Human Resources

Biannual Road to Retirement Program

Build confidence in what comes next

Road to Retirement is a special program held twice a year (spring and fall) for Purdue employees approaching retirement and those wanting to learn more to begin planning. Check out our resources for additional information. All benefits-eligible employees are invited. Each program provides a variety of sessions on retirement-related topics, such as:

  • Healthcare plans and Medicare
  • Marketplace options
  • Income distribution options

2026 Fall Conference – On-demand and Recorded Sessions

Create a Budget

Presented by: Fidelity Investments
Format: On-Demand

Description: In this session you will recognize how creating a budget can help take control of your financial situation, identify core components off a sound budget, and create your own budget.

Caregiving: Financial Options for Your Family

Presented by: Securian
Format: Recorded

Description: Learn about the scope of caregiving, common challenges for family caregivers, and financial options including government support, employer benefits and resources.

Finding Purpose in Retirement

Presented by: Ethan Delatorre l Health Coach at the Center for Healthy Living
Format: Recorded

Description: Learn about how being involved in the community after retirement can improve physical health, mental health, slow cognitive decline, and help us age better.

MetLife

Presenter: Tonja Miller
Format: Recorded

Description: Session covers essential legal services as you prepare for retirement, including family life, financial well-being, assets, and protection. Learn about our flexible online experience, digital estate planning, and the benefits of having a legal plan for real estate and identity theft matters. Discover the attributes of our network of attorneys and the legal plans available after retirement.

Navigating Market Volatility (Pre-recorded Spanish session available here)

Presented by: Fidelity Investments
Format: On-Demand

Description: This session will help you understand how to pull money out of the market and the effects of moving to cash. You will learn why by consider saving more in a workplace savings plan as well as consider if you should change your investments.

PURA Healthcare Plans for Medicare-Eligible Retirees

Presented by: Kate LaMar, Purdue HR Benefits
Format: Recorded

Description: Review of group health insurance plan options available to Purdue University retirees with Medicare.

Take Control of Your Debt

Presented by: Fidelity Investments
Format: On-Demand

Description: In this session you will identify guidelines when it comes to taking on debt, use one of two strategies for tackling debt, and understand your credit score.

Under 65 Healthcare Options

Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group
Format: Recorded

Description: Learn about health insurance options offered to Purdue University retirees under 65.

Plan Ahead: Retirement Resources

Explore tools designed to help you better understand your current financial picture and take steps toward your long-term goals.

  • Log in to your Fidelity account see how your budget compares with Fidelity’s Budget Checkup Tool
  • Log in to your Fidelity account and take the Financial Checkup to see your scores across savings, debt management, budgeting, and financial protection categories
  • If you are dealing with student loan debt, check out Fidelity’s Student Debt Tool

Learn how Social Security benefits work, estimate future benefits and understand decisions that can affect your retirement income.

Get familiar with Medicare coverage, costs and enrollment to help prepare for healthcare decisions in retirement.

Review your retirement accounts to better understand your savings, plan details and the resources available through your plan provider.

  • Get familiar with your personal retirement account information. Log in to review details:
  • Fidelity account
  • PERF account - applies to service & support employees hired prior to September 2013, and current biweekly paid police officers & firefighters
  • First time registrants should enter their PIN number. Call INPRS at (844) GO-INPRS for assistance.
  • TIAA account – applies to employees hired prior to 2011
  • Nyhart account - applies to police officers and firefighters

Explore Purdue resources that can help you prepare for healthcare, benefits and life after retirement.

2026 Spring Conference – On-demand and Recorded Sessions

Purdue Police Officers and Firefighters Retirement Plan
Presented by: Nyhart
Format: Recorded Session
Description: This workshop is tailored specifically toward current Police Officers and Firefighters. Nyhart will provide an overview of the Police Officers and Firefighters Pension Plan, where information will include topics, such as determining when you may be eligible for a benefit, options for receiving benefits, and benefit amounts. This workshop will also include a demonstration of the online portal which allows you to create current and projected estimates of your benefits.

Healthy Aging
Presented by: Lydia Hatfield | Registered Dietitian Health Coach at the Center for Healthy Living
Format: Recorded Session
Description: Registered Dietitian Lydia Hatfield will cover various dimensions of wellness for those entering retirement. Topics include nutrition, strength training, smoking/alcohol use, regular doctor visits, leisure activities and cognitive health.

Retire Strong: How to Keep Moving in Retirement
Presenter: Amy Becker| Health Coach at the Center for Healthy Living
Format: Live Virtual Session
Description: Join this practical webinar on the importance of staying physically active as you transition into retirement. Learn how movement can boost your energy, protect your health and help you make the most of this exciting chapter.


Independent Study

More information and resources are available via the following:

YouTube Resources

Short How You Money Videos

Tools, Articles and More (log in and get started)

 

HSA Resources
Check out HSA resources, videos and calculators

FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank

PERF Retirement Videos

Purdue Retirement Program Resources

 

Estate Planning Basics

Caregiving: Financial Options for Your Family

  • Learn about the scope of caregiving, common challenges for family caregivers and financial options including government support and employer benefits and resources.
    Caregiving workbook

Medicare & Social Security Resources

Join a web workshop to learn helpful strategies, tips, and practical steps that can help you take charge of your finances.

Participe en un taller web para aprender estrategias útiles, consejos y pasos prácticos que pueden ayudarlo a tomar las riendas de sus finanzas.