Retirement Plans

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.

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