ADVICE AND GUIDANCE
Are you on the right financial track for retirement? Find out through personalized retirement planning and guidance on your employer-sponsored retirement plan assets — at no added cost.
Retirement Advisor online
This simple but powerful resource can create a customized plan that helps ensure you're saving enough to support the kind of retirement you want. Try Retirement Advisor now. See an overview of Retirement Advisor.
Retirement Plan Managed Account Service
TIAA-CREF Retirement Plan Portfolio Manager is a managed account service to help you plan for retirement. Using personalized investment advice, Retirement Plan Portfolio Manager provides professional oversight and a systematic, disciplined approach to managing your retirement plan investments. Your retirement plan portfolio is automatically monitored and adjusted regularly to help keep it on track. Learn more.
TIAA-CREF Financial Consultants
We are here to help you. TIAA-CREF’s Financial Consultants can assist you in one-on-one sessions, in person or on the phone. Get answers to these key questions:
- How much do I need to save to reach my financial goals?
- What asset allocation mix makes sense for me?
- What investment strategy should I consider?
Informed by decades of company experience, TIAA-CREF Financial Consultants’ know-how can help you create a retirement portfolio that’s right for you. Call TIAA-CREF at 866 842-2907 to schedule an appointment.
Learn more by visiting the Advice & Guidance Center.
Participants will pay an annual fee of 40 basis points for the Retirement Plan Portfolio Manager Program, which will be deducted from their account on a quarterly basis. For example: If the person has $10,000 in an account, the annual fee would be $10,000 x .004 = $40, deducted as $10 per quarter.
The Retirement Plan Portfolio Manager program is a discretionary fee-based asset allocation advisory program provided by the TIAA-CREF Trust Company, FSB (the "Trust Company"). No method of investing can ensure a profit or protect against loss.