The School of Hard Knocks

Published Wednesday, March 01, 2006

In mid-March, TIAA-CREF will get an important grade on its efforts to graduate from a niche provider of pension and insurance products to a broad-based money-management giant. It's a pass/fail test. If the company passes, it will keep the California 529 savings plan business; if it fails — adding California to a growing list of states, including New York, that have taken their business elsewhere — it will be a setback not only to TIAA-CREF's 529 efforts, but also to its wider ambitions. “It wouldn't be catastrophic if they lost it,” says Morningstar analyst Christopher Davis. Nor, for ...

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