Tax-Deferred Investment (TDI) 403(b) Plan
The Tax Deferred Investment Plan (TDI) is a voluntary retirement savings plan for all OPU employees (except student employees) offering investment programs through two Fund Sponsors. You may only elect one of these Fund Sponsors.
Two-Step Enrollment Process
Complete the paper Salary Reduction Agreement (SRA) which lets PSU know the percentage of pay you wish to contribute from your paycheck and the Fund Sponsor of your choice. You may choose to have your deferral sent to either TDI:ous through Fidelity Investments or TDI:tiaa-cref through TIAA-CREF.
Be sure to designate the amount to come out of your pay by filling in the percentage. Dollar amounts are not acceptable. Sign the SRA and submit it to PSU-HR prior to the 10th of month in which you want your monthly deferral to start.
In this step you will select where you want your money invested. You may open your account with Fidelity NetBenefits, called TDI:ous, online or by calling 800.343.0860 Monday through Friday, 5 a.m. to 9 p.m. Pacific Standard Time (PST) or with TIAA-CREF, called TDI:tiaa-cref, online or by calling 800.842.2888 Monday through Friday 5 a.m. to 7 p.m. or Saturdays 6 a.m. to 3 p.m. PST.
The Oregon Public Universities (OPU) system is sponsoring one-on-one consultations with TIAA-CREF representatives and Fidelity Retirement Counselors. These meetings are free of charge.
Fidelity Confidential Consultations
John Harris is taking appointments for in-person consultations at Smith Memorial Student Union. Click here to learn more and to schedule an appointment online.
TIAA-CREF Confidential Consultations
Call 866-928-4221 (extension 472601) to schedule an in-person consultation with a TIAA-CREF representative.
Important: Don't forget to designate your beneficiaries.
AIG VALIC, called TDI:aig valic, was closed to new participants after 10/10/2007.