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ISSUE NO. 2

nextAdvisor: Strategies from leading retirement plan advisors

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The evolution of the retirement industry

Welcome to nextAdvisor, Nuveen’s publication designed to help retirement plan advisors like you gain new perspective on the evolving defined contribution landscape.  nextAdvisor serves as a resource to deepen your conversations with clients.

In our second edition, we are diving into the issues around some of the most pressing themes facing the retirement industry in America. We also cover practice management, as well as how advisors can drive their presence and also become thought leaders in their own right.

Endnotes

Glossary 

Any guarantees are backed by the claims-paying ability of the issuing company.

Retirement paycheck refers to the annuity income received in retirement. Guarantees are subject to the claims-paying ability of the issuing company.

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. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.

Please note that this information should not replace a client’s consultation with a tax professional regarding their tax situation. Nuveen is not a tax advisor. Clients should consult their professional advisors before making any tax or investment decisions. Nuveen, LLC provides investment solutions through its investment specialists.

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