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Pasco School District

TIAA-CREF
(aka: TIAA-CREF)

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

TIAA-CREF (aka: TIAA-CREF) - 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-CREF (aka: TIAA-CREF) Web Homepage

TIAA-CREF Homepage may be accessed here .

Product Information

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

Fee Information

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

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403(b) Investment Options

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

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Roth 403(b) Contribution Policy

TIAA-CREF does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of TIAA-CREF are marketed using the following approaches:

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Helpful Employee Resources

TIAA-CREF 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-CREF 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-CREF, please visit our General TIAA-CREF 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-CREF (aka: TIAA-CREF) - Pasco Status

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

TIAA-CREF Plan Number

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

Pasco EIN

When contacting TIAA-CREF 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-CREF on Pasco list of authorized vendors.

Request Additional Information from TIAA-CREF

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

Information Sharing Agreement, If Applicable

TIAA-CREF 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-CREF does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

TIAA-CREF has supplied the following forms which may be PDFs or online submittals:

Please contact TIAA-CREF to request any other type of forms you might need.

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.