Evidence Vault
This is the comprehensive archive housing every primary source referenced within the Retirement Change Journal. Our repository includes official TIAA filings, detailed university retirement plan notices, and pertinent regulatory disclosures, providing a transparent and verifiable foundation for all published content.
SEC Form 10-K: Annual Consolidated Financial Report
Filed by TIAA-CREF Institutional Services on February 14, 2024, this corporate filing provides a detailed financial overview and operational insights for the reported fiscal year.
Yale University Retirement Plan 404(a)(5) Notice
Issued by the Yale Benefits Office, this notice details amendments related to fee equalization within the university’s retirement plan, highlighting recent changes impacting participant costs.
SECURE Act 2.0 Implementation Guide for 403(b) Plans
Published by the U.S. Department of Labor’s Employee Benefits Security Administration, this guide outlines regulatory updates and compliance requirements for 403(b) retirement plans under SECURE Act 2.0.
Original TIAA Charter
Andrew Carnegie Philanthropic Trust • Founding Mission and Organizational Charter
Stanford Retirement Plan Modernization FAQ
Stanford Cardinal at Work • Document Detailing Administrative Consolidation Efforts
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Link Maintenance
Ledger
Primary source documents often change URLs or become archived behind paywalls. We monitor and record these updates here to ensure continuous access for research purposes.
TIAA 2018 Performance Summary Report
The original performance summary link at tiaa.org/performance has been removed and replaced with the 2024 archive entry #REF-09 for reference.
IRS 403(b) Compliance Memorandum
This document has been transferred from Public Access to the Treasury Archive Library for preservation and restricted access.
Editorial Source Policy
The Retirement Change Journal does not host complete versions of proprietary or copyrighted institutional documents. Instead, we offer detailed summaries and analyses while providing direct links to the official sources where these documents are originally published, such as the SEC, Department of Labor, or university portals. This approach ensures our readers have access to authoritative information without compromising copyright restrictions.
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All primary source documents referenced on this site must be verifiable through official, trusted domain names associated with regulatory agencies, educational institutions, or other recognized authorities. This verification guarantees the authenticity and reliability of the information we present.
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Secondary materials, including news articles and media reports, are classified under the category "Media Reference." These sources complement our primary documents by offering additional perspectives and context, but they are clearly distinguished from original institutional records.
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Documents that require users to log in or have membership credentials to access are clearly marked as "Gated Access." This designation informs readers that these materials are behind secure portals and may not be freely accessible to the general public.
Request Source Verification
If you come across a broken or outdated link, or if you have access to a primary document that you believe should be added to our archive, please reach out to our editorial and analytical team. Your contributions and notifications help us maintain the accuracy and comprehensiveness of our evidence vault.