TIAA Trends 2026
For our 2026 TIAA Trends report, we surveyed 300 nonprofit employers across education, health care, and government organizations to discuss the top worries for the year, and what they plan to do about them. They shared their plans to raise revenue, maximize employee benefits, and evaluate investment menu options—including alternative assets.
2026 Market Outlook: Opportunity and risk face off
TIAA Wealth Management CIO Neel Mukherjee forecasts positive, but potentially volatile markets in 2026. Expect artificial intelligence to drive much of it.
Just looking: alts in retirement plans
Despite recent hype, most employers aren't rushing to add alternative investments to retirement plan menus.
Nonprofits leaning into growth
Higher ed and health care employers are facing economic reckonings. Growth is the ticket to their future viability.
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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.
Investors should be aware that alternative investments including private equity and private debt are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales, and concentrated investments and may involve complex tax structures and investment strategies. The real estate industry is subject to various risks including fluctuations in underlying property values, expenses, and income, and potential environmental liabilities. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.
The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition.
Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results.
Investing involves risk; principal loss is possible.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.