Nestimate

Just returned from the Institutional Investor Retirement Plan Advisor Summit in Chicago—and it was an energizing few days of insightful conversation and connection. Kelby Meyers, CPFA?, AIF and I had the opportunity to lead a session on how advisors can take the next steps in evaluating lifetime income products. There were multiple sessions and balanced discussions on lifetime income, and it’s clear that this is an area gaining real momentum. Beyond that, it was great to hear how the industry is approaching AI, the role of private markets in DC plans, and the evolving landscape of lifetime income solutions. Congrats on a great event. Well done! Cynthia Huynh Nicole Corning, CFP?, CRPC?, AIF? Philip Chao 趙希麟 Grateful to be in a community of forward-thinking professionals who are shaping the future of retirement. If you're thinking about how to incorporate lifetime income into your practice, we'd love to share what we've learned and how we can help. #RetirementPlans #LifetimeIncome #DefinedContribution #privatemarkets #InstitutionalInvestor #DCPlans Brendan McCarthy Chris Stout Christopher McGlynn, CEBS?, CRPS? Matt Stubblefield, CFA, CAIA Brian Nickolenko Lee Freitag, CRPS? Benjamin Thomason, JD David Bazzel ChFC?, CRC? Nestimate Michael De Feo

We are thrilled to announce another innovative solution to streamline the advisors' and consultants' time, and differentiate themselves with #retirementincome.

If you're like most 401(k) advisors and consultants – The #1 challenge we hear from you is knowing where to start when evaluating retirement income solutions. Meanwhile, the opportunity to differentiate, win, and retain business with these solutions has never been greater. –How do you stay ahead of new products and solutions? –How do you cut through the jargon and create actionable strategies for your clients? This is your chance to get up to speed. Join us at The Retirement Income Summit! ?? St. Petersburg, Florida ?? February 26th-28th, 2025 Hosted by Nestimate, this event will give you the tools to position yourself as a prudent expert on retirement income—so you can serve your clients and grow your business. Attendees will have the opportunity to the St. Pete Grand Prix race with an elevated suite experience. Don’t get left behind. https://lnkd.in/gq5ZZuJJ Nuveen, a TIAA company Brendan McCarthy ARS Dave Paulsen Nationwide Ed Malone Allianz Matt Stubblefield, CFA, CAIA Morningstar Spencer Look, FSA Bryan Platz Pacific Life Christopher McGlynn, CEBS?, CRPS? Prudential Financial Ralph M. Corasaniti, CIMA? Micruity Trevor Gary PIMCO Matt Vanaman, CFA Stradley Ronon

Excited to share the latest Retirement Income Product Map! Our goal is to help you make sense of the ever-evolving retirement income landscape. (Let us know if we missed something that should be included)

Last week, Nestimate had the opportunity to present at InsureTech Connect, the largest gathering in the world for insurance innovation and technology. It was a pleasure to share the stage with Ralph M. Corasaniti, CIMA?, Lavina Mehta, CFA, CTP, RMA, and Trevor Gary as we spoke about something near and dear "Guaranteed Income within 401(k) Plans." ?? It is exciting to see the how the momentum around this topic has accelerated over the years!

Last week, Nestimate had the opportunity to present to and spend time with the wonderful folks at Plug and Play Tech Center in Sunnyvale. It was an exciting time to meet fellow founders, insurance carriers, and partners. Very grateful for the opportunity! Alexander Tran Rafael Sainz Sainz de Baranda Eugenio Gonzalez Saeed Amidi

Nestimate is wishing you and your family a safe, joyful 4th of July celebration!

We had a great time attending the PLANSPONSOR National Conference last week in Chicago! Highlights: ?? Amy Resnick, Brendan McCarthy, Sean C Bjork, CIMA?, CPWA?, AIF?, and Kevin C. kicked off the morning by providing the landscape for #retirementincome options. ?? Scott Mayland, Matthew Gray, and Christopher McGlynn, CEBS?, CRPS? did a great job highlighting the aspects #plansponsors should consider when implementing an #annuity solution in-plan. ?? Assistant Secretary of EBSA, Lisa M. Gomez, discussed Cybersecurity, #AI, and the ever-hot Retirement Security Rule

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ –?Mark Twain Nestimate recently had the opportunity to speak on a panel at the American Trust National Partner Conference! ?? The topic: Demystifying In-Plan Guaranteed Lifetime Income. Twain's quote rings true when it comes to #guaranteedincome, especially with the recent innovative solutions designed to accommodate your #401k plan. The common misconceptions with #annuities may just not be so! There are so many great resources available. Here's just one: "A Guide to Thinking Differently about Guaranteed Lifetime Income" https://lnkd.in/db-yXH-c Mark Paulson Brian Lenz, AIF? Joshua Grass, CFA Meghan Farrell

?? Introducing: Nestimate’s Retirement Income Map. In light of many recent developments with retirement income in the 401k, Nestimate is attempting to create a map to help the industry navigate the ever-evolving space. *Please note, this map is intended as an initial guide and may be simplified due to the complexity of categorizing these solutions. For example, it is often the case that two or more of these providers partner to create a solution. We welcome your insights to enhance its accuracy and completeness. If you are an insurer or provider not listed, please let us know and we’d love to include you. National Association of Plan Advisors Bonnie Treichel Matthew Wolniewicz, AIFA #RI(k) #retirementincome #guaranteedincome #401k