How We Serve You

When you select TIAA-CREF to help meet your financial needs, you’re more than a client—you’re a participant.

That means we participate in a relationship with you that’s all about your personal financial journey and the specific goals you have for yourself and your family.

It’s a two-way relationship—in which we listen to what’s important to you, and where you want to be financially five, ten or even thirty years from now. Once we understand where you want to go, we can offer the choices and guidance to help you get there.

Year Founded 1918

Individuals Served 4.8M

Funds With 3 plus Morning Star Stars 98%

My TIAA-CREF Customer Satisfaction 80%


What We Offer

For almost 100 years, TIAA-CREF has been dedicated to the needs of our participants and their families – those, like you, who serve the greater good through your work in the academic, medical, cultural and research fields.

With our strong nonprofit heritage, we have long subscribed to a different set of guiding principles:

Consistent, long-term performance and solid returns
We have a variety of investment products with impressive track records over the long term. Having invented variable annuities in 1952, TIAA-CREF has long pioneered their use in funding retirement investing and generating income in retirement.
Graph our account performance     Our Plan Fees

Personalized retirement plan advice by highly trained consultants
Our expert consultants can give you a personalized analysis of your portfolio, designed to help you plan and invest for a more successful retirement, based on your career stage and retirement income goals.
Schedule a consultation 

Leadership matters
As an individual investor, you should gain confidence from the fact that TIAA-CREF is trusted by a host of premier institutions across the nation. We’ve been a leader in corporate governance and accounting reform for many years — issues that underlie our commitment to protecting your assets for the long term.
See our accountability 

Low fees
We are committed to keeping our fees low to ensure more of your money is working hard for you. At TIAA-CREF, our fees are generally less than half the mutual fund industry average.3
Understanding our plan fees 

More Than Just Retirement

While retirement investments have been at the heart of what we do, TIAA-CREF can help you achieve your financial goals through every stage of your life.

Highest Retirement Acount BalanceMaybe you want to open a brokerage account to take advantage of mutual funds investments. Or you could be starting a family and want to learn more about our 529 college savings options or how to get the most out of an IRA investment. We even have life insurance and banking services to help you prepare for the unexpected.

Whatever your need, we can answer your questions and guide you in the right direction. Whether you’re a seasoned investor or just starting out, learn more about our wide range of products

Advice and Resources

GoldEducationProgramsAward4.PNGWhether it’s always having access to your accounts and balances or needing a little extra guidance to make a financial decision, you’ll always have help getting your savings organized.

Anytime access to your account
We’ve freshly redesigned our offering of online services, so you’ll have information and advice at your fingertips.
Take a guided tour of My TIAA-CREF   

Gold Award for Participant Client Account InformationOnline resources
To learn more about the resources available to you, visit the Advice and Guidance section of tiaa-cref.org. And for a more personalized experience, log in to your My TIAA-CREF account today .

A community of savers
Myretirement.org is a private online community where our participants over the age of 50 can share ideas and seek guidance to help bring visions of retirement to life.

Financial education seminars
TIAA-CREF conducts financial education seminars nationwide to help you make informed decisions about your financial future.

TIAA-CREF is a leader in providing retirement and savings plan design, consultation and administration to the medical, education, research, cultural and governmental communities.

We help our institutions and their employees achieve better outcomes at the best total value.

Individuals Served 4.8M

Assets Under Management $564 B

Plan Size Ranges from 1 - 88,024

Institutions Served 15,000

 


Plan Services & Resources

Consulting
Recognition Plan Sponsors DC SurveyWith a focus on the nonprofit world since the beginning, our main goal is to help you administer a retirement plan that is specifically designed for your needs and helps provide secure retirements for your employees.

A dedicated Relationship Manager will work with you and other members of the TIAA-CREF support team to create the right strategy for you.

Recordkeeping
In our long history, we’ve learned that when institutions rely on a single provider to manage a plan’s recordkeeping, it can help them keep closer watch over their fiduciary and compliance responsibilities.

Service Provider Ecellence Award in Recordkeeping, 2010-2013With an integrated set of web-based services offered through a single point of contact, we can support single- and multi-vendor plans with exceptional accuracy that can help reduce errors while offering quality retirement plans for employees.

  • Enrollment Services – We offer a suite of enrollment services designed to maximize participation and increase contribution rates, including default enrollment, online enrollment, Auto Enroll, and Auto Save (auto escalation)
  • Vesting Services
  • Core Recordkeeping
  • Default Account Administration (QDIAs)

Implementation
We offer planning, project management and communications services to make the transition to TIAA-CREF or the addition of a new product or service as seamless as possible for you and your participants.

Fiduciary & Compliance
Fiduciary duties are critical to retirement plan administration. Both regulators and plan sponsors are increasingly dedicated to making sure plans make the welfare and needs of participants their top priority.

We can help you understand your fiduciary obligations and best practices — and support you in meeting those obligations — in a variety of ways:

  • Plan Document Services
  • Investment Services
  • Compliance Services
  • Plan Review & Reporting Services

Tools & Resources

There are a variety of online tools and resources available to our plan sponsors and their employees.

Investment Platforms

Investment Options
We offer investment flexibility and fund variety through a platform of open architecture menu design.

This means you can custom-build a portfolio that allows you and your employees to take advantage of unique TIAA-CREF products as well as 15,000 nonproprietary funds available to us through other providers.

Employee Engagement

Communication & Education Services
Gold Education Programs AwardEngaging your employees is all about building their knowledge and confidence. The end goal is to help them take an active role in managing their retirement plan so they can achieve a safe and secure retirement.

We work closely with you to develop a customized communication and education plan to support your employees’ needs.

And with a full range of financial services that extend beyond our traditional retirement plans, we help each employee create a personal definition of financial well-being — and achieve it.

Gold Award for Participant Client Account InformationOnline Capabilities
We have a wealth of online resources that can help your employees understand their entire financial picture:

Advice & Planning Services
Providing personalized advice to our clients — at no additional cost — is one of the services we’re most proud of.

We see all employees of our member institutions as unique people. We take the time to understand each one holistically, taking into account their financial needs, priorities and goals.

We offer advice through both our internal financial advisors and, in some cases, through independent Registered Investment Advisors. This helps ensure that the best interests of your employees are always being served.

Get Started

Contact us Monday through Friday, 8 a.m. to 5 p.m. (ET) at 888 842-7782

Case Studies

Healthcare

Heathcare
Boston Medical Center Right Arrow

Government

Government
Shoreline, Washington  Right Arrow

Higher Education

Higher Education
The Jackson Laboratory  Right Arrow

Want to learn more?

See other ways we can serve you on the Plan Sponsors site.

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Our experience and leadership in the market allows consultants, advisors, third-party administrators and other financial professionals to confidently recommend us to their clients. Our commitment to helping intermediaries provide best in class service to their clients is unwavering.

Whether your clients are pursuing retirement, insurance, or investment solutions, TIAA-CREF is a trusted partner.

TIAA-CREF provides a broad range of investment options that span the risk/reward spectrum. From separate accounts to commingled funds, we can tailor an investment solution that meets your and your clients’ diverse needs.

Individuals Served 4.8M

Assets Under Management $564 B

Number of Proprietary Funds 58

Lifetime Income Paid 4.3B


Why TIAA-CREF?

5 Star Award for Excellence in EducationWe offer several unique advantages that can help you enhance our shared clients’ financial health:

  • Long history  - We’ve been developing unique financial solutions for clients since 1918. From annuities to retirement healthcare programs, we try to balance our experience with innovation for the benefit of our clients.
  • Market leader - We are the largest provider of retirement plan services to the not-for-profit market.4 We understand the business because we are the leader and we are the leader because we understand the business.
  • Low cost - We keep our costs among the lowest in the industry so clients and their advisors can choose us based on our merits – not our costs. 5

Helping You Help Your Clients

American Society Of Pension Professionals ActuariesEach financial professional brings a unique value to our shared clients. Our ability to work with you to support your clients means that the client receives the attention and support they deserve from all of us.

Get Started

For more information on how we can help you help your clients, contact your local representative from the list below.

Consultants

Advisors

Meet the Professionals

Meet some of the people with the passion and purpose for doing what’s right for our clients.

Read the bios 

TIAA-CREF Asset Management provides disciplined investment solutions and strategies to institutional investors worldwide.

Assets Under Management $564 B

Years of Assets Allocation Experience 60

Investment Professionals 300

 

Leaders in the Industry

For more than 90 years, we’ve helped our clients reach their goals with proven principles for achieving financial success. Our results have also been recognized by the industry:

  • TIAA-CREF Funds ranked in the top 25% of the mutual fund families surveyed in the 2013 Lipper/Barron’s Fund Family Survey.2
  • TIAA-CREF is one of the top ten managers of equity assets based on institutional tax-exempt assets under management.3
  • TIAA-CREF is one of the top ten managers of fixed-income assets based on institutional tax-exempt assets under management.3
  • TIAA-CREF is one of the top five real estate managers of U.S. institutional tax-exempt assets.4

Our Investment Process

Institutional Class earned Lipper Fund AwardWe have the capacity and capability to manage a variety of strategies to help you meet your particular needs. Our investment processes are based on our time-tested philosophy.

  • The only way to compete in the markets is to think ahead of them. We balance time-tested strategies with innovative, sustainable opportunities to drive the growth and long-term results our clients have come to expect.
  • A disciplined approach is the only approach. We’ve developed consistent, prudent investment processes that enable us to put all financial opportunities through a thorough and rigorous analysis.
  • Accountability to our clients is paramount. From the beginning, we’ve put our investors first. Our fees are among the lowest in the industry5 and the long-term, performance-driven compensation structure for our investment professionals ensures that our respective interests remain aligned.

Investment Offerings

TIAA-CREF Bond Fund RecognizedWe offer products that span public and private markets across:

  • Equity
  • Fixed Income
  • Alternatives
  • Real Assets

Want to learn more?

See other ways we can serve you on the Asset Management site.

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