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 firms by phone or online.
Call 1-800-642-7131, or visit the Fidelity Scheduling Web site
Call 1-800-732-8353, or visit the TIAA Scheduling Web site
PERF counseling dates
Location: Bloomington campus, Poplars 199
Information about Retiree Status and Benefits