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.Program Information
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 recommendationsare generated by Morningstar as an independent investment authority, retained by TIAA to provide independent advice.
No strategy or investment policy can eliminate or anticipate all market risks and losses can occur.