TIAA provides support and services that simplify day-to-day plan administration tasks for your clients.
TIAA's recordkeeping platform, processing standards and trained teams of professionals are ready to meet your clients’ current and future compliance needs.
|Comprehensive Fiduciary and Compliance Services|
|Governance & Policy||Testing & Monitoring||Reporting & Notices|
|Fiduciary education||Contribution Limits||Financial Reporting Package|
|Plan document services||Loans and hardships||Fee Disclosure|
|Investment services||Nondiscrimination||Participant notifications|
Created in partnership with a leading data aggregation company, Advent Software, Inc., our loan and hardship coordination service:
Interested in learning more about working with TIAA?
Please contact the Consultant Relations Team in your area.
Not all retirement plan providers were created equal.
Visit TIAA.org for more reasons to work with us.