Self-Directed Accounts

NestEggs as Investment Advisor – 3(38) Fiduciary Platform

For participants who prefer to make their own fund selections and allocations, we offer a variety of time-tested Mutual Funds and Index Funds representing 20-25 asset classes traditionally suited to a long-term, diversified investment strategy. Employees who choose the self-directed account option may make changes to fund selections and allocations at any time, and are responsible for account rebalancing.

NestEggs Not Acting as Investment Advisor – 3(21) Fiduciary Platform

Participants in a plan for which NestEggs is not acting as a Registered Investment Advisor will choose funds and provide allocations to be used to set-up self-directed accounts. Investment options will include a variety of time-tested Mutual Funds and Index Funds representing asset classes traditionally suited to a long-term, diversified investment strategy. Self-directed account owners may make changes to fund selections and allocations at any time, and are responsible for account rebalancing.

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Employer Sponsors

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Plan Participants

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Professionals

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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT

Phone

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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All Rights Reserved.