Plan Sponsors

Plan Sponsor Solutions

We apply nearly 100 years of experience in providing retirement plan products and services to the medical, education, research, cultural and governmental communities to understand and meet your unique needs with:

  • Assistance in designing flexible retirement and savings programs that help you meet your objectives and allow your employees to maximize their retirement readiness
  • An investment platform that helps you meet your fiduciary responsibilities by supporting annuities, along with access to a wide range of mutual funds from some of the leading investment providers, and a fully integrated brokerage platform 1
  • A powerful employee engagement model that integrates accessible one-on-one advice with education programs to drive engagement and action

You’re supported every step of the way with information, resources and tools that allow you to manage your plan efficiently, measure its performance, manage risks, and identify opportunities to reduce costs — helping you do right by your employees, so they can be truly ready to retire.

Call us today at (888) 842-7782 to discuss how TIAA-CREF can work for you.

Plan Sponsor Services 
From analysis of effective plan types and structures, to the implementation of products and services to enhance your plan, and everything in between to keep it compliant and competitive — you’ll gain confidence and efficiency with an experienced team, comprehensive services and fiduciary support.

Employee Services 
Our suite of communication and education programs, coupled with our integrated advice & education or guidance, wealth management offer, regulatory notification services and online tools, provide a full range of value-add services to engage employees and help them maximize their readiness for retirement.

Administrative & Recordkeeping Services 
A full suite of retirement plan services to help you streamline employee enrollment and ongoing plan management. From eligibility tracking and monitoring of vested status, through effective ongoing transaction management — we provide tools to help your employees and your plan meet set goals.

Additional Institutional Products & Services 
Our Retirement Healthcare and Executive Compensation programs add value to your retirement offer--enabling you to recruit and retain valued employees. Additionally, our Planned Giving and Endowment Management services can help you maximize institutional financial objectives.

Investment Products 
Our flexible, open architecture platform provides access to our foundational lifetime income products along with proprietary and nonproprietary mutual funds — enabling you to offer best-in-class investment options that address both the accumulation and payout phases of retirement planning.