Year 2013 Disclosure Notices: Federal regulations require employers to provide the following plan and investment notices on an annual basis (please click on the links to download the notices):
1. Plan-related Disclosures – This document provides information about administrative fees, individual transaction expenses, and a participant's right to direct how contributions to the Franklin & Marshall - TIAA-CREF Retirement Plan will be invested on his/her behalf.
2. Investment-related Disclosures – This document provides information about the investment options available through the Franklin & Marshall - TIAA-CREF Retirement Plan, including performance and expense information.
Summary Plan Description: To download the Summary Plan Description for the Retirement Plan, please click here: Summary Plan Description. The Summary Plan Description contains detailed information about the Plan.
Overview: To download an overview of the College's Retirement Savings Plan, please click here: Retirement Savings Plan overview.
Investment Options: For information regarding the investment options (annuities and mutual funds) available through the College's Retirement Savings Plan, including rates of return and expense ratios / fees, please log in at www.tiaa-cref.org/fandm.
To access the TIAA-CREF website and manage your account online, please log in at www.tiaa-cref.org/fandm. You may transfer your retirement assets between investment options or allocate your future College and elective contributions among funds from this website.
To schedule an on-campus appointment with a TIAA-CREF representative, please call (800) 732-8353.
Universal Availability Notice: To download the Plan's Universal Availability Notice, please click here: Universal Availability Notice.
QDRO Procedures: To download Procedures for Determining the Qualified Status of a Domestic Relations Order, please click here: QDRO Procedures. Please also visit www.tiaa-cref.org for detailed information about dividing assets in the event of divorce.