Legal Documents for Retirement Savings Plan
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Fee Disclosures
The purpose of a fee disclosure ("Plan and Investment Notice") is to help you make informed decisions when managing your retirement account. It contains important information regarding your plan's services, investments, and expenses.
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Quick Links
Contact Us
TIAA Retirement Call Center
(877) 736-6738
Penn Employee Solution Center
solutioncenter@upenn.edu
or
(215) 898-7372
Summary Annual Reports
A Summary Annual Report is a summary of the annual financial report that a plan sponsor must typically file for its benefits plans.
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Summary Plan Descriptions
A summary plan description is a document that tells participants what the plan provides and how it operates. It provides information on when an employee can begin to participate in the plan and how to file a claim for benefits.