TIAA
Role Overview
This is a Non‑Employee Contingent Worker role providing services for TIAA’s family of companies. The employee will be employed by TIAA’s preferred 3rd‑party supplier and will perform moderate‑complex business planning, support, and project‑related duties. The engagement term is 11 months, with the possibility of extension based on business needs. The position will sit onsite, likely in a hybrid capacity, at the location listed in this posting.
Key Responsibilities
Conduct ongoing audits of existing retirement plan policies and practices to comply with federal, state, or local legislative changes.
Oversee responses to client requests for plan document amendments and/or restatements.
Consult with clients on complex ERISA, IRS, DOL, and SEC issues related to qualified and non‑qualified retirement plan reporting and Form 5500 filing requirements.
Maintain current awareness of legislative changes, IRS rulings, and expert opinions related to retirement plan processing.
Ensure institutional operational and contractual processes align with the legal retirement plan document.
Provide regulatory feedback on client‑produced legal plan documents to clients and internal business partners.
Possess thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues (non‑discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting, SEC, IRS, NASD, SIPC, MSRB, DOL).
Collaborate with internal business partners to remediate identified plan document/operational variances, delivering direction to align the legal plan document and TIAA operations.
Educational Requirements
University degree preferred.
Work Experience
3+ years required; 5+ years preferred.
Physical Requirements
Sedentary work.
Career Level 7IC
Compensation & Posting Dates Base Pay Range: $33.89/hr – $47.60/hr. Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and geographic location. Start Date: 05‑Jan‑2026. End Date: 31‑Dec‑2026. Travel required: No.
Equal Opportunity & EEO We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility support is available for individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team: Phone: (800) 842‑2755. Email: accessibility.support@tiaa.org. TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the U.S. (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here.
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Key Responsibilities
Conduct ongoing audits of existing retirement plan policies and practices to comply with federal, state, or local legislative changes.
Oversee responses to client requests for plan document amendments and/or restatements.
Consult with clients on complex ERISA, IRS, DOL, and SEC issues related to qualified and non‑qualified retirement plan reporting and Form 5500 filing requirements.
Maintain current awareness of legislative changes, IRS rulings, and expert opinions related to retirement plan processing.
Ensure institutional operational and contractual processes align with the legal retirement plan document.
Provide regulatory feedback on client‑produced legal plan documents to clients and internal business partners.
Possess thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues (non‑discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting, SEC, IRS, NASD, SIPC, MSRB, DOL).
Collaborate with internal business partners to remediate identified plan document/operational variances, delivering direction to align the legal plan document and TIAA operations.
Educational Requirements
University degree preferred.
Work Experience
3+ years required; 5+ years preferred.
Physical Requirements
Sedentary work.
Career Level 7IC
Compensation & Posting Dates Base Pay Range: $33.89/hr – $47.60/hr. Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and geographic location. Start Date: 05‑Jan‑2026. End Date: 31‑Dec‑2026. Travel required: No.
Equal Opportunity & EEO We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility support is available for individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team: Phone: (800) 842‑2755. Email: accessibility.support@tiaa.org. TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the U.S. (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here.
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