This website is intended for institutional retirement plan sponsors and their consultants, registered investment advisers, and other related businesses. If you are looking for individual services, please visit TIAA.org.
Individual Retirement Advisors
TIAA recognizes the important role independent financial advisors play in delivering services to plan sponsors and their participants as they plan for a secure retirement.
Supporting your efforts with clients and plan participants
We are committed to helping advisors grow their business and support their clients in the not-for-profit market. TIAA will work closely with you to help integrate advisor services into your client’s plan with the goal of driving better retirement outcomes for participants.
Levels of service
Delivering effective service at every level
Institutional level
For advisors providing plan-level services, TIAA:
Supports relationships with plan sponsors
Offers a new web experience for consultants to manage their book of business
Facilitates fee payment directly from plan assets1
Offers open architecture on our record keeping platform
Provides support for communication, education, and advice services
Individual level
For advisors working with TIAA participants and individuals, TIAA:
Offers an advisor platform to more effectively manage retirement and retail assets held at TIAA
Provides daily downloads for both retirement and retail products
Allows plan sponsors to offer independent advice through Registered Investment Advisors2
Encourages independent advisors to manage TIAA plan assets and directly bill their fees2
1 Fee arrangements vary based on such factors as services provided, plan sponsor preferences and plan economics. 2 Available with Participant Choice service model.
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.