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University Human Resources

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Retirement Plans

All Employees

Supplemental Retirement Plans (salary deferral plans)

IRS Limits and Aggregation Rules

Retirement Education for All Employees

Academic and Professional Staff Employees

Support and Service Staff and Temporary with Retirement Employees

Legacy Plans

Tenured Faculty Phased Retirement

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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