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SRK VS MVC
Product Destinations
100
Under this service the Plan Sponsor sends census data for the entire employee population to TIAA and we track the employees’ service and apply the plan rules to determine when individual employees is able to participate in a plan.
What is: Full Service Eligibility
100
The Underwriting Team will produce this document to provide to a client to review before the implementation begins:
What is: Letter of Understanding
100
Retirement@Work is launched directly from:
What is the client's benefits site.
100
What is the industry standard file format used to transmit data needed for outsourced services such as eligibility tracking or contribution limits monitoring.
What is: SPARK
100
This team does a thorough review of every deal involving outsourced services and their assessment is required prior to the OGC call.
What is: Underwriting
200
This service encourages a broader group of employees to participate in the plan and therefore can help institutions with non-discrimination testing.
What is Auto Enroll
200
Only under this recordkeeping model does the provider have access to all of the necessary participant data and can deliver the consolidated services and an integrated, 360 degree view of participants’ assets.
What is SRK
200
a file type used by TIAA-CREF to pass retirement related data and withholding contribution information back to the client’s payroll processing system.
What is: Feedback File
200
Through this MVC portal we provide targeted content including plan eligibility, balances, historical data and planning tools. This is delivered via a single sign on connection directly from the client’s benefits site and is a true client branded, vendor agnostic experience.
What is: Retirement@Work
200
This role serves as subject matter experts for our institutional services and take a consultative approach in working with partners throughout the organization to develop a holistic solution that meets the unique needs of our clients and drives scale and efficiencies internally.
What is: Product Strategist
300
With this service plans can't unduly discriminate in favor of highly paid employees over non-highly paid employees. Clients utilizing this service have reported a 99% satisfaction rating.
What is: Deloitte Nondiscrimination Testing
300
TIAA-CREF recently received the highest overall ranking for Desktop and Mobile sites - among a group of 15 fund and asset management companies worldwide, in a study performed by
What is MyPrivateBankingResearch, a Swiss based firm.
300
An Express Lane Implementation can be completed within this many days:
What is 80
300
This multi-vendor solution supplies nightly updates on loans and hardships processed by investment providers and can be accessed by Investment providers, TIAA-CREF employees and Plan Sponsors.
What is: Compliance Coordinator
300
These Product experts provide strategic consulting, product support and wholesaling for new and existing business.
What is: Product Consultants
400
This service is a secure, automated system that receives employer and employee contribution information including dollar amounts and/or allocations to each investment provider, calculates the amounts to be distributed to each provider in total, by employee and by plan, and distributes these instructions to each provider. A detailed report with this information is sent electronically to the Plan Sponsor after each file is received. ​
What is Common Remitter
400
Where would you look to find detailed information about Products and Services?
What is IPPM Product Resource Guide
400
What services go along with auto enroll and auto save?
What is: Integrated Online Enrollment and Eligibility Tracking
400
TIAA-CREF’s experience in serving as multi-vendor coordinator services dates back to which year
What is: 2001
400
This team manages Client Engagement including deployment planning and coordination for new product launches. Develops and drives adoption campaigns for existing products/services. Coordinates and manages organizational readiness activities required for launch.
What is: Deployment & Adoption Team
500
This service uses age, service and deferral based calculations
What is Contribution Limits Monitoring
500
What additional is needed when using Integrated Online Enrollment?
What is Eligibility Tracking
500
Our online salary deferral election screen can be configured to collect elections in dollar amount, percentages and:
What is: Maximum annual contribution
500
Which recordkeeping platform is used to faciltiate MVC and SRK services such as Common Remitter, Compliance Limits Monitoring and Enrollment Services.
What is: MVAS
500
Product Consulting and Offer Management is led by:
What is: Davin Perkins