1As of 12/31/2024
2One year ending 12/31/2024
3dalbar.com/Awards/WebMonitorRankings. The Dalbar Pyramid of Communications Excellence is the recognition awarded to financial service communications that display excellence in meeting the needs of customers and provide a best-in-class customer experience. The plan sponsor site, PlanFocus®, earned a designation of Excellent in 2024.
4TIAA received first overall in the Experience Benchmark, meaning overall, the study finds that TIAA has the best overall plan sponsor website. In this Experience Benchmark, there are seven total categories, and TIAA placed top-2 in 5 of the 7 categories (1st in Plan Administration, 2nd in Design & Navigation, Profile & Settings, Reporting and Support).
5TIAA got 2nd overall, and placed first in three of the six categories: Design & Navigation, Transactions and Profile & Settings. 2024.
6DALBAR Mobile InSIGHT’s. Using proprietary evaluation criteria, each Mobile site earns a final score between 1 and 100, which directly relates to Dalbar’s established Designations of “Excellent”, “Very Good” and “Good”. TIAA earned a score of 91.77 and a designation of Excellent.
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