Webinars

TIAA-CREF strives to keep you well informed on plan administration topics to help you manage your plans better and to be prepared to meet regulatory and compliance requirements.

In appreciation of our valued partnership, we are pleased to announce the following upcoming Plan Sponsor Education Webinars.

Arrow Right   Fiduciary and Compliance
Arrow Right   Fiduciary and Compliance
Fee Disclosure Compliance: Using Disclosure AssistSM
This informative webinar will provide you with more detailed information about using Disclosure AssistSM — TIAA-CREF's web-based tool that puts complying with the participant regulation at your fingertips.

Gain insight on:

  • The key steps in creating disclosures using Disclosure AssistSM
  • How to prepare a master participant delivery file
  • How to aggregate investment data for plans with multiple service providers
  • What you can expect after the disclosures are complete

Who should attend: Plan Sponsors with retirement plans subject to ERISA

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No sessions scheduled at this time

NEWLY ADDED
Update on Fiduciary Responsibility and Effective Retirement Plan Oversight Practices
Learn more about the ERISA fiduciary requirements governing your retirement plans.

This webinar will feature: 

  • An overview of what is a fiduciary, who a fiduciary is, and outlining duties and liabilities of a fiduciary
  • ERISA section 404(c) rules and the latest DOL requirements regarding providing fee disclosure information to plan participants
  • A discussion of best practices fiduciaries should undertake to comply with these ERISA requirements

Who should attend: Plan sponsors with plans subject to ERISA who have fiduciary responsibility for their plans

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No sessions scheduled at this time

Investment Review - Helping You Understand and Meet Your
Fiduciary Needs - Plans Using Annuity Accounts and/or Mutual Funds

Don't miss this webinar designed to help you meet your fiduciary responsibilities.

The webinar will feature:

  • An update on plan sponsors' fiduciary responsibilities
  • Overview of the Economy and Capital Markets
  • Investment Performance review

This webinar will provide relevant information to help you meet your fiduciary obligations provide investment options suitable for all employees. Our objective is to help you develop a prudent fiduciary process and provide a performance review of investments you may have in your plan.

Who should attend: HR and Finance professionals responsible for the administration and oversight of their institutions' retirement plans.

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October 24, 2012

Investment Review - Helping You Understand and Meet Your
Fiduciary Needs - Plans Using Annuity Accounts and/or Access Accounts

Don't miss this webinar designed to help you meet your fiduciary responsibilities.

The webinar will feature:

  • An update on plan sponsors' fiduciary responsibilities
  • Overview of the Economy and Capital Markets
  • Investment Performance review

This webinar will provide relevant information to help you meet your fiduciary obligations and provide investment options suitable for all employees. Our objective is to help you develop a prudent fiduciary process and provide a performance review of investments you may have in your plan.

Who should attend: HR and Finance professionals responsible for the administration and oversight of their institutions' retirement plans.

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October 25, 2012

Plan Sponsor Reporting, Audit and Oversight

  • Refresher on financial reporting and plan audit requirements
  • Overview of the tools and resources TIAA-CREF provides
  • Specific guidance on enhancing and simplifying plan governance
  • Introduction to fee disclosure regulations and their impact on reporting

Who should attend: Experienced plan sponsors and those who have attended previous webinars on this subject matter

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August 15, 2012
October 10, 2012

Nondiscrimination Testing for 403(b) Plans
Michael Heller, Vice President, Actuarial Consulting Services of TIAA-CREF, will provide an overview of the various nondiscrimination rules that impact 403(b) retirement plans. This presentation includes the major nondiscrimination tests such as the Minimum Coverage and General Nondiscrimination requirements. The presentation also covers the 401(m) Matching test and the Safe Harbor rules that plans can adopt in order to avoid the application of the Matching test.

Who should attend: Plan Sponsors of ERISA 403(b) plans who have a responsibility for nondiscrimination testing

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September 12, 2012
Arrow Right   Employee Engagement
Arrow Right   Employee Engagement

NEWLY ADDED
Maximizing Lifetime Income in Retirement: Comparing Systematic Withdrawals to Life Annuities
A discussion of two key approaches for drawing lifetime income in retirement and considerations for each.

The webinar will feature:

  • Comparing the use of "systematic withdrawals" with "life annuities" to provide income during retirement.
  • Potential consequences of systematic withdrawals that adjust for inflation versus withdrawals that adjust based on investment performance.
  • Reviewing how systematic withdrawals can be impacted by changes in the economy and market conditions.

Who should attend: Plan Sponsors who offer or are considering offering annuities and systematic withdrawals as distribution options in their retirement plans

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August 14, 2012 August 21, 2012
Arrow Right   Using the Website
Arrow Right   Using the Website

Plan Sponsor Website 101
Class is in session! Take an instructor-led webinar of the secure Plan Sponsor website and learn how our online services can help simplify your administrative responsibilities.

Learn how to:

  • Quickly access the critical functions you need from the home page
  • Easily create, run and schedule customized reports
  • Manage the contribution remittance process, including submission of payments through electronic funds transfer (EFT)
  • Simplify the enrollment experience (and reduce paper!) for you and your employees
  • Get support and guidance you need through our help facilities

The webinar will also provide an overview of how to register for access to the secure website.

Who should attend: New Plan Sponsors

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September 6, 2012
November 13, 2012

Plan Sponsor Website: Online Enrollment
Simplify your retirement plan enrollment process and cut down on time-consuming paperwork by using the TIAA-CREF online enrollment services.

Learn how to:

  • Establish online enrollment for your retirement plans
  • Enroll your employees individually or in groups
  • Track enrollments, issued contracts, and more
  • Publish your salary reduction agreement to the web for employees

View the robust employee experience, which includes:

  • The ability to enroll in multiple plans at one sitting
  • Step-by-step instructions and tools for easy online enrollment
  • A progress meter to understand where they are in the process

Who should attend: All Plan Sponsors – current & new users, as well as those interested in the service

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October 16, 2012

Plan Sponsors Website: Online Reports

Learn how to:

  • View, select, manage and run your own reports online for plan balances, contributions, loans, distributions and employee information
  • Use predefined report templates to run quick reports, or create customized reports that include the data elements, column, sorting and grouping functions that meet your specific needs
  • Learn how reports can be scheduled to run on a recurring basis and how you can download and print a report for offline use

Who should attend: Plan Sponsors new to using online reports

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September 18, 2012
December 4, 2012

Lifetime income and life annuities is subject to the claims paying ability of the issuing company.

TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), 730 Third Avenue, New York, NY.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF products may be subject to market and other risk factors. See the applicable product literature, or visit tiaa-cref.org.

© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017