This website is intended for institutional retirement plan sponsors and their consultants, registered investment advisers, and other related businesses. If you are looking for individual services, please visit TIAA.org.

Stay ahead of the game with a simplified, stronger retirement plan

“Thanks to our new automated recordkeeping platform, there isn’t a single piece of paper that crosses my desk anymore. And with TIAA as our single recordkeeper, we’ve also been able to reduce litigation risks that were associated with managing multivendor plans.”

Ron Chin, University of San Francisco Retirement Plan Manager

Recordkeeping services

Simplify all around

There are steps you can take to make retirement planning easier for your employees while also saving yourself time and energy.

Rethinking your recordkeeping?

Offering employees a variety of investment options doesn’t have to make your job harder. Consider ways to offer more relevance than choice.

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.

 

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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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Learn about PlanFocus Mobile app

Get in touch

We’re here to help

Contact your TIAA relationship manager or our Administrator Telephone Center at 888-842-7782, weekdays 8 a.m.–5 p.m. (ET).

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.

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