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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, 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