Plan sponsor tech
Real-time retirement plan intelligence
Your retirement plan is an investment in your workforce. PlanFocus® provides real-time analytics to track current plan performance and help you guide employees toward optimal plan outcomes for today and tomorrow.
Plan management
PlanFocus delivers instant insights and reduces administrative tasks
PlanFocus, our plan administration platform, helps streamline your workflow and provides better visibility into employee retirement outcomes. Here’s a look at some of the core features:
Analytics and insights
- Actionable engagement data to boost participant engagement
- Real-time analytics to stay ahead of the curve
- Deep insights into participant behavior and plan health
Plan optimization
- Performance improvement insights
- Demographic analysis
- Peer benchmarking so you know where you stand
Administration efficiency
- Seamless payroll integration
- Real-time custom reporting tools
Security and compliance
- Robust cybersecurity protection
- Automated compliance monitoring for effortless peace of mind
Excellence recognized
Industry-leading plan technology
Our innovative plan management solutions have earned recognition across the industry, garnering prestigious awards for excellence and effectiveness.
DALBAR Designation of "Excellence" for Plan Sponsor Web Experience
TIAA earned recognition for outstanding functionality, usability, and behavior-focused support, along with comprehensive financial wellness resources and an integrated plan sponsor calendar on the dashboard.1
Corporate Insight #1 for Plan Sponsor Website
TIAA demonstrated industry leadership with top-three rankings in five of seven categories, while achieving the highest score across all firms in Plan Sponsor Website.2
For your employees
Robust plan participant tools
MyTIAA® unifies savings strategies, investment tools, and retirement planning in one intuitive platform. Its user-friendly interface delivers personalized guidance to build financial confidence, protected by robust security and accessible whenever participants need it.
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1Dalbar, Inc. 2024. The Dalbar Pyramid of Communications Excellence is the recognition awarded to financial service communications that display excellence in meeting the needs of customers and provide a best-in-class customer experience. The plan sponsor site, PlanFocus®, earned a designation of Excellent in 2024. Score 83.5, rank 2nd of 27, and 96th percentile.
2Corporate Insight 2024. Top-performing recordkeeper with a score of 77 out of 100. TIAA leads overall with top-three finishes in five of the seven categories: Participant Data & Management, Plan Information, Design & Navigation, Plan Administration, Profile & Settings, Reporting Support.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.