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Home > Benefits > Retirement Planning & Investment Counseling

IU Offers Retirement Planning and Investment Counseling with Fidelity and TIAA-CREF

Retirement planning and investment counseling is available for IU retirement plan participants.

Fidelity and TIAA-CREF have experienced retirement counselors who meet one-on-one with employees, retirees, and their spouses/partners at multiple locations across the state of Indiana to discuss retirement planning and investment options. Having access to Fidelity and TIAA-CREF experienced retirement counselors is a valuable resource for IU retirement plan participants.

Fidelity
To schedule an appointment with an experienced Fidelity retirement counselor, call 1-800-642-7131 or visit the Fidelity Scheduling Web site to schedule and to see available appointments by location across the state of Indiana.

TIAA-CREF
To schedule an appointment with an experienced TIAA-CREF retirement counselor, call 1-800-732-8353 or visit the TIAA-CREF Scheduling Web site to schedule and to see available appointments by location across the state of Indiana.

 

Page updated: 11 December 2012
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