TIAA-CREF Institute
Research & Publications
Series on Financial Security

Participant Communications: Strategies to Foster the Growth of Private Pensions

October 2003

Email This Page Email This Page    Download PDF  download pdf

This presentation was delivered during the 24th annual conference of the Brazilian Association of Pension Funds - a key event of the pension community in Brazil. Attendees included pension administrators, government authorities, academics, financial institution representatives, and consultants.

Madeleine d'Ambrosio, TIAA-CREF Institute executive director, spoke at a session during this conference that was dedicated to participant communications. Her presentation includes an overview of TIAA-CREF, a discussion on TIAA-CREF's strategies geared toward participant communication efforts, and also on ways to promote retirement savings via employer-provided pension plans in the U.S.

Ms. d'Ambrosio discloses many of the ongoing efforts undertaken by the company to encourage teachers to participate in their TIAA-CREF pension plans and to help them choose the best investment and distribution options for retirement. This presentation concludes with a discussion of some research findings that specifically addresses improving participation rates and the impact of financial education.