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.
PERF counseling dates
Location: Bloomington campus, Poplars 199
Information about Retiree Status and Benefits