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Pasco School District

TIAA

This Vendor Page has not been approved by TIAA,
but the information provided should be useful to you.

TIAA - General Status

Please contact CCC or TIAA-CREF to confirm that they are accepting new contributors and/or exchanges from your employer's 403(b) plan. TIAA is not creating new plans for multi-vendor 403(b) School District Plans.

TIAA Web Homepage

TIAA Homepage may be accessed here .

Product Information

Click the link(s) below for information on TIAA investment products:

Fee Information

Click the link(s) below for information on the fees associated with TIAA accounts:

403(b) Investment Options

TIAA offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

TIAA does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of TIAA are marketed using the following approaches:

Helpful Employee Resources

TIAA has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment TIAA provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with TIAA, please visit our General TIAA Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

TIAA - Pasco Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

TIAA Plan Number

When contacting TIAA or its local contacts, have ready your Pasco - TIAA PLAN OR GROUP NUMBER: To Be Determined

Pasco EIN

When contacting TIAA or its local contacts, you may require the Pasco EIN: 916001752

Pasco Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for TIAA on Pasco list of authorized vendors.

Request Additional Information from TIAA

Contact TIAA directly if you have additional questions about TIAA products or services.

Information Sharing Agreement, If Applicable

TIAA has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Pasco 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Pasco does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

TIAA does not require any monthly contribution amount .

Pasco Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Pasco 403(b) Plan and much more on the Pasco Information Page, available by clicking here.