Plan participant tech
A digital tool for your employees
Employees today expect simple retirement planning, but engagement styles vary. MyTIAA® meets these needs by blending intuitive digital tools with personalized support for all your employees.
Guiding our participants
Financial planning made simple
MyTIAA, our comprehensive digital platform for participants, simplifies saving, investing, budgeting and retirement planning through a secure environment. It offers intuitive tools with personalized guidance for all participants. Key features include:
Easy planning tools
- Retirement income modeling tools
- Interactive goal tracking
- Personalized next steps tailored to your individual journey
Holistic financial view
- Investment performance and management
- Beneficiary management
Safeguarded records
- Protected file sharing
- Robust cybersecurity protection and peer benchmarking
- Tax statements and other important documents
Prestigious recognition
Industry-leading plan technology
Our innovative plan management solutions have earned recognition across the industry, garnering prestigious awards for excellence and effectiveness.
DALBAR Designation of “Excellent” for Participant Web Experience
TIAA earned the industry's #1 ranking for participant website excellence, following a thorough assessment of functionality, usability, and behavioral design.1
Corporate Insight #2 for Participant Website
TIAA earned 2024 Gold medals from Corporate Insight for participant website excellence in Homepages & Dashboards, Transactions, and Profile & Settings. These awards recognize TIAA's redesigned interfaces and commitment to intuitive digital solutions that enhance user experience.2
For plan sponsors
PlanFocus®: How Plan Sponsors get work done
PlanFocus transforms complex to-do lists into strategic plans through priority management and progress tracking helping users boost productivity while aligning daily tasks with goals.
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1 Dalbar, Inc. 2024. Dalbar evaluates plan participant websites on a daily basis. Websites are scored on a 100-point scale in several criteria, which are grouped in five broad categories: Functionality, Usability, Content Currency, Consistency and Behavior Centric. Websites that receive a designation of Excellent or Very Good are eligible for the Dalbar Pyramid of Communications Excellence award. TIAA was ranked #1 overall and earned a designation of Excellent with a score of 85.33.
2 Corporate Insight 2024. The Experience Benchmark ranks the websites of 18 leading retirement plan providers and TIAA was among two firms landing in the top tier.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.