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, a seminar offered by IU Lifelong Learning.

Health care planning

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