Compliance

Access the 403(b) Plan Fundamentals Guide, ERISA Information and Additional Guidelines, including reporting and instruction materials for completing Form 5500, information about spousal rights, nondiscrimination, summary plan reports, fiduciary responsibilities, 402(g) monitoring, important deadlines and more.

Provides the information you need to satisfy all of the regulatory requirements relating to 403(b) plans, highlighting the specific requirements of the final 403(b) regulations. View the Guide.

Sections 402(g) and 415 of the Internal Revenue Code control the annual contribution limits that are applicable to 403(b) and 401(k) plans. These sections of the Code generally determine how much your employees can contribute to the retirement plans administered by TIAA-CREF.

How to Register

 

  1. Take a guided tour of secure access.
  2. Complete the Administrator Services Application (PDF). TIAA-CREF will send you your account information.
  3. Use the account information to create a User ID and Password.

 

Plan Auditor Access

 

To provide your plan auditors secure limited access to your Plan's financial reports on the TIAA-CREF Administrator Web Center, complete the TIAA-CREF Online Auditor/Access Authorization/Change Form (PDF).

 

You can use this application to add or delete online access for your auditors.

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