TIAA Wealth Management Partners with Capitalize to Offer Digital IRA Rollover Solution to Address Left- Behind 401(k)s
Article excerpt
Highlighted: the sentence this signal was extracted from
TIAA Wealth Management partners with Capitalize to offer digital IRA rollover solution to address left- behind 401(k)s. Feb 18, 2026, 09:00 ET Provides workers a way to find and consolidate their legacy retirement accounts NEW YORK, Feb. 18, 2026 /PRNewswire/ - TIAA Wealth Management, a division of TIAA, today announced a partnership with Capitalize, to offer a new digital rollover experience for self-directed IRAs at TIAA. This new solution helps Americans find and consolidate left-behind retirement assets from former employers into TIAA IRAs with access to industry-leading lifetime income products. The partnership helps address the growing challenge of left-behind 401(k) accounts driven by job changes, which now represent over $2 trillion in assets[i]. The enhanced rollover process leverages Capitalize's Rollover API to help individuals locate former employer-sponsored retirement accounts and consolidate eligible assets into a TIAA IRA. Available now across desktop and mobile platforms, this solution simplifies the rollover process for participants, enabling individuals to consolidate and manage their retirement savings with greater ease. "Americans work hard to save for retirement, and their savings shouldn't be harder to manage after a job change," said David Nason, CEO of TIAA Wealth Management and Advice Solutions. "This partnership addresses a critical barrier...
Keep reading with a free account
The rest of this article, and every signal for TIAA, is in your free account.
