TIAA for plan consultants and advisors

Created to serve, built to perform

We are committed to helping consultants grow their practices and support their customers. TIAA is a diversified Fortune 100 financial services organization with nearly $1.3 trillion in assets under management, and investments in more than 50 countries. 1
Investment solutions

Driving outcomes through a wide range of investments

lifetime income
We can help guide employees to and through retirement and provide income for life.2
default solutions
Explore default investment solutions or Qualified Default Investment Alternatives (QDIA) that range from lifecycle mutual funds to custom default options.
fiduciary support

Investment-related fiduciary responsibilities

We are here to work with you and your clients to help with key responsibilities related to plan design, investment selections and fiduciary obligations.
Fee fairness
Learn the potential implications for your clients and use this checklist to help guide a review of their plan's fee practices.
fiduciary practice
Stay focused on helping your clients maintain a competitive plan with our suite of services that can help manage the ever-increasing regulatory demands.
non-retirement offerings

More products and services for institutions

Help your clients gain financial confidence with additional services from TIAA.

Check out the plan sponsor website to see how we are working to help employers create optimal retirement plans for their employees

1As of June 30, 2021 assets under management across Nuveen Investments affiliates and TIAA investment management teams are $1,331 billion.
2Guarantees are subject to the claims-paying ability of the issuing company.
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.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.