TIAA
Overview
Seamlessly synchronize your Feathery form submissions with TIAA’s retirement and wealth management platform, enabling efficient data exchange across onboarding, account servicing, and retirement planning. By connecting Feathery’s customizable forms with TIAA’s digital ecosystem, advisors and institutions can automate participant data collection, update account information in real time, and support investment and retirement planning activities. This integration enhances efficiency, reduces manual errors, and ensures a secure, client-focused experience for individuals and organizations managing long-term financial goals.
What you need
Background
TIAA is a leading provider of retirement and wealth management services, serving millions of individuals and institutions across education, healthcare, government, and other nonprofit sectors. Known for its expertise in retirement plans and long-term investing, TIAA offers a robust platform for managing participant accounts, investments, and retirement planning tools. The company is recognized for its fiduciary commitment and technology-driven approach to helping clients achieve lasting financial well-being.
Benefits
Integrating TIAA with Feathery enables:
- Streamlined client onboarding: Capture participant and account data directly from forms into TIAA.
- Real-time account updates: Sync updates to contributions, beneficiaries, and account preferences instantly.
- Retirement planning support: Provide clients with seamless access to TIAA’s planning tools fueled by accurate data.
- Automated compliance reporting: Ensure accurate participant and contribution data for fiduciary and regulatory needs.
- Operational efficiency: Reduce manual entry and errors by automating data flows into TIAA.
- Enhanced participant experience: Deliver a smooth, digital-first process for clients managing retirement and wealth accounts.
Considerations
Verify that your TIAA account includes the necessary integration capabilities and confirm field mappings align with your firm’s data standards. For organizations managing multiple plans or accounts, consider setting up batch processing alongside real-time syncing to balance accuracy with performance. Given TIAA’s focus on retirement and fiduciary services, ensure that your workflows follow strict data encryption, retention, and compliance policies. Periodic monitoring of integration performance and audits of participant data will help maintain accuracy and trust.
How to set up
Navigate to the Feathery form you want to connect to TIAA.
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Open the Integrations tab and authorize your TIAA account.
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Select which TIAA records (e.g., Participants, Contributions, Beneficiaries, Accounts) should receive data.
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Map your Feathery form fields to the corresponding TIAA record fields.
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Click Connect to activate the integration.
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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