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Is TIAA-CREF required to provide me with the 401(a)/403(b) ERISA data by a particular date?

April 26, 2017Data ERISA particular tiaa-cref

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Is TIAA-CREF required to provide me with the 401(a)/403(b) ERISA data by a particular date?

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Yes. Like all carriers, TIAA-CREF is required to provide ERISA data and instructions by the end of the fourth month following the plan-year end. For example, if your plan-year end is 12/31, then TIAA-CREF must send you your data by 4/30 at the latest. (See ERISA 5500 Calendar) This data is available online by selecting 5500 Annual from the Reports drop down menu on the Administrator Secure Homepage.