Welcome to our latest issue of nextAdvisor , Nuveen’s publication designed to help retirement plan advisors like you gain perspective on the evolving defined contribution landscape to grow your practice. As we approach the end of 2025, I want to reflect on what a banner year this has been for the retirement industry and Nuveen. From events all over the country with some of the leading advisors in our industry, to announcements with new recordkeeping partners, we’ve continued to drive the industry forward and help to make lifetime income available to more Americans than ever. In our fourth edition of nextAdvisor we have spoken with some of the most experienced advisors in the industry. Learn more about our key takeaways.
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ISSUE NO. 4
nextAdvisor: Strategies from leading retirement plan advisors
Key takeaways
- The evolution of participant engagement. The way advisors engage with participants continues to constantly change, with emerging technologies and AI tools driving this evolution. We wanted to see what the latest trends are, and how advisors retain the human touch when trying to scale up conversations with participants
- Ongoing market volatility. This continues to be a major theme of 2025’s financial markets, and participant communication during this time is more important than ever. We spoke to advisors to see how they communicate with participants and plan sponsors, and what practices can be implemented to help keep people focused on the longer term.
- Engaging with Washington, D.C. How advisors think about their role shaping policy is something we are very interested in, even if major new legislation isn’t on the immediate horizon. We recently hosted a second event in D.C. where we worked with advisors and our government relations team to discuss the latest in retirement regulatory trends. In this article we spoke to two people who are well-versed in government relations to see what advisors can do to make their voices heard.
- Our partner corner this edition, in which I spoke to my good friend Darren Zino of Transamerica. With our newly announced partnership we wanted to talk about the latest in the world of the recordkeeper and how he works to manage his team while integrating new and changing best practices.
Endnotes
1. Any guarantees are backed by the claims-paying ability of the issuing company. Past performance is no guarantee of future results. Guarantees of fixed monthly payments are only associated with fixed annuities.
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 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 their financial advisors. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.
This material, along with any views and opinions expressed within, are presented 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 changing market, economic, political, or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved. See the applicable product literature for details.
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