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TIAAPartnership

TIAA Wealth Management Partners with Capitalize to Offer Digital IRA Rollover Solution to Address Left- Behind 401(k)s

What happened

TIAA partners with Capitalize Money, Inc.

Source

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...

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Extracted by Autobound

From the Signal API record
Event
Partnership

What this signalsA new partnership often opens integration and co-selling work.

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The full record

From the Signal API record

Details

Category
Partners with

Extraction

Confidence
62%
Detected
Feb 18, 2026
signal_type
news
signal_subtype
partners_with

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This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/a126ef72-085d-433b-ace5-ef9e2f715401 returns this record as JSON. POST /v1/companies/enrich returns every signal for tiaa.org.

{
  "signal_id": "a126ef72-085d-433b-ace5-ef9e2f715401",
  "signal_type": "news",
  "signal_subtype": "partners_with",
  "detected_at": "2026-02-18T14:00:00+00:00",
  "company": {
    "name": "TIAA",
    "domain": "tiaa.org"
  },
  "data": {
    "url": "https://www.prnewswire.com/news-releases/tiaa-wealth-management-partners-with-capitalize-to-offer-digital-ira-rollover-solution-to-address-left--behind-401ks-302691599.html",
    "title": "TIAA Wealth Management Partners with Capitalize to Offer Digital IRA Rollover Solution to Address Left- Behind 401(k)s",
    "excerpt": "TIAA Wealth Management partners with Capitalize to offer digital IRA rollover solution to address left- behind 401(k)s.\n\nFeb 18, 2026, 09:00 ET\n\nProvides workers a way to find and consolidate their legacy retirement accounts\n\nNEW 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.\n\nThe 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.\n\nAvailable 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.\n\n\"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 in...",
    "summary": "TIAA partners with Capitalize Money, Inc.",
    "category": "partners_with",
    "found_at": "2026-02-18T14:00:00Z",
    "planning": false,
    "image_url": "https://mma.prnewswire.com/media/2773765/TIAA_Wealth_Management_2025_Logo.jpg?p=facebook",
    "confidence": 0.6214,
    "published_at": "2026-02-18T14:00:00Z",
    "article_sentence": "TIAA Wealth Management partners with Capitalize to offer digital IRA rollover solution to address left- behind 401(k)s."
  }
}

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