Although surveys show that plan participants expect guaranteed income from their retirement plan, most target date funds do not provide income. TIAA’s Phil Maffei underscores the importance of in-plan annuities.
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Sat, Aug 13, 2022 · 5:56 AM · Eastern Time (US & Canada)
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Olympia is Senior Director, Institutional Investment Marketing where she leads marketing
strategy and execution of retirement product marketing campaigns, including product
launches and pilots to assess marketability of innovative new solutions and partnerships.
Olympia and her team develop end-to-end marketing plans and lead integrated B2B2C
marketing programs partnering closely with business partners to ensure that these
strategies and programs align with business objectives. Olympia has extensive
knowledge and rich subject matter expertise of retirement plan products, especially
lifetime income, annuities and target-date solutions.
Prior to her current role, Olympia has held several roles in TIAA’s marketing organization
in B2B/institutional, B2C and Product Marketing. Notable roles in Institutional Marketing
include leading the Institutional Sales Marketing team and Institutional Marketing Strategy
for Consultants/Intermediaries. Other roles demonstrating a broad cross-functional
marketing expertise include leading Marketing Communications/Creative Services,
Pension Product Marketing Strategy and Transactional/Regulatory Communications.
Early in her career, Olympia began in marketing as a writer, and before that she was a
Financial Consultant working with plan participants on retirement distribution and asset
Olympia holds an MBA from New York University’s (NYU’s) Stern School of Business in
Finance and International Business, and a B.A. from NYU in Economics and Political
Science. Olympia holds FINRA Series 6, 7, 24 and 63 registrations. Olympia enjoys
sports, travel and outdoor activities as well as spending time with her family. Olympia is
fluent in Modern Greek.
Director, Senior Institutional Investment Distribution
In his current role as Director, Institutional Investment Distribution, Dwyatt brings his extensive knowledge and skills to plan sponsors, investment managers and consultants as they design their retirement plans, investment menus that seek to deliver the best possible outcomes for plan participants. Driving innovation in the increasingly important default and QDIA space. Dwyatt works closely with consultants, investment managers and plan sponsors to create default options unique to their plan that focus on generating lifetime income for participants.
Dwyatt is also responsible for helping our clients and consultants understand the value of TIAA and CREF annuities and the importance of generating a lifetime of income – TIAA’s focus for over 100 years.
Dwyatt brings to TIAA clients over 25 years of experience in the financial services industry. He previously held leadership positions in Sales and Relationship Management, and has an extensive background in participant communications, plan transitions, ongoing plan sponsor consulting, industry best practices, investment due diligence and analytics.
Dwyatt earned a Bachelor’s degree from Fitchburg State University, and holds the CRPC and AIF designations along with the following FINRA Series 7, 24, 63 & 65 registrations.
Chianoo is a Senior Director in the next generation Guaranteed Income Solutions
Team at TIAA which is responsible for designing, manufacturing and
managing spread-based and fee-based guaranteed annuity, funding
agreement, and other lifetime income and stable value products. Chianoo
also leads Fintech engagement for the TIAA Financial Solutions Product
Group. Prior to her current role, Chianoo was the Business Unit CFO of the
Annuities Product Management area and supported TIAA’s institutional
business. Chianoo joined TIAA in 2014.
Prior to TIAA, Chianoo was a Senior Manager in Ernst & Young’s Transaction
Advisory Services practice where she led their US Business Modeling efforts
for financial services companies. Her specialization included advising clients
on business planning, business case development, financial forecasting and
decision support. Prior to joining Ernst & Young in 2005, Chianoo worked in
Milan, Italy in project finance. She holds an MBA from INSEAD and a B.S.
from Wharton, University of Pennsylvania.
She is based in TIAA’s Washington DC office.
Managing Director, Product Development and Actuarial
Phil leads TIAA’s next generation Guaranteed Income Solutions team. He and his team are responsible for designing, manufacturing and managing spread-based and fee-based guaranteed annuity, funding agreement, and other lifetime income and stable value products across multiple product types, distribution channels and end user clients. He has 27 years of experience with general account and separate account products that preserve principal and provide stable returns, both with and without lifetime income options.
He joined TIAA in 2007 and has developed and/or managed a range of products, including TIAA’s off-platform guaranteed solutions for plan defaults, TIAA’s flagship TIAA Traditional Annuity, TIAA Stable Value, and separate account GIC product lines.
Previously he held a variety of managerial and individual contributor roles with Prudential Financial supporting guaranteed income and stable value products issued to defined contribution, defined benefit and college savings plans.
Phil holds a B.S. in finance from the Pamplin College of Business at Virginia Polytechnic Institute and State University (Virginia Tech) and an M.B.A in finance from the Rutgers Graduate School of Management. He is a member of the Stable Value Investment Association (SVIA), has published industry collateral in partnership with both the SVIA and industry peers, and has represented TIAA on industry working groups to help shape regulations and policy. He holds national insurance licenses.