Plan Sponsors

Plan Document Service

Final 403(b) regulations extended the written plan requirement to all 403(b) plans. A “written plan” can be a single document or a collection of documents, but must include detailed information on plan eligibility, benefits, contribution limits and distributions.

TIAA-CREF’s Plan Document Service helps you ensure compliance with regulatory requirements, applicable to your plan, while also increasing the efficiency of your plan administration. The service supports your creation and maintenance of basic plan documents, adoption agreements, and, if plan is subject to ERISA, a specimen Summary Plan Description (SPD). Specimen 403(b) and qualified prototype documents are available for review by your legal counsel.

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