Financial Advisors

Beginning December 7, 2020, the NEST Advisor Plan will have lower investment fees, additional quality fund families, and enhanced Age-Based and Static asset allocations. Learn more about how these enhancements will be beneficial for you and your clients.

The NEST Advisor Plan Now Offers Your Clients Even More

By investing in the NEST Advisor Plan, your clients are making an investment in their loved one’s future. We want to continue to grow and expand NEST to ensure that we’re always offering the best features at a great value.

The plan will undergo a program manager transition in early December 2020, but no action is required by your clients at this time. With the enhanced Age-Based and Static asset allocations, flexibility, and diversity available, we suggest you review the Plan changes with your clients. Transition communications will be provided in late October, and we encourage you to make sure your clients’ savings and investment strategies are still in line with their goals and risk tolerance.

Starting December 7, if you have not established your new credentials – please contact us and we will be happy to assist. You can reach us at 833.399.1020.

We're here to help.

833.399.1020 - or - Contact Us