Retirement
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
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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 lifetime income discussion – 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.
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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.
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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".
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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.
Your employees want lifetime income to ensure a more secure and confident retirement. As a plan sponsor of your company’s retirement plan, your employees are looking to you to help. Let’s talk about available options.
As employer-sponsored retirement plans expand their offerings to meet the needs of growing and diverse workforces, participants are looking beyond a tax-advantaged savings vehicle that becomes available at retirement.
Let me show you how in-plan annuities can increase participants’ retirement-readiness.
Let me show you how in-plan annuities can increase participants’ retirement-readiness.
Retirement plan fiduciaries: need guidance to evaluate and select a target date fund with lifetime income for your employer’s retirement plan? I have the resources to assist. Let’s talk.
As a retirement plan advisor, I can help plan fiduciaries evaluate the various lifetime income products while complying with their responsibilities within the rules. Ask me how.
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.
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Nuveen, Pathlight Advisors, NFP, UBS, OneDigital or any of their affiliates or subsidiaries are not affiliated with or in any way related to each other. This material is prepared by all four companies and the views of Nicole Corning, Paula Hendrickson, Bruce Lanser, and Jania Stout does not necessarily represent the views of Nuveen, its affiliates, or other Nuveen staff.
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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
