UI Retirement Counseling

UI Retirement Counseling

As a participant in the University of Iowa’s retirement plan, you may authorize an independent advisor like Hills Bank to invest, rebalance, and actively manage your retirement account on your behalf. We can offer professional investment guidance on your University of Iowa and other TIAA retirement plans.

Let the experienced wealth management advisors at Hills Bank help manage your retirement account as you strive to reach your goals. We can help you navigate unexpected bumps along the way.

Your retirement account will remain with TIAA. You are simply authorizing Hills Bank as an independent advisor to manage the investments within your account. Plus, you will have full access to all the services our clients receive:

  • Professional investment management advice
  • Financial planning
  • Retirement planning (both pre- and post-retirement)
  • Estate planning

Frequently Asked Questions about TIAA:

  • 1.) How do I authorize Hills Bank to manage my retirement plan?

    You sign an investment management agreement and account authorization to retain Hills Bank as an independent advisor to actively manage your retirement plan assets with TIAA.

  • 2.) Do I need to move my retirement plan account to Hills Bank?

    No. Your TIAA account and online access remain the same.

  • 3.) How will Hills Bank assist with my investments?

    As your investment advisor, we work with you to develop an investment strategy for your retirement plan assets that corresponds to your goals. We will actively manage your retirement account by allocating assets, monitoring the underlying investment funds, and rebalancing when appropriate.

  • 4.) What other services does Hills Bank Wealth Management provide?

    Aside from receiving professional investment management advice for your retirement plan, you also will have access to the other services available through Hills Bank Trust and Wealth Management, such as:

    • Comprehensive financial planning
    • Investment management of non-TIAA accounts
    • Retirement planning both pre- and post-retirement
    • Estate planning
    • Cash flow planning
  • 5.) How do I know Hills Bank Wealth Management is qualified to manage my account?

    Hills Bank Wealth Management assets exceed $2 billion. Our officers have a diverse background with professional experience in accounting, business administration, legal, trust, and financial services, in addition to holding advanced degrees with financial planning designations. Most importantly, none work for a commission because our fees are asset based and fully disclosed. Our success is wholly dependent on your continued satisfaction. Our clients depend on us for a broad range of advice in connection with investments, estate and tax planning, retirement planning, and other matters.

Contact us online or call a Hills Bank Investment Professional today to begin managing your retirement assets.

Hills Bank is independent and not sponsored by, affiliated with in any way related to TIAA or any of their affiliates or subsidiaries. TIAA has not reviewed and is not responsible for any of Hills Bank’s content.  

All material is confidential or proprietary to Hills Bank and Trust Company and may not be reproduced or distributed without the consent of Hills Bank and Trust Company. All information is believed to be reliable, but not guaranteed. Investment products are not a deposit, not FDIC insured, not insured by any federal government agency, carry no bank guarantee, and may go down in value.