TIAA Simplified

TIAA vs Fidelity: HigherEd Retirement Plan Showdown (Ep. 6)

Listen Later

When it comes to retirement planning in higher ed, two names dominate the conversation: TIAA and Fidelity. 

But how different are they really, and how should you choose between them?

Greg Shepard pulls back the curtain on what sets each apart, where they overlap, and how risk tolerance, investment options, and lifetime income strategies all play a role in making the right decision.

What to expect:

  • Why fees are lower today than they were just a decade ago
  • How to think about TIAA’s traditional account versus Fidelity’s equity platform
  • The pros and cons of brokerage link accounts
  • What questions you should ask before picking a provider
  • And more!

    • Connect with Greg Shepard: 

    • Phone: (913) 521-2381
    • Email: [email protected] 
    • LinkedIn: Greg Shepard
    • Website: TIAA Simplified
    • Website: S&A Financial Services
    • LinkedIn: S&A Financial Services, Inc.
      • ...more
      View all episodesView all episodes
      Download on the App Store
      TIAA SimplifiedBy Greg Shepard