Retirement Plans
Base Retirement Plans
Supplemental Retirement Plans (Salary Deferral Plans)
Early Retirement Plans
See also:
Fidelity K Shares (effective March 7, 2012)
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.
Benefit plan information on these web pages is in a summary format and is not intended to replace actual plan documents. Indiana University reserves the right to amend or terminate all or any part of any benefit plan.
