In this episode, we welcome Alex, a partner at NestEggs, to discuss how their firm supports privately held businesses and trade associations with comprehensive retirement plan solutions. Alex shares his journey from medical device sales to becoming an investment advisor and details NestEggs’ unique approach as one of the last privately held, fully bundled retirement plan providers in America.

Listeners will learn how NestEggs offers consultative, no-cost reviews of 401k and 403b plans, helps businesses navigate fiduciary responsibilities, and leverages new tax incentives for small businesses. Whether you’re setting up a plan for the first time or looking to optimize your current offering, discover how NestEggs delivers personalized, transparent guidance to help Main Street businesses safeguard their employees’ financial futures and fulfill regulatory obligations—all without commission-based sales tactics. Tune in to find out how a simple consultation could transform your company’s retirement benefits and compliance peace of mind.

About Alex Jenkins

Alex Jenkins is the Chief Revenue Officer at NestEggs Retirement Plan Services, Inc., based in Jacksonville Beach, Florida. With a background in economics from the University of Florida, Alex brings extensive experience in both retirement plan services and the medical device industry, having previously held senior roles at Zimmer Biomet where he earned multiple performance awards. Recognized for his leadership, sales acumen, and commitment to client success, Alex is known for driving growth and delivering tailored retirement solutions to businesses and their employees.

About NestEggs

NestEggs is a transformative provider of retirement plan solutions, specializing in fully integrated 401K, pension, Multiple Employer Plans, and Pooled Employer Plans. As a third-party administrator, open architecture record keeper, and Registered Investment Adviser, NestEggs custom-builds tax-efficient plans tailored to each client’s unique needs. With transparent, commission-free pricing and dedicated consultants, they handle both plan administration and fiduciary investment management, allowing businesses to unburden HR, delegate fiduciary responsibilities, and focus on retirement readiness. NestEggs stands apart from traditional providers by offering bo

Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families.

Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing Officer of Concourse Benefits LLC.

A benefits game-changer, the Concourse Benefits Platform is a comprehensive, end-to-end, customizable benefits management ecosystem. It takes care of everything on your behalf— yes, everything — from procurement, promotion, education, communications, redemption, and automated disbursements to deliver top-tier benefits and additional value to members, employees and their families.

The platform is available to qualifying associations and companies on a limited basis via a success driven revenue share subscription model that is better than free! Ask for details.

Connect with Marc on LinkedIn: https://www.linkedin.com/in/marcpalud

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