Find an old Conference Board 401(k)
The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan
The Conference Board, Inc. · Plan 002 · EIN 13-1624108 · New York, NY
| Plan administrator | The Benefits Administration Committee 845 Third Avenue, New York, NY 10022-6601 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 387 separated participants still had money in the plan | Form 5500 ↗ |
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)
The Conference Board, Inc. · Plan 003 · EIN 13-1624108 · New York, NY
| Plan administrator | The Benefits Administration Committee 845 Third Avenue, New York, NY 10022-6601 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | TIAA | Schedule C ↗ |
| Former employees with balances | 305 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Income Plan of the Conference Board, Inc. United States Staff Members
The Conference Board, Inc. · Plan 001 · EIN 13-1624108 · New York, NY
| Plan administrator | The Benefits Administration Committee 845 Third Ave, New York, NY 10022-6679 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Conference Board 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Conference Board 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Benefits Administration Committee, (212) 759-0900. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.
What is the Conference Board 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 759-0900.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Conference Board and does not hold accounts. Not financial advice. Report a correction