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DCIO Next Publication- Issue 4

next issue no. 4:
The future of defined contribution

 

Everything has changed but nothing has changed

Few could have predicted that a global pandemic would be responsible for ending the longest-running bull market in history and causing markets to whipsaw worldwide. But while volatility can cause investors to panic, it’s helpful to keep a long-term perspective, and supporting plan participants through this crisis is more important than ever.

The long-term global implications from the coronavirus are still largely unknown, but one thing has not changed: The risk of retirees running out of money persists despite short-term uncertainties. The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law in December to help address the retirement-savings crisis.

In this issue of next, we discuss key aspects of the SECURE Act that plan sponsors should know about. And since lifetime income provisions are featured prominently in the new legislation, we model the effect of adding a guaranteed investment option, like a deferred annuity, to a mixed-asset portfolio. In addition, we offer techniques to get your participants more engaged in their retirement planning and tips on protecting them and your plan from the ever-increasing threat of cyberattacks.

While it’s difficult to predict how long the coronavirus will impact markets, the value of advice, planning and partnership remains. Although we are living in uncertain times, your commitment to providing your participants with positive retirement outcomes remains constant.

Your Nuveen Team

 

 

Featured insights

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next issue no. 5: The future of defined contribution

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.

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