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Individual Investment and Retirement Income Planning

IU’s Retirement Benefits team is dedicated to helping IU employees with retirement readiness. Our partnership with Fidelity and TIAA, provides one-on-one, on-site investment counseling at all IU campuses. Personalized meetings can be scheduled with both vendors by phone or online.

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


Information about Retiree Status and Benefits