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Individual Investment and Retirement Income Planning

IU’s partnership with Fidelity and TIAA, provides one-on-one, on-site investment counseling at all IU campuses. To schedule a personalized meeting, both firms offer appointments by phone or self-scheduling on the web.

Call 1-800-642-7131, or visit the Fidelity Scheduling Web site

Call 1-800-732-8353, or visit the TIAA Scheduling Web site 

PERF counseling dates
Location: Bloomington campus, Poplars 199

In addition, IU offers individual retirement counseling services for IU plan participants and their spouses/partners university-wide. IU's Retirement Benefits team is dedicated to working with IU employees to answer retirement plan questions and prepare for retirement readiness.

To schedule an appointment email or call 812-856-1234.


Information about Retiree Status and Benefits