Plan design & management for plan sponsors
Smart plan design helps simplify your ongoing plan management
What plan sponsors get from TIAA
Optimize your outcomes with PlanFocus®
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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.
Stay in the know, while you are on the go
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Transcript for PlanFocus Mobile App video
VO: In a first for TIAA and the industry, PlanFocus is going mobile with its own app, expanding your digital experience and providing an easy, convenient and secure way to access your plan account when you're on the go.
Stay up-to-date on action items and notices that may require your attention, right from the home screen.
Easily connect with your TIAA team by phone or email.
Review participant transaction requests and take the necessary action.
Searching for participant information is just a touch away so you can find the information you need and easily answer questions even when you're not at your desk.
You can also take care of important tasks like giving others web access right from your phone.
With fraud block, Touch ID and Face ID, you can be sure your data is secure, too.
So take advantage of these powerful features and more as we continue to enhance the app to better serve you.
Download the PlanFocus app from the Apple or Android store today and stay connected with PlanFocus on the go.