The plan document service will help sponsors of annuity and custodial account-based 403(b) plans, and is available at no charge to TIAA-CREF institutional clients.
TIAA-CREFs plan document service can help clients accommodate varied plan designs and features, as well as help to ensure that our clients plans are not in conflict with the TIAA-CREF annuity contracts and mutual funds that serve as their funding vehicles, said Paul Van Heest, senior vice president of institutional product management for TIAA-CREF.