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 an on-campus one-on-one appointment with a Retirement Planner 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 Retirement Planner 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.
- PERF Counseling dates on the Bloomington campus:
TIAA (for legacy annuity accounts only)
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