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  1. EPCRSGuru
    We have thousands of participants invested in TIAA contracts. They are starting to receive checks from TIAA as a result of the settlement in Bauer-Ramazani v TIAA-CREF. We were not aware that this had been settled and the participant questions are taking us by surprise. TIAA clients, were you aware of the settlement? In cases where asset transfers were made from one account to another in the same 403(b) plan, or rolled over into an IRA, who is the check payable to? The participant or the plan? How are the amounts being calculated--based on the actual damages incurred by the participant or some arbitrary amount? Are there any financial reporting implications for plan financials or the 5500? Maybe I should have been bugging my relationship manager for status updates but I am annoyed that I am being told about this by my Faculty and not by TIAA.
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