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University Human Resources

Home > Benefits > Retirement Plans

Retirement and Investment Plans

All Employees

Retirement Readiness

Supplemental Retirement Plans (salary deferral plans)

IU 457(b) Retirement Plan

IU Tax Deferred Account (TDA)

Academic and Professional Staff Employees

IU Retirement Plan

Support and Service Staff and Temporary with Retirement Employees

Retirement & Savings Plan

PERF (employees hired before July 1, 2013)

Tenured Faculty Early Retirement

IU Phased Retirement Program

Early Retirement Legacy Plans

IU 18/20 Retirement Plan

IU Replacement Retirement Plan

IUSERP (Supplemental Early Retirement Plan)


See also:

Counseling Sessions for Fidelity and TIAA-CREF

Official site of the Social Security Administration

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.

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HR at IU South Bend

Page updated: 12 August 2015
Contact Retirement: • 812-856-5191

Indiana University is an equal employment and affirmative action employer and a provider of ADA services. All qualified applicants will receive consideration for employment without regard to age, ethnicity, color, race, religion, sex, sexual orientation or identity, marital status, national origin, disability status or protected veteran status. Indiana University does not discriminate on the basis of sex in its educational programs and activities, including employment and admission, as required by Title IX. Questions or complaints regarding Title IX may be referred to the U.S. Department of Education Office for Civil Rights or the university Title IX Coordinator. See Indiana University’s Notice of Non-Discrimination here which includes contact information.

The Annual Security Reports, containing policy statements and crime statistics for Indiana University campuses, are available through Public Safety and the IU Police Department web sites at protect.iu.edu/police-safety/annual-reports/index.html. A paper copy will be provided upon request from Public Safety at .