www.tiaa.org Open in urlscan Pro
2.17.187.176  Public Scan

Submitted URL: http://www.tiaa.org/public/consultants/financial-consultants-plan-advisors
Effective URL: https://www.tiaa.org/public/consultants
Submission: On January 31 via api from US — Scanned from DE

Form analysis 0 forms found in the DOM

Text Content

Cookie Policy

TIAA uses cookies to enhance site navigation, analyze site usage, and assist in
our marketing efforts. By using our site you agree to our use of cookies as
explained in our

Cookie Policy.
DeclineI understand Cookie Preferences


Skip to main content Skip to login
Contact us
Our sites
 * Plan sponsors
 * Consultants
 * Advisors

 * TIAA Institute
 * TIAA Kaspick (planned giving)
 * Nuveen

 * PlanFocus®
 * Business EdgeSM

 * What we provide
 * Why TIAA
 * Key insights
 * Get in touch

 * Search
   

 * What we provide
 * Why TIAA
 * Key insights
 * Get in touch


 * Our sites
 * Contact us

Back to main menu

Back to main menu

Back to main menu

Back to main menu

Back to main menu
Plan sponsors Consultants Advisors
TIAA Institute TIAA Kaspick (planned giving) Nuveen
PlanFocus® Business EdgeSM


This website is intended for institutional retirement plan sponsors and their
consultants, registered investment advisers, and other related businesses. If
you are looking for individual services, please visit TIAA.org.




WELCOME TO TIAA TMRW

A publication focused on the biggest retirement issues facing employers,
employees and the consultants servicing them all.

Visit TMRW


STAY ON TOP OF RELEVANT AND TIMELY TOPICS


TIAA TRADITIONAL* RATES ARE UP 13% ON AVERAGE FOR EXISTING BALANCES


Your clients benefit from TIAA's unique way of sharing profits with
participants1 with guaranteed growth no matter the market and guaranteed
lifetime income. New rates apply through February 2024. 


Learn more Learn more Learn more about Good news
An Unrecognized Barrier to Retirement Income Security: Poor Longevity Literacy

Planning, saving, and preparing for retirement is complex and a key factor in
that complexity is the inherent uncertainty regarding how long one’s retirement
will last.

Read report


THE RETIREMENT BILL OF RIGHTS


We are fighting for Americans’ retirement security by proposing solutions to
help achieve what we believe all Americans deserve.


Join us and support the TIAA Bill of Rights.


Join us Learn more


SECURE ACT 2.0


Learn how this new law offers many American workers the opportunity for greater
financial security in retirement.


Learn more Learn more

*TIAA Traditional is a fixed annuity issued by Teachers Insurance and Annuity
Association of America (TIAA), New York, NY.


YOU CAN DIFFERENTIATE YOUR PRACTICE AND HELP YOUR CLIENTS SIMPLIFY THEIR PLANS —
ALL WHILE IMPROVING EFFICIENCY FOR EVERYONE

Recordkeeping

You know consolidating plans comes with countless benefits without limiting the
investment options.

Learn more Learn more
A smarter default option

Use your existing fiductiary processes and in-house investment expertise to
build a custom default solution with the TIAA RetirePlus Series®.

Learn more Learn more
CREF R4 class

Lowest expense in the industry2 with the continued benefit of lifetime income.

Learn more Learn more Opens pdf


THE MARKETS ARE IN CONSTANT MOTION

 So are we. Get our take.


Market insights
Client management and reporting


LET TIAA BUSINESS EDGESM HELP YOU MANAGE YOUR BOOK OF BUSINESS

View all your clients and their plans – anywhere, anytime. And now, manage who
has access to Business Edge at your firm.

Learn more


WE'RE HERE TO HELP

To get in touch, contact your Consultant Relations representative or request
contact via the button below.

Request contact

1 TIAA may share profits with TIAA Traditional Annuity owners through declared
additional amounts of interest during accumulation, higher initial annuity
income, and through further increases in annuity income benefits during
retirement. These additional amounts are not guaranteed beyond the period for
which they were declared.


2 Source: Morningstar Direct, January 3, 2023. CREF (R4 class) provides the
opportunity to offer investments at the lowest expenserate in the industry
compared to other variable annuities, and in the bottom tenth percentile of
mutual funds in the industry.


Any guarantees under annuities issued by TIAA are subject to TIAA's
claims-paying ability.

This material is for informational or educational purposes only and does not
constitute fiduciary investment advice under ERISA, a securities recommendation
under all securities laws, or an insurance product recommendation under state
insurance laws or regulations. This material does not take into account any
specific objectives or circumstances of any particular investor, or suggest any
specific course of action. Investment decisions should be made based on the
investor’s own objectives and circumstances.

Annuity contracts may contain terms for keeping them in force. We can provide
you with costs and complete details.

TIAA Traditional is a fixed annuity product issued through these contracts by
Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue,
New York, NY, 10017: Form series including but not limited to: 1000.24;
G-1000.4; IGRS-01-84-ACC; IGRSP-01-84-ACC; 6008.8. Not all contracts are
available in all states or currently issued. 

3150062
Feedback


CONNECT WITH US



 * Security center
 * Online privacy
 * Terms & conditions
 * Web accessibility

 * Business continuity
 * Do not sell/share my personal information
 * Careers
 * Prospectuses

Intended for Institutional Investor Use Only. Not Intended for Use with or
Distribution to the Public.

Investment, insurance and annuity products are not FDIC insured, are not bank
guaranteed, are not deposits, are not insured by any federal government agency,
are not a condition to any banking service or activity, and may lose value.

Consumer and commercial deposit and lending products and services are provided
by TIAA Bank®, a division of TIAA, FSB. Member FDIC. Equal Housing Lender.

The TIAA group of companies does not provide legal or tax advice. Please consult
your tax or legal advisor to address your specific circumstances.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC ,
distributes securities products. SIPC only protects customers' securities and
cash held in brokerage accounts. Annuity contracts and certificates are issued
by Teachers Insurance and Annuity Association of America (TIAA) and College
Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for
its own financial condition and contractual obligations.

Teachers Insurance and Annuity Association of America is domiciled in New York,
NY, with its principal place of business in New York, NY. Its California
Certificate of Authority number is 3092.

TIAA-CREF Life Insurance Company is domiciled in New York, NY, with its
principal place of business in New York, NY. Its California Certificate of
Authority number is 6992.

Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of
Financial Condition.

© 2024 and prior years, Teachers Insurance and Annuity Association of America -
College Retirement Equities Fund, New York, NY 10017