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.


Call 1-800-642-7131, or visit the Fidelity Scheduling Web site

Phone counseling: 1-877-895-5986


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

*New* Virtual Counseling


To find a schedule of PERF workshops and counseling dates in all counties, please visit the PERF Events Calendar.


Information about Retiree Status and Benefits