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 retplans@iu.edu.

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