Plan Reporting. TIAA shall provide periodic recordkeeping reports and communications to plan administrators. TIAA shall provide institutions with information necessary to satisfy their IRC and Employee Retirement Income Security Act (“ERISA”) and other reporting obligations, including information necessary to prepare Forms 5500 and 1099-R, and annual plan performance reviews and annual reports of compliance items affecting each Plan.
Appears in 3 contracts
Sources: Administrative Services Agreement (College Retirement Equities Fund), Administrative Services Agreement (College Retirement Equities Fund), Administrative Services Agreement (College Retirement Equities Fund)