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IU 457(b) Retirement Plan

To begin making salary deferrals

  1. Complete a Salary Deferral Agreement form and return it to the IU Human Resources office no later than 30 days prior to the next pay date.
    IU Human Resources
    Attn: Retirement
    Poplars Building, Room E165
    400 E. 7th Street
    Bloomington, IN 47405
  2. Establish a 457(b) account with one or more of the authorized investment vendors by opening an account online via their Web site. See list of vendors and Web sites below.

To stop or change the amount of salary deferrals

Change the Current Investment Allocation

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 completing the company's account application and sending it directly to that company.

    Note: If you have a current account at the new investment company (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 completing the company's account application and sending it directly to that company. Note: If you have a current account at the new investment company (i.e., an account that has received contributions within the last 12 months), you do not have to open a new account online.
  2. Contact the new investment company and ask request the form to transfer your accumulations from the old company.

Change the Beneficiary Listed on the Account

IRS Maximum and Catch-up Contributions

  1. If you wish to contribute the IRS maximum and/or make catch-up contributions please contact IU HR at .

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
www.tiaa.org/public/tcm/indiana/