Nuveen Investments, a provider of investment services for institutions and individual investors, is rolling out 401(k)ollege, an education and business development program for financial professionals. It includes a series of in-person and online resources such as educational workshops, practice management programs and other tools designed to support advisers working to expand their knowledge and expertise in the defined contribution space.
The first offering in 401(k)ollege is The Retirement Advisor University Primer Series, developed by Fred Barstein, founder and executive director of The Retirement Advisor University (TRAU), in cooperation with Nuveen’s DCIO team. The Retirement Primer Series includes six workshops that accommodate self-study as well as group practice learning, and will be introduced in two phases. The first phase features three workshops that address business practice themes such as identifying retirement trends and opportunities, building a retirement plan advisory business and strategies for identifying and capturing plan market segments. The second phase will focus on enhancing and differentiating an adviser’s retirement plan practice.
Barstein and Nuveen plan to hold several in-person seminars in early 2012 to introduce advisers to the program.
Advisers can access more information about Nuveen’s 401(k)ollege program at http://www.nuveen.com/retirement/.