Road to Retirement: Planning Your Retirement from IU

Road to Retirement Series

Every successful journey starts with planning and preparation. Because this is especially true for retirement, Indiana University Human Resources is partnering the retirement planning experts to offer a special virtual educational series to help IU faculty and staff explore the options for retirement and navigate the transition from employee to retiree.

Who should attend?
The series is targeted to those who are within 5 years of retirement, but any IU faculty or staff member may attend. Even if you are not planning to retire in the next 5 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?
You must register for each session you wish to attend by following the links below. Space is limited, and attendance is on a first-come first-serve basis, so be sure to reserve your spot today!

Schedule

Spring 2021

Date (all times ET)  Title Register
March 25
4:00–5:30 p.m.

Medicare Overview
Ben Henriquez-Hudson, Training Director, State Health Insurance Assistance Program (SHIP)

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 when you prepare to retire.

Closed
March 26
12:00–1:30 p.m.

Turning Your Retirement Savings into Retirement Income
Caroline Mason and Lori Matthews, Retirement Planners, Fidelity

Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.

Closed
April 1
4:00–5:30 p.m.

IU Faculty: Psychology of Retirement and Phased Retirement
Jim Sherman, Professor Emeritus, IU Psychological & Brain Sciences
Sue Dukeman, Retirement Specialist, IU Human Resources

Discuss the psychological and behavioral issues that motivate, or create barriers from, retiring. You’ll also learn about the Phased Retirement Program offered to IU Faculty.

Closed
April 8
4:00–5:30 p.m.

HSAs for Retirement
Danielle Abplanalp, Manager of Healthcare, IU Human Resources

Discover how to use your HSA as a retirement savings tool, and how to navigate the rules once you become eligible for Medicare.

Closed
April 9
12:00–1:30 p.m.

Social Security Overview
Charo Boyd, Public Affairs Specialist, Social Security Administration

Learn about Social Security benefits, including what full retirement age means for you and strategies to maximize your monthly benefit.

Closed
April 15
3:30–5:00 p.m.

PERF Participants: PERF Retirement Workshop
Jeremy Haggard, Retirement Services Consultant, INPRS

Closed
April 16
12:00–1:30 p.m.

IU Retiree Status & Benefits
Karen Hill, Retiree Benefits Specialist, IU Human Resources

Learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges.

Closed
April 22
4:00–5:30 p.m.

Turning Your Retirement Savings into Retirement Income
Caroline Mason and Lori Matthews, Retirement Planners, Fidelity

Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.

Closed
April 23
12:00–1:30 p.m.

Medicare Overview
Ben Henriquez-Hudson, Training Director, State Health Insurance Assistance Program (SHIP)

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 when you prepare to retire.

Closed
April 29
4:00–5:30 p.m.

Social Security Overview
Charo Boyd, Public Affairs Specialist, Social Security Administration

Learn about Social Security benefits, including what full retirement age means for you and strategies to maximize your monthly benefit.

Closed
April 30
3:00–4:30 p.m.

IUPUI Faculty & Staff: The Transition—Retirees’ Stories of Exploring and Taking Different Routes
Hosted by the IUPUI Senior Academy

Hear discussion and stories from IUPUI Retirees about their journey from employee to retiree, and have your questions about this important transition answered.

Closed
May 12
3:30–5:00 p.m.

IU Retiree Status & Benefits
Karen Hill, Retiree Benefits Specialist, IU Human Resources

Learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges.

Closed
May 13
12:00–1:30 p.m.

HSAs for Retirement
Danielle Abplanalp, Manager of Healthcare, IU Human Resources

Discover how to use your HSA as a retirement savings tool, and how to navigate the rules once you become eligible for Medicare.

Closed
May 18
12:00–1:00 p.m.

Turning Your Retirement Savings into Retirement Income
Caroline Mason and Lori Matthews, Retirement Planners, Fidelity

Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.

Closed
May 20
12:00–1:00 p.m.

I am 10 Years or Less from Retirement: What Should I Consider?
Caroline Mason and Lori Matthews, Retirement Planners, Fidelity

With retirement approaching, it’s time to get your financial “house” in order. Identify key risks to retirement spending and create an income strategy to help meet the challenges of making your money last.

Closed

Fall 2021

Date (all times ET)  Title Register
August 12
12:00–1:00 p.m.

Prepare for the Reality of Healthcare in Retirement
Tenley Amerson, Fidelity Panelist

Learn the methods for estimating your specific healthcare costs, how to factor those costs into your retirement paycheck, your options for healthcare coverage before and after age 65, and how to plan for and manage those costs.

Closed
August 20
Noon–1:00 p.m.

Preserving Your Savings for Future Generations
Tenley Amerson, Fidelity Panelist

Learn about the components of an estate plan, including information on wills versus probate, powers of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies.

Closed
August 26
3:00–4:00 p.m.

Ask Fidelity: How to Plan for the Income You’ll Need in Retirement
Caroline Mason and Lori Matthews, Retirement Planners, Fidelity

How do your financial resources turn into income in retirement? It starts with a plan. Learn how to create a retirement income plan and explore the risks that can affect it.

*To register for this session, select ‘Virtual Event’ from the drop-down menu then choose ‘August 26’ as the date.

Closed
August 27
12:00–1:30 p.m.

Social Security Overview
Charo Boyd, Public Affairs Specialist, Social Security Administration

Learn about Social Security benefits, including what full retirement age means for you and strategies to maximize your monthly benefit.

Closed
Download presentation slides
September 9
3:00–4:30 p.m.

PERF Participants: PERF Retirement Workshop
Sue Dukeman, Sr. Retirement Specialist, IU Human Resources

Closed
Download presentation slides
September 10
12:00–1:30 p.m.

The Psychology of Retirement – Personal Journeys
Jim Sherman, Professor Emeritus, IU Psychological & Brain Sciences

Learn about the psychological and behavioral issues that motivate, or create barriers from, retiring. You’ll also hear discussion and stories from IU Retirees about their journey from employee to retiree, and have your questions about this important transition answered.

Closed
Download presentation slides
September 16
3:00–4:30 p.m.

Medicare Basics
Ben Henriquez-Hudson, Training Director, State Health Insurance Assistance Program (SHIP)

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 when you prepare to retire.

Closed
Download presentation slides
September 17
12:00–1:30 p.m.

HSAs, Medicare, and Social Security – How to Make them Work Together
Cindy Buchtman, Sr. Healthcare Specialist, IU Human Resources

Learn ways to use your HSA as a retirement savings tool, tips to maximize your HSA in your final years of employment, and how to navigate the rules once you become eligible for Medicare and Social Security.

Closed
Download presentation slides
September 23
3:00–4:30 p.m.

IU Retiree Status & Benefits
Karen Hill, Retiree Benefits Specialist, IU Human Resources

Learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges.

Closed
Download presentation slides
September 24
12:00–1:30 p.m.

For IU Faculty: All You Need to Know about Phased Retirement, Supplemental Retirement Plans, and the Roth Option
Jim Sherman, Professor Emeritus, IU Psychological & Brain Sciences
Sue Dukeman, Sr. Retirement Specialist, IU Human Resources

Learn about IU’s Phased Retirement Program for Faculty members, tips to maximize your contributions leading up to retirement, and how to defer separation pay to your retirement accounts.

Closed
October 21
Noon–1:30 p.m.

Medicare Basics
Ben Henriquez-Hudson, Training Director, State Health Insurance Assistance Program (SHIP)

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 when you prepare to retire.

Register
October 22
Noon–1:00 p.m.

Maximize Social Security in Your Retirement Strategy
Hector Ruiz, Fidelity Panelist

The workshop offered by Fidelity covers how Social Security works, and considerations for choosing when to start claiming your benefits.

Register
November 9
Noon–1:30 p.m.

A Perfect Union: Charitable Giving and Retirement Planning
Brian D. Yeley, JD, Associate Vice President, Gift Planning Services, IU Foundation

Learn more about charitable giving, trusts, and the importance of wills as a part of your retirement plan.

Register

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.

I am unable to attend a session. Will they be recorded and available to view on-demand?

Most of our invited speakers are not permitted to be recorded or share their presentation slides; therefore, we are not able to offer recordings. 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.

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 5 years. Can I still attend?

Yes. Feel free to attend even if you are more than five years away from retirement. 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.

Retirement Planning Resources

Preparing to Retire Resources
Retiree Status & Benefits

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 our office to review your options and eligibility for IU Retiree status and benefits.