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 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
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 issued by TIAA-CREF Life Insurance Company, New York, NY.
866-966-5623
Weekdays, 8 a.m. – 6 p.m. (ET)
1 Fee arrangements vary based on such factors as services provided, plan sponsor preferences and plan economics.
2 Available with Participant Choice service model.
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.
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