NestEggs Retirement Plan Services, Inc. provides pension consulting and model portfolio management services, primarily focusing on retirement plans such as 401(k)s, profit-sharing plans, and pension plans. NestEggs Retirement Plan Services helps plan sponsors prepare investment policy statements, select appropriate investment vehicles, monitor portfolio performance, and conduct educational meetings for plan participants. Additionally, NestEggs Retirement Plan Services offers model portfolio management using mutual fund asset allocation strategies, managing accounts under authority to make trades without asking first. The firm works with individual investors, high-net-worth individuals, trusts, estates, charitable organizations, and corporate retirement plans.
Fee Structure
NestEggs Retirement Plan Services charges fees for retirement plan consulting and model portfolio management based on the complexity of the plan and the value of plan assets. For certain fiduciary services, fees range from 3.33 to 9.16 basis points per month (approximately 0.40% to 1.10% annually). Flat fixed fees range from $200 to $750 per month, and per-participant fees range from $5 to $9 per month. Alternatively, hourly fees range from $90 to $225 per hour with a minimum annual fee of $1,800.