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A group of four people representing collaboration and enthusiasm.

Spring 2026 edition

nextAdvisor: Strategies from leading retirement plan advisors

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Evaluating the full investment menu

Welcome to our latest issue of nextAdvisor , Nuveen’s publication designed to help retirement plan advisors like you gain perspective on the evolving defined contribution landscape to grow your practice.

This year is one in which we expect to see even more recordkeepers add lifetime income products to their platforms, and with that in mind we wanted to talk to advisors on how they are analyzing these products as they come to market. We also spoke to our friends at Nestimate to understand their platform, which can help advisors analyze the different products available. We also discuss the latest trends in private markets and participant engagement.

Learn more about our key takeaways.

Key takeaways

2025 Awards

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Endnotes

1CNBC. Apollo. 2026
2American Investment Council. 2025

Any guarantees are backed by the claims-paying ability of the issuing company.
Nuveen, and the third-party advisors featured throughout this publication, or any of their affiliates or subsidiaries are not affiliated with or in any way related to each other. This material is prepared by everyone included in the publication and the views of the third-party advisors do not necessarily represent the views of Nuveen, its affiliates, or other Nuveen staff
This material, along with any views and opinions expressed within, are presented 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 changing market, economic, political, or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment. It is important to review your investment objectives, risk tolerance and liquidity needs before choosing an investment style or manager.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved. See the applicable product literature for details.

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