Need help planning for retirement? TIAA has you covered

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Retirement Portfolio

TIAA plan participants have access to a service that can help with investment decisions for their retirement savings.

TIAA's Retirement Plan Portfolio Manager is an optional, fee-based service for CU 401(a) and CU 403(b) Retirement Plan(s) enrollees that provide professional oversight and a systemic, disciplined approach to money management.

Your CU investment portfolio is reviewed on a quarterly basis – and adjusted as needed – to help keep your savings on track with your goals.

Features include:

  • Customized advice
  • Ongoing monitoring and portfolio adjustments
  • As-needed modifications
  • Quarterly investments


Retirement advisor



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