Why Now is a Great Time to Review 401k Investment Menus

Erin Donnelly Nuveen NAPA 401k Summit

Nuveen just had a major branding change. The reasons why make perfect sense.

In this interview with Erin Donnelly, Executive Vice President of Nuveen, the discussion centers around the rebranding of Nuveen as the asset management arm of TIAA. The timing of this rebranding is considered ideal, especially for the conference, as it allows Nuveen to promote its broad range of investment strategies, including target date offerings, both active and indexed.

Erin Donnelly highlights the positive response from advisors and consultants, who are reassessing investment plan menus, particularly with the 10-year mark since the Pension Protection Act (PPA). Nuveen’s multi-boutique structure and broad investment capabilities are well-received in this environment. The concept of a single point of entry for retirement plan advisors and consultants is emphasized, ensuring an efficient relationship and access to a wide array of expertise within Nuveen.

John Sullivan
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.

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