List of TIAA Retirement Recordkeeping Customers
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Since 2010, our global team of researchers has been studying TIAA Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TIAA Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TIAA Retirement Recordkeeping for Retirement Recordkeeping include: Mount Sinai, a United States based Healthcare organisation with 48000 employees and revenues of $11.90 billion, Cornell University, a United States based Education organisation with 11062 employees and revenues of $5.76 billion, The University of North Carolina, a United States based Education organisation with 55000 employees and revenues of $5.09 billion and many others.
Contact us if you need a completed and verified list of companies using TIAA Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TIAA Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cornell University | Education | 11062 | $5.8B | United States | TIAA | TIAA Retirement Recordkeeping | Retirement Recordkeeping | 2010 | n/a |
In 2010, Cornell University implemented TIAA Retirement Recordkeeping as its Retirement Recordkeeping solution for administration of university defined-contribution plans, explicitly covering the Retirement Plan and the TDA Plan. Court filings in Cunningham v. Cornell confirm that TIAA served as one of the recordkeepers for Cornell during the 2010 to 2016 class period, documenting TIAA's role in participant account administration and fee oversight for that timeframe.
The TIAA Retirement Recordkeeping deployment provided core retirement recordkeeping capabilities typical for the category, including participant-level account administration, contribution and transaction processing, periodic statement generation, fee administration, investment lineup accounting, and compliance reporting workflows. Configuration work would have focused on plan-level setup for the Retirement Plan and TDA Plan, participant eligibility rules, vesting and contribution schedules, and automated transaction posting consistent with standard Retirement Recordkeeping functional flows.
Operational scope was an HR and benefits use case in the United States New York context, with recordkeeping responsibilities tied to university payroll and benefits administration processes that support faculty and staff retirement accounts. The court record specifically cites fee administration as part of TIAA's responsibilities while not providing a discrete public contract start date beyond the referenced class period.
Governance implications evidenced in the filings center on recordkeeping accountability and fee administration for the defined-contribution plans, indicating the vendor role included ongoing plan-level reporting and participant service obligations. Contractual and rollout details beyond the 2010 to 2016 class period are not publicly documented in the cited court record.
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Mount Sinai | Healthcare | 48000 | $11.9B | United States | TIAA | TIAA Retirement Recordkeeping | Retirement Recordkeeping | 2017 | n/a |
In 2017 Mount Sinai implemented TIAA Retirement Recordkeeping to provide Retirement Recordkeeping services for its 403(b) and 457(b) plans. This HR and benefits recordkeeping implementation is operated in the United States, centered in New York, and covers faculty and staff across Mount Sinai including the Icahn School of Medicine.
The TIAA Retirement Recordkeeping deployment was configured to administer 403(b) and 457(b) plan structures, manage employer contributions, and maintain participant accounts and services. Functional modules and capabilities implemented include plan administration and recordkeeping, participant account management, contribution processing, participant communications and statements, and regulatory reporting and compliance support typical of Retirement Recordkeeping systems.
Operational ownership sits with Mount Sinai benefits and HR teams, with TIAA providing ongoing retirement recordkeeping and participant services for faculty and staff. The implementation scope explicitly covers employer contribution management and participant services for Mount Sinai and the Icahn School of Medicine in New York, and is described as an HR benefits recordkeeping implementation rather than a payroll or general ledger project.
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The University of North Carolina | Education | 55000 | $5.1B | United States | TIAA | TIAA Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023 The University of North Carolina awarded TIAA the single recordkeeper role and implemented TIAA Retirement Recordkeeping for system retirement plans, establishing a centralized Retirement Recordkeeping model for the UNC System. The award and selection were announced in August 2023, and the program covers the Optional Retirement Program ORP, 403(b) and 457 plans across UNC institutions in the United States, North Carolina.
The TIAA Retirement Recordkeeping deployment emphasized core recordkeeping capabilities, including participant record consolidation, participant asset mapping, plan accounting and standard reporting and compliance workflows. Configuration work targeted participant servicing workflows and plan administration features consistent with Retirement Recordkeeping solutions, with mapping and reconciliation activities sized to support account transitions across multiple plan types.
Operational coverage was system wide across UNC institutions in North Carolina, framed as an HR and benefits implementation for the UNC System. Participant asset mapping and transition activity proceeded after the award, with communications from UNC institutions indicating that participant asset mapping and transition activity were completed in spring 2024. Implementation activity focused on coordinating institutional benefits teams and central UNC governance to sequence participant transitions and cutover communications.
Governance followed an RFP driven single recordkeeper model, with centralized oversight to consolidate recordkeeping across the system and to harmonize plan administration practices across ORP, 403(b) and 457 plans. The consolidation of recordkeeping across the UNC System is an explicit outcome of the 2023 award to TIAA, with institutional coordination and phased transition activity documented through spring 2024.
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