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

PlanFocus Overview Video [music playing] (Off-camera host) When you run a retirement plan, you have a lot of responsibilities. PlanFocus, TIAA’s plan sponsor website, is designed to make your job easier. It’s your one-stop shop for running your plan more effectively and helping employees live well in retirement. It starts with the Home Page, which features a high-level snapshot of all your plans and important reminders and notifications. From there, you can quickly find what you need in the tabs for all key areas of the site. In the Administration section, you’ll find links for easily managing many of your plan’s day-to-day activities, like approving participant transaction requests, managing contributions and submitting service requests. The Reporting section gives you key insights into your plan and can help you identify trends on which you can take action. Explore plan and participant data within our available reports, modify them or create your own from scratch to get the information you need. The Compliance section can help you learn more about your fiduciary responsibilities, with quick access to guidance, tools and a calendar with important deadlines. Under Resources, you’ll find valuable tools and information on topics like regulatory changes and how we protect your data, as well as webinars that can help you better manage your plan and monitor investments. There are also resources you can share with your employees like ready-to-use communications and helpful tools and tips. The Document Center is the secure repository for files exchanged between you and TIAA. Here you can upload files to TIAA and find files that have been uploaded for you. PlanFocus puts the power of technology and insights for successful plan management right at your fingertips. Visit the PlanFocus 101 page under the Resources tab to learn more. And start putting PlanFocus to work for you. If you have any questions, we’re here to help. Please contact your relationship team or the Administrator Telephone Center at 888-842-7782. [music ends]