Retirement Plans

IU offers both base and supplemental retirement benefit options. Plans are designed to complement benefits provided by Social Security and personal savings in order to provide financial security during retirement. Use this site to review your options and find plans that best suit your needs. Even small amounts of money invested regularly over your career can provide a significant financial resource at retirement.

In September 2018, IU Human Resources announced its intent to issue a request for proposal (RFP) for IU retirement plan service providers. Learn about the RFP process and the steps Indiana University is taking to enhance IU retirement plans for participants.

Retirement Plan Enhancements

Account Login

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

Fidelity
TIAA
PERF

Enrollment & Plan Changes

Retirement & Financial Education

One-on-One Counseling Sessions

Schedule an in-person, on-site counseling session with Fidelity, TIAA, or PERF.  

In-Person Workshops and Presentations

Attend a presentation hosted by IU Human Resources, Fidelity, and/or TIAA. 

 Webinars

Attend a Live Webinar hosted by Fidelity or TIAA.

Online Tools & Resources

Plan Information

Mandatory Base Retirement Plans

Academic & Professional Staff Employees

Support Staff & Temporary with Retirement Employees

Base Retirement Plans Frequently Asked Questions (FAQs)

Voluntary Supplemental Retirement Plans

Faculty Phased Retirement

Legacy Plans

IU 18/20 Retirement Plan

IU Replacement Retirement Plan

IUSERP (Supplemental Early Retirement Plan)

PERF (employees hired before July 1, 2013)

Contacts

IU Human Resources

Phone: 812-856-1234

Fidelity
www.netbenefits.com/indiana
Service: 800-343-0860

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

PERF
www.in.gov/inprs/
Service: 844-GO-INPRS

Employees who received a solicitation from Lakeside Financial Group regarding financial planning and the wealth management process are advised of the following:
  • Indiana University does not sponsor or endorse any outside financial advisor.
  • Indiana University has no knowledge of the outside entities’ credentials or business status.
  • Fidelity Investments and TIAA-CREF are the only investment companies authorized by Indiana University to hold individual retirement planning and investment counseling sessions with employees and retirees.
  • Indiana University does not discuss the provisions of the University’s retirement plans with outside entities, except for Fidelity Investments and TIAA-CREF.
  • Indiana University does not warrant, guarantee, or otherwise certify the accuracy or outcome of transactions by outside financial advisors, including Lakeside Financial Group.
  • IU Mail Service delivered invitations from Lakeside Financial Group through Campus Mail by mistake. IU Mail Service generally prohibits distribution of commercial solicitations through campus mail.