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.

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Stand apart from your peers

Times of uncertainty can provide opportunity to present new solutions. Enhance your practice with the confidence-building combination of guaranteed income and a custom model program that’s designed to be QDIA eligible.

Custom default solutions

Watch this quick video to learn more about TIAA RetirePlus

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Benefits

Advantages of TIAA RetirePlus

Use your prudent fiduciary process and leverage your in-house investment expertise to build a custom default solution.

Custom

You are able to recommend or select the investments used within the models and leverage your in-house investment expertise.

Smart

It starts with lowering costs. You can seek to minimize the cost of the default option for the plan.

Guaranteed Income

Help to increase access to annuity income in retirement like a "personal pension".

Considerations

Choose the solution that is right for you and your clients

Options can range from using predefined models to designing a comprehensive asset allocation program.

TIAA RetirePlus Select

This simple-to-use program with a predefined set of asset allocation models that the plan’s fiduciary can combine with investment options they select.

TIAA RetirePlus Pro

A fully customized asset allocation platform that lets fiduciaries utilize highly complex investment approaches and control all aspects of the investment strategy, asset allocations and glidepaths.

Fiduciary considerations

Learn more about the fiduciary activities associated with using model portfolios as the plan's default option.

How we help

Offer a custom solution that meets the needs of your clients with TIAA at your side.

  • Differentiates your practice and adds value to your clients through a custom model solution designed to be QDIA eliegible.
  • Investment Selection – choose among mutual funds, annuities and other investment options.
  • Ability to consider other assets – “considered assets” takes into account a participant’s legacy TIAA and/or CREF annuity contracts in the plan and factors them into the equation used to maintain their target allocation.
  • Lifetime income – annuities may be selected by you to meet the asset class allocation requirements and provide participants the potential for lifetime income.
Get in touch

Contact the Consultant Relations team to learn more about this powerful solution.

"Personal pension" refers to the income received from a fixed annuity contract.

Any guarantees under annuities issued by TIAA are subject to TIAA’s claims-paying ability.

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.

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.

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