Oregon University System > Departments > Human Resources > Benefits > Retirement Plans Redesign

Tax-Deferred Investment 403(b) Plan

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The Tax-Deferred Investment 403(b) Plan Overview

The Tax-Deferred Investment 403(b) Plan – the “TDI” – is a supplementary retirement savings plan available to OUS employees. Participants’ voluntary salary deferrals allow them to reduce their taxable income through payroll deduction for investment in mutual funds and in fixed and variable annuities. Participants have a choice of investments-plus-services programs to suit their individual retirement planning needs.

• Available to all classified and unclassified OUS employees
• Voluntary salary reduction of $25.00 per month or more
• Participation begins in any month, with no waiting period

• TDI Plan Information
  In operation since 1992, the TDI plan was updated in November, 2007. This is current information.
  • Account consolidation to current TDI Providers
  • TDI Enrollment Reminder
  • Plan Highlights
  • What's New in November 2007
  • TDI FAQS
  • Tax-Deferred Investment (TDI) Guide (2008, Edition 2)
• Salary Reduction Agreement (SRA) Form 07-08 (PDF file)


• Contact Program Fund Sponsors
  • TDI:ous
    • Fidelity/OUS Microsite
    • Phone: 1.800.343.0860
  • TDI:tiaa-cref
    • OUS/TIAA-CREF Microsite
    • Phone: 1.800.842.2888
  • TDI:aig valic
    • AIG VALIC Website
    • Phone: 1.866.283.4892
    • AIG VALIC Questions and Answers


• 2007 Plan Information (In effect to October 31, 2007)
  • TDI Overview and Fund Sponsors: 2007 (PDF file)