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TIAA and Vanguard to offer virtual counseling sessions and phone consultations

Get advice and education about your retirement savings in a one-on-one virtual counseling session or a phone consultation with TIAA or Vanguard. Faculty and staff are encouraged to sign up for these opportunities during December. Appointments are still available.

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

  • Tuesday, Dec. 1
  • Wednesday, Dec. 2
  • Thursday, Dec. 3
  • Friday, Dec. 4

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:

  • Dec. 2
  • Dec. 3

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

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

If you are unavailable during these dates, 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 during December and will be available on Human Resources’ retirement information page, which also includes additional resources from TIAA and Vanguard. Email AskHR@case.edu or call the HR Service Center at 216.368.6964 with any questions.