Is it time to rethink your recordkeeping?

Offering employees a variety of investment options doesn’t have to make your job more complex. Consider recordkeeping solutions that offer more relevance rather than more choice.
Recordkeeping services
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Long-term benefits of recordkeeping consolidation

You're likely spending significant time on plan management and meeting fiduciary responsibilities. Discover options to make your plan easier to manage for you and easier to navigate for your participants.
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Story in action: deeper engagement and better results

For one university, partnering with TIAA resulted in a more integrated and collaborative approach to retirement planning – and improved employee engagement by 20%.
Plan considerations

You have options and we’re here to help

Multivendor coordinator
Read how Duquesne University achieved deeper engagement, reduced costs, and a differentiated brand with TIAA’s Multivendor Coordinator solution.
Sole recordkeeping solutions
A TIAA sole recordkeeping solution can simplify your plan management, provide potential cost efficiencies, help manage your risk, and more.
Multiple Employer Plans (MEP)
By joining a MEP, you become part of a group of employers who pool together to gain efficiency in plan management activities.
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Fiduciary support
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Manage your fiduciary responsibilities

Count on TIAA for research, services and guidelines to help you select and monitor your plans and investments. We can also help you put the processes and documentation in place to help you achieve fiduciary compliance.
Planfocus
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Optimize your plan and drive outcomes with PlanFocus

PlanFocus is designed to provide you with the tools, resources and reporting capabilities you need to optimize and manage your plan more effectively.

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PlanFocus® from your desktop

You can go online to access plan information and reporting - allowing you to monitor and manage administrative tasks and fiduciary responsibilities.
 
 
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PlanFocus® from your mobile device

Stay connected while you are on the go. Skip one-time passcodes with biometric authentication, approve participant transactions, remit funding and more right from your mobile device.
 
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Insights

Resources you can use

Learn more about how the workforce is evolving and how you can make managing your retirement plan easier while driving more engagement for your employees.
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Read the Fiduciary & Compliance checklist
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Learn how to evaluate fees
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