Plan Sponsor Solutions
TIAA-CREF is a leader in providing retirement and savings plan design, consultation and administration to the medical, education, research, cultural and governmental communities. With more than 90 years of experience in providing retirement plan products and services, we can:
- Design flexible retirement and savings programs that help you meet your objectives
- Ensure diversified portfolio construction by helping you choose from a variety of products in an open architecture environment
- Offer a comprehensive set of services to help simplify plan administration and help you meet your fiduciary and compliance obligations
- Provide education and tools to help your employees meet their retirement planning goals
Our highly trained client service teams will partner with you to identify and implement best practices solutions that make your jobs easier and help prepare your employees for retirement. Call us today at 888 842-7782 to discuss how we can put the strength of TIAA-CREF to work for you.
Our proven project methodology is built on years of experience and emphasizes planning, process management and communication, making transitioning to TIAA-CREF or adding a new product or service easy. We also provide a comprehensive planning and testing process to ensure quality and timeliness.
Our open architecture platform supports a wide range of options including our annuities and mutual funds as well as non-proprietary mutual funds, along with even more investment choices through a self-directed brokerage account.
From enrolling participants in the plan to effectively managing their transactions, we have services that help simplify the administration of your plan and provide a seamless experience for your employees.
As part of our suite of services to help support your needs as a fiduciary and efficiently meet your compliance obligations, we can help draft specimen and prototype plan documents, manage and monitor your investment menu, manage and monitor your compliance requirements and provide detailed plan reporting.
Our suite of communication and education programs, coupled with our integrated advice & planning services, wealth management offer, regulatory notification services and online tools, provide a full range of value-add services to help employees maximize their workplace savings opportunities as well as their personal savings.
Our Retirement Healthcare Savings Plan and Executive Compensation programs add value to your retirement program enabling you to recruit and retain valued employees. Additionally, our Planned Giving, Endowment Management and custody services can help you maximize institutional financial objectives.