Disclosure AssistSM: A Guided Tour

The Department of Labor (DOL) requires ERISA plan sponsors to disclose certain plan- and investment-related information to their participants. At TIAA-CREF, we’ve given you an easy way to access and customize your plan’s disclosures through our Disclosure Assist tool.

This tool provides a format for plan and investment information, and gives you several options for distributing the disclosures to your participants. To help you get started, follow the steps below:

  1. Review the Introduction to Fee Disclosure and Disclosure Assist module below.
  2. Consider the option that best meets your needs and view the module for that option.

Are all of your plan assets with TIAA-CREF?

These modules are intended for you:

Do you offer multiple plan service providers?

These modules are intended for you:

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