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
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.
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.
Fiduciary support
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
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.
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.
PlanFocus® from your mobile device
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.
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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