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University Human Resources

Home > Benefits > Retirement Planning & Investment Counseling

IU Retirement Program Services

Individual Retirement Planning

IU offers individual retirement counseling services for IU plan participants and their spouses/partners university-wide. The University Retirement Program Services 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 812-856-5191.

In addition, IU’s partnership with Fidelity and TIAA-CREF, 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.

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

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

 

Page updated: 7 October 2013
UNIVERSITY HUMAN RESOURCES
Contact Retirement: • 812-856-5191

Indiana University is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without
regard to race, color, ethnicity, religion, age, sex, sexual orientation or identity, national origin, disability status, or protected veteran status.
This institution is also a provider of ADA services.

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