TIAA Recognized as Top Defined Contribution Provider for eDelivery Adoption in Latest DALBAR Ranking

NEW YORK, December 1, 2020 – TIAA has been named the top Defined Contribution provider for electronic delivery (eDelivery) adoption, according to the DALBAR State of the Industry: e-Delivery Onboarding Study.
 
The study evaluated more than 60 firms across brokerage, life insurance and annuity, and retirement plan providers, scoring them in six key criteria: promotion location and visibility, election form and setting preferences, availability of documents, promotion theme and interactivity, notifications and storage, and guidance and support. TIAA was also named the top provider of guidance and support for clients looking to learn more about enrolling in eDelivery services.
 
“We know eDelivery can help our participants both in the amount they save and how they manage their retirement plans, which is critical as they continue to navigate economic challenges brought on by the COVID-19 pandemic,” said Lisa Weil, Managing Director, Head, Participant Self Service at TIAA. “This acknowledgment from a well-respected organization such as DALBAR represents our ongoing effort to simplify our eDelivery onboarding process while reducing costs for our clients and improving retirement outcomes.”
 
About TIAA
With an award-winning1 track record for consistent investment performance, TIAA (TIAA.org) is the leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has $1.2 trillion in assets under management (as of 9/30/2020) and offers a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
1 The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.  Lipper Fund Awards from Refinitiv, ©2020 Refinitiv. All rights reserved. Used under license.  The Award is based on a review of risk-adjusted performance of 39 companies for 2016, 36 for 2017, 35 for 2018 & 2019, and 30 for 2020. The award pertains only to the TIAA-CREF mutual funds in the mixed-asset category.  Without such waivers ratings could be lower. Past performance does not guarantee future results. For current performance, rankings and prospectuses, please visit TIAA.org.
2 Based on approximately $1.2 trillion of assets under management across Nuveen affiliates and TIAA investment management teams as of 9/30/20.
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