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