TIAA
TIAA offers a comprehensive range of retirement products, wealth management services, and investment options, managing $1.2 trillion in assets and serving nearly 5 million customers across America.
Retirement Products
TIAA offers a comprehensive array of retirement products tailored to meet the diverse needs of its clients. These products include retirement plans, retirement annuities, and options for guaranteed lifetime income and variable lifetime income. Clients can also avail themselves of IRAs, rollovers, personal annuities, and target date funds. TIAA's retirement solutions aim to provide sustainable and reliable income during retirement, ensuring clients can meet their financial goals.
Wealth Management Services
TIAA provides extensive wealth management services designed to help clients manage their financial assets effectively. This includes personalized advice to optimize investment portfolios, professional support either in-person, on the phone, or online, and a legacy of responsible investing spanning over 50 years. Their wealth management services are aimed at helping clients achieve financial security and grow their wealth responsibly.
Investment Products and Options
TIAA offers a variety of investment products to meet the needs of diverse investors. These products include mutual funds, responsible investing options, brokerage accounts, managed accounts, 529 education savings plans, and Health Savings Accounts (HSAs). With $1.2 trillion in assets under management, TIAA provides robust and diversified investment options to help clients grow their financial portfolios.
Financial Education Resources
TIAA provides a range of financial education resources to help clients make informed decisions. These resources include Personal Finance 101, retirement planning guides, and advice for navigating life milestones or preparing for unexpected events. TIAA also offers tools and calculators for retirement income planning, early withdrawals, and other financial planning needs to support their clients' financial education and literacy.
Company Overview and Legacy
With over 125 years of experience, TIAA combines its extensive history of managing assets designed for income through TIAA and Nuveen. Serving nearly 5 million individual customers across America, TIAA has shared $3 billion annually with more than 2 million fixed annuity customers over the last three years. Their offerings include a TIAA Traditional annuity that guarantees growth and income. The company also provides advisory services through Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC.