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Home > Benefits > IU Supplemental Retirement Plans > Similarities/Differences

Similarities and Differences of the IU Supplemental Retirement Plans

On this page: Similarities | Differences

Similarities of both plans:

Differences between the plans:

IU Retirement Savings Plan IU TDA Plan
IRS Code Section 457(b) plan IRS Code Section 403(b) plan
Can withdraw funds upon termination of employment with IU Can withdraw funds upon termination of employment with IU or on or after attaining age 59½ while still employed at IU
Offers Age 62,63, or 64 catch-up contribution No additional catch-up contributions
Contributions not limited by the maximum contribution amount (IRS Code Section 415 limit). Contributions limited by the maximum contribution amount (IRS Code Section 415 limit). See the plan for details.

IU-approved investment companies are:

TIAA-CREF
Fidelity Investments

IU-approved investment companies are:

TIAA-CREF
Fidelity Investments

IU Retirement Savings Plan Booklet (PDF)

IU Tax Deferred Account Plan Booklet (PDF)

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Contact a campus Human Resources office

Contact the university-wide Human Resources office at
or 812-856-5191

Page updated: 5 November 2013
UNIVERSITY HUMAN RESOURCES
Contact Retirement: • 812-856-5191

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