Plan Sponsors

Plan Sponsor Education: Webinars

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The retirement landscape is constantly evolving; creating many challenges for plan sponsors. Look to our interactive webinar series for timely insights to help you fulfill your fiduciary responsibilities, enhance your plan administration and engage your employees.

Be sure to bookmark this page and check it often. We closely monitor retirement plan trends and regulations and new webinars are added regularly to keep you up-to-date on the latest developments.


Fiduciary Responsibility Best Practices Webinar Series

  October 17, 2017

 2 - 3 P.M. ET

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Mitigating Plan Risk: Plan Reporting Responsibilities Simplified

Learn how the Plan Sponsor Reporting and Audit Guide and other key TIAA resources and support can help you with plan reporting, audit and oversight.  This webinar is primarily intended for plan sponsor administrators of retirement plans subject to ERISA.

  October 18, 2017

 2 - 3 P.M. ET

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Nondiscrimination Testing of Defined Contribution Plans

Increase your understanding of the different nondiscrimination tests and the implications for your plan. Gain insights on minimum coverage and general nondiscrimination requirements, common testing issues, safe harbor plan designs.This webinar is primarily intended for plan sponsor administrators of retirement plans subject to ERISA

Investment Perspectives Webinar Series

  September 26, 2017

 2 - 3 P.M. ET

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Helping Participants Generate Lifetime Income

Understand the importance of lifetime income and the benefits of delivering income options that meet retirement goals.

  November 1, 2017

 2 - 3 P.M. ET

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Quarterly Economic and Market Update (For Plans with Annuity Accounts and/or Mutual Funds)

Join TIAA’s Chief Economist and Chief Investment Strategist Brian Nick for a discussion on economic and market developments. We'll also review the performance of TIAA investments to help you meet your fiduciary responsibility for selecting and monitoring plan investment options and performance

  November 2, 2017

 2 - 3 P.M. ET

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Quarterly Economic and Market Update (For Plans with Annuity Accounts and/or Access Accounts)

Join TIAA’s Chief Economist and Chief Investment Strategist Brian Nick for a discussion on economic and market developments. We'll also review the performance of TIAA investments to help you meet your fiduciary responsibility for selecting and monitoring plan investment options and performance

Public Policy Perspectives Webinar Series

  November 7, 2017

 2 - 3 P.M. ET

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Public Policy: Washington Watch Webinar Series

TIAA's lead public-policy strategist, Derek Dorn, will discuss and answer your questions on key Washington developments including public policy, regulatory & economic topics.

PlanFocus Webinar Series

  November 29, 2017

 2 - 3 P.M. ET

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Exploring Reporting on PlanFocus

Zoom in on how PlanFocus’s flexible and comprehensive reporting capabilities enable you to create and deliver reports to meet your needs.

  December 06, 2017

 2 - 3 P.M. ET

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Managing your PlanFocus users

This webinar will walk you through the site user management features and show you how to secure sensitive plan and participant data by controlling the level of access of your site users.

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