Webinars

NEWLY ADDED
Fee Disclosure Compliance: Using Disclosure Assist^SM
This informative webinar will provide you with more detailed information about using Disclosure Assist^SM — TIAA-CREF's web-based tool that puts complying with the participant regulation at your fingertips.

Gain insight on:

• The key steps in creating disclosures using Disclosure Assist^SM
• How to prepare a master participant delivery file
• How to aggregate investment data for plans with multiple service providers
• What you can expect after the disclosures are complete

Who should attend: Plan Sponsors with retirement plans subject to ERISA

NEWLY ADDED
Update on Fiduciary Responsibility and Effective Retirement Plan Oversight Practices
Learn more about the ERISA fiduciary requirements governing your retirement plans.

This webinar will feature: 

• An overview of what is a fiduciary, who a fiduciary is, and outlining duties and liabilities of a fiduciary
• ERISA section 404(c) rules and the latest DOL requirements regarding providing fee disclosure information to plan participants
• A discussion of best practices fiduciaries should undertake to comply with these ERISA requirements

Who should attend: Plan sponsors with plans subject to ERISA who have fiduciary responsibility for their plans

Investment Review - Helping You Understand and Meet Your
Fiduciary Needs - Plans using Annuity Accounts and/or Mutual Funds
Don't miss this webinar designed to help you meet your fiduciary responsibilities.

Please join us for this live quarterly webinar featuring Steve Kronheim, Managing Director & Associate General Counsel. The webinar will feature:

• An update on plan sponsors fiduciary responsibilities
• Overview of the Economy and Capital Markets
• Investment Performance review

This webinar provides relevant information on the current regulatory requirements and the performance of investments in your plan. Our objective is to help you develop a good fiduciary process.

Who should attend: HR and Finance professionals responsible for the administration and oversight of their institutions' retirement plans. Your TIAA-CREF Relationship Manager will be able to help you better understand why this webinar series is an important part of your ongoing management process

Investment Review - Helping You Understand and Meet Your
Fiduciary Needs - Plans using Annuity Accounts and/or Access Accounts

Don't miss this webinar designed to help you meet your fiduciary responsibilities.

Please join us for this live quarterly webinar featuring Steve Kronheim, Managing Director & Associate General Counsel. The webinar will feature:

• An update on plan sponsors fiduciary responsibilities
• Overview of the Economy and Capital Markets
• Investment Performance review

This webinar provides relevant information on the current regulatory requirements and the performance of investments in your plan. Our objective is to help you develop a good fiduciary process.

Who should attend: HR and Finance professionals responsible for the administration and oversight of their institutions' retirement plans

Plan Sponsor Reporting, Audit and Oversight

• Refresher on financial reporting and plan audit requirements
• Overview of the tools and resources TIAA-CREF provides
• Specific guidance on enhancing and simplifying plan governance
• Introduction to fee disclosure regulations and their impact on reporting

Who should attend: Experienced plan sponsors and those who have attended previous webinars on this subject matter

Nondiscrimination Testing for 403(b) Plans
Michael Heller, Vice President, Actuarial Consulting Services of TIAA-CREF will provide an overview of the various nondiscrimination rules that impact 403(b) retirement plans. This presentation includes the major nondiscrimination tests such as the Minimum Coverage and General Nondiscrimination requirements. The presentation also covers the 401(m) Matching test and the Safe Harbor rules that plans can adopt in order to avoid the application of the Matching test.

Who should attend: Plan Sponsors of ERISA 403(b) plans who have a responsibility for nondiscrimination testing

Plan Sponsor Website 101
Class is in session! Take an instructor-led webinar of the secure Plan Sponsor website and learn how our online services can help simplify your administrative responsibilities.

• Quickly access the critical functions you need from the home page
• Easily create, run and schedule customized reports
• Manage the contribution remittance process, including submission of payments through electronic funds transfer (EFT)
• Simplify the enrollment experience (and reduce paper!) for you and your employees
• Get support and guidance you need through our help facilities

The webinar will also provide an overview of how to register for access to the secure website.

Who should attend: New Plan Sponsors

Plan Sponsor Website: Online Enrollment
Simplify your retirement plan enrollment process and cut down on time-consuming paperwork by using the TIAA-CREF online enrollment services

Learn how to:

• Establish online enrollment for your retirement plans
• Enroll your employees individually or in groups
• Track enrollments, issued contracts, and more
• Publish your salary reduction agreement to the web for employees

View the robust employee experience, which includes:

• The ability to enroll in multiple plans at one sitting
• Step-by-step instructions and tools for easy online enrollment
• A progress meter to understand where they are in the process

Who should attend: All Plan Sponsors – current & new users, as well as those interested in the service

Plan Sponsors Website: Online Reports

• View, select, manage and run your own reports online for plan balances, contributions, loans, distributions and employee information
• Use predefined report templates to run quick reports, or create customized reports that include the data elements, column, sorting and grouping functions that meet your specific needs
• Learn how reports can be scheduled to run on a recurring basis and how you can download and print a report for offline use

Who should attend: Plan Sponsors new to using online reports