Goal Setting Resources

Improve your financial literacy and use tools to help establish your financial goals and plan for retirement.

Note: Some links require a log in to TIAA or Vanguard websites.

Retirement Planning Made Easy

   

Follow these 5 Steps:

Officers

Newly-hired Officers are automatically enrolled into the Voluntary Retirement Savings Plan (VRSP) 60 days from your date of hire at 3%. Contributions will be deducted from your paycheck on a pre-tax basis. Columbia makes contributions as soon as you become eligible.

Support Staff

Newly-hired Support Staff may start contributing to the Voluntary Retirement Savings Plan (VRSP) right away by logging into CUBES. Contributions will be deducted from your paycheck on a pre-tax basis. Columbia makes contributions immediately upon hire.

Maximize your contributions to the VRSP. You can contribute up to 80% of your paycheck on a pre-tax or Roth after-tax basis up to annual IRS limit of $19,000. At age 50, you can make an additional catch-up contribution up to $6,000 into the VRSP at anytime in the year.

As you approach retirement, your allocation of retirement investment funds may need to change. View your fund performance and investment options at TIAA and Vanguard. Use their helpful calculators and planning tools.

TIAA and Vanguard retirement planning specialists visit the campuses regularly. Sign up for a one-on-one session or join a webinar. And attend our customized workshops offered throughout the year.

Explore all the Retiree Benefits—health, tuition, financial, and well-being programs—to help you plan for your retirement needs and reach your financial goals.

Financial Planning By Career Stage

Early Career Stage

Early Career Stage

Start saving early and let time work for you

 

Mid Career Stage

Mid Career Stage

Long-term strategies amidst changing priorities