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Virtual series to help you prepare for retirement

By IU Human Resources

September 08, 2022

IU Human Resources is partnering with retirement planning experts to offer a special virtual educational series for IU faculty and staff, Road to Retirement. The series is designed to help employees prepare for the years and months leading up to retirement and navigate the transition from employee to retiree. Topics that will be covered include:

  • Medicare and Social Security.
  • IU retiree status and benefits.
  • The psychology of retirement.
  • Tips to maximize your HSA and rules for coordinating it with Medicare and Social Security.
  • Preparing for health care costs in retirement.

The series is targeted to those who are within five years of retirement, but any faculty or staff member may attend. Regardless of intent to retire, all employees age 65 or older are encouraged to attend the Medicare, Social Security and HSA sessions to learn about the rules and potential impact on IU benefits.

The full schedule of events and links to register are available on the Road to Retirement web page. Employees must register for each session they wish to attend, and spouses/partners are welcome to join.

For questions or accommodation requests, contact IU Human Resources at askhr@iu.edu.