Most PEO clients are privately held “Main Street” businesses—they win through accountability, service, and relationships.
Their 401(k) provider should reflect that same standard.
Ask yourself:
- Is your current 401(k) provider operating like a corporate call center or a trusted partner?
- Is 401(k) driving deals—or just an afterthought?
- Are you risking client satisfaction with poor service?
Our Beliefs:
- Main Street serves Main Street best. We answer to you, not outside investors.
- Tech is a tool for people not a replacement for people.
- No call centers. No chatbots. No ticketing queues. People want dedicated support.
- 401(k) should differentiate your PEO, not put it at risk.
Refreshing, PEO-Centric Culture
- Privately Held, People First – Our focus is you and your clients, not outside investors Learn More
- Fractional Sales Support – A partner, not a platform. Let us drive your deals to close. Learn More
- Payroll Integration & Customizable Tech – Integrations with Prism, iSolve, ProSoft, & most HRIS platforms. Learn More
- Fully Bundled & Accountable Administration – One point of contact for employers & participants. Period. Learn More
- Ultra-Fiduciary, Ultra-Transparent –We offer more and make it simple. Learn More
- Bridge to Wealth – Financial Planning for your plan sponsors and their execs. Learn More
Privately Held. People First.
25 years-old and privately held
The retirement industry is consolidating fast. Private equity and big corporations prioritize “scale” over service, slashing personnel and replacing people with tech—leading to the frustrating, impersonal experience many PEOs are now facing.
NestEggs is different. We’re 25 years-old and privately held, but powered by Charles Schwab technology, giving you the best of both worlds—top-tier scale and innovation, without sacrificing high-touch service.
We’re “Main Street,” just like your adopters.
No outside investor groups or disconnected corporate bean counters applying arbitrary margin pressures. Just a people-forward business model built to invest in your success.
Fractional Sales Support
A True Partner, Not Just a Platform
401(k) should be a primary driver of PEO growth—not an afterthought. We help you prospect, propose, and close more business by confidently integrating retirement plans into your PEO sales strategy.
How We Support Your Growth:
- Branded Sales Collateral – White-labeled marketing brochures tailored to your brand
- Targeted Prospect Lists – 401(k) lead generation based on zip codes of your choosing
- Sales Team Training & Coaching – We’ll empower your reps to confidently lead with
- Hands-On Sales Support – We’ll drive document collection and handle proposal creation 401(k) in discovery calls
- Data-Driven Proposals – We build custom benchmarking reports & branded proposals so you don’t have to
- Deal-Closing Partnership – We join your team on sales calls to present and close deals
We’re not just a vendor—we’re your 401(k) growth partner.
Payroll Integration & Customizable Tech
Seamless service for our shared clients.
NestEggs delivers cutting-edge technology with old-school service. We believe tech should enhance human service—not replace it.
Seamless Payroll & HRIS Integration:
- 360° API & SFTP payroll integration with all HRIS platforms—including Prism, iSolved, and ProSoft
- Branded employee dashboards seamlessly embedded in your PEO’s website/HCM platform
- Branded mobile app (Apple, Google, Android) for on-the-go access
- Seamless digital enrollment tool with direct-feed data transfers
We collaborate to customize reporting, streamline workflows, and create synergies between our teams—ensuring seamless service for our shared clients.
Fully Bundled & Accountable Administration
Our boutique, fully bundled approach makes your life easier and delivers better outcomes for sponsors and employees.
Seamless Onboarding—We Handle Everything
- One dedicated consultant oversees the entire process—no handoffs, no confusion
- We handle plan documents, payroll integration, provider transfers, enrollment and education
- Weekly updates keep sponsors informed every step of the way
- We manage employee communication via email & paper mailings
- Participants receive digital & paper enrollment options plus actionable reporting
Smart Enrollment & Personalized Advice
- Bilingual, mobile-friendly enrollment—accessible anytime, anywhere
- Interactive tool assesses risk tolerance & retirement goals to suggest personalized portfolios
- One-on-one advisory support—participants can customize investments with a fiduciary expert
- Unlimited year-round access to advisers + an extensive 401(k) education video library
State-of-the-Art Portals & Reporting
- Intuitive enrollment platforms & plan dashboards for sponsors & participants
- Fully customizable reports for plan insights at macro, plan, or participant levels
- Seamless payroll integration—works with any HRIS for smooth operations
On-going, Transparent Administration
Ultra Fiduciary, Ultra Transparent
Modern technology, financial wellness, and proactive employee engagement are no longer optional—and fiduciary protections are a legal must under the SECURE Act.
More Fiduciary Protections
- NestEggs as ERISA §3(16), §3(21), & §3(38) Fiduciaries (MEPs & PEPs)
- Charles Schwab Trust Bank as Corporate Trustee (MEPs & PEPs)
- NestEggs as Pooled Plan Provider & Professional Plan Sponsor (PEPs only)
**NestEggs can work with outside Advisers by paring down our service offering to accommodate your needs**
More Flexibility for Participants & Sponsors
- Customized, tax-focused plan designs that fit each employer’s needs
- Low-cost investment options & risk-based managed portfolios
- Self-Directed Brokerage options for sophisticated investors
- Flexible billing & payroll options for employers
Beyond 401(k): Financial Planning for Business Owners
For most business owners, their business is their largest asset
80% of those business owners will sell their business within the next decade. And yet, most lack a Real financial plan to guide them. PEOs can play a critical role in providing access to the financial planning entrepreneurs need if your 401(k) provider offers it. Does yours? NestEggs’ offers complimentary planning to your clients, and you’ll get the “thank you” for making it possible.
Bridging 401(k) to Wealth
- Tax-optimized 401(k) plan design tailored for business owners is our foundation.
- Complimentary financial consultation & one-page financial plan through our subsidiary, RR Planning
- Direct access to a Certified Financial Planner® (CFP®) & Certified Exit Planning Advisor (CEPA) for customized planning, tax strategies, and holistic wealth management
Your clients gain access to this through their PEO-sponsored plan and can engage us independently after consultation if they choose.
By integrating wealth planning with retirement planning, we help business owners protect, grow, and transition their wealth to and through retirement.
Let’s Get to Work. Contact Us
