Road to Retirement Series
Every successful journey starts with planning and preparation. Because this is especially true for retirement, IU Human Resources is partnering with retirement planning experts to offer a special virtual educational series to help IU faculty and staff prepare for the years and months leading up to retirement, and navigate the transition from employee to retiree.
Series Information
Who should attend?
The series is targeted to those who are within five years of retirement, but any IU faculty or staff member may attend. Even if you are not planning to retire in the next five years, if you are age 65 or older you could greatly benefit from the Medicare, Social Security, and HSA sessions so you are aware of the impact these have on your benefits. Spouses and partners are welcome to attend the sessions with you.
What will I learn?
Not only will you learn the retirement planning essentials, but you'll also leave with next steps and resources to help you develop a well-organized plan—or “roadmap”—for your retirement from IU.
How do I register?
Register for each session you wish to attend by following the links below. These presentations will not be recorded for compliance purposes, so make sure to register for the sessions that interest you.
Will the sessions be recorded and available to view on-demand?
These sessions will not be recorded for compliance purposes; however, the sessions will be repeated each year, so you are welcome to attend the same (or new) sessions at a later time. More information will be communicated to you at your IU email address as the sessions are scheduled.
Retirement Planning Resources
One-on-One Sessions
Individual Investment & Retirement Planning
If you are planning to retire within the next 6 months, remember to schedule a counseling session with to review your options and eligibility for IU Retiree status and benefits.
Schedule
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SEPT
6
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HSA Strategies for Retirement, Medicare, and Beyond Join IU Human Resources to learn how to leverage your HSA as a powerful retirement savings tool. We'll equip you with knowledge to maximize your HSA during your final years of employment and guide you through the tax rules that come along with Medicare and Social Security eligibility. This webinar is highly recommended for all employee approaching age 65, regardless of plans to retire. Presented by Danielle Abplanalp, Benefits Manager, IU Human Resources. |
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SEPT
13
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Medicare Basics—The A, B, & Ds Explore each part of the Medicare “alphabet” including coverage, costs, and enrollment dates. You’ll also learn what to do (or not do) at age 65, and again when you approach retirement. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
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SEPT
13
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Phased Retirement for IU Faculty Learn about IU’s Phased Retirement Program for faculty members and tips to maximize your retirement plan contributions leading up to retirement. Presented by Sue Dukeman, Retirement Manager, IU Human Resources; Jim Sherman, Professor Emeritus, IU Psychological & Brain Sciences; Rachel Applegate, PhD, Associate Professor Emerita. |
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SEPT
19
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Navigating Medicare Part D Coverage Medicare Part D is prescription drug coverage offered by private insurance companies for those aged 65 and older. Join us to learn why it's important to enroll, what the different Medicare Part D plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
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SEPT
27
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Social Security Overview Join Social Security expert Charo Boyd for an in-depth exploration of Social Security benefits including eligibility, the application process, and strategies to maximize benefits. You'll walk away with a comprehensive understanding of full retirement age and how dependent and spousal benefits work. Presented by Charo Boyd, Public Affairs Specialist, Social Security Administration. |
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OCT
4
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Medical Plans & Benefits for IU Retirees Join IU Human Resources to learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges. A majority of this session will focus on the medical plan options for retirees to help you make an informed decision when it's time to enroll in coverage. Presented by Karen Hill, Retiree Benefits Specialist. |
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OCT
8
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PERF—Understanding the Two Part Hybrid Plan PERF is a two-part retirement plan offered to public employees in the state of Indiana. Indiana University employees eligible for PERF are members of the PERF hybrid plan. In this session, you'll learn about the two parts of PERF—the defined benefit (pension) and the DC (formerly called ASA) account—and how they work. Also learn about the Millie Morgan rule for those age 65 with 20 years or more of service. |
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OCT
11
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Fundamentals of Retirement Income Planning Learn how the building blocks of an income plan can offset the key risks in retirement, as well as how you can use Fidelity's resources to feel more confident as you prepare to make the move from saving to spending. Presented by Lori Matthews and Ben Aprez, Workplace Financial Consultants, Fidelity. CLOSED |
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OCT
16
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Medicare Basics—The A, B & Ds Explore each part of the Medicare “alphabet” including coverage, costs, and enrollment dates. You’ll also learn what to do (or not do) at age 65, and again when you approach retirement. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
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OCT
17
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Navigating Medicare Part D Coverage Medicare Part D is prescription drug coverage offered by private insurance companies for those aged 65 and older. Join us to learn why it's important to enroll, what the different Medicare Part D plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
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OCT
18
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Prepare for the Reality of Healthcare in Retirement If you want a better understanding of health care in retirement: CLOSED |
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OCT
22
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Social Security Overview Join Social Security expert Charo Boyd for an in-depth exploration of Social Security benefits including eligibility, the application process, and strategies to maximize benefits. You'll walk away with a comprehensive understanding of full retirement age and how dependent and spousal benefits work. Presented by Charo Boyd, Public Affairs Specialist, Social Security Administration. |
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NOV
21
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PERF—Understanding the Two Part Hybrid Plan PERF is a two-part retirement plan offered to public employees in the state of Indiana. Indiana University employees eligible for PERF are members of the PERF hybrid plan. In this session, you'll learn about the two parts of PERF—the defined benefit (pension) and the DC (formerly called ASA) account—and how they work. Also learn about the Millie Morgan rule for those age 65 with 20 years or more of service. |
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DEC
3
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PERF—Understanding the Millie Morgan Option If you’re enrolled in the PERF retirement plan, age 65 or older, and have at least 20 years of PERF-covered service, you may be eligible to start taking distributions from your pension while still working. This is known as the Millie Morgan option. In this session, you’ll learn what this option is all about and how to apply. Presented by Sue Dukeman, Retirement Manager, IU Human Resources and Jeremy Haggard, Retirement Services Consultant, INPRS. |
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DEC
4
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PERF—Understanding the Millie Morgan Option If you’re enrolled in the PERF retirement plan, age 65 or older, and have at least 20 years of PERF-covered service, you may be eligible to start taking distributions from your pension while still working. This is known as the Millie Morgan option. In this session, you’ll learn what this option is all about and how to apply. Presented by Sue Dukeman, Retirement Manager, IU Human Resources and Jeremy Haggard, Retirement Services Consultant, INPRS. |
Frequently Asked Questions
Can my spouse or partner attend?
Yes. If you will be watching the session from the same device, you only need to register once.
Do I have to use PTO to attend?
No. You may attend during work hours with supervisor approval and not use your accrued time.
Do I have to attend all of the sessions in the series?
No. The information in each session is equally important in planning for retirement, but you are welcome to attend only the sessions you are interested in learning more about. The sessions will be repeated in the future, so you are welcome to attend the same (or new) sessions at a later time.
I’m not planning on retiring in the next five years. Can I still attend?
Yes. Feel free to attend even if you are more than five years away from retirement. We recommend that anyone nearing age 65 attend the HSA, Medicare, and Social Security sessions to understand how those interact with your IU benefits. Some of the information may change before you retire, so you’re encouraged to attend the sessions pertinent to you and consider attending them again when you are closer to retirement.
How do I cancel my registration?
Each time you register for a session you will receive a confirmation email. To cancel your registration, simply follow the link at the bottom of your confirmation email for that session
Questions?
For questions related to the series, or requests for accommodations, contact IU Human Resources at or (812) 856-1234.