IU Supplemental Retirement Plans
The amount of money you will need to live comfortably in retirement depends upon your future expenses and goals for retirement. In order to meet those goals, most people will need to save in addition to any employer and government benefits. Indiana University provides several options that let you save additional money for retirement. IU sponsors these plans, but the eligible employee makes all contributions. The advantages of these plans include:
- Contributions made through IU payroll on a pre-tax basis.
- Lower current income taxes.
- Systematic retirement savings—contributions are made regularly with IU’s payroll schedule.
IRS Code Section 457(b) Plan IU Tax Deferred Account Plan
IRS Code Section 403(b) Plan
Similarities and Differences between the two plans
Maximum contribution limits for each plan
IU supplemental retirement plans Frequently Asked Questions
Enroll in a supplemental retirement planUpdate Your Beneficiaries
Retirement & Financial Education
One-on-One Counseling Sessions
Schedule an in-person, on-site counseling session with Fidelity or TIAA.
In-Person Workshops and Presentations
Attend a presentation hosted by IU Human Resources, Fidelity, and/or TIAA.
Attend a Live Webinar hosted by Fidelity or TIAA.
Online Tools & Resources
IU Human Resources