TIAA video showcase
A selection of work for marketing partners across the organization
Includes work created for ongoing dynamic campaigns and personalized participant experiences that we also developed. We bring deep knowledge of TIAA’s business and more than 20 years of experience in retirement services marketing and education to every project.
Featured
Why TIAA
Overview of what makes TIAA unique. Originally created for multivendor institutional clients and then modified for broader use.
Life in retirement – Maryanne
Story of how TIAA customer Maryanne Metz is making the most of retirement (for “Living in retirement” site on TIAA.org).
TIAA Traditional ‘loyalty bonus’
Explanation of benefits for long-term contributors as part of TIAA Traditional retention strategy (used on campaign landing page).
Library
Participant experience
Videos that guide participants all along their retirement savings journey, from choosing to save and making the most of their benefits to creating an income plan, understanding RMDs and living in retirement.
New hire
Developed as part of the onboarding program for newly hired employees.
Early engagement
In use as part of the ongoing triggered outreach campaign helping new participants get started successfully with their retirement programs.
Name your beneficiaries
In use as part of the account holders section of the “Beneficiary resource center” on TIAA.org. Emphasizes the importance of naming beneficiaries.
Stay Smart® Age 60
In use as part of the award-winning trigger campaign and asset retention program for ages 60 to 71 and terminated participants. One of 16 targeted variations by age and circumstances.
Retirement Income Evaluator
In use as the featured video on the “Preparing for retirement” page on TIAA.org. Highlights tool that provides income strategies for retirement.
Understanding RMDs (MarCom Gold Award winner)
In use as part of the ongoing RMD triggered outreach campaign and on the “RMD” page on TIAA.org.
Life in retirement — Maryanne
In use on the "Living in retirement" site on TIAA.org. Story of how TIAA customer Maryanne Metz is making the most of retirement.
Life in retirement — Pete
In use on the "Living in retirement" site on TIAA.org. Story of how TIAA customer Pete Martinez is making the most of retirement.
Inheriting a TIAA account
In use as part of the secure account site for beneficiaries, helping them understand their options.
Voluntary separation program: How to decide
Part of a plan sponsor toolkit for those offering VSIPs during the COVID-19 pandemic.
Annuity campaigns
Videos that help explain the benefits of TIAA annuities and how they work.
Understand TIAA Traditional (for new transfers)
Video description.
TIAA Traditional ‘loyalty bonus’ (for long-term contributors)
Video description.
Benefits of annuitization (for TPA contracts)
Video description.
TIAA Secure Income Account: Working together to make recordkeeping simple (B2B)
Video description.
TIAA Secure Income Account: Working together to support participants (B2B)
Video description.
Financial education
Videos that cover common topics to help customers make informed financial decisions.
Student loans and saving
Created for the New Hire onboarding program.
Credit card debt and saving
Created for the New Hire onboarding program.
Boosting financial confidence through advice
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Preparing to meet with your advisor
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
When is the best time to retire?
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Paying down credit card debt
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Paying down nonrevolving debt
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Understanding diversification
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Savings strategies for the future
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Investing for long-term goals
Part of the SmartMoneySMseries created to offer shorter, more digestible content ("snacks") compared with the traditional one-hour webinar approach.
Understanding fees
Part of the financial education series originally created for NSHE (Nevada System of Higher Education) and then genericized for broader use.
Consolidating your retirement money
Part of the financial education series originally created for NSHE (Nevada System of Higher Education) and then genericized for broader use.
Understanding your investments
Part of the financial education series originally created for NSHE (Nevada System of Higher Education) and then genericized for broader use.
Custom institutional
Videos customized for TIAA’s largest plan sponsors. Variations of these videos have been done for more than 25 large institutional clients.
University of Southern California
Overview of retirement program for new hires.
University of Michigan — Why TIAA
Benefits of enrolling with TIAA for multivendor institution.
Princeton University — Pretax vs. Roth contributions
Video description.
New York University
Explanation of the differences between defined benefit and defined contribution plan options since plan defaults to DB if DC is not selected.
Nevada System of Higher Education (NSHE) — Getting advice
Video description.
Other institutions
Video description.
TIAA internal
Videos that have helped internal stakeholders articulate their vision, promote initiatives and increase awareness of best practice programs.
Stay Smart® program
Video description.
Live Smart program
Video description.
2019 holiday wishes from senior leadership
Video description.
Our marketing vision
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Beacon Awards
Video description.
Simplicity initiative
Video description.
Plan sponsors/consultants
Videos that help plan sponsors and consultants manage plans more easily and efficiently.
PlanFocus® overview
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PlanFocus® mobile app overview
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Business EdgeTM overview
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PlanFocus® — Creating a report
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PlanFocus® — Running a report
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PlanFocus® — Modifying a report
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Business EdgeTM — Managing site users
Video description.
Products/processes
Videos that highlight the benefits of TIAA products/services and guide customers through common TIAA processes.
Benefits of a TIAA IRA
Video description.
Rolling over to a TIAA IRA
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Enrolling in your retirement plan (for sole recordkeeper institutions)
Video description.
Saving for retirement through Retirement@Work® (for multivendor institutions)
Video description.
Enrolling in your retirement plan (express enrollment for multivendor institutions)
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Managing your retirement account on TIAA.org
Video description.
New hire: defined benefit vs. defined contribution plans
For participants with plans that default to a DB plan if they don't choose a DC plan within a certain time period.
Know your options when withdrawing retirement money
Video description.
