Financial Wellness

Financial Wellness

In today's fast-paced world, people face financial concerns that impact their present and future. These can extend beyond just worrying about having enough saved for retirement to include paying down debt, planning for college, purchasing a home, or covering unexpected expenses.

The Consumer Financial Protection Bureau (CFPB) defines financial wellness as having both financial security and the freedom to make choices—both now and in the future. Specifically, having financial well-being is when you:

  • Have control over your day-to-day, month-to-month finances.
  • Have the capacity to absorb financial shock.
  • Are on track to meet your financial goals.
  • Have the financial freedom to make the choices that allow you to enjoy life.

Improving financial health can be extremely empowering, enhancing your sense of security and contributing to your overall well-being. IU offers a variety of educational resources and tools to help employees improve their financial well-being. Explore the links below to learn more.

April is Financial Literacy Month

Butterfly made from a dollar bill with text "Financial Literacy Month. More money know-how. More possibilities."

This month, Fidelity is here to help you "learn the financial literacy lingo" and guide you through practical strategies to make progress on what matters most to you. Log in to your NetBenefits account to discover a range of helpful tools, workshops, and videos covering various essential money management topics.

Fidelity Financial Wellness Hub

America Saves Week is April 8 – 12

America Saves Week logo

Celebrate America Saves Week with tips for saving, spending, and building stronger money habits! Take the America Saves Pledge, then register and attend one of the daily America Saves Week-themed Fidelity online workshops! 

Fidelity Workshop Schedule

Financial Wellness Webinars

Financial Wellness Lunch & Learn Series

Register for Spring 2024 Lunch & Learns

IU Human Resources is teaming up with campus and industry experts to offer a series of webinars designed to increase financial literacy while focusing on actionable steps to develop healthier financial habits. The sessions are open to all ages and career stages, and will feature discussions on setting goals, saving for retirement the smart way, paying down debt, maximizing IU benefits, and more. 

Presentation decks that can be shared will be available for download on the day of the presentation.

Road to Retirement Webinar Series

Register for Spring 2024 Road to Retirement sessions

Every successful journey starts with planning and preparation. Because this is especially true for retirement, IU Human Resources partners with retirement planning experts each spring and fall to offer a special virtual educational series. These webinars are targeted to IU faculty and staff who are ready to learn how to prepare for the years and months leading up to retirement and navigate the transition from employee to retiree.

Vendor Workshops

Register for Vendor Workshops

IU retirement plan vendors Fidelity and PERF offer ongoing virtual workshops on topics related to finances and retirement. Follow the link above to register.