Road to Retirement Series – PERF—Understanding the Two Part Hybrid Plan

HSA Strategies for Retirement, Medicare, and Beyond
Sept. 6 | Noon–1:30 p.m. (ET)

Join IU Human Resources to learn how to leverage your HSA as a powerful retirement savings tool. We’ll equip you with knowledge to maximize your HSA during your final years of employment and guide you through the tax rules that come along with Medicare and Social Security eligibility. This webinar is highly recommended for all employee approaching age 65, regardless of plans to retire. Presented by Danielle Abplanalp, Benefits Manager, IU Human Resources.

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Medicare Basics—The A, B, & Ds
Sept. 13 | Noon–1:30 p.m. (ET)

Explore each part of the Medicare “alphabet” including coverage, costs, and enrollment dates. You’ll also learn what to do (or not do) at age 65, and again when you approach retirement. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP).

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Phased Retirement for IU Faculty
Sept. 13 | 3–3:45 p.m. (ET)

Learn about IU’s Phased Retirement Program for faculty members and tips to maximize your retirement plan contributions leading up to retirement. Presented by Sue Dukeman, Retirement Manager, IU Human Resources; Jim Sherman, Professor Emeritus, IU Psychological & Brain Sciences; Rachel Applegate, PhD, Associate Professor Emerita.

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Navigating Medicare Part D Coverage
Sept. 19 | Noon–12:45 p.m. (ET)

Medicare Part D is prescription drug coverage offered by private insurance companies for those aged 65 and older. Join us to learn why it’s important to enroll, what the different Medicare Part D plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP).

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Social Security Overview
Sept 27 | Noon–1:30 p.m. (ET)

Join Social Security expert Charo Boyd for an in-depth exploration of Social Security benefits including eligibility, the application process, and strategies to maximize benefits. You’ll walk away with a comprehensive understanding of full retirement age and how dependent and spousal benefits work. Presented by Charo Boyd, Public Affairs Specialist, Social Security Administration.

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Medical Plans & Benefits for IU Retirees
October 4 | Noon–1:30 p.m. (ET)

Join IU Human Resources to learn about the age and service requirements for IU Retiree Status and the associated benefits and privileges. A majority of this session will focus on the medical plan options for retirees to help you make an informed decision when it’s time to enroll in coverage. Presented by Karen Hill, Retiree Benefits Specialist.

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PERF—Understanding the Two Part Hybrid Plan
Oct. 8 | 4–5:30 p.m. (ET)

PERF is a two-part retirement plan offered to public employees in the state of Indiana. Indiana University employees eligible for PERF are members of the PERF hybrid plan. In this session, you’ll learn about the two parts of PERF—the defined benefit (pension) and the DC (formerly called ASA) account—and how they work. Also learn about the Millie Morgan rule for those age 65 with 20 years or more of service.

This session is appropriate for any employee that has a PERF account, regardless of age/years of service. Presented by Sue Dukeman, Retirement Manager, IU Human Resources.

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Fundamentals of Retirement Income Planning
Oct.11 | Noon–1:30 p.m. (ET)

Learn how the building blocks of an income plan can offset the key risks in retirement, as well as how you can use Fidelity’s resources to feel more confident as you prepare to make the move from saving to spending. Presented by Lori Matthews and Ben Aprez, Workplace Financial Consultants, Fidelity.

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*To register for this session, select ‘Virtual Event’ from the drop-down menu then choose ‘October 11’ as the date.

Medicare Basics—The A, B & Ds
Oct. 16 | 3:30–5 p.m. (ET)

Explore each part of the Medicare “alphabet” including coverage, costs, and enrollment dates. You’ll also learn what to do (or not do) at age 65, and again when you approach retirement. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP).

Register

Navigating Medicare Part D Coverage
Oct. 17 | 4–4:45 p.m. (ET)

Medicare Part D is prescription drug coverage offered by private insurance companies for those aged 65 and older. Join us to learn why it’s important to enroll, what the different Medicare Part D plan options are, and how to compare them. Presented by Ben Hudson, Training Director, State Health Insurance Assistance Program (SHIP).

Register

Prepare for the Reality of Healthcare in Retirement
Oct. 18 | Noon–1 p.m. (ET)

If you want a better understanding of health care in retirement:
Learn about the costs of health care in retirement and how you can prepare for them. Presented by Devan Gould, Fidelity Investments.

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Social Security Overview
Oct. 22 | 4–5:30 p.m. (ET)

Join Social Security expert Charo Boyd for an in-depth exploration of Social Security benefits including eligibility, the application process, and strategies to maximize benefits. You’ll walk away with a comprehensive understanding of full retirement age and how dependent and spousal benefits work. Presented by Charo Boyd, Public Affairs Specialist, Social Security Administration.

Register

PERF—Understanding the Two Part Hybrid Plan
Nov. 21 | Noon–1:30 p.m. (ET)

PERF is a two-part retirement plan offered to public employees in the state of Indiana. Indiana University employees eligible for PERF are members of the PERF hybrid plan. In this session, you’ll learn about the two parts of PERF—the defined benefit (pension) and the DC (formerly called ASA) account—and how they work. Also learn about the Millie Morgan rule for those age 65 with 20 years or more of service.

This session is appropriate for any employee that has a PERF account, regardless of age/years of service. Presented by Sue Dukeman, Retirement Manager, IU Human Resources.

Register

PERF—Understanding the Millie Morgan Option
Dec. 3 | 4–4:45 p.m. (ET)

If you’re enrolled in the PERF retirement plan, age 65 or older, and have at least 20 years of PERF-covered service, you may be eligible to start taking distributions from your pension while still working. This is known as the Millie Morgan option. In this session, you’ll learn what this option is all about and how to apply. Presented by TBD.

Registration link coming soon.

PERF—Understanding the Millie Morgan Option
Dec. 4 | Noon–12:45 p.m. (ET)

If you’re enrolled in the PERF retirement plan, age 65 or older, and have at least 20 years of PERF-covered service, you may be eligible to start taking distributions from your pension while still working. This is known as the Millie Morgan option. In this session, you’ll learn what this option is all about and how to apply. Presented by TBD.

Registration link coming soon.