Must we provide, with respect to our TIAA-CREF annuities, the schedule of plan transactions in excess of five percent of the current value of plan assets requested on Line 4j of schedule H?
No. The DOL has clarified that transactions “under an individual account plan that a participant or beneficiary directed with respect to assets allocated to his or her own account…should not be taken into account for purposes of preparing the schedule of reportable transactions,” required by line 4j of schedule H. Since TIAA-CREF contracts fund such individual account plans, no schedule of reportable transactions is required with respect to them.
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