The TIAA Institute-GFLEC Personal Finance Index

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Since 1998, leaders in the educational, nonprofit and public sectors across the U.S. have turned to the TIAA Institute for the objective, actionable information they need to address strategic challenges.

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Many retirement plan participants lack the financial knowledge needed to manage their portfolios on their own, underscoring the importance of advice.

Today’s student body represents a vast spectrum of backgrounds, values and beliefs—which presents a unique set of challenges for leaders striving to meet changing student needs.

Improvements in the overall economy between 2012 and 2015 have enhanced working women’s short-term financial position. But their long-term financial status and levels of financial knowledge have changed very little.

Research Reports

Performance funding applies financial incentives to higher education, tying a portion of public institutions’ state appropriations to retention rate, degree completion and other student outcomes.

More than 30 million Americans are projected to retire in the next decade – and most have not saved nearly enough for retirement. Moreover, almost half of all Social Security recipients claim benefits at the earliest possible age (62), which can greatly reduce their total lifetime benefits.

Retirement-income products often try to achieve multiple conflicting goals, including guaranteed income, inflation protection, liquidity, asset growth and estate potential.

Strategic Collaborations

Working with leading research centers, associations and think tanks across the nation helps the TIAA Institute tap into their diverse expertise and broaden its impact among its audiences. This yields reliable, data-driven information leaders need to make sound decisions.