TIAA and Vanguard offer virtual counseling sessions and phone consultations during September

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 September. Appointments are still available.

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

  • Sept. 8
  • Sept. 9
  • Sept. 10
  • Sept. 11

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

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

  • September 23
  • September 24

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 can check the Retirement Counseling Session Calendar (PDF) for future dates in 2020.

To view additional resources from TIAA and Vanguard, visit the Human Resources page and select the Retirement tab. Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.