What we provide

Partnering with plan consultants & advisors to deliver quality

As leaders in the non-profit retirement market, our unique consultative approach incorporates four key elements—plan design, investment solutions, employee engagement and plan management—to provide the best total value for your clients.1
Plan services

A comprehensive set of retirement plan services

Get the support and services that simplify day-to-day plan tasks for your clients.
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Driving better outcomes

Build a better retirement plan

TIAA’s four key drivers have a dual objective: delivering lifetime income for employees and helping plan sponsors meet their goals for providing competitive, effective and compliant plans.
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plan design
We can help employees meet their retirement income objectives while maximizing plan participation.
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employee engagement
Personalized advice and education programs help employees make well-informed decisions.
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plan management
We offer services to manage retirement plans efficiently with the goal of keeping costs low and minimizing fiduciary risk.
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investment solutions
Diversified investment menu choices can focus on asset accumulation and lifetime income potential.
Learn how you can guide retirement readiness to help your clients and their employees pursue financial well-being.
 
What we provide

Our retirement plan services can help drive some of the best employee outcomes

We believe the most important metric of a plan's success is the ability of its participants to replace a comfortable level of their income when they retire. The TIAA Plan Outcome Assessment framework is a consultative service that can help you and your clients take the right steps to strengthen participant retirement readiness and optimize plan effectiveness.
Investment Solutions

We can help you guide your clients to deliver positive retirement outcomes for their employees

Lifetime Income

TIAA offers solutions that can help your clients’ employees receive a “paycheck” for life

Custom Default Solutions

TIAA RetirePlus SM – a simpler path to a sophisticated default solution

Asset Management

Learn more about innovative investment strategies and solutions from Nuveen
1 Source: LIMRA Secure Retirement Institute, Not-for-Profit Market Survey (NFP), third-quarter 2016 results. Based on a survey of 26 companies. TIAA ranked first in total assets. TIAA market segment rankings are based on a survey of 13 companies in the higher education market, 17 in the public and private K-12 market, 15 in the hospital and healthcare market and 17 in the “Other” category. TIAA assets by market segment estimated. Market share ranking does not reflect current investment performance. Total NFP includes 403(b), 457 and other NFPs, including 401(a), 401(k) NFP and other not-for-profit Defined Contribution Plans. “Other” category includes 401(a) (generally written in combination with 403(b) healthcare, other NFPs or 457 government plan); 401(k) NFPs (a plan that may be written in healthcare, other NFPs or a government plan); and Other Not-for-Profits (supplementary plans for employees at tax-exempt organizations, such as hospitals, charitable organizations, unions and trades).
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