Retirement Planning & Investment Counseling | Retirement | Benefits | IU HR

Home > Benefits > Retirement Plans > Retirement Planning & Investment Counseling

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

TIAA
Call 1-800-732-8353, or visit the TIAA Scheduling Web site

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:
- December 14, 2018 (location change: IMU, Poplar Room)
- January 24, 2019
- February 21, 2019
- March 22, 2019

----

Information about Retiree Status and Benefits


Facebook IU HR HR at IU Kokomo LinkedIn IU all campuses

Page updated: November 2018
IU Human Resources
Poplars E165, 400 E. 7th St., Bloomington, IN 47405

812-856-1234

Indiana University is an equal employment and affirmative action employer and a provider of ADA services. All qualified applicants will receive consideration for employment without regard to age, ethnicity, color, race, religion, sex, sexual orientation, gender identity or expression, genetic information, marital status, national origin, disability status or protected veteran status. Indiana University does not discriminate on the basis of sex in its educational programs and activities, including employment and admission, as required by Title IX. Questions or complaints regarding Title IX may be referred to the U.S. Department of Education Office for Civil Rights or the university Title IX Coordinator. See Indiana University’s Notice of Non-Discrimination here which includes contact information.

The Annual Security Reports, containing policy statements and crime statistics for Indiana University campuses, are available through Public Safety and the IU Police Department web sites at protect.iu.edu/police-safety/annual-reports/index.html. A paper copy will be provided upon request from Public Safety at .

Human Resources A-Z Index | Forms | Contact

Individual Investment and Retirement Income Planning

Human Resources
A-Z Index | Forms | Contact