Managed Portfolios

With very few exceptions, NestEggs uses Index Funds as the components of our “managed portfolios.” These profiles are monitored groups of funds managed by a licensed Investment Advisor. Each of our 3 profile options –Growth, Balanced, or Conservative – is diversified across 7 to 9 non-correlated asset classes, with allocations reflecting different levels of risk to suit varying savings objectives and time horizons to retirement. Approximately 80% of employees participating in plans on NestEggs’ 3(38) Fiduciary platform elect to use one of our ‘managed’ profiles.

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


© 2020 Nesteggs, Inc.
All Rights Reserved.