These are uncertain times and the financial markets are reflecting it. Individuals are juggling many responsibilities and dealing with many concerns, all in a new atmosphere. Faculty and staff can get advice and education about their retirement savings in one-on-one virtual counseling sessions through both TIAA and Vanguard. Faculty and staff members are encouraged to sign up for a virtual one-on-one counseling session during May. Appointments are still available.
Virtual one-on-one counseling sessions with TIAA will be held on the following dates:
- May 19
- May 20
- May 21
- May 22
To schedule a session with TIAA, call 800.732.8353 or register online.
Virtual one-on-one counseling sessions with Vanguard will be held on the following dates:
- May 6
- May 7
To schedule a session with Vanguard, call 1.800.662.0106, ext. 14500, or register online at meetvanguard.com.
As a reminder, no in-person meetings are currently 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.
Additionally, you may also check the retirement counseling session calendar for other dates in 2020.
To view additional resources from TIAA and Vanguard, visit the retirement page on the Human Resources website.
Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.