This website is intended for institutional retirement plan sponsors and their consultants, registered investment advisers, and other related businesses. If you are looking for individual services, please visit TIAA.org.

How we help you

How we work with plan consultants and advisors

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News & updates

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.

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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
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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.

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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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