people talking with retirement financial advisor

TIAA and Vanguard offer phone consultations during March

You can get advice and education about your retirement savings during a phone consultation with TIAA or Vanguard. Faculty and staff are encouraged to sign up for these opportunities. Appointments are still available for this month.

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

  • Tuesday, March 1
  • Wednesday, March 3
  • Wednesday, March 9
  • Thursday, March 17

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:

  • Tuesday, March 8
  • Wednesday, March 9

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

No in-person meetings are currently being held on campus with TIAA and Vanguard. If these dates do not work for you, check the 2022 retirement counseling schedule for future dates in 2022.

To view additional resources from TIAA and Vanguard, visit the retirement section of the CWRU Human Resources website. Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.