How we help you

How we work with plan consultants and advisors

Get in touch with your local Consultant Relations team now to learn more and get started.
support

Fiduciary and compliance support

Stay focused on maintaining a competitive plan with the support of a suite of services that can help you and your clients manage ever-increasing regulatory demands. We can also help with process and documentation, including:
  • Investment policy statements
  • Investment menu design
  • Performance monitoring
  • Ongoing participant communications
data center

TIAA’s Investment Data Center

This self-service tool provides instant access to a suite of quarterly investment reports for the TIAA-CREF Funds, CREF accounts and TIAA Real Estate Account.
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Download investment reports
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Monitor investment performance
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Access quarterly investment reports on our funds and investments
Planfocus®

Optimize your outcomes with PlanFocus® from TIAA

With a single click, you’re connected to a wide range of tools, resources and information to help you make informed decisions and client recommendations.
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