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.
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.
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.
For one university, partnering with TIAA resulted in a more integrated and collaborative approach to retirement planning – and improved employee engagement by 20%.
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 Overview Video
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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.
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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.
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.