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
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10:00 AM |
LIVE: PERF Retirement Program Overview
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. |
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1:00 pm |
LIVE: PERF Retirement Program Overview
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. |
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8:00 AM
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Identify and Prioritize Your Savings Goals Presented by: Fidelity Investments |
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Presented by: Fidelity Investments 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. |
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8:30 AM |
LIVE: PURDUE UNIVERSITY: Get to Know Your Retirement Program Presented by: Fidelity Investments |
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9:00 AM |
LIVE: PURDUE RESEARCH FOUNDATION: Get to Know Your Retirement Program Presented by: Fidelity Investments |
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9:00 AM |
HSA 101: Safety Net to Nest Egg Presented by: HSA Bank Description: Learn how to save for each goal. Get next steps for saving. |
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9:30 AM |
LIVE: PURDUE GLOBAL: Get to Know Your Retirement Program Presented by: Fidelity Investments |
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9:30 AM |
LIVE: Investing for Beginners - canceled; presentation will be rescheduled at a later date Presented by: Fidelity Investments |
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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 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:
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11:30 AM
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Presented by: Fidelity Investments Description: What it means to leave work to care for loved ones and how to reduce the financial impact. |
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Should you pay down debt or invest? Presented by: Fidelity Investments Description: Deciding what to pay (and when) can be a little bit easier when you have a formula. |
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Noon |
LIVE: Retirement: The risk of anxiety and depression Presenter: Melissa Covarrubias, MSW, LSW | Behavioral Health Counselor at the Center for Healthy Living 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. |
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1:00 PM |
LIVE: Under 65 Retiree Healthcare Options Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group |
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2:00 PM |
LIVE: PURA Healthcare Plans for Medicare-eligible Retirees Presented by: Kate LaMar, Purdue HR Benefits Description: Review group health insurance plan options available to Purdue Retirees with Medicare. |
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3:00 PM |
LIVE: Purdue University - Target Date Investments Presented by: Vanguard 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. |
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Presented by: Fidelity Investments |
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4:00 PM |
Manage Unexpected Events and Expenses Presented by: Fidelity Investments |
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Presented by: Fidelity Investments Description: Understand the unique financial challenges that caregivers face and ideas on how to navigate the hidden costs of caregiving |
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8:00 AM |
LIVE: Prepare for the Reality of Health Care in Retirement Presented by: Fidelity Investments |
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8:30 AM |
Navigate your HSA at Every Age Presented by: HSA Bank |
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9:00 AM |
LIVE: Under 65 Retiree Healthcare Options (Encore) Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group |
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10:00 AM |
LIVE: PURA Healthcare Plans for Medicare-eligible Retirees(Encore) Presented by: Kate LaMar, Purdue HR Benefits |
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11:00 AM |
5 investing conversations to have now Presented by: Fidelity Investments |
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11:30 AM |
Presented by: Fidelity Investments Description: What it means to leave work to care for loved ones and how to reduce the financial impact. |
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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 Description: Exploring the body’s automatic response to life adjustments. Tips and tools to incorporate for a smooth transition. |
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Tackle Your Financial To-Do List Description: Get clear next steps on how to organize your financial life. |
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1:00 PM |
LIVE: Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement Presented by: Fidelity Investments |
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2:00 PM |
Live: Maximize Social Security in Your Retirement Strategy Presented by: Fidelity Investments Description: Learn how Social Security fits into your retirement paycheck, identify Social Security claiming strategies and create your retirement income plan. |
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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. |
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4:00 PM |
Presented by: Fidelity Investments |
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Financial self-reliance: Investing in your future self Presented by: Fidelity Investments |
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8:00 AM |
LIVE: How Consolidating Accounts Could Help You Save Time and Money Presented by: Fidelity |
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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. |
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9:00 AM |
LIVE: Preserving Your Savings for Future Generations Presented by: Fidelity Investments 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. |
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10:00 AM |
LIVE: Tackle Debt and Understand Your Credit Score Presented by: Fidelity Investments Description: Learn how to better understand your credit scores, take better control of your finances and discover strategies to pay down debt. |
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LIVE: Make the move toward long-term financial security: Your midcareer retirement check-in Presented by: Michelle Szczepanski, Associate Financial Consultant, TIAA 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. |
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11:00 AM |
LIVE: HSA Bank: HSAs, From SAfety Net to Nest Egg Presented by: HSA Bank 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. |
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Noon |
Presenter: Jessica McKeever, MS, RD, LDN | Registered Dietitian Health Coach at the Center for Healthy Living 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. |
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1:00 PM
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LIVE: Put the Power of NetBenefits to Work for You Presented by: Fidelity Investments |
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Presented by: Miguel Shefferson, Sr. Director, Institutional and Endowment Services, TIAA 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. |
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2:00 PM |
Live: Understanding Roth v. Pre-tax Contributions: Is a Roth contribution right for you? Presented by: Fidelity Investments 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. |
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3:00 PM
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Presented by: Fidelity Investments Description: This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt. |
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Strategies for student loan debt Presented by: Fidelity Investment Description: Learn about the ways to manage student loan debt, including how it fits in with retirement and other financial goals |
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4:00 PM |
LIVE: Top Things to do Before your Retire Presented by: Fidelity Investment 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. |
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Presented by: Fidelity Investment 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 |
| 2:00 pm CST |
LIVE: PERF Retirement Program Overview Presented by: Jennifer Lowery, INPRS |
Friday, October 6, 2023
| 10:00 am ET |
LIVE: PERF Retirement Program Overview Presented by: Jennifer Lowery, INPRS 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
Fidelity |
Live Web Workshops |
Register for a Live Event |
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Webcasts |
Watch On Demand | |
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Tools, Articles and More |
www.NetBenefits.com | |
HSA Bank |
HSA Resources |
Visit HSA Bank's HSA Resources page Check out HSA Bank's Self-Directed Investment options HSA Savings Calculator and Tools |
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FSA & HRA Web Resources |
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INPRS PERF |
PERF Retirement Videos
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Watch Video |
PU HR Benefits |
Purdue Retirement Program Resources
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Official Retiree Benefits Information |
Social Security |
Medicare & Social Security Resources
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www.ssa.gov/medicare |
- Retirement
- Beneficiary Management
- Defined Contribution Retirement Plan Committee
- Fee Information for Purdue Defined Contribution Plans
- Fidelity Investor Center - PMU Office
- Fidelity Account Log In
- Manage Your Retirement Plan
- PERF Account Log In
- Retirement Transition Options
- Retirement Readiness
- Voluntary Retirement Savings Plans
- Biannual Road to Retirement Program
- Schedule with a Fidelity Retirement Planner
- 10 Things You Get from Fidelity
- Resources available from Fidelity for departments
- Fidelity Outbound Calling Fact Sheet