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Human Resources IU Human Resources

February 2018
HR Today

Resources You Need to Retire Well

Planning and saving for your retirement will help ensure you have a comfortable standard of living once you retire. Are you ready for retirement when the time comes? Find out using our Retirement Readiness Calculator.

No matter where you’re at in saving for retirement, this spring, IU HR offers opportunities to learn strategies and tips to help manage your financial future with confidence. Workshops, presentations, webinars, and more are being hosted by IU HR and retirement plan partners Fidelity and TIAA.
Bookmark the Retirement and Financial Education webpage—it lists all upcoming retirement educational events, is updated frequently, and allows you to register online.

Below is a look at the different retirement educational sessions offered at IU.

Pre-retirement Symposium

April 10—save the date for this educational symposium hosted by IU HR on the Bloomington campus. Ideal for those retiring within two to three years, this event will feature multiple speakers addressing: Social Security, Medicare, retiree status and benefits, Public Employees Retirement Fund (PERF), and more.

A symposium with a livestream is planned for Indianapolis this fall.

In-person Workshops
These vendor sponsored workshops are available on all campuses, with upcoming events shared online. Retirement planning professionals share important information that can help you prepare for retirement. Most sessions feature a brief Q & A. Visit the Retirement and Financial Education webpage to view upcoming workshops and reserve your seat.

Live Webinars
Webinars are excellent options if you cannot attend in-person. These are available for free anywhere you have online access and audio capabilities. Registration is completed via the webinar host, either TIAA or Fidelity. Visit the Retirement and Financial Education webpage to view upcoming webinars.

Individual Retirement Counseling Services
IU’s partnership with Fidelity and TIAA provides one-on-one, on-site investment counseling at all IU campuses. An in-person consultation from an investment professional provides personalized guidance to understand your financial situation, needs, and how best to maximize retirement savings. Both firms offer appointments by phone or self-scheduling on the web.

Fidelity: Call 1-800-642-7131, or visit the Fidelity Scheduling website
TIAA: Call 1-800-732-8353, or visit the TIAA Scheduling website
PERF: Call 1-844-464-6777, or visit the PERF Scheduling website

IU's Retirement Benefits team is dedicated to working with IU employees to answer retirement plan questions and help you with retirement readiness. For questions about retirement, call 812-856-1234 or email .

Related Resources:


Page updated: February 2018

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