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nextAdvisor: Strategies from leading retirement plan advisors


Inaugural issue of nextAdvisor

Nuveen’s publication is designed to help retirement plan advisors like you gain perspective on the evolving defined contribution landscape to grow your practice.

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

Learn what makes this publication so unique from Esti Buskin, Head of Retirement Marketing at Nuveen.
nextAdvisor image of four people 

They need our help

This publication will be driven by you — the advisors who are helping us move the retirement conversation forward — champions of change working tirelessly each day to help ensure retirement security for millions of Americans.

nextAdvisor is designed to provide you with ideas and best practices to help you:

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.

This publication is designed to bridge that gap, bringing advisor voices to the forefront and sharing insights from across the industry.

In this 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:

We hope you enjoy this first edition of nextAdvisor and that you find it to be a valuable resource for your business. At Nuveen, we remain committed to your success.


1 Economic Innovation Group, 2023
2 EBRI, 2019

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

Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA).

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.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

This information does not constitute investment research as defined under MiFID.

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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