Academic Expertise
Tax-Focused
Custom Plans
NestEggs’ founder, Rob Slimmon, is an academic and industry thought leader who authored a textbook for the American College of Financial Planning’s CFP® Curriculum. The topic of that textbook? How to custom build a 401(k) / Pension Plan to achieve tax efficiency for business owners! We KNOW that the “one-size-fits-all” cookie-cutter plans that dominate our industry reduce opportunity for employers. Your plan should be custom built to your business needs and tax strategy and should evolve with both. Our proprietary design tool, built by our founder, can do just that.
Low Cost Investments
Heavy on Diversification,
Low on Cost
Our investment philosophy is based on the research of Eugene Fama, Nobel Prize Laureate in the Economic Sciences and the father of “Modern Portfolio Theory”. We don’t believe in trying to “time the market” or “picking winners”. We believe in the efficiency of financial markets. For that reason, we offer LOW-COST, globally diversified investments. We’ll guide you into one of our risk-based model portfolios or a personalized allocation of your choosing. We’ll encourage and cultivate discipline and will help you focus on achieving long term investment goals.
Driven by Technology
Modern Technology
Customizable to YOU
Having a customized plan with low-cost investments is only as good as the technology that drives it. That’s why our state-of-the-art record keeping platform and on-demand digital enrollment and education technology can communicate with your payroll provider. Layered on top is our Customer Relationship Management (CRM) and process management technology that communicates with all facets of our practice. This ensures that WE stay out in front of YOUR plan’s requirements. We built this customizable eco-system to create the most hands OFF 401(k) or pension plan you’ve ever sponsored.
Objective Independence
No Commission,
Just objective Advice
As your ERISA §3(38) Investment Fiduciary Advisers we are legally required to act in YOUR best interest when we recommend investments for your plan. Unlike financial brokers, we are not paid commissions on the investments we recommend, nor do we offer “proprietary funds” that can pay additional hidden commissions. Throughout each year, we’ll monitor your investment lineup on your behalf and recommend changes when necessary. Using a fiduciary adviser that cares about YOU reduces your liability and will help you feel confident on the path toward retirement.
Administrative
Accountability
No call centers
No Confusion
As your ERISA §3(16) Administrative Fiduciary we have a legal obligation to maintain your plan’s compliance on your behalf. In addition to handling compliance for you, we take a hands-on approach to consulting and advising. With NestEggs, you’ll never have to deal with a call-center and you’ll never be treated like a “ticket-in-the-queue”. You’ll have one dedicated specialist to go to for everything about your plan – big or small. Likewise, your employees will have unlimited access to a registered investment adviser on-demand. We think service matters!
