Individual Investment and Retirement Income Planning

IU’s Retirement team is dedicated to helping IU employees with retirement readiness. Our partnerships with our investment vendors provide one-on-one, on-site investment counseling at no charge. Personalized meetings can be scheduled by phone or online.


  • Schedule a one-on-one appointment with a Workplace Financial Consultant using the online scheduling tool; by calling 800-642-7131; or by texting MeetAtIU to 343-898.
  • Call 800-328-6608 to speak to a Workplace Financial Consultant over the phone.
  • For general questions, call Fidelity Customer Service at 800-343-0860.

IU Human Resources

Schedule a one-on-one appointment at or by calling 812-856-1234 to review your eligibility for IU Retiree Status and learn about your benefit options in retirement.


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.