Individual Retirement Counseling
UHRS retirement plan administrators are available to discuss specific questions about:
- PERF
- IU's PERF Retirement Plan administrator is Sue Dukeman, , 812-855-2986.
- IU Retirement Plan
- IU Retirement Plan administrators are Sue Dukeman, , 812-855-2986 and Cathy Kelsey, , 812-855-9052.
- IU TDA Plan
- IU TDA Plan administrator is Michelle White email , 812-856-4100.
- IU Retirement Savings Plan
- IU Retirement Savings Plan administrator is Michelle White email , 812-856-4100.
Representatives with the following providers may also be contacted.
PERF
Contact PERF (via Web or phone) for an estimate of the income benefit upon retirement.
Web: www.in.gov/perf/
Call Center: (317) 233-4162 or toll free (888) 526-1687
If you do not know your PERF PIN and passcode when calling PERF, remain on the line until a phone representative answers.
TIAA-CREF Individual Counseling
To schedule an appointment with a TIAA-CREF consultant call 1-800-732-8353. Employees who prefer to speak with a consultant over the phone may contact TIAA-CREF at 1-800-842-2273.
Fidelity Investments Individual Counseling
To schedule an appointment with a Fidelity consultant call 1-800-642-7131. Employees who prefer to speak with a consultant over the phone may contact Fidelity at 1-800-343-0860.
