August 25, 2016 10:00 PM ET

Capital Markets

Company Overview of TIAA-CREF Individual & Institutional Services, LLC

Company Overview

TIAA-CREF Individual & Institutional Services, LLC provides financial products and services in academic, research, medical, cultural, government, and nonprofit fields. It offers products, including IRAs, annuities, mutual funds, and brokerage; and services, such as retirement planning, preparing for retirement, individual advisory services, managed accounts, and personal trust services. TIAA-CREF Individual & Institutional Services, LLC was founded in 1918 and is based in New York, New York.

730 Third Avenue

New York, NY 10017-3206

United States

Founded in 1918

Phone:

212-490-9000

Fax:

212-916-4840

Key Executives for TIAA-CREF Individual & Institutional Services, LLC

Chief Executive Officer and President
Age: 65
Chief Financial Officer and Executive Vice President
Age: 62
Executive Vice President and Chief Executive Officer of Tiaa-Cref Asset Management
Chief Executive Officer of Institutional Financial Services
Age: 58
Chief Executive Officer of Individual Financial Services
Age: 58
Compensation as of Fiscal Year 2016.

TIAA-CREF Individual & Institutional Services, LLC Key Developments

University of Maine System Selects TIAA-CREF as Sole Recordkeeper

TIAA-CREF announced that the University of Maine System has chosen the financial services provider as the sole recordkeeper of its 403(b), 401(a) and 457(b) retirement plans, which cover approximately 5,000 active participants and $1.2 billion in assets. By working with TIAA-CREF under a sole recordkeeping agreement, the University of Maine System will be able to look deeply into its plan's management and accounting practices and better monitor online enrollment, salary deferral agreements, plan sponsor calculated eligibility, contribution limits, hardship withdrawals, auto-enrollment and savings rates for all participants. University of Maine System plan members will benefit from a revamped investment menu with six TIAA-CREF annuity options, online access to their account information and personalized financial advice available in person and via phone and web.

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