Plan Sponsors

Investments

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Investment-Only Consultants, to learn more about TIAA investments for your clients' investment platforms, visit our TIAA Asset Management

All TIAA investment offerings have key points in common: a focus on competitive returns, sound risk management, strict style adherence and low fees.1 With our open investment platform, you and your clients can create an investment menu that includes mutual funds from across the universe of fund companies.

TIAA gives your clients access to

  • An open, flexible platform for creating a customized investment lineup
  • More than 15,000 no-transaction-fee funds from national and regional investment firms
  • Unique TIAA investment choices, supported by our commitment to consistent, long-term growth
  • TIAA's extensive experience in designing retirement plans that offer potential for both wealth accumulation and guaranteed lifetime income options


Our platform also gives clients access to online planning tools and investment research resources. And our open platform enables employees to consolidate their outside assets with TIAA easily and efficiently.2

Our Guided Architecture Philosophy

Our guiding principles emphasize assisting plan sponsors with managing their ever-increasing regulatory responsibilities, while offering plan participants products and solutions that will maximize lifetime income.

  • A return to simplicity in menu construction reduces the likelihood of confusion and inertia
  • The combination of quality TIAA products and nonproprietary mutual funds offered through our open platform affords your clients the opportunity to meet the needs of all their employees — whether they are investment experts or novices, and whether they are in the accumulation phase or in need of retirement income during the payout phase.


Best Practices Philosophy Investment


TIAA Asset Management

TIER I: TIAA-CREF LIFECYCLE FUNDS*
2010 2015 2020 2025 2030 2035 2040 2045 2050 Retirement Income
TIER II: OPEN ARCHITECTURE – MUTUAL FUNDS
MONEY
MARKET
FIXED
INCOME
BALANCED LARGE-CAP VALUE EQUITY LARGE-CAP
BLEND EQUITY
LARGE-CAP
GROWTH EQUITY
INT'L
EQUITY
REAL
ESTATE
TIAA-CREF
Money
Market

TIAA-CREF
Short-Term
Bond

TIAA-CREF
Bond Plus

TIAA-CREF
Bond

TIAA-CREF Tax-Exempt
Bond

TIAA-CREF
High-Yield

TIAA-CREF
Inflation-Linked
Bond

TIAA-CREF
Social
Choice
Equity

TIAA-CREF
Large-Cap
Value

TIAA-CREF
Large-Cap
Value Index

TIAA-CREF
Enhanced
Large-Cap
Value Index

TIAA-CREF
Growth &
Income

TIAA-CREF
S&P 500 Index

TIAA-CREF
Equity Index

TIAA-CREF
Large-Cap
Growth

TIAA-CREF
Large-Cap
Growth Index

TIAA-CREF
Enhanced
Large-Cap
Growth Index

TIAA-CREF
Intl Equity

TIAA-CREF
Intl Equity
Index

TIAA-CREF
Enhanced Intl
Equity Index

TIAA-CREF
Real Estate
Securities
  MID-CAP VALUE MID-CAP GROWTH SMALL-CAP BLEND SMALL-CAP GROWTH  
  TIAA-CREF
Mid-Cap Value
TIAA-CREF
Mid-Cap Growth
TIAA-CREF
Small-Cap Blend Index
TIAA-CREF
Small-Cap Equity
 
TIER III: LIFETIME INCOME OPTIONS – ANNUITIES
GUARANTEED** MONEY MARKET FIXED INCOME BALANCED LARGE-CAP BLEND EQUITY LARGE-CAP GROWTH GLOBAL EQUITY REAL ESTATE

TIAA Stable Return

TIAA Traditional

CREF Money Market CREF Bond Market


CREF Inflation-Linked Bond

CREF Social Choice CREF Equity Index


CREF Stock

CREF Growth CREF Global Equities TIAA Real Estate
TIER IV: BROKERAGE WINDOW – INDIVIDUAL SECURITIES AND THIRD-PARTY MUTUAL FUNDS***
* In addition to the fees and expenses associated with the Lifecycle Funds, there are fees and expenses associated with the underlying investment options.
** Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability
*** Individual securities are not allowable investments in 403(b) plans.

Our Competitive Advantages

  • Strict adherence to investment style and a long history of managing across asset classes
  • Unique approaches to investment management such as the Dual Investment Management Strategy for equities — for example, we use portfolio management teams instead of the "star" manager approach, which lessens the risk to investors from the affect of changes in fund management, and we use both active management and indexing to manage risk and offer the potential for above average returns
  • Low costs, which can contribute to higher returns1
  • A broad range of asset classes (equities, fixed income, money market, guaranteed, real estate) ensures efficient asset allocations for all risk tolerance levels
  • A triple-A rating that directly supports the returns and principal of TIAA Traditional3
  • A corporate philosophy of providing unbiased advice in making important investment decisions such as asset allocation
     

View TIAA investment and plan offerings

View Fund Research

Contact the Consultant Relations Team

Head of Consultant Relations
Tony Cox
770-512-3546
TCox@tiaa.org

Consultant Relations - Northeast
Gina Golson Nunery
215-587-8528
GGolson@tiaa.org

Relationship Manager - Northeast
Herm Scriven
704-988-7499
HScriven@tiaa.org

Consultant Relations - Southeast
Michael Holmes
770-512-3576
MHolmes@tiaa.org

Consultant Relations - Central
Rick Donley
614-659-1051
RDonley@tiaa.org

Relationship Manager - Central
Marcel Carter
303-607-2670
Mcarter@tiaa.org

Consultant Relations - West
John Middlebrook
415-882-3651
JMiddlebrook@tiaa.org

Relationship Manager - West
Michael Rosenberg
626-432-6306
Mjrosenberg@tiaa.org

Consultant Relations, Relationship Management
Nea Martinez
303-416-0339
NMartinez@tiaa.org

Lead, Sales Analytics/Reporting
Jeff Tuccy
303-626-4376
Jeff.Tuccy@tiaa.org

Government & Religious Sectors - National
Kurt Ritter
480-350-3205
KRitter@tiaa.org

Resources

C10281