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Human Resources

Weekly Wellness - How to read your TIAA Quarterly Statement

January 16, 2017

The clickable guide below can help you read your quarterly statement from TIAA.  

 

Understanding Your Quarterly Retirement Portfolio Statement

 

Your statement provides important information you need about your investment accounts. Be sure to have it with you when you log in to your account online, call TIAA, or speak with your financial consultant. 

Remember, you can always reach out directly to a TIAA representative who can help you with an understanding of what’s in your personal statement – and how to use it:

 

National Contact Center

800-842-2252

Weekdays from 8 a.m. to 10 p.m.,

and Saturdays from 9 a.m. to 6 p.m. (ET)

 

24-Hour Automated Information

Automated Telephone Service

800-842-2252

 

TIAA Account Advisor for Lewis & Clark College

Patrick Egan

patrick.egan@tiaa.org

503-265-3907

To sign up for a one-on-one meeeting, call 1-800-732-8353 or schedule online www.tiaa.org/ScheduleNow (Choose One-on-One Consultations - At your workplace – Oregon – Lewis & Clark College)

 

 

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