Life-planning tools
Planning for the future
Retirement begins a new phase of life best approached with both thought and advanced planning. Here are some resources to help you make financial, health care, retirement, and lifestyle decisions for the next chapter of your life.
Financial planning
IU Human Resources sets the framework for the IU Retirement and Savings Plan (812-856-1234, email: askHR@iu.edu).
Fidelity Investments: In January 2020, Fidelity Investments became the recorder for IU retirement plans. For general questions, call Fidelity Customer Service at 800-343-0860.
- Call 800-328-6608 for a one-on-one for a phone consultation with a Fidelity Retirement Planner
- Schedule a one-on-one appointment online with a Fidelity Retirement Planner or call 800-642-7131.
- Schedule an appointment with a visiting Retirement Planner through the IU Human Resources site.
TIAA Financial Services: If your retirement and savings plan is still tied to the TIAA system, you can still access your information through:
- Bloomington TIAA office at: 2852 E. Buick Cadillac Blvd., Bloomington, IN 47401 (812-349-4456).
- The national TIAA number, which has extended consultation service hours (800-842-2776).
Social Security Administration (SSA): The SSA umbrella includes a broad array of disability, survivor, and supplemental security income (SSI, based on need) beyond basic retirement income.
- The most convenient way to contact SSA is to visit the SSA website.
- Automated phone service is available 24 hours a day at 800-772-1213; hearing impaired persons may call the SSA TTY number at 800-325-0778.
- Case-specific questions will be answered from 7 a.m. to 7 p.m., Monday through Friday.
- Wounded Warriors may visit the SSA website to learn about special benefits for veterans.
End-of-Life Decisions: You can learn about the complex issues associated with the basics of estate planning, including wills, trusts, powers of attorney, and advanced medical directives, by taking Estate Planning 101 when offered through IU Lifelong Learning. Check out the IU Lifelong Learning website for dates when that course is offered and the many other Lifelong Learning courses offered each semester. If interested, recommend yourself to teach a Lifelong Learning course.
Health care planning
- Medicare: The official U.S. government Medicare site.
- Medicare Supplements: Learn more about IU health plan supplements for retirees who are under or over the age of 65 on the IU Human Resources website.
- Department of Veterans Affairs: For those who are eligible, veterans benefits include health care, burial and memorial benefits, and an appeals process.
- Centers for Disease Control and Prevention: Authoritative information about health conditions and practices around the world.
- Centers for Medicare and Medicaid Services: A gateway website to information about Medicare, Medicaid, and the State Children’s Health Insurance Program. Offers different tracks for those seeking consumer information and those doing research for professional purposes.
- NCQA’s Health Plan Report Card: An interactive tool to help you find the health plan that's right for you.
- America’s Health Insurance Plans: A health insurance industry advocacy group; provides resources on current health and insurance issues and policies.
Retirement organizations
Indiana University
Indiana
- Access Indiana: The official website of the state of Indiana. The site offers links to nearly all state-provided service providers.
National
- American Association of Retired Persons (AARP): The AARP site is extensive, offering a wide range of topics of interest to persons 50 years of age and older. The Money Section includes information and links about nearly any aspect of post-retirement financial planning. Financial Services is a subsection of the Money section and offers topics ranging from investment vehicles to taxes to estate planning.
- Administration for Community Living: Provides data on the effects of aging. Lists home- and community-based services funded by the government.
Lifestyle resources
Housing and retirement communities
- Senior Housing Net
A list of senior housing options in Bloomington and nearby communities