Spring 2021 Road to Retirement event wrapping up today; sessions take place until 5 p.m.

The spring 2021 Road to Retirement three-day virtual event wraps up today (March 12) and its last session will begin at 4 p.m. ET. On-demand and live presentations are on the schedule; sessions requiring registration can still be attended if those interested register before the session’s start time.

The full schedule is available here. Prerecorded sessions will remain on the website after the conference to allow for additional viewing opportunities.

FEEDBACK REQUESTED FROM EVENT ATTENDEES

To ensure that the information shared during each Road to Retirement event is what employees need and want, Human Resources will email a short survey to live event attendees next week so they can share their feedback. Purdue is not collecting any personal identifiable information in this survey, and all information will be kept strictly confidential. The information will be used only to improve retirement communications and future events, including the fall 2021 Road to Retirement event.

ADDITIONAL RETIREMENT PLANNING INFORMATION

In support of the financial wellness pillar of the Healthy Boiler Program, Purdue and Fidelity, Purdue's official provider of education, guidance and assistance related to retirement plan investments and decisions, offer a variety of retirement planning tools and resources year-round in addition to the semiannual Road to Retirement event. These include:

Purdue

• Dedicated Human Resources team – Educates employees about maximizing their Purdue benefit and retirement programs, offers one-on-one assistance with the University’s retirement process. Call 765-494-2222 or toll-free at 877-725-0222 or email hr@purdue.edu for assistance.
• Purdue Retirement Program Overview website – Showcases Purdue’s variety of retirement plans available, questions you should ask and more. Some website highlights are:
• Manage Your Retirement Plan – Summarizes Purdue’s retirement plan resources such as access to each retirement program’s account log-in website.
• Retirement Readiness – Helps make sure employees are asking the right questions at the right time.
• Beneficiary Management – Outlines several Purdue benefit programs that provide for beneficiaries and steps to take to update employees' information.
• Interactive Retirement Guide – Walks employees through University employment actions (new hire, transfer, rehire, etc.) and how they affect retirement plan eligibility.
• Defined Contribution Retirement Plan Committee –Provides an additional level of review and oversight of the retirement plan’s selected investments, including monitoring the performance and all associated fees of funds held on the current Fidelity recordkeeping platform. This is a University committee.

 Fidelity

• Fidelity Investor Center (office in Purdue Memorial Union) – Provides one-on-one planning and guidance assistance free of charge to Purdue employees regarding retirement, savings and more. To make an appointment, call 800-642-7131 or schedule online.
• Fidelity NetBenefits app – Offers downloadable mobile app to log in and access personal Fidelity account details.
• Schedule a Fidelity Retirement Planner presentation for a departmental or staff meeting.
• Retirement checklist – Outlines an easy-to-follow plan for retirement (from “first steps” to “wrap up”) based on where employees are on their retirement path.
  • Less than two years from retirement.
  • Two to five years from retirement.
  • Six to 10-plus years from retirement.
• Planning and Guidance Center tool – Provides situational analysis and recommendations on next steps.
• Webcast Hub – Offers additional on-demand videos covering a variety of relevant financial wellness and retirement topics.