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next issue no. 5: The future of defined contribution

Issue no. 5

Unprecedented. Uncertain. Trying times. You’re on mute.

In this issue of next we look at how to evolve the QDIA from a simple savings vehicle to a retirement vehicle that can take participants to and through retirement. We also recognize that even amidst a global pandemic, retirement regulation and legislation continue to be tweaked. Relatedly, we take a look the Department of Labor’s new proposal on the inclusion of ESG investments in defined contribution and offer our own research on participant sentiment on the topic. To round out the issue, we come full circle and look at how to incorporate alternative investments, another item on the regulatory agenda, in the quest for improved retirement outcomes.

In this issue            

 

Glossary

MSCI KLD 400 Social Index is a capitalization weighted index of 400 US securities that provides exposure to companies with outstanding Environmental, Social and Governance (ESG) ratings and excludes companies whose products have negative social or environmental impacts.

Russell 3000 ® Index measures the performance of the stocks of the 3,000 largest publicly traded U.S. companies, based on market capitalization.

S&P 500 ® Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy.

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 tax professional 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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