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IU Phased Retirement Program Application and Agreement

IU Phased Retirement Program Application and Agreement 2025

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The document outlines the Phased Retirement Program at Indiana University, allowing eligible faculty members aged 62 and older to reduce their workload by 20-50% for a period of 12-36 months while retaining benefits. Participants must agree to retire from the university after this period and cannot work for affiliated entities during it. The application process requires departmental approvals and submission to Human Resources.

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2019	4.3 Satisfied (52 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I ask for phased retirement?

Start the conversation early with your employer, and be sure to include the appropriate parties, such as a human resources manager and your direct manager. Present the phased retirement as a method to resolve an issue for the organization, and focus on how it may benefit the employer more than you.

How do I know if I qualify for retirement?

The IU Retirement Plan for Academic, Exempt Staff, and eligible Non-Exempt (PAO PAU) Staff employees is a section 403(b) defined contribution retirement plan. All Plan contributions are made by Indiana University. Participants are not required, nor permitted, to make additional contributions to the plan.

What is the steps retirement program?

The Steps Retirement Program (Steps) is an online tool that helps you to identify and set your desired yearly income in retirement. You can also create a plan to help you achieve your retirement goal and track your progress. Steps helps you figure out how much money youll need when you retire.

What is an IU retirement plan?

You can retire and receive UC Retirement Plan (UCRP) benefits anytime after you become eligiblethat is, when you have at least five years of UCRP service credit and reach age 50 or 55, depending on your membership classification and member tier. Retirement decisions are among the most important youll ever make.

What is phased retirement for federal employees?

In phased retirement, an employee works half time and receives half of their full-time pay, while also getting about half of their annuity. Phased retirees (except for those at the Postal Service) must spend 20% of their working time in mentoring activities.

Who is eligible for IU retirement?

Attainment of age 65 with 10 or more years of PERF creditable service (or at least 5 years creditable service before becoming eligible for the IU Retirement Plan; Attainment of age 60 with 15 or more years of PERF creditable service; or at least 10 years PERF covered service before switching to IU Retirement Plan.

When can I retire from IU?

IU Retiree Status Eligibility *For employees covered by the PERF retirement plan and separating at age 60, 61, or 62, Retiree status is reached with at least 15 years of IU service. Separation.

IU Phased Retirement Program Application and Agreement 2025

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