TIAA Real Estate Account · NASDAQ:QREARX
TIAA Real Estate Account — TIAA — Investor Presentation (January 2022)
31 slides from TIAA Real Estate Account's investor presentation, Jan 13, 2022
Slide 1: Care for you...for life
Care for you ...for life Strengthening your ability to recruit, retain and retire your employees January 13, 2022 Photo: giffordhealthcare.org For institutional investor use only. Not for use with or distribution to the public.
Slide 2: Research and insights inform our approach
Research and insights inform our approach Helping you continuously improve patient care, staff retention and recruitment 70% of nurses graduate owing student loan debt1 23% spend 3 or more hours at work dealing with personal finances2 36% not satisfied with current financial condition2 30% s
Slide 3: Advance your retirement program with insights and experience
Advance your retirement program with insights and experience... ...from our dedicated healthcare practice 1,791 $68B 878K Healthcare Assets under Healthcare plans management participants Dedicated healthcare Healthcare Advisory Healthcare-specific segment Council industry research Data as of 9/30/20
Slide 4: We heard you…
We heard you… Gifford Health Care wants to: Leverage the retirement plans to help refresh, engage, retain and recruit key talent Execute on streamlining administration to enable efficiencies and robust reporting Engage employees with personalized messaging and objective advice to improve retir
Slide 5: Aligned with Gifford's mission: Care for you…for life
Aligned with Gifford’s mission: Care for you…for life Executing on your goals with excellent service, administration to improve the quality of your life Engaging your employees for life with personalized advice, tools and income for life Evolving your plan with a seamless transition and driving cont
Slide 6: Executing on your goals with excellent service, administration
Executing on your goals with excellent service, administration The right people: Simplifies day-to-day operations with outsourcing The right technology: Automates the participant and plan sponsor experiences The right measurements— Delivers actionable input on your program and a clear path toward fi
Slide 7: The right people: your dedicated service and support team
The right people Your dedicated service and support team Pat Long John O’Connell Michael Townsend Dan Preston Rob McMinn Relationship Manager Senior Client Services Plan Compliance Transition Manager Senior Director, Manager Mid-market Leader Jamie Curley Antonios Giakoumis Brian Munnelly Senior Man
Slide 8: The right technology: PlanFocus
The right technology Maximize efficiency and simplify administration with PlanFocus® Award-winning technology1 Streamlined administration Insights and data on demand PlanFocus® mobile app when you are on the move 1. Source: DALBAR rankings as of 9/30/2021, unless indicated otherwise. dalbar.
Slide 9: The right measurements: Plan Outcome Assessment drives our strategy
The right measurements Plan Outcome Assessment drives our strategy Measure execution throughout the Evaluate and review your plan and POA year—start again against appropriate peer benchmarks Create a business plan to execute on Target areas of improvement these areas with specific actions Materials
Slide 10: Aligned with Gifford's mission: Care for you…for life
Aligned with Gifford’s mission: Care for you…for life Executing on your goals with excellent service, administration to improve the quality of your life Engaging your employees for life with personalized advice, tools and income for life Evolving your plan with a seamless transition and driving cont
Slide 11: Engaging, advising and inspiring action
Engaging, advising and inspiring action Data-driven communication, education & advice strategy Measure outcomes and Discovery, setting goals evaluate results and planning Targeted messages and Financial wellness education and personalized advice multichannel communications Materials depicted are sam
Slide 12: Education and personalized advice
Education and personalized advice Drive better financial habits and retirement outcomes Which funds should I How do I prioritize How do I guard against Am I saving enough? invest in my financial goals? outliving my savings? retirement plan? Financial Wellness Education Advice Retirement Planning Eng
Slide 13: Employees are on the go
Employees are on the go We make it easy for them to engage via on-demand access Materials depicted are samples. For institutional investor use only. Not for use with or distribution to the public. 13
Slide 14: Helping reduce financial stress by reducing the burden of student debt
Helping reduce financial stress by reducing the burden of student debt 15% $135/mo $54,400 of active average average projected participants visited savings found forgiveness Table tent card Poster Digital banner 83% percent of healthcare workers with debt said that they'd be more likely to accept a
Slide 15: Christine's financial wellness engagement path
Christine’s financial wellness engagement path 1) Enrollment: 2) Personalized 3) Individual 4) Outreach from Personalized investment to-do list after financial wellness dedicated financial and savings advice enrollment assessment tool consultant 8) Importance of a properly 7) Pay off debt while 6) U
Slide 16: Success in action
Success in action We partnered with a community safety-net hospital to implement various enhancements that drove greater outcomes. High-level impacts: Increase in the number of advice 230% sessions increased by 230% “Our retirement plan is just one component of our retirement participant success str
Slide 17: Aligned with Gifford's mission: Care for you…for life
Aligned with Gifford’s mission: Care for you…for life Executing on your goals with excellent service, administration to improve the quality of your life Engaging your employees for life with personalized advice, tools and income for life Evolving your plan with a seamless transition and driving cont
Slide 18: A dedicated transition team will lead the process
A dedicated transition team will lead the process January 31, 2022 June 1, 2022 Gifford approves plan Evaluate data Finalize conversion inconsistencies Census and Ongoing Decision investments and final and propose remittance Round trip file administration made and mapping communications strategy to
Slide 19: The right technology: Simplify and outsource
The right technology Simplify and outsource Improving participant Outsourcing administrative experiences responsibilities Automatic enrollment In-service, hardship, termination and involuntary distribution approval and Automatic salary deferral increases processing Eligibility calculation an
Slide 20: Aligned with Gifford's mission: Care for you…for life
Aligned with Gifford’s mission: Care for you…for life Executing on your goals with excellent service, administration to improve the quality of your life Engaging your employees for life with personalized advice, tools and income for life Evolving your plan with a seamless transition and driving cont
Slide 21: The TIAA Traditional differences
The TIAA Traditional differences Guaranteed growth Dependable lifetime income Exclusive benefits The value of your retirement savings is Turn your savings into regular monthly Our “sharing the profits” approach guaranteed to increase every day, even income to meet your everyday living seeks to rewar
Slide 22: Consider the value
Consider the value Full-Service Recordkeeping with TIAA Traditional as stable value TIAA will be sole recordkeeper for Gifford’s retirement plan(s) 7 bps or $50 per unique participant Approximately 880 actively contributing plan participants Approximately $6 million annual plan contributions t
Slide 23: We're ready to partner with Gifford Health Care
We’re ready to partner with Gifford Health Care Leverage the retirement plans to help refresh, engage, retain and recruit key talent Execute on streamlining administration to enable efficiencies and robust reporting Engage employees with personalized messaging and objective advice to improve r
Slide 24: Appendix
Appendix Executing on your goals with excellent service, administration to improve the quality of your life Engaging your employees for life with personalized advice, tools and income for life Evolving your plan with a seamless transition and driving continuous improvements for the life of your plan
Slide 25: TIAA Cybersecurity Program
TIAA Cybersecurity Program Information security is our priority. We combine technology, people & process to defend against anticipated threats & to help deliver financial wellness. Confidence Technology People TIAA’s Total Protection Promise Global 24/7 Security Operations Share threat intelli
Slide 26: Participants that receive our advice build better financial habits
Participants that receive our advice build better financial habits and are on track for better retirement outcomes Clients that receive advice contribute Clients that receive TIAA advice are on more during prime accumulation years track for better retirement outcomes 9.0% 86% of advised participants
Slide 27: Engaging your employees on financial wellness to and through retirement
Engaging your employees on financial wellness to and through retirement Begin Smart® Stay Smart® Enrollee Grow Smart® Retiree Life of Plan Best practice Preretiree Enrollment & welcome Webinars materials & planning toolkits resources Stay Smart® for Life Early Engagement Gaming Targeted campaigns RM
Slide 28: Inclusion and diversity are at the heart of our values
Inclusion and diversity are at the heart of our values "TIAA has made diversity, equity and inclusion a cornerstone of its culture. Now more than ever, companies need to create cultures where employees can bring Thasunda Brown Duckett their true, authentic selves to work and be supported by their pe
Slide 29: TIAA Traditional differences
TIAA Traditional differences TIAA Traditional fixed annuity is a guaranteed annuity issued by Teachers Insurance and Annuity Association of America (TIAA), New York, NY 1. All guarantees are based on TIAA’s claims-paying ability. TIAA Traditional is a guaranteed insurance contract and not an investm
Slide 30: Important information: Inclusion and diversity are at the heart of our values
Important information: Inclusion and diversity are at the heart of our values 1. “Best-of-the-Best Corporations for Inclusion” (2016–2020). National Business Inclusion Consortium (NBIC). nglcc.org/BOTB20Release. 2. “Top 50 Companies for Diversity” (2013-2021). DiversityInc. diversityinc.com/the-2020
Slide 31: TIAA.org
TIAA’s student loan debt forgiveness program is serviced by Savi. Savi and TIAA are independent entities. A portion of any fee charged by Savi is shared with TIAA to offset marketing costs for the program. In addition, TIAA has a minority ownership interest in Savi. TIAA makes no representations reg