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Enrolling or Making Changes to Retirement Plans

Supplemental Retirement Plan Enrollment Process

Follow these steps to enroll in a supplemental retirement plan. For help with making benefit plan elections, contact IU Human Resources at or (812) 856-1234.

Account Login

Log into your account to view your investment mix, update your beneficiaries, and more.

Fidelity
TIAA

Step 1: Enroll in a Plan

An eligible employee may enroll in the IU Tax Deferred Account (TDA) or 457(b) Retirement Plan at any time. To enroll in the plan and begin making salary deferrals, complete and return a Salary Deferral Agreement to the IU Human Resources office.

Salary deferrals and catch-up contributions will begin as soon as administratively feasible following receipt of a fully completed Salary Deferral Agreement.

Step 2: Establish a Plan Account 

Create an account with one or more of the authorized Investment Companies by opening an account online.

Fidelity Investments
www.netbenefits.com/indiana
800-343-0860

TIAA
www.tiaa.org/indiana
800-842-2252

Step 3: Select Your Funds and Beneficiaries

Log into your Fidelity and/or TIAA account to select your funds and list beneficiaries.

Your beneficiary designations do not carry over between plans, between investment companies, or from life insurance to retirement plans. Investment allocations and beneficiary designations must be made separately for each plan you are enrolled in. If you need assistance in selecting appropriate funds, you may contact the investment vendor directly or schedule a one-on-one Retirement Counseling Session.

Fidelity Investments
www.netbenefits.com/indiana
800-343-0860

TIAA
www.tiaa.org/indiana
800-842-2252

Making Plan Changes throughout the Year

Follow these steps to make changes to your IU Base Retirement Plan, Retirement & Savings Plan, or Supplemental retirement plan account(s). For PERF participants, see Making PERF Plan Changes below.

Change the Current Investment Allocation

To change the investment choices of your account, you can log on to your account online or contact the investment company directly: TIAA or Fidelity.

Direct Future Contributions to a Different Investment Company 

  1. Access and change your Investment Company election in the Employee Center.
  2. Establish (or have previously established) a plan account at the new investment company by going to the company's Web site and opening an account onlineTIAA or Fidelity.
Note: If you have a current account at the new investment company (i.e., for an account that has received contributions within the last 12 months), you do not have to open a new account online.

Change the Beneficiary(ies) Listed on an Account

Log on to your TIAA or Fidelity account and change your beneficiary online.

Transfer Accumulations from One Investment Company to Another

  1. Establish (or have previously established) a plan account at the new investment company by going to the company's Web site and enrolling onlineTIAA or Fidelity.

Note: If you have a current account at the new investment company (i.e., for an account that has received contributions within the last 12 months), you do not have to open a new account online.

  1. Contact the new Investment Company directly and ask to transfer your accumulations from the old company. They will provide you with the necessary paperwork.

Making PERF Plan Changes throughout the Year

Change the Current Investment Allocation

Participants may invest their annuity savings account in one or more investment funds. The default investment is an age appropriate target retirement date fund.

  1. Review the information at the PERF Website to learn more about your benefits.
  2. Change or review investment options:
    • Call PERF customer service center at 1-888-526-1687, or
    • Log onto www.in.gov/inprs to access your account

Change the Beneficiary(ies) Listed on an Account

  • Call PERF customer service center at 1-888-526-1687, or
  • Log onto www.in.gov/inprs to access your account