Plan design & management for plan sponsors

Highlights

Smart plan design helps simplify your ongoing plan management

Recordkeeping services

Take advantage of a full suite of retirement plan services to help simplify plan management and administration while driving employee engagements and actions.

Fiduciary support

Count on TIAA for research, services and guidelines to help you select and monitor your plans and investments. We also help put the processes and documentation in place to help you achieve fiduciary compliance.
What You Get

What plan sponsors get from TIAA

We're here to help you manage your plan every step of the way.
A Strong Foundation
Drive participation, contributions, and outcomes through proven plan design features.
Transparent Fees
Assess the "reasonableness" of plan fees relative to value in order to provide positive outcomes and retirement readiness.
Managed Fiduciary Risk
Take advantage of toolkits and checklists designed to help with your plan governance and regulatory obligations.
Streamlined Plan Management
More efficient plan management and administration can make it easier for you to manage essential tasks.
Planfocus®

Optimize your outcomes with PlanFocus®

PlanFocus provides the tools and resources you need to manage your plans more effectively. You can go online to access plan information and reporting—allowing you to monitor and manage administrative tasks and fiduciary responsibilities.
PlanFocus
Make Informed Decisions

PlanFocus® driving better outcomes

View From the Top

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VO: PlanFocus, TIAA's plan sponsor website, is designed to help you evaluate plan effectiveness run your plan more efficiently fulfill your fiduciary responsibilities and make more informed decisions.

The home page is your gateway to everything PlanFocus has to offer and gives you a snapshot of how your plan is doing.

Check plan balances to see when - and where - contributions have been posted.

View charts and graphs of your plan's financial and demographic information for answers to key questions about your plan.

These insights can help you better analyze participant behavior and identify which employee groups may require more attention.

The "For Your Attention" section helps you manage your to-do list with important alerts, such as pending participant transactions and reports that are ready for review as well as important deadlines to help you keep your plan compliant.

When you need to delve deeper, the home page makes it easy to get where you need to go with expanded menus for all key destinations.

For example, in the Reporting section you'll be able to create reports for all your needs that may help you manage your plan day to day and design targeted communication strategies that may help improve the retirement readiness of your employees.

An array of educational materials are available within the Compliance and Education sections too including compliance resources for helping you understand regulatory requirements a library of ready-to-use items to target and better engage your participants and information to help keep you informed.

For quick access to exactly what you want, use the search field, which recognizes matching information as you type.

PlanFocus puts the tools, data and know-how you need right at your fingertips.

And new features are continually being added to make managing your plan easier.

Learn more by visiting the PlanFocus 101 page within the Education tab contacting your TIAA Representative or calling 888-842-7782.

And start getting the help you need to streamline administration reduce fiduciary risk and improve plan and participant outcomes with PlanFocus.

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