HR Update

Build a Future You’ll Love: Preparing for Retirement

Planning to retire in the next 10 years? Get ready with resources offered through University partners and the Office of Human Resources.

Pre-Retirement Seminars

Social Security Administration

Learn about how and when to apply for Social Security and Medicare.

Fidelity Investments

Register on Fidelity's Appointment Scheduler webpage by selecting "Attend a learning event," then typing "University of Minnesota" as the Employer and "Virtual Event" as Event Type. Each event starts at noon.

Minnesota State Retirement System (MSRS) Pension

Find out how your MSRS pension is calculated and how to apply for your pension upon retirement.

One-on-one Sessions With Consultants

  • Fidelity representatives can help you get ready for retirement and offer free and confidential retirement counseling. You can invite your spouse or another family member to attend as well.
    • Call 800-343-0860.
    • Schedule a meeting with the University’s Fidelity Workplace Financial Consultants.
  • LSS Financial Services provides counseling to help with budgeting, student loans, and debt management and repayment. This confidential service is free to University employees and their spouses. You can invite your spouse or another family member to attend as well.
    • Call 800-528-2926.
  • MSRS retirement specialists are here to help you with MSRS pension plan questions and planning.
  • University of Minnesota benefits consultants can help those who are near retirement. Call and schedule an appointment, especially if you are about six months from your retirement date.

Other Resources

On-demand Fidelity Webinars

Want more content or can’t make it to a live webinar? Explore these free webinars to learn more about retirement topics.

All HR Updates
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Get to know your retirement savings options through the University.

PAT toolkit to help HR Leads communicate changes and new features.

The Regents Scholarship is now the Regents Tuition Benefit Program, effective March 18, 2024. Learn more about other changes to the benefit. 

Laura starts as an ELR consultant on March 18, 2024.

Register for HR @ the U by Monday, March 11.