Booked appointments with University faculty making 403(b) & TIAA rollover decisions.
Public university faculty and staff sit on decades of 403(b) contributions, legacy TIAA contracts, and complex consolidation choices. We surface the ones ready to act.
Audience focus
University Employees
Why they convert
Why University pre-retirees convert.
Public-university employees often have the most fragmented retirement footprint of any audience — multiple 403(b) carriers, an institutional 457(b), a legacy TIAA traditional contract, and sometimes a state pension on top. Consolidation, RMD planning, and TIAA-specific decisions are exactly the conversations licensed advisors are trained for.
- Legacy TIAA traditional contracts have unique liquidity rules — a niche advisor specialty
- 403(b) consolidation across multiple carriers is a high-asset conversation
- Tenure changes, sabbaticals, and institution moves trigger rollover events
- Faculty retirement decisions cluster around academic year-end (May/June)
- Phased retirement programs add nuance not found in private-sector plans
- Public university faculty & staff
- 1.5M
- 403(b) plan assets
- $1T+
- Average accounts per faculty member
- ~5x
Plans & decisions
What we cover for university employees.
Our qualification engine surfaces prospects asking real questions about the plans and decisions below — not generic retirement tire-kickers.
403(b) plans
Multi-carrier 403(b) consolidation, in-service rollovers, and post-separation distribution.
Governmental 457(b)
Public university 457(b) deferred comp rollover and coordination with 403(b).
TIAA traditional
Legacy TIAA traditional annuity contracts — TPA, liquidity, and conversion strategy.
State pension overlap
Faculty who participate in both a state pension and a defined-contribution plan.
Phased retirement
Drawdown strategy during phased retirement and emeritus appointments.
Retiree health benefits
University retiree health plans, Medicare timing, and HSA preservation.
Who we target
The roles inside this audience.
Targeting can be refined to specific job families, locations, and retirement-eligibility windows on request.
- Tenured faculty
- Department chairs
- University administrators
- Research scientists
- Healthcare faculty (academic medical centers)
- Library and IT staff
- Public university extension agents
“TIAA legacy questions are my specialty. Pension Lead Advisors finds the faculty asking those exact questions and books them — it's a perfect fit.”
Priya N.
Independent Financial Advisor
Ready to build a university employees pipeline?
Tell us your target volume and territory. We'll show you what your calendar could look like in 30 days.