Human Resources Mission, Vision, and Strategic Goals For You

Biannual Road to Retirement Program

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. Checkout our resources for additional information. All benefits-eligible employees are invited. Each program provides a variety of sessions on retirement-related topics, such as:

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

2023 Fall Conference (Virtual)

The 2023 fall conference will take place September 26 through September 29. See the schedule below for details.

Fall 2023 Conference Programs and Resources

10:00 AM

LIVE: PERF Retirement Program Overview


Presented by: Jennifer Lowery, INPRS
Format: Live in-person / Zoom session
Room Location: Stewart Center, Room 209

Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options.

*Available to current service and support staff hired prior to Sept. 2013 participating in the PERF retirement program.

1:00 pm

LIVE: PERF Retirement Program Overview


Presented by
: Jennifer Lowery, INPRS
FormatLive in-person / Zoom session
Room Location: Stewart Center, Room 209

Description: Current PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options.

*Available to current service and support staff hired prior to Sept. 2013 participating in the PERF retirement program.

8:00 AM

 

Identify and Prioritize Your Savings Goals

Presented by: Fidelity Investments
Format: On-demand session

Description: Learn how to save for each goal. Get next steps for saving. Introduction to HSAs

Retiring early

Presented by: Fidelity Investments
Format: On-demand session

Description: The age you retire can make a big difference, both in terms of retirement lifestyle and finances. It can have an even higher cost for women because of longevity.

8:30 AM

LIVE:  PURDUE UNIVERSITY: Get to Know Your Retirement Program

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Review the key features of your Purdue Retirement Program and understand what next steps to take.

9:00 AM

LIVE:  PURDUE RESEARCH FOUNDATION: Get to Know Your Retirement Program

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Review the key features of your Purdue Retirement Program and understand what next steps to take.

9:00 AM

HSA 101: Safety Net to Nest Egg

Presented by: HSA Bank
Format: On-demand session

Description: Learn how to save for each goal. Get next steps for saving.

9:30 AM

LIVE:  PURDUE GLOBAL: Get to Know Your Retirement Program

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Review the key features of your Purdue Retirement Program and understand what next steps to take.

9:30 AM

LIVE:  Investing for Beginners - canceled; presentation will be rescheduled at a later date

Presented by: Fidelity Investments
Format: Live Virtual Session

Description: Understand investing terms and learn the building blocks of investing

10:00 AM -11:30 AM

LIVE: Understanding Social Security Retirement Benefits for Purdue University  

Presented by: Charo Boyd, Social Security Administration Public Affairs Specialist
Format: Live Teams session

Description: Join an interactive Social Security webinar explaining retirement benefits and demonstrating services available. Learn how age and wages affects benefits, understand entitlement factors for Social Security retirement, spouse, ex-spouse, and survivor benefits and more. 

Session Resources:

11:30 AM

 

Planning for caregiving

Presented by: Fidelity Investments
Format: On-demand session

Description: What it means to leave work to care for loved ones and how to reduce the financial impact.

Should you pay down debt or invest?

Presented by: Fidelity Investments
Format: On-demand session

Description: Deciding what to pay (and when) can be a little bit easier when you have a formula.

Noon

LIVE: Retirement: The risk of anxiety and depression

Presenter: Melissa Covarrubias, MSW, LSW | Behavioral Health Counselor at the Center for Healthy Living
Format: Live virtual session

Description: This webinar will educate those headed into retirement on the risk factors of anxiety and depression, the warning signs and coping mechanisms as well as how to be proactive to these mental health concerns.

1:00 PM

LIVE: Under 65 Retiree Healthcare Options  

Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group
Format: Live Zoom Session

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

2:00 PM

LIVE: PURA Healthcare Plans for Medicare-eligible Retirees

Presented by: Kate LaMar, Purdue HR Benefits
Format: Live Zoom Session 

Description: Review group health insurance plan options available to Purdue Retirees with Medicare.

3:00 PM

 LIVE: Purdue University - Target Date Investments

Presented by: Vanguard
Format: Live Zoom Session                       

Description:  Whether you are already a target-date investor or you want to learn more before investing, this webinar will help you understand what target-date investments are, how they work, and how to select a target-date investment that may be right for you.

Rethinking retirement

Presented by: Fidelity Investments
Format: On-demand session

Description: Valuable information to help you reassess your retirement planning and understand how much you might need to cover whatever comes your way.

4:00 PM

Manage Unexpected Events and Expenses

Presented by: Fidelity Investments
Format: On-demand session

Description: This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.

Moms and money

Presented by: Fidelity Investments
Format: On-demand session

Description: Understand the unique financial challenges that caregivers face and ideas on how to navigate the hidden costs of caregiving

8:00 AM

LIVE: Prepare for the Reality of Health Care in Retirement

Presented by: Fidelity Investments
Format: Live Zoom session

Description: This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.

8:30 AM

Navigate your HSA at Every Age

Presented by: HSA Bank
Format: On-demand session

Description: Get tips to maximize your unique HSA benefits at every stage of life from 20s to retirement.

9:00 AM

LIVE: Under 65 Retiree Healthcare Options (Encore)

Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group
Format: Live Zoom Session

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

10:00 AM

LIVE: PURA Healthcare Plans for Medicare-eligible Retirees(Encore)

Presented by: Kate LaMar, Purdue HR Benefits
Format: Live Zoom Session                                        

Description: Review group health insurance plan options available to Purdue Retirees with Medicare.

11:00 AM

5 investing conversations to have now

Presented by: Fidelity Investments
Format: On-demand session

Description: Learn about the top 5 questions to ask yourself and others to help you save and invest (more!).

11:30 AM

Planning for caregiving

Presented by: Fidelity Investments
Format: On-demand session

Description: What it means to leave work to care for loved ones and how to reduce the financial impact.

Noon

LIVE: Adjusting to Retirement: Tips to avoid unexpected sadness

Presenter: Amanda Hathcock, LLPC, NCC, CTMH-A | Behavioral Health Counselor at the Center for Healthy Living
Format: Live virtual session

Description: Exploring the body’s automatic response to life adjustments. Tips and tools to incorporate for a smooth transition

Tackle Your Financial To-Do List
Presented by: Fidelity Investments
Format: On-demand session

Description: Get clear next steps on how to organize your financial life.

1:00 PM

LIVE:  Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses and explore different retirement income strategies.

2:00 PM

Live: Maximize Social Security in Your Retirement Strategy

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Learn how Social Security fits into your retirement paycheck, identify Social Security claiming strategies and create your retirement income plan.

3:30 PM

Staying Connected in Retirement

Presenter: Lindsay Bloom, Health Coach with One-to-One Health

Format: Live virtual session

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

4:00 PM

Making Sense of Medicare

Presented by: Fidelity Investments
Format: On-demand session

Description: How and when to enroll, Medigap and Medicare Advantage plans, and Parts A, B & D.

Financial self-reliance: Investing in your future self

Presented by: Fidelity Investments
Format: On-demand session

Description: How can your financial outlook make a difference in your life?

8:00 AM

LIVE: How Consolidating Accounts Could Help You Save Time and Money

Presented by: Fidelity
Format: Live session

Description: Learn how consolidating your retirement accounts could help simplify your financial life.

8:30 AM

Protecting Yourself in a Digital World

Format: On-demand session

Description: Learn ways to help you take control of your online presence and make yourself less vulnerable to cybercriminals.

9:00 AM

LIVE: Preserving Your Savings for Future Generations

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Get a general understanding of what assets are potentially taxable and how they might be distributed. Learn the importance of a living will and health care proxy, as well as the basics of trusts, gifting, and possible insurance replacement strategies.

10:00 AM

LIVE:  Tackle Debt and Understand Your Credit Score

Presented by: Fidelity Investments
Format: Live Virtual Session

Description: Learn how to better understand your credit scores, take better control of your finances and discover strategies to pay down debt.

LIVE: Make the move toward long-term financial security: Your midcareer retirement check-in

Presented by: Michelle Szczepanski, Associate Financial Consultant, TIAA
Format: Live Virtual Session

Description: This session is offered to faculty and staff with a TIAA retirement account in place prior to January 2011. For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement savings strategies that can help out you on the path to lifelong financial security.

11:00 AM

LIVE: HSA Bank: HSAs, From SAfety Net to Nest Egg

Presented by: HSA Bank
Format: Live virtual session

Description: The presentation will provide you with an introduction to Health Savings Accounts (HSAs).  Over 26 million HSAs are open in the U.S. today, because they’re such an effective way to save money and they put you in control of your healthcare dollars.  We’ll go over what an HSA is, how it works, and most importantly, all the ways it can benefit you.

Presentation Slides

Noon

Healthy Aging

Presenter: Jessica McKeever, MS, RD, LDN | Registered Dietitian Health Coach at the Center for Healthy Living
Format: Live Zoom session

Description: Registered Dietitian Jessica McKeever 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.  

1:00 PM

 

LIVE:  Put the Power of NetBenefits to Work for You

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Join the virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with resources to stay on track to meet your financial goals.

Paycheck for Life

Presented by: Miguel Shefferson, Sr. Director, Institutional and Endowment Services, TIAA
Format: Live Virtual Session

Description:  This session is offered to faculty and staff with a TIAA retirement account in place prior to January 2011. You diversify your investment portfolio before retirement to help offset risk. A similar strategy can help see you through retirement. Learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that guaranteed for life –can help reduce the risks you may face in retirement and ensure you have income that never runs out.

2:00 PM

Live: Understanding Roth v. Pre-tax Contributions: Is a Roth contribution right for you?

Presented by: Fidelity Investments
Format: Live Zoom session

Description: Understand the options for saving pre-tax or after-tax (Roth) money in your workplace retirement savings plan so you can decide what’s right for your situation.

3:00 PM

 

Managing My Money

Presented by: Fidelity Investments
Format: On-demand sessions

Description: This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.

Strategies for student loan debt

Presented by: Fidelity Investment
Format: On-demand sessions

Description:  Learn about the ways to manage student loan debt, including how it fits in with retirement and other financial goals

4:00 PM

LIVE: Top Things to do Before your Retire

Presented by: Fidelity Investment
Format: Live zoom sessions

Description: Join the virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with resources to stay on track to meet your financial goals.

Navigating through a divorce

Presented by: Fidelity Investment
Format: On-demand session

Description: Join the virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with resources to stay on track to meet your financial goals.

In-person PERF Presentations for Regional Campuses

Wednesday, October 4, 2023

10:00 am CST

LIVE: PERF Retirement Program Overview

Presented by: Jennifer Lowery, INPRS
Format: Live in-person
Room Location: Hammond Campus, SULB 321

Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options.

2:00 pm CST

LIVE: PERF Retirement Program Overview

Presented by: Jennifer Lowery, INPRS
Format: Live in-person Room
Location: Westville Campus, LSF 002

Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options.

Friday, October 6, 2023

10:00 am ET

LIVE: PERF Retirement Program Overview

Presented by: Jennifer Lowery, INPRS
Format: Live in-person
Room Location: Fort Wayne Campus, Helmke Library inside the IDEASpace

Description: PERF retirement program participants are invited to learn more about their PERF retirement program, including program basics and retirement income options.

Independent Study Provided by Fidelity

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Live, interactive sessions conducted online by a licensed representative

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Webcasts
Empowering conversations with experienced panelists

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Tools, Articles and More
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www.NetBenefits.com

HSA Bank

 

HSA Resources
Check out HSA resources, videos and calculators 

Visit HSA Bank's HSA Resources page

Check out HSA Bank's Self-Directed Investment options

HSA Savings Calculator and Tools

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

FSA Web Resources

HRA Web Resources

INPRS PERF

PERF Retirement Videos

  • How To Find Your Defined Benefit Estimate
  • INPRS Retirement Application Tutorial

Watch Video

Watch Video

PU HR Benefits

Purdue Retirement Program Resources

  • Resources to help you manage your retirement plan
  • View benefit information for Official Retirees

Manage Your Retirement Plan

Official Retiree Benefits Information

Social Security

Medicare & Social Security Resources

  • Prepare with Social Security resources
  • Plan for Medicare

www.ssa.gov

www.ssa.gov/medicare