Get more! Sign up for PLANSPONSOR newsletters.
Products April 24, 2008
TIAA-CREF Puts Out 403(b) Guide
April 24, 2008 (PLANSPONSOR.com) - TIAA-CREF has
released a guide to new 403(b) regulations.
Reported by
Fred Schneyer
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.
You Might Also Like:
Senate Asked by IRI to Pass 403(b) Investments Bill
The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments in collective investment trusts....
As CIT Adoption Surges, Retirement Industry Races to Modernize
Operational bottlenecks are drawing renewed scrutiny as Congress considers opening the $1 trillion 403(b) market to collective investment trusts.
30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
The legislation has stalled in the Senate, as other policy priorities loom before the August recess and midterm elections.
