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
2025 Spring Conference - March 5,6 &7
Save the Date! The 2025 Spring Conference will be here soon, offering another round of virtual sessions to help individuals prepare for and / or plan for retirement. It’s never too early to start! More information, including the schedule, will be available soon. Check back for details and watch for information in Purdue Today and the Healthy Boiler newsletter.
2024 Fall Conference - On-demand and Recorded Sessions
Make the Most of Your Retirement Savings
Presented by: Fidelity Investments
Format: On-demand Session
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.
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.
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.
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.
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
- Visit HSA Bank's HSA Resources page
- Check out HSA Bank's Self-Directed Investment options
- HSA Savings Calculator and Tools
FSA & HRA Web Resources
Resources for FSA and HRAs available through HSA Bank
PERF Retirement Videos
- How To Find Your Defined Benefit Estimate
- INPRS Retirement Application Tutorial
Purdue Retirement Program Resources
- Resources to help you manage your retirement plan
- View benefit information for Official Retirees
Medicare & Social Security Resources
- Prepare with Social Security resources
- Plan for Medicare
Participe en un taller web para aprender estrategias útiles, consejos y pasos prácticos que pueden ayudarlo a tomar las riendas de sus finanzas.