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ERISA Instruction Materials

403(b) Plans

Letter to 403(b) Plan Administrators

2007 | 2006

ERISA Memorandum on Form 5500

2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999   

ERISA Memorandum on Summary Annual Reports

2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002

Qualified Plans

Letter to Qualified Plan Administrators

2007 | 2006

Data Certification Letter

2007 | 2006

ERISA Memorandum on Form 5500

2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999

ERISA Memorandum on Summary Annual Reports

2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001    

SAS 70 Report

Clients requiring a 2007 Statement of Auditing Standards No. 70 (SAS 70) 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. The reports are prepared by TIAA-CREF's independent auditor, PricewaterhouseCoopers (PwC), and provide the auditor's opinion on the design and operating effectiveness of the company's recordkeeping controls for the period Jan. 1, 2007 to Dec. 31, 2007 for both our legacy and Open Plan Solutions platforms.

If you would like to receive a copy of the SAS 70 report, please call your assigned consultant or, if none, the Administrator Telephone Center at 1 888 842-7782.

Keogh Plans

Letter to Keogh Plan Administrators

2008 | 2007 | 2006

ERISA Memorandum on Form 5500-EZ

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

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