Human Resources

Individual Investment and Retirement Income Planning

IU’s Retirement team is dedicated to helping IU employees with retirement readiness. Our partnerships with our investment vendors provide one-on-one, on-site investment counseling at no charge. Personalized meetings can be scheduled by phone or online.

Fidelity

• Schedule a one-on-one appointment with a Workplace Financial Consultant using the online scheduling tool; by calling 800-642-7131; or by texting MeetAtIU to 343-898.
• Call 800-328-6608 to speak to a Workplace Financial Consultant over the phone.
• For general questions, call Fidelity Customer Service at 800-343-0860.
• Ben Apraez, el consultor financiero de Fidelity en el lugar de trabajo de Indiana University, es un professional financero licenciado de habla hispana. Puede ayudarle a planificar cada etapa de su vida, desde presupuetos basicos hasta necesidades financieras complejas. Citas individuales con Ben se pueden programar sin costo adicional para todos los empleados de Indiana University y los participantes del plan de jubiliacion de IU. Para concertar su cita individual, simplemente llame al 1-800-587-5282 y solicite una reunion con Ben Apraez, el consultor financero de Fidelity asignado a Indiana University. Tambien puede hacer una reserva en linea en www.fidelity.com/schedule. Asegurase de elegir su moda de cita preferida en el menu "select appointment type" para reservar su cita.

IU Human Resources

Schedule a one-on-one appointment at or by calling 812-856-1234 to review your eligibility for IU Retiree Status and learn about your benefit options in retirement.

PERF

Schedule a one-on-one appointment by visiting the PERF Events Calendar or by calling 844-GO-INPRS

TIAA (for legacy annuity accounts only)

Schedule a one-on-one appointment by calling your local TIAA office during normal business hours, or calling 800-732-8353.