Have a phone screening lined up with HR for a Sr Consultant role at TIAA. It’s in the process design space. Will really appreciate any feedback on base salary, bonus, company culture etc.
Client is willing to rollover TIAA-CREF assets to IRA for me to manage but I want to make sure he isn’t losing an annuity or death benefit by doing so. What are pros and cons of rolling over?
Anybody on here have any experience working at TIAA-CREF? I am being heavily recruited by them and have no basis of their culture or career track
Cambridge has told me that they can actually charge a client's current tiaa account on an active 403b. Does anyone know if that's true and can any other broker dealers do that? I want to be able to