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.

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Why TIAA

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 that can help drive 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
 
Learn more

Key resources and insights for advisors

Contact us


Advisor Services

For information about retirement plans, IRAs and 529 education savings.
888-842-0318
Weekdays, 8 a.m. – 6 p.m. (ET)


TIAA Life

For information on life insurance and annuities.
866-966-5623
Weekdays, 8 a.m. – 6 p.m. (ET)
1Fee arrangements vary based on such factors as services provided, plan sponsor preferences and plan economics.

2Available with Participant Choice service model.
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