How can I evaluate whether the investment options offered through my current retirement plan are in the best interest of my employees, specifically with regard to performance and fees?

The investment options offered in a retirement plan can have a significant impact on long-term saving outcomes. Performance and fees are 2 important variables to consider when evaluating an investment list, but we recognize it is often difficult to make heads or tails of fund expense data, statistically relevant performance measures, standard deviation, and other factors. As a Registered Investment Advisor with 4 decades of experience, we can help you understand how your investments stack up.

If you are interested in a comprehensive plan analysis to compare current investment options and fees with NestEggs’ offerings, please contact us at

New to NestEggs?

Are you a business looking for more information about retirement plan options and services?


Employer Sponsors

Are you an employer who currently sponsors a retirement plan administered by NestEggs?


Plan Participants

Do you currently have an account with NestEggs?



Are you a CPA, financial or professional advisor?


Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT


Florida: 904-348-3131

Burlington: 802-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136


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