Ready to Serve You
As your long-term, trusted partner and the leading provider of 403(b) plans, TIAA-CREF understands your plan administration needs.
If you have questions, please call your managing consultant. Or, if you are served exclusively by the Administrator Telephone Center, please call 1 888 842-7782, 8 a.m. – 8 p.m. (ET), Monday through Friday.
Ongoing Support for Plan Administrators
The 403(b) Resource Center provides plan administrators with access to the latest news and information about the impact of regulations and legislation, including the TIAA-CREF 403(b) Plan Fundamentals Guide, which is available to you as an online reference tool.
Bookmark this page and check back often for the latest updates. TIAA-CREF is committed to providing you with the information you need to satisfy the regulatory requirements relating to 403(b) plans.
Sample 415(c) Participant Notices Available to Sponsors of 403(b) Plans
Administrators of 403(b) plans are required to make a good faith effort to ensure that plan contributions do not exceed the various dollar and percentage-of-compensation limits imposed by the Internal Revenue Code.
TIAA-CREF has created a participant notice (PDF) and a worksheet (PDF) to help you support this compliance effort.
QDIA Participant Notices Available
TIAA-CREF has prepared sample participant notices designed to meet the Department of Labor’s final QDIA notice requirements. These notices are available for download.
Prepare Your Plan for an Audit
TIAA-CREF has the resources and tools to help you prepare for IRS and related audits.
TIAA-CREF Webinars
Learn how TIAA-CREF can help ERISA clients understand their Form 5500 reports and prepare for a first-year audit.
View the Upcoming Webinar Schedule.
TIAA-CREF Reports, Analysis and Insights on 403(b) Regulations
What to look for in an Auditor
- AICPA's Perspective on Selecting an Independent Auditor
- Insights from the IRS on Retirement Plan Audits, Abusive Tax Transactions and Correcting Plan Errors
Additional Resources
- View our Archive of 403(b) Outlook Articles.
- Keeping Your Plan in Shape - 403(b) Plans (PDF) or Qualified Plans (PDF)
- Download the TIAA-CREF Publications Catalog (PDF)
- Download the 2009 Tax Guide (PDF)
