Helping You
Help Your Clients
Advisors Working with Individuals
Why work with TIAA?
As the leading provider of retirement plans in the not-for-profit market with a history of nearly 100 years of serving these communities, we work with you every step of the way to help you address the needs of all of your not-for-profit clients and prospects.
Our unique consultative approach incorporates four critical components: plan design, investment platform, employee engagement and plan management. In our extensive experience with not-for-profit institutions, this combination of elements drives some of the best employee outcomes, evidenced by the fact that replacement income levels within TIAA-administered plans are among the highest in the industry.1
White Papers & Thought Leadership
Target-date funds: Improving diversification with direct real estate (PDF)
2017 Second Quarter Economic and Investment Outlook: Nearing euphoria, but far from utopia (PDF)
The Fed raises interest rates: impact on asset classes
2017 Outlook: A new era of populism, stimulus and growth
Market volatility: causes and effects (PDF)
PLANADVISER recently interviewed Managing Director Tim Walsh on key trends in the retirement industry related to plan participants.
View the transcript of Part A. (PDF)
View the transcript of Part B. (PDF)
White Paper
White Paper
Resources & Education
TIAA provides numerous resources for financial advisors.
Investment Data Center
TIAA webinars
Recent commentary
Not-for-profit market update (PDF)
Industry insights
TIAA Traditional...account balances grow everyday. Watch the TIAA Traditional video to learn more about one of our flagship products.
News & Upcoming Events
Browse recent news on TIAA, learn about upcoming conferences and events and get the latest market insights.
2016 Elections Resource Center
Market Volatility: January 8, 2016: Strong U.S. jobs report offers little relief from pain of China turbulence
1 Plan Outcome Assessment: Evaluating Plan Effectiveness and Employee Retirement Readiness, September 2013. Nearly 80% average income replacement rates across plans assessed. This corresponds with commonly cited best practice range of 70-90%.
Advisor Services Hotline:
Monday – Friday 8:00AM to 7:00 PM ET
Call us at 888 842-0318
Advisor Services Territory Team
Download the advisor map (PDF) to locate an advisor services representative near you.Asset Management Capabilities
Learn more about our Asset Management capabilities.
Learn More
Visit TIAA.org for more reasons to work with us.
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