How we help you
How we work with plan consultants and advisors
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TIAA Business EdgeSM
Our consultants website, designed to help you manage and grow your business, just got better. You can now manage Business Edge and PlanFocus users at your firm to better support your TIAA clients.
support
Fiduciary and compliance support
Stay focused on maintaining a competitive plan with the support of a suite of services that can help you and your clients manage ever-increasing regulatory demands. We can also help with process and documentation, including:
- Investment policy statements
- Investment menu design
- Performance monitoring
- Ongoing participant communications
Data Center
TIAA’s Investment Data Center
This self-service tool provides detailed information for TIAA-CREF investments. Use the filters to pinpoint investment products of greatest interest to you and your clients.
client forms
Find the right forms for your business
We’re here to help you support your clients’ administrative needs.
Get in touch
Contact the consultants relations team
We're here to help you better serve your clients and expand your business.
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