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Retirement

nextAdvisor: Taking knowledge-filled action on 401(k) participant behavior

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The 401(k) landscape is shifting. As more participants near retirement having spent their careers in defined contribution plans, the focus has moved from accumulating savings to generating lasting income. Yet most plans still lack formal retirement payout options, making withdrawal planning resources more critical than ever.

Nuveen and the TIAA Institute surveyed more than 2,100 401(k) participants to examine how participants are approaching withdrawal strategies and using plan resources. It also explored retirement fluency and longevity literacy, recognizing that true income security depends on the decisions individuals make throughout their working and retirement years.

This toolkit highlights the key findings to help you lead meaningful retirement readiness conversations with your institutional clients.

Want to have a conversation with Nuveen? Contact your regional retirement specialist.

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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.
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.

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’s social media policy prior to posting.
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