Plan Sponsors

Executive Compensation Services

A well-conceived executive compensation arrangement can be an integral part of your competitive total rewards program, helping you achieve important goals such as:

  • Empowering key employees to save on current taxes by deferring more compensation now than they could under a qualified 403(b) or 401(k) plan
  • Enabling eligible participants to save more toward retirement
  • Recruiting and retaining innovative leaders to your organization
  • Motivating management to drive toward superior performance

TIAA-CREF offers a full range of solutions, educational materials, and support to help you easily implement executive compensation and benefit programs.

Full range of services

  • Executive Compensation Products and Services
    We can help implement a wide range of executive compensation programs appropriate for your institution’s eligible employees such as:
    • nonqualified deferred compensation plans (e.g., 457(b) or 457(f))
    • 415(m) excess benefit plans
    • supplemental executive retirement plans
    • executive bonus arrangements

We can provide assistance with plan design and plan document requirements, as well as coordinate services with the TIAA-CREF Life Insurance Company, TIAA-CREF Trust Company and our Individual Advisory Services.

  • TIAA-CREF Life Insurance Company
    A number of life insurance-based executive planning and deferred compensation options are available. We offer guidance in utilizing life insurance from simplistic executive estate planning needs to strategies that help key employees protect and supplement their retirement assets. Additionally, we can help business owners utilize life insurance as a foundational component to help protect the business, and as an asset to help fund employee deferred compensation plans.

  • TIAA-CREF Trust Company
    The Trust Company’s Investment Management and Fiduciary Services (IMFS) division provides a variety of discretionary trustee or investment management services to our clients who want to invest in a professionally managed portfolio within a fiduciary account. IMFS serves plans governed by the Employee Retirement Income Security Act of 1974 (ERISA), as well as other non-ERISA plans. As a client, you have access to a dedicated team of investment, tax and estate planning professionals. You’ll also receive personalized attention from a dedicated account administrator who helps coordinate plan administration services; benefit payments and other transaction-related items. IMFS works closely with your existing service provider or your actuary, attorney, plan document provider or recordkeeper to ensure a seamless and convenient relationship.

  • TIAA-CREF Executive Planning Services
    Our Wealth Management Advisors help your executives seek to optimize lifetime savings and investments to pursue future goals in retirement. The advisor works with an executive to gain a comprehensive understanding of their current and future financial planning needs. By working with professionals in financial and estate planning, taxation, insurance and trust services, the advisor develops a highly personalized financial solution for the executive.
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