TIAA-CREF Recruiting RIAs To Advise Its Retirement Plan Participants

Friday, June 10, 2011 00:44
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TIAA-CREF Recruiting RIAs To Advise Its Retirement Plan Participants

Tags: 401(k) | registered investment advisors | retirement plans

Leading non-profit retirement plan provider and mutual fund powerhouse TIAA-CREF is now actively courting RIA firms hungry to provide advice to participants in the firm's 15,000 403(b) and other plans.

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CREF's Advisor Network is now soliciting interest from advisors who want to serve as charter members of the program. 

 

In return for a fee paid to the Center for Due Diligence, members of the network get pre-certification as qualified fiduciary advice providers -- definitely a plus given the regulatory upheaval in the ERISA space -- not to mention referrals and support from TIAA-CREF itself.

 

Right now, the principals envision the program as being fairly exclusive, but once the training wheels come off early next year, TIAA-CREF wants to take the network national. 

 

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