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Live webinars for plan sponsors

Our webinars are designed to help you fulfill fiduciary responsibilities and optimize your plans.
Webinar Dates Webinar Times Webinar Title Webinar Description Webinar URL
Webinar programs
10/14
2:00 to 3:00 p.m. (ET)
Mitigating Plan Risk: Plan Reporting Responsibilities Simplified
Learn about the Plan Sponsor Reporting and Audit Guide and other key TIAA resources that are available to support ERISA plan sponsors with their annual audit and Form 5500, such as: 
  • Year-end and regulatory reporting requirements, an overview of the reporting data that TIAA provides, and descriptions and samples of the TIAA reports
     
  • An overview of audit guidelines, information on the SSAE 18 Service Organizations Control (SOC) 1 report, and reporting information relating to TIAA, CREF and TIAA investment products
Register now
10/28 2:00 to 3:00 p.m. (ET) PlanFocus 101 Learning Series: Forced Distribution Services & User Management
Learn how our Forced Distribution Services can help you manage your fiduciary responsibilities. We will walk you through how to easily manage third party access to PlanFocus and Business Edge.
Register now
 
Guarantees are based on the claims-paying ability of the issuing company.
 
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
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