TIAA-CREF Offers Plan Sponsor Education

The firm offers a four-part series about fiduciary responsibility and a three-part series about plan sponsor challenges.  

Highlights of “Fiduciary Responsibility Series Part 4: Investments — the foundation of retirement readiness” include: 

• How fiduciaries can prevent mistakes related to selecting and monitoring investments, 
• The risk of personal liability for investment losses resulting from a failure to perform fiduciary duties, 
• The need for a prudent investment selection and monitoring process, 
• The need for diligent and regular investment reviews and adjustments, and  
• The importance of seeking expert assistance. 

Highlights of “Plan Sponsor Challenges Series Part 3: Helping your employees make the right choices for lifetime income” include: 

• The importance of focusing on retirement readiness, leading to lifelong financial security and well-being, 
• The growing importance to participants of guaranteed lifetime income, 
• The need to focus on lifetime income and savings accumulation in plan design, and 
• The value of the “pension” that didn’t disappear: guaranteed fixed annuities. 

The firm also offers a series about the aging workforce.