Offer your employees a professional edge for retirement
TIAA Retirement Plan Portfolio Manager (RPPM) designs a personalized investment plan that fits employees’ individual financial circumstances, goals and time horizon. Ongoing professional management keeps retirement goals in check with evolving market conditions.
Help your participants feel more confident about retirement
RPPM is a managed account service that provides a disciplined approach to investing for retirement. Features including the following:
• Customized selection*
• Ongoing oversight
• Quarterly updates
• 24/7 access
We’ve provided a toolkit to help you educate your participants
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
Investment decisions should be made based on the investor’s own objectives and circumstances.
The Retirement Plan Portfolio Manager program is a discretionary fee-based asset allocation advisory program provided by TIAA, FSB. The annual fee charged for this service may be between 0% and 0.60%, and is determined by an agreement with the plan sponsor.
*Morningstar Investment Management, LLC (Morningstar) is an unaffiliated investment advisor that provides TIAA with independent, third-party asset allocation models and specific investment recommendations for purposes of the Retirement Plan Portfolio Manager program. Program recommendations
are generated by Morningstar as an independent investment authority, retained by TIAA to provide independent advice.