As a University employee, you have two options for retirement investment providers: Fidelity and TIAA. Have you ever wondered what the are the differences? In this informative guide, we give you our take on the key differences between the two so that you can make the best of your retirement options.
Sound Familiar?
Even one?
Then this guide is for you!
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You’re unsure how Fidelity and TIAA differ.
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You’ve heard of TIAA Traditional and Real
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Estate but don’t know how they work.
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You’re wondering whether BrokerageLink is worth the cost.
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You know some funds are low-cost, but aren’t sure what that means.
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You’re nearing retirement and need clarity on withdrawals and taxes.
Includes tools you can use right away
In this informative guide, we give you our take on the key differences between the two so that you can make the best of your retirement options.
Comparisons
The differences in investment choices and
management styles
Pricing Guidelines
How they differ in cost
Cash Flow Choices
Withdrawing money - what are your options
between the two?
Plus lots of tips and tricks most other investment advisors don't even know about!
What’s in the guide? Here are the highlights:
What's In This Guide?
choices, features, fees, income & finding your fit
Investment menus & styles
Compare Fidelity’s hundreds of mutual funds across asset classes with TIAA’s lean 50–60 fund lineup.
Unique Options
Explore TIAA’s Traditional annuity & Real Estate account and Fidelity’s
broad index & active fund selection.
Fees & Expenses
Compare TIAA’s low‑cost funds & target‑date options with Fidelity’s low‑fee index funds, and learn when mutual funds beat annuities.
Income & distributions
Learn how Fidelity follows IRS withholding rules and lets you add more, while TIAA imposes a 20 % minimum and offers annuitization.
Finding Your Fit
Decide via the self ‑assessment whether you align with Fidelity’s hands‑on control or TIAA’s streamlined approach.
Expanded access & costs
Understand these providers’ expanded fund windows’ choices—and extra costs.
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Provizr is an independent advisory firm that works with university employees. We’re not TIAA, we’re not Fidelity, and we don’t hold your money. It stays with your current provider. We help you make better decisions with it.
✓ Independent. Not affiliated with TIAA or Fidelity.
✓ Not a custodian. Your money stays where it is.
✓ Can advise across providers when your plan uses more than one.
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