We have received many inquiries regarding the recent New York Times article. See link below.
Our experience with TIAA has been positive – we conduct RFP’s on a consistent basis to confirm that TIAA’s pricing is in line and reasonable.
As a legal fiduciary to our retirement plan clients, Carroll Consultants Advisors, Ltd. is held to a high standard of care and prudence for your plan participants when we meet with them individually. This includes independent and unbiased education to make sure plan participants understand the investments and fees.
We are happy to meet with your retirement plan committee to further discuss the many fiduciary services performed on the plan as co-fiduciary and to demonstrate that the plan is operating in the best interest of plan participants.
Carroll Consultants Advisors, Ltd.