Schedule a virtual consultation to learn more about your retirement account

Have questions about your retirement account? The Teachers Insurance and Annuity Association (TIAA) and Vanguard will offer virtual counseling sessions and phone consultations during October.

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 October. Appointments are still available.

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

  • Tuesday, Oct. 6
  • Wednesday, Oct. 7
  • Monday, Oct. 12
  • Tuesday, Oct. 13
  • Friday, Oct. 16

Schedule a session with TIAA online or call 800.732.8353.

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

  • Tuesday, Oct. 6
  • Wednesday, Oct. 7

Schedule a session with Vanguard online or call 1.800.662.0106, ext. 14500.

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 future dates in 2020.

To view additional resources from TIAA and Vanguard, visit the retirement page on the Human Resources website.

For inquiries, email AskHR@case.edu or call the HR Service Center at 216.368.6964.