During a retirement plan change, our goal is to get your plan up and running with accuracy and the least amount of service disruption. TIAA-CREF’s experienced Transition Team will lead and facilitate the process, working closely with you and your advisors to manage schedules and allocate resources.
We have fine-tuned an expedient and comprehensive four-stage transition process — through which we will be with you every step of the way.
TIAA-CREF does not provide tax or legal advice. Please consult with your own advisors.
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