Teachers Insurance and Annuity Association of America (TIAA)
Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth
Thasunda Brown Duckett
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
33 Build · Platinum account; 2 plans not yet started
Their priorities
Thasunda Brown Duckett's plan is to make guaranteed lifetime income (annuities in 401k and 403b plans) mainstream, grow retirement AUM, and drive efficiency and service improvements. unverified
Nuveen growth in private markets and international. unverified
Lifetime income in defined contribution plans needs product, recordkeeping and advice integration.
Plays to raise
Recordkeeping and service operations AIAI & agentsIdentified
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Why now: Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Rates, regulatory conduct (rollovers) and service operations.
COO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cost & operations, AI & agents, Workforce transformation
Account health
33 Build · Platinum account; 2 plans not yet started
Their priorities
Thasunda Brown Duckett's plan is to make guaranteed lifetime income (annuities in 401k and 403b plans) mainstream, grow retirement AUM, and drive efficiency and service improvements. unverified
Large general account. Cost reduction programs (2023-25 layoffs). unverified
Recordkeeping platform modernization. Digital participant experience. AI service. unverified
Lifetime income in defined contribution plans needs product, recordkeeping and advice integration.
Plays to raise
Recordkeeping and service operations AIAI & agentsIdentifiednamed buyer
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Why now: Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Lifetime income in defined contribution plans needs product, recordkeeping and advice integration.
Plays to raise
Recordkeeping and service operations AIAI & agentsIdentifiednamed buyer
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Lifetime income in defined contribution plans needs product, recordkeeping and advice integration.
Plays to raise
Recordkeeping and service operations AIAI & agentsIdentifiednamed buyer
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Why now: Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
33 Build · Platinum account; 2 plans not yet started
Their priorities
Thasunda Brown Duckett's plan is to make guaranteed lifetime income (annuities in 401k and 403b plans) mainstream, grow retirement AUM, and drive efficiency and service improvements. unverified
Large general account. Cost reduction programs (2023-25 layoffs). unverified
Rates, regulatory conduct (rollovers) and service operations. unverified
Lifetime income in defined contribution plans needs product, recordkeeping and advice integration.
Plays to raise
Recordkeeping and service operations AIAI & agentsIdentifiednamed buyer
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Why now: Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Rates, regulatory conduct (rollovers) and service operations.
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
33 Build · Platinum account; 2 plans not yet started
Their priorities
Thasunda Brown Duckett's plan is to make guaranteed lifetime income (annuities in 401k and 403b plans) mainstream, grow retirement AUM, and drive efficiency and service improvements. unverified
Nuveen growth in private markets and international. unverified
Why now: Retirement provider for education, health and nonprofits; CEO pushing lifetime income and AUM growth.
Ask: A 4-week target operating model sprint for one product line (for example evergreen funds or private credit): process map, build-versus-outsource view and a costed 12-month roadmap.
Recordkeeping and service operations AIAI & agentsIdentified
Why now: Recordkeeping platform modernization.
Ask: A 6-week agentic operations diagnostic: map 3-5 high-volume processes, size the capacity release, and put one agent into production-grade pilot with controls and model-risk sign-off.
Rates, regulatory conduct (rollovers) and service operations.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.