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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:
- June 21, 2019 (register by June 14)
- July 25, 2019 (register by July 18)
- August 23, 2019 (register by August 16)
- September 20, 2019 (register by September 13)

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Information about Retiree Status and Benefits


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Page updated: June 2019
IU Human Resources
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Individual Investment and Retirement Income Planning

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