NestEggs provides pension consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications. They also offer model portfolio management services using mutual fund asset allocation portfolios. NestEggs manages these accounts on a discretionary basis, reviewing portfolios annually and rebalancing at least three times per year. They also participate in a wrap fee program for non-pension clients.
Fee Structure
NestEggs offers model portfolio management services to pension, profit sharing, and 401k plan clients using mutual fund model asset allocation portfolios. The fees for these services are included in the monthly fee for 3(38) Fiduciary Services, which ranges from 4.17 to 9.16 basis points per month, depending on the complexity of the plan design.