Individual Investment and Retirement Income Planning
IU’s Retirement Benefits team is dedicated to helping IU employees with retirement readiness. Our partnership with Fidelity and TIAA, provides one-on-one, on-site investment counseling at all IU campuses. Personalized meetings can be scheduled with both vendors by phone or online.
Fidelity
Call 1-800-642-7131, or visit the Fidelity Scheduling Web site
Phone counseling: 1-877-895-5986
TIAA
Call 1-800-732-8353, or visit the TIAA Scheduling Web site
*New* Virtual Counseling
PERF
To find a schedule of PERF workshops and counseling dates in all counties, please visit the PERF Events Calendar.
- PERF Counseling dates on the Bloomington campus in Poplars 199:
- October 25, 2019 (register by October 18)
- November 22, 2019 (register by November 15)
- December 20, 2019 (register by December 13)
- January 24, 2020 (register by January 17)
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Information about Retiree Status and Benefits
