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 Schedule
Select the dates listed below to view the schedule and explore each day’s presentations, register for live sessions or view on-demand sessions at any time.
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Road to Retirement Fall 2026 Conference Schedule |
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Wednesday, September 23, 2026 |
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8:00 AM
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WATCH LIVE: Understanding Roth Contributions in Your Workplace Savings Plan Presented by: Fidelity Investments Description: This session you will learn about different tax-advantaged ways you can contribute to your workplace savings plan, understand how those contribution types can affect your paycheck and your taxes, and know the differences between a Roth IRA and the Roth option in your workplace savings plan. |
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8:30 AM |
WATCH LIVE: What is a Roth In-Plan Conversion Presented by: Fidelity Investments Description: Your Fidelity retirement plan offers many ways to save for the future. During this session you will learn more about your savings options and explore how to convert after-tax dollars to a Roth using an in-plan conversion. |
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9:00 AM |
WATCH 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 affect benefits, understand entitlement factors for Social Security retirement, spouse, ex-spouse, and survivor benefits and more. Session Resources:
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10:30 AM |
WATCH LIVE: Get Started and Save for the Future You (Pre-recorded Spanish Session available here) Presented by: Fidelity Investments Description: This session will help you understand your retirement plan, learn the steps to enroll in your plan, see if you are saving enough, and learn ways to save more. |
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11:00 AM |
WATCH LIVE: Under 65 Retiree Healthcare Options Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group Description: Learn about health insurance options offered to Purdue University retirees under 65. |
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Noon |
WATCH LIVE: PURA Healthcare Plans for Medicare-Eligible Retirees Presented by: Kate LaMar, Purdue HR Benefits Description: Review of group health insurance plan options available to Purdue University retirees with Medicare. |
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1:00 PM |
WATCH LIVE: Presented by: Ethan Delatorre l Health Coach at the Center for Healthy Living 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. |
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2:00 PM |
WATCH LIVE: 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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Presented by: Fidelity Investments 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. |
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3:00 PM |
WATCH 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 affect benefits, understand entitlement factors for Social Security retirement, spouse, ex-spouse, and survivor benefits and more. Session Resources:
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4:00 PM |
WATCH LIVE: Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement Presented by: Fidelity Investments Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies. |
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Thursday, September 24, 2026 |
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8:00 AM
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WATCH LIVE: PURDUE RESEARCH FOUNDATION: Get to Know Your Retirement Program Presented by: Fidelity Investments Description: Review the key features or your Purdue Retirement Program and understand what next steps to take. |
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Caregiving: Financial Options for Your Family Presented by: Securian Description: Learn about the scope of caregiving, common challenges for family caregivers, and financial options including government support, employer benefits, and resources. |
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9:00 AM |
WATCH LIVE: PURDUE UNIVERSITY: Get to Know Your Retirement Program Presented by: Fidelity Investments Description: Review the key features or your Purdue Retirement Program and understand what next steps to take. |
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10:00 AM |
WATCH LIVE: PURDUE GLOBAL: Get to Know Your Retirement Program Presented by: Fidelity Investments Description: Review the key features or your Purdue Retirement Program and understand what next steps to take. |
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Navigating Market Volatility (Pre-recorded Spanish session available here) Presented by: Fidelity Investments 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. |
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11:00 AM |
WATCH 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. *This presentation is available to current service and support staff hired prior to September 2013 participating in the PERF retirement program. |
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Presented by: Fidelity Investments 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. |
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Noon |
WATCH LIVE: Secure 2.0: Roth Catch-Up Provision Presented by: Fidelity Investments Description: In this session you will learn about IRS limits on workplace savings plan contributions, know that difference between pre-tax and Roth. This session will also help you understand how the SECURE 2.0 Act may affect you. NEW in 2026: If you’re turning 50 or older in 2026 and your total 2025 FICA wages were over $150,000, any catch-up contributions you make in 2026 must be made as after-tax Roth contributions. |
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1:00 PM |
WATCH LIVE: How to Begin Investing for Retirement Presented by: Fidelity Investments Description: In this session you will explore some key investing concepts and common asset classes, understand the importance of asset allocation and diversification, learn about investment approaches for your workplace savings plan. |
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WATCH 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. *This presentation is available to current service and support staff hired prior to September 2013 participating in the PERF retirement program. |
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2:00 PM |
WATCH LIVE: HSA Bank Investment Program Overview Presented by: HSA Bank Description: This presentation will make everyone aware they can invest and should consider investing through their Health Savings Account (HSA). It will also help you understand how HSA Bank’s investment options may assist you in achieving your long-term healthcare and retirement savings goals. Additionally, it will help you become more familiar with the different investment options. |
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3:00 PM |
WATCH LIVE: Purdue University - Target Date Investments Presented by: Vanguard Description: Whether you are already a target-date investor or 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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4:00 PM |
WATCH LIVE: How Consolidating Accounts Could Help You Save Time and Money Presented by: Fidelity Investments Description: Learn how consolidating your retirement accounts could help simplify your financial life. |
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8:00 AM
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WATCH LIVE: Presented by: Fidelity Investments Description: In this session you will learn how important it is to save for the future, see the power of saving small amounts over time, and learn about other vehicles such as IRAs, HSAs, and brokerage accounts. |
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9:00 AM |
WATCH LIVE: Set Your Retirement Date: Understand the Factors to Get You to Your Goal Presented by: TIAA Description: For anyone starting to think seriously about when to retire, this webinar takes you through steps to deciding when the time is right including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances. Topics covered:
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10:00 AM |
WATCH LIVE: Fundamentals of Retirement Income Planning: How to Plan for the Income You’ll Need in Retirement Presented by: Fidelity Investments Description: Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies. |
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11:00 AM |
WATCH LIVE: Presenter: Tonja Miller Description: Join us for the MetLife Legal Plans presentation for current or future members. We'll cover 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. |
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Noon |
Medicare Basics: Planning and Enrollment Presented by: Fidelity Investments Description: Understand different types of Medicare coverages and how they work. Learn key considerations to balance cost and coverage options. Review enrollment timelines and tips to avoid penalties. |
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1:00 PM |
WATCH LIVE: Under 65 Retiree Healthcare Options Presented by: Kate LaMar, Purdue HR Benefits & Maria Pearson, Henriott Group Description: Learn about health insurance options offered to Purdue University retirees under 65. |
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2:00 PM |
WATCH LIVE: PURA Healthcare Plans for Medicare-Eligible Retirees Presented by: Kate LaMar, Purdue HR Benefits Description: Review of group health insurance plan options available to Purdue University retirees with Medicare. |
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3:00 PM |
WATCH LIVE: Presented by: Fidelity Investments Description: In this session you will be introduced to the four pillars of financial wellness. You will learn practical ways to balance spending, saving, and debt. You will build confidence in managing today’s needs and tomorrow’s goals. |
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4:00 PM |
WATCH LIVE: Maximize Social Security in Your Retirement Strategy Presented by: Fidelity Investments Description: This session will help you learn how Social Security fits your retirement paycheck, identify Social Security claiming strategies, and create your retirement income plan. |
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.
- Create a my Social Security account
- Check out the Retirement Estimator
- Review the Retirement Savings Toolkit
- See the Benefits Planner: Retirement for detailed information about your Social Security retirement benefits, including when to apply
Get familiar with Medicare coverage, costs and enrollment to help prepare for healthcare decisions in retirement.
- Visit the Medicare website
- Review Medicare Costs at a Glance
- Learn What Original Medicare Covers
- Check out the Find & Compare Providers Tool
- Read How to Apply Online for Only Medicare
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.
- Purdue Pre-65 and Post-65 Medical Plan Premiums
- HSA Bank (HSA/FSA/HRA) account details, if applicable
- Purdue University Retirees Association (PURA) website
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
- Visit HSA Bank's HSA Resources page
- HSA Investment Program Overview
- Check out HSA Bank's Self-Directed Investment options
- Your HSA and Medicare
- HSA Savings Calculator and Tools
FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank
PERF Retirement Videos
Purdue Retirement Program Resources
- Resources to help you manage your retirement plan - Manage Your Retirement Plan
- View benefit information for Official Retirees - Official Retiree Benefits Information
Estate Planning Basics
- Understand how to help create a foundation for estate planning, including will preparation, naming beneficiaries and other important concepts.
Estate and legacy planning basics workbook
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
- Prepare with Social Security resources - www.ssa.gov/myaccount/
- Plan for Medicare -www.ssa.gov/medicare
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.