ADVISOR MASTER AGREEMENTAdvisor Master Agreement • April 24th, 2012
TIAA-CREF provides recordkeeping and related services to employer sponsored retirement plans. As a convenience to the plan sponsors and plan participants that use its services, TIAA-CREF is committed to providing products and services that assist independent investment advisors that are separately engaged by such plan sponsors and/or plan participants to meet their clients’ financial needs. This Advisor Master Agreement governs the terms and conditions under which TIAA-CREF will provide various products and services such as online access, data downloads, fee deduction services, expanded eligibility to proprietary retirement products and access to insurance specialists to work one-on-one with advisors and their clients.
