Charlotte M.
Poor advice from my "team"
I am deeply dissatisfied with the customer service I have received this time around at TIAA. I wanted to roll over the funds in my Kansas Boatd of Regents account to a traditional TIAA IRA. It took almost two weeks because various members of my team were often unable to help me with the problematic Planwithease process required by the Regents. They often gave inadequate and/or contradicting advice. Also, no one adequately explained the IRA. When the process was finally over, I discovered that my TIAA IRA was basically a savings account that stayed the same and wasn't invested as my Kansas Board of regents account was. Had I known that, I would have stayed with my Board of Regents account and continued to put up with the difficult Planwithease. When I called today, I was given a third number to call to get an appointment to fix the problem. However, the first appointment I can get is June 12! Until then, my account won't make any money and the money in it is invested in nothing. Everyone was pleasant, but each person changed advice during the rollover. I have a TIAA annuity which I can't change, but I am considering withdrawing the money from the TIAA IRA and using a different company altogether. I have had bad advice off and on throughout my many years with TIAA. That fact is disappointing.



