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A simple path to a sophisticated default solution

TIAA RetirePlus® puts you in control of the most fundamental investment option in your clients’ defined contribution plans—the default.
Custom Default Solutions

Elevate the plan’s default option

See how a prominent institution took an innovative approach to their default option.
Benefits

Advantages of TIAA RetirePlus®

You can provide a predefined set of asset allocation models to your clients while seeking to drive better outcomes for plan participants.
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Custom

Tailored to the plan’s unique demographics and lifetime income requirements while leveraging the core investment menu.
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Simple

Professionally designed models simplify asset allocation.
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No extra cost

There is no additional cost charged to the plan or participants for participating in the program.
Considerations

The TIAA RetirePlus® solution

TIAA RetirePlus® can help make it simple for you to create a set of model portfolios that are designed to be QDIA eligible and build on the guidance and advice you already give your clients on their core investment lineup.
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Key facts

Learn more about the fundamentals of TIAA RetirePlus® and how it can serve as the foundation of your clients’ retirement plan.
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Fiduciary considerations

Learn more about the fiduciary activities associated with using TIAA RetirePlus® model portfolios as the plan’s default option.
Additional Options
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Want even more control?

TIAA also offers TIAA RetirePlus Pro® a model portfolio service providing you full control over the structure and design of the plan’s default solution.
Contact Us
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To learn more about TIAA RetirePlus® or TIAA RetirePlus Pro®, please contact your Consultant Relations Director or fill out the form below.
You should consider the investment objectives, principal strategies, principal risks, portfolio turnover rate, performance data, and fee and expense information of each underlying investment carefully before directing an investment based on the model. For a free copy of the program description and the prospectus or other offering documents for each of the underlying investments (containing this and other information), call TIAA at 877-518-9161. Please read the program description and the prospectuses or other offering documents for the underlying investments carefully before investing.

IMPORTANT INFORMATION