TIAA-CREF Plan Administrators

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Once a report displays, the user has several options regarding the report.

Navigate a custom report

These options are displayed at the top of each report and are as follows:


	Select Another Report			Allows the selection of another report type

	Edit Current Report			Change Data Element - Edits can be made to the data selected Display and Sorting - Edits can be made regarding how the data appears in the report Edit Date Range - Change the date range selected Edit PPG - Allows changes to the PPGs selected

	First			Goes to the first page of a report

	Back			Goes to the previous page

	Next			Goes to the previous page

	Go			Select to perform an action

	Page			Indicate current page number, allows paging through the document and provides total number of pages of the report

	Percentage%			Allows edits to the viewing percentage

	Search			Allows data search, e.g. enter last name of a participant

	Download			Allows the report to be downloaded e.g. Excel spreadsheet

Note: the reports created through the custom reporting system are for informational purposes only. The reports should not be used for ERISA (5500 reporting), annual benefit statements or in place of any specialized reporting.


•	Accessing employee data
	Getting started Online custom reports • Create a new report • Navigate a report • Create a custom report • View/edit previously run reports • Scheduling a report to run automatically • E-mail notification • Export/save/print Accessing individual accounts

•	Remitting premium data


•	Sending premium payments


•	Employee terminations and vesting


•	Enrolling employees


•	Salary reduction agreement


•	Contribution limits