A clear 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.
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.
Tailored to the plan’s unique demographics and lifetime income requirements while leveraging the core investment menu.
Professionally designed models simplify asset allocation.
No extra cost
There is no additional cost charged to the plan or participants for participating in the program.
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.
Learn more about the fundamentals of TIAA RetirePlus® and how it can serve as the foundation of your clients’ retirement plan.
Learn more about the fiduciary activities associated with using TIAA RetirePlus® model portfolios as the plan’s default option.
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.
We’re here to help you assess your strategic options
Explore the following resources and learn more about custom strategies as well as new evolving target date approaches.
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 investment advice under ERISA. 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.