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. 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

2024 Fall Conference - On-demand and Recorded Sessions

If you missed the conference, you can still boost your financial wellness. Some sessions are online for you to watch at any time. And there’s something for everyone:

Make the Most of Your Retirement Savings

Presented by: Fidelity Investments
Format: On-demand Session

Description: This workshop will help you understand the importance of saving as much as possible for retirement, how much to save, different account types to save for retirement and ways to preserve and grow your savings to last throughout your lifetime.

Fidelity Viewpoints: Raising Money-Smart Kids

Presented by: Fidelity Investments
Format: On-demand Session

Description: It's never too early to start teaching - and learning - about money.                              

Take Control of Your Debt                                                                    

Presented by: Fidelity Investments
Format: On-demand Session

Description: Get help making a plan to manage and pay down your debt in this mini-workshop.

Basics for Managing your Money
Presented by: Fidelity Investments
Format: On-demand Session

Description: Understand the fundamentals of budgeting your money, managing debt, controlling spending, saving more, and investing for the future.

Roth Contributions

Presented by: Fidelity Investments
Format: On-demand Sessions

Description:  This workshop will help you understand the potential benefits of having Roth contributions as part of your workplace savings plan. It will cover the differences between Roth and traditional pretax contributions as well as Roth contributions to your plan vs. contributions to a Roth IRA. Learn more to find out whether Roth contributions are a good fit for your plan.

Making a Plan for Retirement Income Presented by: Fidelity Investments
Format: On-demand Session

Description: Understand the pieces of a retirement income plan (including protecting your savings) in order to transition from saving for retirement to living in retirement.

Presented by: Fidelity Investments
Format: On-demand Session

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

Help Protect Your Family's Financial Future During Retirement
Presented by: Securian
Format: On-demand Session

Description: This presentation will help you understand Purdue’s life insurance options, how they fit into your overall plan, and your continuation options in retirement.

Are You Emotionally Ready to Retire?

Presented by: Fidelity Investments
Format: On-demand Session

Description:  Prepare yourself mentally for the day retirement arrives.

Under 65 Retiree Healthcare Options 

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

Description: Review benefit options available to those retiring prior to 65.

PURA Healthcare Plans for Medicare-Eligible Retirees

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

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

Healthy Aging

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

Staying Connected in Retirement

Presented by: Lindsay Bloom, Health Coach with One-to-One Health    
Format: Recorded 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.

Adjusting to Retirement: When Head and Heart Disagree

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

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

2024 Spring Conference – On-demand and Recorded Sessions

HSA Investment Program Overview
Presented by: HSA Bank
Format: On-demand Session

Description: Learn the benefits of investing, and investment options and tools you can use to help select your investments.

Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics
Presented by: Fidelity Investments
Format: On-demand Session

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

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.

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.

 

7 Steps to Get Retirement-Ready with Your HSA
Presented by: HSA Bank
Format: On-demand Session

Description: Learn about catch-up contributions, investment options and how to boost your retirement savings with an HSA.

Your College Savings Options
Presented by: Fidelity Investments
Format: On-demand Session

Description: Learn how to start saving for a child’s college education

Help Protect Your Family’s Financial Future During Retirement
Presented by: Securian
Format: On demand Session

Description: This presentation will help you understand Purdue’s life insurance options, how they fit into your overall plan, and your continuation options in retirement.

Managing My Money
Presented by: Fidelity Investments
Format: On-demand Session

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


Independent Study

More information and resources are available via the following:

Live Web Workshops
Live, interactive sessions conducted online by a licensed representative

Webcasts
Empowering conversations with experienced panelists

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

Medicare & Social Security Resources

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