Investment-related fiduciary responsibilities
We understand that one of your key responsibilities is to select and monitor your plan's investment menu. We’re here to help and will work with you and your consultants to help you meet your investment fiduciary obligations.
Selecting and monitoring your plan’s investment
TIAA offers resources to help you:
lifetime income needs.
Facilitate programs for employee engagement.
How to stay compliant
Understand plan objectives, plus participants’ lifetime income needs.
Know your fiduciary and compliance responsibilities.
Create or review your Investment Policy Statement.
Update your investment menu.
Monitor and review the investment options in your plan.
Properly document your fiduciary activities.
Provide ongoing participant communication, education and advice.
Achieving better outcomes
Count on TIAA for research, services and guidelines to help you select and monitor plan investments. We also help put the processes and documentation in place to help you achieve fiduciary compliance, including:
- Investment policy statements
- Investment menu design
- Performance monitoring
- Ongoing participant communications
Information to help you engage employees and manage your plan more effectively.
Let’s work together to help employees pursue lifetime income
New to TIAA
If you don’t currently work with TIAA, call 844-NEW-TIAA.
Contact your TIAA relationship manager, or call the Administrator Telephone Center at
Contact your Consultants Relations Director