Healthy Boiler

Retirement survey coming soon

Road to Retirement is a special program held twice a year (spring and fall) for Purdue employees approaching retirement, those wanting to learn more or to begin planning. All benefits-eligible employees are invited to attend.

Pre-recorded sessions from the fall event (Sept. 21-Sept. 23) will remain on the website following the end of the conference to allow for additional viewing opportunities. In addition, recorded presentations from past events also are available year-round. The information can be reviewed here.

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 emails a short survey to live event attendees following each event so they can share their feedback. Purdue University does not collect any personal identifiable information in this survey and all information is kept strictly confidential. The information will be used only to improve retirement communications and future events, including the upcoming spring 2023 Road to Retirement program. The survey will be emailed soon.

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 bi-annual Road to Retirement event – including the following:

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, toll free at 877-725-0222 or email hr@purdue.edu for assistance.

  • Purdue Retirement Program Overview website – showcases Purdue’s variety of retirement programs offered, along with resources available to assist with managing your retirement program. Some website highlights include:

    • Manage Your Retirement Plan – check out Purdue’s retirement plan resources at your fingertips, such as access to each retirement program’s account log-in website
      • Helpful tip: Bookmark the page for easy access in the future.
    • Retirement Readiness – helps make sure you 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 your 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 – University 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.

Fidelity

  • Fidelity Investor Center (PMU office) – provides one-on-one planning and guidance assistance free of charge to Purdue University employees regarding retirement, savings and more. To make an appointment, call 800-642-7131 or schedule online.

    Check out these videos to learn more about services provided through Fidelity's local office support.
    • Retirement Planning: Learn what to expect when you set up a one-on-one consultation! Hear from a local Fidelity retirement planner located in the PMU Investor office, as well as employees who benefited here.
    • Income Planning: If you are inching closer to retirement, you’ll want to watch this video about how Fidelity can help you plan for your monthly retirement income. Learn more here.
    • 10 Things You Get from Fidelity for Free: One-on-one consultations, online resources, student debt tools — these are just a few of the FREE things you can get from Fidelity. Watch the video to learn more.
  • Fidelity NetBenefits app – download the mobile app to log in and access your personal Fidelity account details. Learn how the NetBenefits mobile app puts control in your hands — access your account, change contributions, watch or read financial education and more. Learn more about your go-to retirement resource here.
  • Schedule a Fidelity Retirement Planner presentation for your next departmental or staff meeting.
  • 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.