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.
Phone counseling: 1-877-895-5986
*New* Virtual Counseling
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:
Information about Retiree Status and Benefits