TIAA-CREF Puts Out 403(b) Guide

TIAA-CREF has released a guide to new 403(b) regulations to help plan sponsors deal with new 403(b) regulations.

A news release said the publication, “403(b) Plan Fundamentals – Your Guide to Compliance,’ includes:

  • At a Glance – An overview of new rules, plan sponsors’ responsibilities, and a checklist for compliance;
  • The Details – In-depth information about plan documents, non-discrimination requirements, loans and distributions, information sharing agreements, plan documents, contribution limits, Form 5500 and ERISA, and fiduciary liability.
  • Resources – Frequently asked questions, a glossary and reference materials.

According to the announcement, TIAA-CREF also provides customized Webinars, client workshops led by specialized teams, monthly e-newsletters, and a special section on its Administrator Web Center home page called “403(b) Outlook,’ where new articles on key issues are posted each week.

Plan administrators who wish to learn more about these resources are urged to contact their TIAA-CREF Managing Consultant directly, or the TIAA-CREF Administrator Telephone Center at 1-888-842-7782.