Plan participant services
Guide employees to a more secure retirement.
TIAA drives improved retirement outcomes through a multichannel engagement platform that combines superior people, processes, and technology—meeting participants where they are with personalized guidance that spans their entire career journey.
Personalized advice and education
We advise and educate employees to support secure retirements
Our actionable recommendations and educational support enable participants to take control of their financial future—helping them effectively save and invest during working years while protecting their assets throughout retirement. And TIAA’s advice works—those who implemented the recommendations saw their retirement readiness rise from 38% to 66%.1
Flexible access
To meet participants where they are, we provide access to self-service solutions and personal consultations—available both virtually and in person—ensuring everyone receives support in the way that works best for them.
Tailored planning
Our support extends beyond saving for retirement. Our team of experienced specialist advisors works closely with participants to create personalized long-term strategies that align with their goals and values, helping them confidently prepare for living in retirement.
Comprehensive wealth management
As employees build wealth, we have advisors who can provide services for both in- and off-plan assets, offering participants the ease of working with one person for all their expanded financial needs.
Essentials by TIAA
Building financial confidence
Support your employees' journey to financial well-being with Essentials by TIAA, our comprehensive education program that delivers practical guidance through three focused pillars:
Financial Essentials
Master the fundamentals of money management through quick, actionable content covering budgeting, saving, debt management, and investing basics.
Life Essentials
Navigate important financial decisions during key life moments, from career transitions to family milestones.
Your Plan Essentials
Maximize retirement plan benefits with focused education on investment options, asset allocation strategies, and protection planning.
Whether at home, work, or on the go, Essentials by TIAA provides actionable financial guidance.
The program includes:
- Interactive web experiences
- Live and on-demand webinars
- One-on-one consultations
- Targeted email campaigns
- Educational social media content
- Direct mail programs
Success story
Learn how a university increased retirement readiness and boosted online engagement
“We wanted to take it a step further and really make sure we were doing everything we needed to do for our employees—who are trusting us to get them to a more secure retirement.”
— Lisa Schwartzenburg,
Assistant Vice President of HR, Operations at Gonzaga University
Plan sponsor support
Your retirement partner
Learn how we partner with you to simplify regulatory complexities while creating retirement solutions tailored to your organization.
We’re here to help
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1 Retirement readiness scores include all active retirement plan participants who are scored by the Plan Outcome Assessment as of June 30, 2024.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.
Any guarantees under annuities issued by TIAA are subject to TIAA’s claims-paying ability.