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.

• About 69 million Americans don’t have access to an employer-sponsored retirement plan¹
• Only 30% of low-income workers have access to an employer-provided retirement plan¹
• 41% of Americans are at risk of running out of savings during retirement²

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

 

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:

• differentiate your practice among the competition
• gain insights from your peers
• leverage strategies to help drive even greater success.

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:

• Lifetime income – three articles focus on having this important discussion with two distinct audiences: the plan sponsors and their participants. Securing guaranteed income for retirement is one of the most critical issues in our industry today. Having this conversation can be complicated, but we help to break it down by gaining insights from an expert at one of the nation’s top recordkeeping platforms.
• The Retirement Bill of Rights – our calling card for tackling the retirement challenges facing Americans. In this article, we examine our ongoing efforts to reform retirement policy in the U.S. and speak to the value that a coalition of champions can bring.
• Closing the #RetireInequality gaps – the retirement income gaps both across races and gender remain stark in America. Working with advisors in various communities, we examine these gaps and discuss how we can work to close them once and for all.

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.