IU Supplemental Retirement Plans
Indiana University offers two voluntary supplemental retirement plans—the IU 457(b) and the IU Tax Deferred Account (TDA)—to help you build retirement savings for your future. You make all contributions to these plans and can enroll at any time.
Advantages of these plans include:
- Options—enroll in one or both plans at any time and contribute up to the IRS limit in each.
- Flexibility—make pre-tax or Roth after-tax contributions (or both).
- Systematic retirement savings—contributions are made regularly through IU payroll.
To get started, select the plan you wish to learn more about or review the resources below.
IU 457(b) Retirement Plan
IRS Code Section 457(b) Plan IU Tax Deferred Account Plan
IRS Code Section 403(b) Plan
IRS Code Section 457(b) Plan IU Tax Deferred Account Plan
IRS Code Section 403(b) Plan
Resources
- TDA vs. IU 457(b) Comparison
- Supplemental Retirement Plans FAQs
- Roth Contributions
- Contribution Limits
- Individual Counseling, Workshops, and Online Tools
Enroll or Make Plan Changes
- Enroll or Make Plan Changes
- Update Your Beneficiaries
- IU 457(b) — Salary Deferral Agreement
- IU Tax Deferred Account (TDA) — Salary Deferral Agreement
Plan Documents
Contacts
IU Human Resources
Phone: 812-856-1234
Fidelity
www.netbenefits.com/indiana
Customer Service: 800-343-0860
Appointment Scheduling: Online scheduling tool or 800-642-7131
Speak to a Workplace Financial Consultant: 800-328-6608
TIAA
www.tiaa.org/public
Customer Service: 800-842-2252