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Toolkit
nextAdvisor: Implementing lifetime income in 401(k) plans
Hear from Brendan McCarthy, Head of Nuveen Retirement Investing, on the next evolution of target date funds
Explore resources & insights
Implementing lifetime income into your clients’ retirement programs
Industry discussions around lifetime income are escalating from the why to the how. Implementing lifetime income can be easier when you have the tools to help guide you and your institutional clients. This toolkit is designed to take you from why your clients should consider adding a lifetime income solution to their retirement program to how to select and implement.
Want to have a conversation with Nuveen? Contact your regional retirement specialist.
Learn from leading retirement plan advisors
Watch the videos below to learn how retirement experts successfully address lifetime income with their clients.
Insights from leaders in lifetime income
Lifetime income: getting to implementation
Evaluating different product offerings and talking to participants remain a challenge.
Have the conversation with your clients
Below are some resources to guide you through the process of selecting and implementing a lifetime income solution with your clients – one outreach at a time. We encourage you to conduct each outreach by sending the email, which includes a link to the article, then contacting your clients to schedule a meeting to walk them through the presentation.
Resources to use with your plan sponsors
Outreach 1: Provide an overview of the various lifetime income options available with the following tools below.
Related articles
Outreach 2: Demonstrate how an in-plan solution benefits the employer, their employees and the retirement program.
Outreach 3: Guide plan sponsors through key considerations for the lifetime income target date fund selection process.
Related articles
This flyer summarizes some of the key considerations when selecting a lifetime income target date fund.
Guide plan sponsors through the lifetime income target date fund selection process.
Outreach 4: Leverage "A fiduciary's guide to lifetime income".
Related articles
Share resources to help plan fiduciary’s incorporate lifetime income solutions while complying with regulations.
Expand the conversation to social media
Use your voice to spread the word about the importance of including a guaranteed lifetime income solution into today’s employer-sponsored retirement program. Use this platform to drive the message home to your institutional clients.
Please check with your firm's social media policy prior to posting on any social network.
Steps for how to share on your social media
- Select a post from the options above.
- Click the "Download image" link and save it to your device.
- Create a new social media post, upload the saved image, copy and paste the text.
Featured insights
Retirement
nextAdvisor issue no. 2: Strategies from leading retirement plan advisors
Gain new perspective on the evolving defined contribution landscape directly from your peers.
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