Road to Retirement: Understanding the PERF Retirement Plan
Join IU Human Resources for an overview of the Public Employees’ Retirement Fund (PERF), administered by INPRS.
Retirement is a major milestone, and with so many things to consider, it’s normal to have questions.
The Road to Retirement series is designed for IU faculty and staff and focuses on what matters most in the years leading up to retirement. You’ll hear from expert speakers who understand IU’s benefits and policies, and can help translate complex programs like Medicare and Social Security into clear, practical guidance.
The sessions are not recorded for compliance purposes, but the full series is offered each spring and fall, giving you multiple opportunities to attend each year.
Designed for those within five years of retirement, this series is beneficial for any IU faculty or staff member, especially those aged 65 or older. Spouses and partners are also welcome.
You’ll gain insights into essential retirement planning topics and leave with action items.
Road to Retirement: Understanding the PERF Retirement Plan
Join IU Human Resources for an overview of the Public Employees’ Retirement Fund (PERF), administered by INPRS.
Road to Retirement: Social Security Overview
Understanding when and how to claim Social Security can have a lasting impact on your retirement income.
Road to Retirement: Healthcare in Retirement
Join Fidelity to explore the cost of healthcare in retirement, and learn tips and strategies to prepare for it.
Road to Retirement: Phased Retirement for IU Faculty
Are you an IU faculty member who is considering retirement but not quite ready to step away? IU’s Phased Retirement Program may offer the flexibility you’re looking for.
Road to Retirement: Medicare Basics - Part A & B
Join Ben Hudson, SHIP Training Director, for an overview of “Original Medicare,” which includes Medicare Part A and Part B.
Road to Retirement: Medicare Basics - Part D Prescription Coverage
Understanding Medicare Part D is essential to choosing the right prescription coverage and avoiding penalties. Join Ben Hudson from SHIP for an overview of how it works, when to enroll, and how to ...Read more
Road to Retirement: Fundamentals of Retirement Income Planning
Join IU’s dedicated Fidelity Workplace Financial Consultants to learn how the building blocks of an income plan can offset the key risks in retirement.
Road to Retirement: IU Retiree Status, Benefits, & Perks
Learn everything you need to know about IU retiree status and the associated benefits and perks.
Road to Retirement: A Costly Mistake? What to Know About HSAs & Medicare Timing
If you’re near age 65 and contributing to a health savings account (HSA), understanding how HSAs work with Medicare is critical.
Road to Retirement: Preserving Your Savings for Future Generations
Join Fidelity to learn the basics of estate planning, including trusts, gifting, and insurance replacement strategies.
INDIANA UNIVERSITYHUMAN RESOURCES