Plan Rules Verification from TIAA

You may receive a request from TIAA similar to the link below to log into the Plan Focus website to review and verify the plan provisions on their system.

If we are restating your plan document, please forward the report to us so we can assist you on updating TIAA’s system during our plan document restatement call.

Feel free to call Marcie Carroll at 610-225-1210 with any questions or concerns.