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Nestimate

Find the target date fund
that fits your workforce.

Three tools to compare, screen and score target date suites for one plan.

Get a demo See a sample report

Plan fit

SUITE A
+14 vs. current suite

Workforce

1,284 PARTICIPANTS

Patent pending · Partners

Run TDF IQ through the asset managers you already work with.

How partner access works

NuveenFree for advisors
Via DC Solutions reps
Advisors + plan sponsors

The problem

Most reviews compare funds
to each other. Few compare
them to the plan.

Performance and fees show how a suite has done. They don’t show whether its glide path matches when your people save, how much they put away, and when they retire.

A peer review asks
How has this suite done against its peers?
TDF IQ asks
How well does it fit the people in this plan?

Same six suites, two rankings

ACME CO. 401(K) · 2045 VINTAGE
SUITEPEER RANK PLAN FIT
Suite A #491
Suite B #286
Suite C #182
Current suite #377
Suite E #571
Suite F #668

The peer leader ranks third on fit. The best fit sits fourth among peers.

Three tools

One question, asked
three ways.

Start with a quick side-by-side, screen the whole universe, or score every suite against your participants.

Fit Analysis

Score every suite against your participants and your plan’s preferences.

See a Fit Analysis report

Fit analysis results

ACME CO. 401(K) · STEP 4 OF 8
PLAN PROFILE
Median age41
Median balance$68k
Contribution rate6.2%
Risk toleranceAverage
Financial literacyAverage
Retirement goalMax income
Plan’s roleShared
RESULTS
Return needModerate
Risk toleranceAverage
Fund glide pathThrough retirement
Fund styleBlend
Guaranteed incomeRecommended
Retirement income scoreB+RIS(K)
SUITES RANKED BY FIT · 2045 VINTAGE
Suite A91
Suite B86
Suite C82
Current suite77

Quick Compare

Put suites side by side on performance, glide path, expenses and insurers.

Book a walkthrough

Quick compare

3 SUITES · NOT SCORED
PerformanceGlide pathExpensesInsurers
Suite A0.12%
Current suite0.31%
Suite BN/A

Screener

Score the target date universe, weighted to your plan’s age mix.

Screen with our team

Screener

VINTAGE WEIGHTING
Near termEqualFar term
Suite A91
Suite B86
Suite C82

Compare the tools

Pick the tool
for the question.

Each tool answers a different committee question. All three export a PDF for the file.

See a sample report
TDF IQ tools compared
Quick CompareSide by sideScreenerThe universeFit AnalysisScored to your plan
The question“How do these suites differ?”“Which suites lead for our age mix?”“Which suite fits our participants best?”
You bringThe suites you want to seePlan demographics and a vintage weighting: near term, equal or far termThe plan profile and participant medians for age, balance, salary and contribution rate
Scores suitesNo. Side by side only.Yes, across the universeYes, a plan fit score out of 100
What you seeProduct details, performance, asset classes, glide path, expenses and insurersEvery suite ranked, weighted to the vintages that matter for your planReturn need, risk tolerance, glide path, fund style, guaranteed income and RIS(k)
Ends inA PDF for the fileA PDF for the fileA PDF with methodology and disclosures

How a report gets made

Plan data in.
A defensible report out.

Fit Analysis takes you from plan profile to finished PDF in eight guided steps.

See a sample report

  1. Plan profile

    ACME CO. 401(K)
    Participants1,284
    Median age41
    Median balance$68k
    Contribution rate6.2%
    PARTICIPANT MEDIANS Continue

    Bring your plan’s data

    Enter the plan profile and participant medians for age, balance, salary and contribution rate.

  2. Plan preferences

    ACME CO. 401(K)
    Return need
    LowModerateHigh
    Risk tolerance
    LowMediumHigh
    Glide path
    To retirementThrough retirement
    Guaranteed income
    Not a priorityImportant
    7 SUITES TO SCORE Score suites

    Set preferences, score every suite

    Set the plan’s goals and risk profile. Every suite gets a fit score, and the plan a Retirement Income Score.

  3. Customize report

    ACME CO. 401(K)
    Plan fit scores
    Retirement Income Score
    Glide path
    Risk and return
    Expenses
    Methodology and disclosuresALWAYS
    5 SECTIONS SELECTED Export PDF

    Customize and export

    Choose the report sections, then export a PDF for the committee or plan sponsor.

The report

Every tool ends in a report
you can hand over.

Quick Compare, Screener and Fit Analysis each export a clean PDF for the committee file.

See a sample report
SCREENER · RANKED UNIVERSEQ3 2026

Suites ranked for your age mix

Acme Co. 401(k) · vintage weighting

Near termEqualFar term
RANK · SUITE
20302035204020452050
1Suite A
2Suite B
3Suite C
4Current suite
5Suite E
6Suite F

Darker cells rank higher at that vintage. Near-term vintages carry the most weight for this plan.

CONFIDENTIAL1

  1. Choose the sections

    Include only what the committee needs, from glide path to insurers.

  2. Fit and income scores

    Each suite’s fit score next to the plan’s Retirement Income Score.

  3. Vintage weighting

    Screener reports rank every suite with near-term, equal or far-term weighting.

  4. Disclosures included

    Methodology and disclosures print with every report.

FAQ

Questions
committees ask.

Short answers here. The full methodology prints with every report.

Get a demo
What data do I need to run a Fit Analysis?

The plan profile and participant medians for age, balance, salary and contribution rate. Fit Analysis walks you through them in eight guided steps.

How is the plan fit score calculated?

Answer pending from Nestimate.

Can I compare suites without scoring them?

Answer pending from Nestimate.

How do advisors get access?

Answer pending from Nestimate.

What ends up in the committee file?

Answer pending from Nestimate.

See TDF IQ on a plan
like yours.

Talk with our team and walk through a sample report built for a plan like yours.

Get a demoSee a sample report

Free for advisors through Nuveen.

How partner access works

Nestimate
Q3 2026 · QUICK COMPARE

Three suites,
side by side

Suite A, Suite B and the current suite, for the Acme Co. 401(k) Plan Committee

Product details02
Asset classes03
Glide path04
Performance05
Expenses06
CONFIDENTIAL1
03 · ASSET CLASSESQUICK COMPARE

How each suite is built

2045 vintage, side by side, no scoring

Suite A
Suite B
Current suite
  • US equity
  • Intl equity
  • Fixed income
  • Real assets, cash
CONFIDENTIAL3