from the target date fund that fits.
Sleeve builder / Acme Co. 401(k)
3 OF 5 FILLEDUS large cap
Reason for this sleeve
Product visual
PENDING DESIGNProduct visual
PENDING DESIGNHow it’s different
Placeholder. One line on what changes when the menu is built sleeve by sleeve.
| TodayPlaceholder | With Single SleevePlaceholder | |
|---|---|---|
| Starting point | Placeholder. How menus are built today. | Placeholder. Start from the target date fund that fits. |
| Each sleeve | Placeholder. | Placeholder. A documented reason for every sleeve. |
| The record | Placeholder. | Placeholder. What ends up in the file. |
FAQ
Placeholder. Answers come from the product team.
Answer pending from Nestimate.
Answer pending from Nestimate.
Answer pending from Nestimate.
Answer pending from Nestimate.
Answer pending from Nestimate.
Talk with our team about building your plan menu, starting from the fund that fits.
Every sleeve, with its reason
5 sleeves, starting from the target date fund that fits