Employee Enrollment and Education

iStock_000031737210MediumNestEggs offers an enhanced participant experience from enrollment through retirement. Our “employee outreach” efforts are intended to remove undue burden from plan sponsors by:

  • Providing recurring on-site enrollment sessions (coordinated with plan entry dates)
  • Educating employees on the importance of saving, how much to save, and the benefit of saving through an employer-sponsored retirement benefit. Over time, this should result in increased participation and deferral rates.
  • Offering “managed portfolios” for employees who lack expertise choosing risk-appropriate, diversified investments
  • Hosting on-site “office hours” for one-on-one participant meetings to review accounts, answer questions, provide investment advice
  • Promoting the plan and reinforcing the employee perception that it is value-added benefit

The efficiency of our “one-stop-shop” model enables us to deliver comprehensive services to plan sponsors and employees, eliminating the hassle and frustration of dealing with multiple contacts/companies in the distinct areas of recordkeeping and investment advisory services.

New to NestEggs?

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Employer Sponsors

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Plan Participants

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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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All Rights Reserved.