Introducing our new publication: nextAdvisor

I am excited to introduce you to nextAdvisor ! Nuveen’s new publication designed to help retirement plan advisors gain new perspective on the evolving defined contribution landscape.

The retirement crisis facing American workers couldn’t be more pronounced.

• About 69 million Americans don’t have access to an employer-sponsored retirement plan
• Only 30% of low-income workers have access to an employer-provided retirement plan1
• 41% of Americans are at risk of running out of savings during retirement2

This publication will be driven by the advisors who are helping Nuveen move the retirement conversation forward — champions of change who are working tirelessly each day to help ensure retirement security for millions of Americans. nextAdvisor is designed to provide ideas and best practices to help advisors:

• differentiate your practice among the competition
• gain insights from your peers
• leverage strategies to help drive even greater success.

Retirement plan advisors are an essential link to driving the conversion of 401(k) plans from tax preferential savings vehicles to true retirement plans, allowing clients to offer their employees a guaranteed paycheck for life. But the consistent feedback we’re hearing is that retirement industry professionals must simplify the message so that it resonates with people and empowers them to act.

The publication is designed to bridge that gap, bringing advisor voices to the forefront and sharing insights from across the industry. In the inaugural edition, we address some of the most pressing themes facing the retirement industry in America while speaking to a range of advisors to gain perspectives. Our topics include:

• Lifetime income: Setting up the conversation with plan sponsors - What are the best practices for discussing lifetime income with plan sponsors? Jason Chepenik , George Fraser, CRPS, AIF, PPC, CBFA and Renee Scherzer discuss the value of facing this pressing conversation head on.
• Closing savings gaps for participants - Even getting access to a retirement plan remains a fundamental issue for many Americans. Jeffrey Cullen , Lisa (Garcia) Drake, CPFA, AIF? and Jania Stout discuss the role advisors can play in bridging the gap.
• Lifetime income: Getting to implementation - It’s imperative for plan sponsors to include participants in the lifetime income implementation process. Nicole Corning, CFP?, CRPC?, AIF? , Jeffrey Cullen , Paula Hendrickson and Bruce Lanser evaluate different solutions.
• Securing retirement in America - How can we solve the core challenges affecting retirement security? Angela Antonelli , Jeff Brown , Philip Chao 趙希麟 and Barbara Delaney look toward TIAA ’s Retirement Bill of Rights to provide the blueprint.
• Recordkeeper Corner: A leadership conversation on lifetime income - Tina Wilson, CFA and I discuss the critical role recordkeeping platforms play in the adoption of lifetime income solutions.

Please visit Nuveen.com/nextAdvisor to explore the first edition and request a printed copy be sent directly to you. We hope that you find it to be a valuable resource for your business. At Nuveen, we remain committed to the success of retirement plan advisors.

Interested in learning more about Nuveen Retirement Investing? Email us at [email protected] or call us at 888-842-5433. Read the lifetime income edition of our defined contribution publication, next and subscribe to receive our latest insights straight to your inbox .

Endnotes

1 Economic Innovation Group, 2023

2 EBRI, 2019

Any guarantees are backed by the claims-paying ability of the issuing company.

Retirement paycheck refers to the annuity income received in retirement. Guarantees are subject to the claims-paying ability of the issuing company.

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