Begin, Change or Stop Salary Deferrals to the IU Retirement Savings
Plan 457(b)
To begin making salary deferrals:
-
Complete a Salary Deferral Agreement form.
-
Establish a 457(b) plan account with one or more of the authorized
investment vendors by completing the vendor's application. (See
contact information below.)
-
Return the completed forms to the campus Human Resources office
no later than 30 days prior to the next pay check.
To change the amount of salary deferrals:
- Access and change your deferral amount online at the Benefits Self Service area of OneStart.
To stop salary deferrals:
-
Complete the "Termination of Agreement" section of the Salary Deferral Agreement form.
-
Return the completed form to the campus Human Resources office.
Once the completed form is received, salary deferrals will stop
as soon as administratively feasible. Deferrals cannot be stopped
retroactively.
Investment Company Contacts:
Fidelity Investments
(800) 343-0860
Ask for “457(b) Specialist”
82 Devonshire Street ZS3
Boston MA 02109 www.mysavingsatwork.com |
TIAA-CREF
(800) 842-2776
730 Third Avenue
New York, NY 10017 www.tiaa-cref.org |
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