What we provide

Partnering with plan consultants and advisors

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 ® – a simpler path to a sophisticated default solution

Asset Management

Learn more about innovative investment strategies and solutions from Nuveen
1 Source: LIMRA 3Q4Q 2019 Stable Value and Funding Agreement Product Survey. Based on a survey of 18 insurance companies and 2 banks reporting $726.5 billion in stable value amounts associated with qualified stable value assets. TIAA ranked first in total values.
 
Based on data from 56 providers in PLANSPONSOR magazine’s 2019 DC Recordkeeping Survey, combined 457, 403(b) and money purchase plan data as of December 31, 2018, TIAA is the #1 not-for-profit retirement market provider in assets and participant accounts.
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