Thank you for your partnership.

Hello, I'm Jason Key, Head of Consultant Relations here at TIAA. Welcome to our latest edition of our newsletter. This is our new way of keeping you updated on industry trends and how we're working to make our shared clients happy and grow your business. 2024 has been an exciting year for TIAA, and we've got some big wins to share.

We've kept focus on delivering top notch service to your clients, with our relationship managers earning an amazing 99% satisfaction rate and thanks to you, we saw a huge 225% increase in RFPs from not just higher education opportunities, but health care, government, and multiple employer plans. We can't thank you enough. We're excited about the year ahead. When you and your clients will begin to realize the impact of our commitment to accelerating, innovating and enhancing the experience with TIAA.

For you, that means enhanced reporting and improved technology platforms for conducting planned transactions and access to insights that can be used across your consulting practice for our shared clients. That means faster fund lineup and plan changes. Easy to use tools and holistic plan dashboards to quickly access overall plan health and trends at a glance. In this edition of the newsletter, you'll find new research around a key plan differentiator to helping plan participants to and through retirement.

A video from Jim Mullery, head of institutional relationship management, on our digital enhancements and what's to come in 2025. A case study on how Gonzaga University boosted retirement readiness and engagement among plan participants.
We'll kick off 2025 with our Tomorrow Consultant conference in mid-January. At the conference, you'll have the opportunity to connect with TIAA executives and explore our latest product and service innovations, including our partnership with Accenture.

If you haven't registered, please reach out to your Consultant Relations part. As we close out this year. I want to sincerely thank you for your partnership and support. We're excited for what 2025 holds and look forward to continuing our work together. I wish you a joyful holiday season.