New Options for SUNY ORP at TIAA
Starting July 23, 2024, TIAA is offering a new lifecycle fund program and an investment option for the SUNY Optional Retirement Program. SUNY Targeted Allocation Retirement Series (STARS) The STARS program is a hands-free approach that utilizes a combination of investment options to arrive at an allocation based on the participant’s projected retirement date. STARS […]
TIAA Traditional – Interest Rate Renewals
Many clients have employer sponsored plans with TIAA-CREF which offers various investment options including TIAA Traditional, its flagship fixed annuity product. This type of financial product guarantees a minimum rate of interest while you save, and if you annuitize your retirement plan, it provides a minimum monthly amount of income during retirement like Social Security […]
Unique Planning Opportunities with TIAA Traditional
Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in the United States. One type of investment, called the TIAA Traditional Annuity, is a unique fixed income investment option that is available in TIAA 403(b) […]