Plan Sponsors

Employee Services

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The success of your retirement plan, and your employees’ readiness for retirement, is influenced by employee engagement and ongoing participation. TIAA applies extensive research to understand your employees’ needs. We offer communication, education and advice—with targeted messaging that delivers the right information at the right time—to help drive measurable progress toward planning for financial well-being.

Communications help employees understand how to enroll and get ongoing information

Comprehensive enrollment, welcome and onboarding communications are designed to inform your eligible employees about the plan. Once enrolled, we support you in fulfilling your responsibility to deliver a variety of ongoing communications. Our goal is to make your job easier — from notification of plan changes to required annual regulatory notifications, along with statements, financial education, and investment performance information in between.

Segmented messages are relevant to your employees

Whether enrolling online and using the My Account section of TIAA.org for ongoing monitoring, reading through communications and publications, or speaking with our helpful consultants, advisors and service representatives, the information your employees receive is targeted to where they are on the road to retirement.

This approach is successful because we take a comprehensive look at your participant data, analyzing various cuts to better understand your employee population. We then apply this information and our segmentation strategy to create comprehensive communication, education and advice that identifies key areas of focus, appropriate channels, messages and makes each message relevant.

Multichannel delivery provides information when and how your employees want it

From powerful online games like the Financial IQ Challenge, engaging webinars, online communities and a portfolio of targeted campaigns, workshops and other media — to regional financial consultants available in 120 local offices nationwide — we engage participants in the way they are most comfortable. They are supported by our participant call centers and the My Account section of TIAA.org which was ranked #1 by DALBAR in overall rankings.1

Personalized advice and planning can help participants in their pursuit of financial well-being

Within the plan, you may choose to provide access to in-plan allocation advice, sourced from a third party and provided by phone, online and by TIAA financial consultants in the field. Beyond the plan, we offer customized one-on-one financial planning, portfolio management and advisor services to help employees with more sophisticated investment requirements and lifetime planning needs. Almost half (48%) of those receiving TIAA’s personalized advice chose to save more, adjust their portfolio allocation or rebalance. 2

Participants can:

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