Road to Retirement

Road to Retirement is a special program held twice a year for Purdue employees approaching retirement. Invitations are sent to employees age 50 or older who are participating in a PERF or Fidelity retirement plan and have been employed at the University for three years or longer.

The next session will be held on September 22 in Stewart Center, rooms 302, 306 and 313.

Session Time STEW 302 STEW 306 STEW 313
8-9 a.m. PURA & Purdue HR
Retiree group health plans and Medicare
No session No session
9-10 a.m. Henriott Group Inc. & Purdue HR
Marketplace options for those not yet eligible for medicare; HSA tips
No session No session
10-11 a.m. Fidelity
Modeling retirement income distribution options
PERF
Pension fundamentals, retirement options and application process
TIAA
Lifetime income streams, distribution options
11 a.m.-noon Social Security
Benefit eligibility, application process
No session No session
Break
1-2 p.m. Fidelity
Modeling retirement income distribution options
PERF
Pension fundamentals, retirement options and application process
TIAA
Lifetime income streams, distribution options
2-3 p.m. Social Security
Benefit eligibility, application process
No session No session
3-4 p.m. PURA & Purdue HR
Retiree group health plans and Medicare
No session No session
4-5 p.m. Henriott Group Inc. & Purdue HR
Marketplace options for those not yet eligible for medicare; HSA tips
No session No session

Some topics addressed during the Road to Retirement sessions are highlighted in these brief videos. If you're approaching retirement, you find familiarity with terminology and program fundamentals helpful with decision-making.

The Retirement Toolkit

Medicare & You: Understanding Your Medicare Choices

Your Retirement Income: Prepare For Later | Fidelity

Real Stories: Meet Doff & Robin | Fidelity

What is an Annuity Savings Account?

 

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