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next issue no. 2

next issue no. 2:
The future of defined contribution

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From the editor

2019 is off to an interesting start: increased market volatility, an unpredictable interest rate environment, a shift in the House majority and of course, the longest partial government shutdown in U.S. history have made for a stormy forecast. But we do see some breaks in the clouds.

In our second issue of next, we discuss how some of these factors may affect your role as a fiduciary in building effective retirement plans, including the effect changing interest rates may have on target date funds. We also address some of the emerging trends that may influence plan design, including increased investor interest in responsibility investing, proposed regulation concerning multiple employee plans (MEPs) and the growing need for retirement income options.

Our goal is to help you cut through the noise and emphasize what’s important to the defined contribution (DC) industry. As one of the largest managers of DC assets, we have the honor of helping participants prepare for retirement. As we’ve done for the last 100 years, we remain committed to investing by example and helping our clients pursue positive retirement outcomes.

We hope you enjoy this issue of next.


Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 866.802.3206.

The principal value of the fund(s) is not guaranteed at any time, including at the target date. Mutual fund investing involves risk; principal loss is possible.

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example.

Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.

Please note that this information should not replace a client’s consultation with a professional advisor regarding their tax situation. Nuveen is not a tax advisor. Clients should consult their professional advisors before making any tax or investment decisions.


Bloomberg U.S. Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, U.S. dollar-denominated, fixedrate taxable bond market.

Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index measures the market of U.S. dollar-denominated, non-investment grade bonds and limits each issue to 2% of the index.

Bloomberg U.S. Credit Index measures the investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate and government-related bond markets.

Bloomberg U.S. Government Index is a market-value weighted index of U.S. government and government agency securities (other than mortgage securities) with maturities of one year or more.

Bloomberg U.S. Treasury Inflation-Linked Bond Index (Series L) measures the performance of the U.S. Treasury Inflation-Protected Securities (TIPS) market. Federal Reserve holdings of U.S. TIPS are not index eligible and are excluded from the face amount outstanding of each bond in the index.

Duration measures how long it takes, in years, for an investor to be repaid a bond’s price by total cash flows. Generally, for every 1% change in interest rates, a bond’s price will change approximately 1% in the opposite direction for every year of duration.

JPMorgan Emerging Markets Bond Index (EMBI) Global tracks total returns for U.S. dollar-denominated debt instruments issued by emerging market sovereign entities.

Nuveen provides investment advisory solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC.

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