How we help you

How we work with plan consultants and advisors

Get in touch with your local Consultant Relations team now to learn more and get started.
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 instant access to a suite of quarterly investment reports for the TIAA-CREF Funds, CREF accounts and TIAA Real Estate Account.
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Download investment reports
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Monitor investment performance
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Access quarterly investment reports on our funds and investments
Planfocus®

Optimize your outcomes with PlanFocus® from TIAA

With a single click, you’re connected to a wide range of tools, resources and information to help you make informed decisions and client recommendations.

View From the Top

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VO: PlanFocus, TIAA's plan sponsor website, is designed to help you evaluate plan effectiveness run your plan more efficiently fulfill your fiduciary responsibilities and make more informed decisions.

The home page is your gateway to everything PlanFocus has to offer and gives you a snapshot of how your plan is doing.

Check plan balances to see when - and where - contributions have been posted.

View charts and graphs of your plan's financial and demographic information for answers to key questions about your plan.

These insights can help you better analyze participant behavior and identify which employee groups may require more attention.

The "For Your Attention" section helps you manage your to-do list with important alerts, such as pending participant transactions and reports that are ready for review as well as important deadlines to help you keep your plan compliant.

When you need to delve deeper, the home page makes it easy to get where you need to go with expanded menus for all key destinations.

For example, in the Reporting section you'll be able to create reports for all your needs that may help you manage your plan day to day and design targeted communication strategies that may help improve the retirement readiness of your employees.

An array of educational materials are available within the Compliance and Education sections too including compliance resources for helping you understand regulatory requirements a library of ready-to-use items to target and better engage your participants and information to help keep you informed.

For quick access to exactly what you want, use the search field, which recognizes matching information as you type.

PlanFocus puts the tools, data and know-how you need right at your fingertips.

And new features are continually being added to make managing your plan easier.

Learn more by visiting the PlanFocus 101 page within the Education tab contacting your TIAA Representative or calling 888-842-7782.

And start getting the help you need to streamline administration reduce fiduciary risk and improve plan and participant outcomes with PlanFocus.

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