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
IU Retiree Status, Benefits, & Perks
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.
Winter/Spring 2025 Schedule
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JAN
24
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Medicare Basics—The A, B, & Ds Explore each part of the Medicare “alphabet” including the available plans, coverage, costs, and enrollment dates. You’ll also learn what to do (and what not to 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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JAN
31
|
Navigating Medicare Part D Prescription Coverage Medicare Part D provides prescription drug coverage for Medicare-eligible individuals. It is offered by private insurance companies approved by Medicare and helps cover the costs of prescription medications. Join us to learn why it's important to enroll, what the plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
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FEB
7
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IU Retiree Status, Benefits, & Perks Learn everything you need to know about IU retiree status and the associated benefits. We'll discuss the eligibility requirements, coverage options, and how/when to enroll, with a special focus on IU's retiree medical plans. Presented by Karen Hill, Retiree Benefits Specialist, IU Human Resources. |
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FEB
11
|
Medicare Basics—The A, B, & Ds Explore each part of the Medicare “alphabet” including the available plans, coverage, costs, and enrollment dates. You’ll also learn what to do (and what not to 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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FEB
14
|
HSA Rules You Can’t Afford to Miss at Age 65 If you're enrolled in an HSA and near age 65 or older, you can't afford to miss this session! You'll learn the tax rules for your HSA when you become eligible for Medicare and Social Security, and how to maximize your HSA during your final years of employment. This webinar is 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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FEB
21
|
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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FEB
28
|
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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MARCH
7
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Prepare for the Reality of Healthcare in Retirement Learn about the costs of health care in retirement and how you can prepare for them. Presented by Devan Gould, Fidelity Investments. CLOSED |
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MAY
12
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Medicare Basics—The A, B & Ds Explore each part of the Medicare “alphabet” including the available plans, coverage, costs, and enrollment dates. You’ll also learn what to do (and what not to do) at age 65, and again when you approach retirement. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
|
MAY
13
|
Navigating Medicare Part D Prescription Coverage Medicare Part D provides prescription drug coverage for Medicare-eligible individuals. It is offered by private insurance companies approved by Medicare and helps cover the costs of prescription medications. Join us to learn why it's important to enroll, what the plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP). |
|
MAY
14
|
IU Retiree Status, Benefits, & Perks Learn everything you need to know about IU retiree status and the associated benefits. We'll discuss the eligibility requirements, coverage options, and how/when to enroll, with a special focus on IU's retiree medical plans. Presented by Karen Hill, Retiree Benefits Specialist, IU Human Resources. |
|
MAY
15
|
HSA Rules You Can’t Afford to Miss at Age 65 If you're enrolled in an HSA and near age 65 or older, you can't afford to miss this session! You'll learn the tax rules for your HSA when you become eligible for Medicare and Social Security, and how to maximize your HSA during your final years of employment. This webinar is recommended for all employee approaching age 65, regardless of plans to retire. Presented by Danielle Abplanalp, Benefits Manager, IU Human Resources. |
|
MAY
20
|
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. |
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.