Nestimate

Nestimate is wishing you and your family a safe, joyful 4th of July celebration!

We had a great time attending the PLANSPONSOR National Conference last week in Chicago! Highlights: 💡 Amy Resnick, Brendan McCarthy, Sean C Bjork, CIMA®, CPWA®, AIF®, and Kevin C. kicked off the morning by providing the landscape for #retirementincome options. 📖 Scott Mayland, Matthew Gray, and Christopher McGlynn, CEBS®, CRPS® did a great job highlighting the aspects #plansponsors should consider when implementing an #annuity solution in-plan. 🏛 Assistant Secretary of EBSA, Lisa M. Gomez, discussed Cybersecurity, #AI, and the ever-hot Retirement Security Rule

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ – Mark Twain Nestimate recently had the opportunity to speak on a panel at the American Trust National Partner Conference! 📒 The topic: Demystifying In-Plan Guaranteed Lifetime Income. Twain's quote rings true when it comes to #guaranteedincome, especially with the recent innovative solutions designed to accommodate your #401k plan. The common misconceptions with #annuities may just not be so! There are so many great resources available. Here's just one: "A Guide to Thinking Differently about Guaranteed Lifetime Income" https://lnkd.in/db-yXH-c Mark Paulson Brian Lenz, AIF® Joshua Grass, CFA Meghan Farrell

💥 Introducing: Nestimate’s Retirement Income Map. In light of many recent developments with retirement income in the 401k, Nestimate is attempting to create a map to help the industry navigate the ever-evolving space. *Please note, this map is intended as an initial guide and may be simplified due to the complexity of categorizing these solutions. For example, it is often the case that two or more of these providers partner to create a solution. We welcome your insights to enhance its accuracy and completeness. If you are an insurer or provider not listed, please let us know and we’d love to include you. National Association of Plan Advisors Bonnie Treichel Matthew Wolniewicz, AIFA #RI(k) #retirementincome #guaranteedincome #401k

As many have stated, just starting to feel "back to normal" after 3 jam packed days at the #NAPA401kSummit earlier this week. National Association of Plan Advisors, this may be a personal opinion, but we felt it was the best one yet! 👏 Of particular interest and significance, the conversations around #guaranteed #retirementincome seem to be heating up as recordkeepers and insurers continue to innovate! Also, #advisors can now familiarize themselves with retirement income through a new certificate called the RI(k). Bonnie Treichel continues to move our industry forward! https://www.naparik.org/ Thanks to John Sullivan for covering Nestimate.

⭐ Exciting Update! ⭐ We are pleased to introduce Suma Mathew, the newest member of our advisory board! Suma is a visionary leader and the co-founder and CEO of Aveta.ai, a healthcare technology enterprise leveraging Artificial Intelligence to transform healthcare provider practices. Her journey before Aveta.ai was marked by significant leadership roles, notably as the Chief Technology Officer of Envestnet Retirement Solutions. Prior to that she spent 12 years at IBM in the Advanced database support team. She is an alumni of Stanford Graduate Business School and has an impressive academic track record including completion of the Stanford Executive Program, participation in Wharton Executive Education for CTOs, and a Bachelor of Science in Computer Science from the College of Engineering, Trivandrum. Suma also serves on the boards of Paanini Foundation and Founding Minds, Inc in addition to Aveta.ai. Nestimate is thrilled to partner with her on our mission to revolutionize the retirement space. Welcome to the crew, Suma! #401k #retirement #technology #fintech #retiretech #guaranteedincome

Heading out to Nashville for the National Association of Plan Advisors 401(k) Summit? 🤠 Dust off your cowboy boots. Nestimate is looking forward to connecting with many colleagues and friends! See you there. #NAPA401kSummit #theadvisorexperience #401k #retirement #advisors #ria

Nestimate has been honored to participate in the AgeTech Collaborative™ from AARP's accelerator over the past several weeks. Excited to take what we've learned and put it into action! 🎬 Many thanks to everyone that has made this possible: AARP Callie Jacobs Amy Shroads Rick Robinson and many, many more! Can't wait to see what's ahead for the #winter2024 cohort. 👀