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.
THE BASICS

Selecting and monitoring your plan’s investment

TIAA offers resources to help you:

Understand

Understand your
plan's objectives.

Analyze

Analyze participants'
lifetime income needs.

Facilitate

Facilitate programs for employee engagement.

How to stay compliant

REVIEW

Manage your regulatory obligations more effectively

Help ensure that your plan is compliant while offering your employees personalized advice and guidance.
WHY TIAA

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
LEARN MORE

Resources

FOR YOU
Information to help you engage employees and manage your plan more effectively.
Contact TIAA

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.

Clients

Contact your TIAA relationship manager, or call the Administrator Telephone Center at
888-842-7782.

Consultants

C27808