University Human Resources
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.
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.
Call 1-800-642-7131, or visit the Fidelity Scheduling Web site
Call 1-800-732-8353, or visit the TIAA-CREF Scheduling Web site