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Toolkit
nextAdvisor: Sharing participant perspectives on lifetime income with clients
Explore resources & insights
As more individuals enter retirement having spent significant portions of their work life saving for retirement into 401(k) plans, design innovation is turning to retirement income. The integration of a fixed annuity into plan design is a direct means to provide a guaranteed lifetime income payout option for participants.
Nuveen and the TIAA Institute surveyed 401(k) participants to gather their perspectives on generating retirement income from plan savings, including the value of in-plan annuities. Our report examines key findings from the Nuveen and TIAA Institute Participant Sentiment Survey on Lifetime Income.1
This toolkit is designed to help you, the retirement plan advisor, understand participant sentiment when it comes to retirement income and provide the resources to have this important conversation with your plan sponsor clients.
Want to have a conversation with Nuveen? Contact your regional retirement specialist.
Read the research from Nuveen and the TIAA Institute
Take an in-depth look at the research conducted and the perspectives that 401(k) participants shared.
Resources to use with your plan sponsors
1. Send this email to share an overview of this research study with your clients.
2. Discuss these findings with clients using the following presentation.
3. Use these infographics as leave-behinds following your presentation.
Participants view their retirement security as a shared responsibility with their employers.
Amplify your voice
Share the following content to amplify your voice among your plan sponsor clients and socialize these important findings that could impact the future of successful retirement outcomes for American workers.
Please check with your firm 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.
Explore our other toolkits
Industry discussions around lifetime income are quickly moving from the what and why to the how.
Talk about lifetime income with your clients
Social media has become an essential tool for retirement plan advisors.
1. More than 2,100 401(k) participants were surveyed online between 23 Oct and 29 Nov 2024. Survey responses were weighted by industry, generation, gender, education, and race and ethnicity. Sample quotas ensured at least 500 respondents each from Generation Z, millennials, Generation X and baby boomers.
Annuities are designed for retirement or other long-term goals, and offer a variety of income options, including lifetime income.
Any guarantees are backed by the claims-paying ability of the issuing company.
Pension-like income refers to the income received from a guaranteed-interest annuity contract, not income provided by a defined benefit pension plan.
Converting some or all of your savings to income benefits (referred to as “annuitization”) is a permanent decision. Once income benefit payments have begun, you are unable to change to another option.
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.
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Nuveen Retirement Investing sales desk
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