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Home > Benefits Change Connection > IU Retirement Plan

Making Changes to the IU Retirement Plan Account

The IU Retirement Plan is a self-directed plan. This means that the participant is responsible for overseeing his or her account and directing its investment allocation and beneficiary information.

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 Investments. See their contact information below.

Direct Future Contributions to a Different Investment Company

  1. Access and change your Investment Company election at 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 online.
  3. Note: If you have a current account at the new investment company for the IU Retirement Plan (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account 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 online.
  2. Note: If you have a current account at the new investment company for the IU Retirement Plan (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account online.

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

Change the Beneficiary Listed on the Account

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

Investment Company Contacts:

Fidelity Investments
(800) 343-0860
82 Devonshire Street ZS3
Boston MA 02109
www.netbenefits.com/indiana

TIAA
(800) 842-2776
730 Third Avenue
New York, NY 10017
www1.tiaa-cref.org/tcm/indiana

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Page updated: March 2016
UNIVERSITY HUMAN RESOURCES
Contact Retirement: • (812) 856-5191