A Word About Advisors

Plan sponsors may choose to use a local Registered Investment Advisor who is a member of the TIAA Advisor Network to offer the Connections solution to participants. A local advisor may help plan sponsors provide on-site counseling, education and advice for participants. In addition, they may offer fiduciary support, including investment menu construction. All local advisors working with plan sponsors utilizing TIAA’s Connections retirement plan solution should be part of the TIAA Advisor Network. The Advisor Network is one of the first programs that offers plan sponsors the opportunity to work with pre-screened advisors directly through a plan provider. For plan sponsors this means they have direct access to pre-screened advisors who may help them with fiduciary responsibilities and can offer plan education and communication and participant investment advice.