ERISA Instruction Materials

Please log in to the Plan Administrator website to obtain ERISA Instruction materials. You can access this information in the Reports section. Click on Plan Financials and select Supplemental Information. Available materials include the ERISA Memoranda on Form 5500 and the Summary Annual Reports for both 403(b) and qualified plans.

SAS 70 Report

The 2008 Statement of Auditing Standards No. 70 (SAS 70) is now available. Prepared by TIAA-CREF's independent auditor, PricewaterhouseCoopers (PwC), the 2008 Report provides the auditor's opinion on the design and operating effectiveness of the company's recordkeeping controls for the period Jan. 1, 2008 to Dec. 31, 2008.

Clients requiring a copy of the Report (those with qualified plans which require an auditor's opinion as part of Form 5500 filing) can obtain the reports by logging in to the secure Plan Administrator Website. After logging in, go to the Reports section, click on Plan Financials, and select Supplemental Information. The SAS 70 will be available within the pop-up window.

If you are not yet a registered user of the Plan Administrator website, please complete the registration application (PDF) to get your User ID and password.

Keogh Plans

Letter to Keogh Plan Administrators

2009 | 2008 | 2007 | 2006

ERISA Memorandum on Form 5500-EZ

2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2001

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