Retirement Education & Guidance

Free resources to help you plan for your retirement

Thinking about your future? Our retirement planning tools, services, and seminars are a popular way to chart the road ahead. You can sign up for one-on-one counseling with a workplace financial consultant, participate in a workshop, or use one of the online calculators to help you stay on track with your retirement and financial goals.

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Retirement workshops and presentations

Learn about investments, money management, and retirement basics, whether you are a young professional or closing in on your retirement years.

Road to retirement

If you are planning to retire within the next five years, start here. A preparation checklist and our popular “Road to Retirement” webinar series offer planning essentials, next steps, and tools.

IU retiree status and benefits

Learn about eligibility for IU retiree status and the benefits it offers, including the IU tuition benefit, life insurance, and medical coverage.

Get help with your retirement decisions

We strongly suggest that you contact a Fidelity Workplace Financial Consultant to discuss the advantages and disadvantages of decisions you make about your retirement options.

You can call Fidelity at 1-800-343-0860 or use the online scheduling tool to make an appointment.

If you are enrolled in the Public Employees Retirement Plan (PERF) contact INPRS at bookwithinprs.timetap.com or 844-464-6777.

You can also meet with a member of the IU Benefits retirement team by requesting an appointment at askHR@iu.edu or (812) 856-1234.

Individual investment and retirement income planning

Not sure how to get started? Our retirement team is dedicated to helping IU employees with retirement readiness. Browse the options below to see how you can get personalized help through our team or our retirement partners.


Talk to IUHR

Schedule a one-on-one appointment at askHR@iu.edu 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.

Visualize it: Online tools & calculators

When you log in to your retirement plan account(s) with Fidelity NetBenefits or PERF INPRS, you’ll be able to access a wide range of information, calculators, and tools including FAQs, investing help, benefit estimators, retirement calculators, contribution calculators, and more. 

You can also create an online My Social Security account to view a personalized estimate of your retirement benefits, apply for benefits online, check the status of an application or appeal, request a replacement Social Security card (in most areas), print a benefit verification letter, and more.