TIAA-CREF Puts Out 403(b) Guide

April 24, 2008 (PLANSPONSOR.com) - TIAA-CREF has released a guide to 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 the Employee Retirement Income Security Act (ERISA), and fiduciary liability; and
  • 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.

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More information is at 1-888-842-7782.

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