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Text of DOL Advisory Opinion 2010-01A
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]Link to more items from this source
Mar. 8, 2010

Excerpt: "This is in response to your request on behalf of the Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF) (together 'TIAA-CREF') for an advisory opinion concerning the reporting of the TIAA 'Traditional Annuity' on the Form 5500 Annual Return/Report of Employee Benefit Plan. You ask whether the TIAA 'Traditional Annuity' is a fully allocated contract for annual reporting purposes within the meaning of 29 C.F.R. Section 2520.104-44(b)(2) and the Form 5500 Instructions. The answer determines whether the Traditional Annuity accumulations must be reported as plan assets on the Form 5500 and applicable schedules and attachments."

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