Plan Sponsors

Employee Services


The success of your retirement plan, and your employees’ readiness for retirement, depends on employee engagement and ongoing participation. TIAA applies extensive research to understand your employees’ needs. We offer communication, education and personalized advice — with messaging targeted to specific needs across a spectrum of life stages and available in participants’ preferred channels — to drive measurable progress toward planning for financial well-being.

Communications drive enrollment & deliver ongoing information

Comprehensive enrollment, welcome and onboarding communications are designed to motivate your eligible employees to participate in 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 for ongoing monitoring, reading through action-oriented 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 targeted 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 a comprehensive communication, education and advice plan 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 which was ranked #1 by DALBAR in overall rankings. 1

Personalized advice and planning inspire confidence

Within the plan your employees are driven to action with personalized fund-level recommendations on plan assets which they can access online, by phone or in person. 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. Over two-thirds (71%) of those receiving TIAA’s personalized advice chose to save more, adjust their portfolio allocation or rebalance. 2

Participants can: