Man using calculator with bills on table

TIAA and Vanguard host virtual counseling sessions and phone consultations during January

You can get advice and education about your retirement savings in a one-on-one virtual counseling session or a phone consultation through both TIAA and Vanguard. Faculty and staff are encouraged to sign up for these opportunities during January. Appointments are still available.

One-on-one virtual counseling sessions/phone consultations with TIAA will be held on the following dates:

  • Jan. 12
  • Jan. 13
  • Jan. 27
  • Jan. 28

To schedule a session with TIAA, register online at ScheduleNowTIAA or call 800.732.8353.

One-on-one virtual counseling sessions/phone consultations with Vanguard will be held on the following dates:

  • Jan. 12
  • Jan. 13

To schedule a session with Vanguard, register online at meetvanguard.com or call 1.800.662.0106, ext. 14500. 

As a reminder, no in-person meetings currently are being held with TIAA and Vanguard. 

If these dates do not work for you, you may schedule a phone consultation with TIAA or Vanguard by contacting the respective carrier and requesting a different date. 

The 2021 retirement counseling schedule will be released soon. Get more information about retirement at CWRU and resources from TIAA and Vanguard.  

Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.