A-Z Index Forms Contact Us
UHRSskip navigation
BenefitsCompensation ProgramsEmployee RelationsEmploymentHR SystemsOrg DevelopmentPoliciesWorkers' Comp
Indiana University

University Human Resources

Similarities and Differences of the IU Supplemental Retirement Plans

On this page: Similarities | Differences

Similarities of both plans:

Differences between the plans:

IU 457(b) Retirement 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 457(b) Retirement Plan (PDF)

IU Tax Deferred Account Plan Booklet (PDF)

To view and print the PDFs you'll need Adobe Reader
get adobe reader

Contact a campus Human Resources office

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

Facebook
Twitter
Printerest
Printerest

HR at IU South Bend

Page updated: December 2014
UNIVERSITY HUMAN RESOURCES
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 .