Plan Sponsors

Investment Services

As a plan fiduciary, you are required to diversify plan investments to minimize the risk of large investment losses and to be prudent in selecting and monitoring those investment options. TIAA-CREF supports you and any advisor you may be working with in establishing appropriate processes and documentation to fulfill fiduciary obligations and to ensure your employees have the options they need to plan effectively for their retirements.

  • Investment Policy Statement Guidance
    TIAA-CREF can discuss a retirement plan's investment objectives and provide assistance in developing investment processes, including specimen investment policy statements.
  • Investment Menu Design Services
    TIAA-CREF's Investment Services Group helps plan sponsors develop and evaluate the appropriate investment menu for retirement plans, develop investment review processes and documentation, and monitor investment performance of retirement plans.
  • Investment Reviews
    This service helps you meet your responsibility for ongoing objective monitoring of investment performance. The review includes all investments TIAA-CREF administers for the plan — both proprietary and nonproprietary, if applicable.
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