Why Use NestEgg U?

NestEgg U is retirement education that will engage, educate and motivate participants to create their own successful retirement outcomes. Very few people are at the exact same place, at the exact same time in retirement planning. Some are getting started, others are nearing retirement, and the rest are somewhere in between.

Success requires more from eligible participants than a one-time selection of investments and a deferral percentage. Preparing for retirement is a constant and ongoing process. Our NestEgg U curriculum provides all participants with the framework to assess their situation and make the necessary financial decisions.


Whether you're using our website, videos, or one-on-one and group meetings, NestEgg U resources help you find your way toward a successful retirement outcome.

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Act - Game Plan


Take everything you learned from us, put it into action, and watch your retirement dreams begin to grow.


It starts with that first dollar and keeps building on itself. This is the hard part and the easy part. Just keep finding ways to add to your retirement, and then sit back and wait.

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NestEgg U Curriculum

Our Curriculum Works

A successful retirement outcome means having enough money to be financially secure in your retirement. Our education model (think freshman level through senior level) helps you make responsible decisions about your money. It's a year-by-year process that allows you to build and prepare.

We not only provide the curriculum, we show you how to act on that knowledge. Each course offers useful tools for advancing your goals. If you use NestEgg U as a resource, you have a healthier chance of earning a successful retirement outcome.

Yes, We Are Different

We don't lump all participants together. Proper retirement planning requires a personalized strategy developed over more than one enrollment meeting.

We don't lump all retirement plans together, either. We know that you are different from participants of other plans. That's why our meetings and communications are tailored to your life.

To help you prepare for retirement, we've designed courses that take you from Spender to Saver to Investor to Planner. Navigating our curriculum and making progress takes guidance, and our educators provide a learning platform that can lead the way.

NestEgg U is committed to being the resource you need to succeed. Helping our students create their dream retirement is not just an idea, it's our job.

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Hi, I'm the Dean!

I'm the Dean of Education at NestEgg U. Think of me as a teacher, guidance counselor and motivational speaker rolled into one. My goal is to help you create success.

Success in any endeavor is a product of our choices and the obstacles we face every day. Reaching the next step and making real progress may take some help. That's where NestEgg U comes in. I encourage you to use us as a trusted partner for your retirement planning.

Have questions?Ask the Dean