All retirement plans subject to ERISA are generally required to file Form 5500 to meet their annual financial reporting requirements. The Form 5500, including required schedules, is filed with the Department of Labor annually. ERISA plans with 100 or more participants are also generally required to have their financial statements audited annually by a qualified independent public auditor. Plan sponsors are also required to file Form 8955-SSA annually with the IRS.
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This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. 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 in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.