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5500 form for TIAA-CREF plan


K2retire

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We recently took over as investment advisor on a 403(b) plan with TIAA-CREF. The client is telling us that, although the plan is bundled, TIAA-CREF will not prepare the 5500. They have provided schedules indicating all of the information that needs to go on the form, but will not prepare the actual form.

 

Is that typical of TIAA-CREF -- or is the client misunderstanding something?

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TIAA-CREF not performing any function related to plan compliance is par for the course from what I've seen over the years.

Kenneth M. Prell, CEBS, ERPA

Vice President, BPAS Actuarial & Pension Services

kprell@bpas.com

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19 hours ago, Fiduciary Guidance Counsel said:

Is this an opportunity for another service provider to offer a useful service?

Hmmm.  FGC may be on to something.  My firm would be interested in discussing services.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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