This website is intended for institutional retirement plan sponsors and their consultants, registered investment advisers, and other related businesses. If you are looking for individual services, please visit TIAA.org.

Make your clients’ retirement plan work hard. Without hard work.

Clients get the most out of their plan with SmartPlan’s simple, on-demand insights.

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Business edge users

Enhanced user management experience

With Business Edge, you can now add multiple users from your firm and add clients to help manage your TIAA Retirement Plans more effectively and securely. View these resources, for Firm Managers and Delegates, to learn more.

Listen to our experts describe and demonstrate the new user management features.

Follow these step-by-step instructions that guide you through how to set up a new user at your firm or how to request Business Edge or PlanFocus access to a mutual TIAA client.

Please note that you will be asked to verify Business Edge users within your firm on an annual basis. You will see a message to 'Review and confirm access’'within the 'Manage clients & users' section. Please review and affirm access in a timely manner to avoid any unnecessary disruption.

Designed for you

Use TIAA's secure website to make informed decisions and client recommendations

With a single click you can leverage tools to help you stay on track:

  • Quickly view all clients and plans in your TIAA book of business; or you can choose to view a subset or a single client
  • Access key performance indicators for investment balances, contributions, enrollments and more - to garner rich insights and monitor trends over time
  • Robust reporting allows you to easily create customized reports to deepen and expand client relationships
  • Assign user access within your firm and request access to client data not currently accessible on Business Edge
  • Modify your email alert settings to help manage your inbox
Client forms

Find the right forms for your business

We’re here to help you support your clients’ administrative needs

Access

Get Connected

Access TIAA Business Edge anytime, anywhere, from your desktop or mobile device with your TIAA user ID and password.

You must be authorized to access PlanFocus data for at least one of your clients.

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Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability.

This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.

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