Officers - Resources & Legal Documents
Columbia University offers you a variety of resources and tools to help you plan and save for the future.
Retirement Resources
The Benefits Department and the Office of Work/Life hosts Retirement Planning Workshops designed to help Officers make decisions about their retirement planning and personal finances. These workshops are presented by an independent Certified Financial Planner and are either half day or full day sessions.
Find more details and register at the Events Calendar.
Workshops Groups:
- Officers Ages 21-39
- Officers Ages 40+
- Support Staff Employees Ages 21-39
- Support Staff Employees Ages 40+
Workshop Topics:
- Health Benefits during Retirement & Introduction to Retirement Planning
- Estate Planning, Distribution of Assets and Federal Gift & Estate Tax
- Retirement Income Sources
- Investment Discussions
- Cash and Debt Management
- College Planning
- Insurance and Flexible Spending Accounts
- Estate Planning for Employees early in their career
Representatives from TIAA and Vanguard visit the University throughout the year to discuss personal financial planning, investment strategies, portfolio reviews and retirement education at no cost to you. These individual counseling sessions are personalized to meet your goals and objectives and your spouse or partner is welcome to attend.
You can register for these sessions by contacting the carriers directly.
The Vanguard Group
www.meetvanguard.com | 800-662-0106, ext. 14500
TIAA
www.tiaa.org/columbia | 800-732-8353
Representatives from TIAA and Vanguard visit the University throughout the year to discuss personal financial planning, investment strategies, portfolio reviews and retirement education at no cost to you. These individual counseling sessions are personalized to meet your goals and objectives and your spouse or partner is welcome to attend.
- 5500 - Retirement Plan for Officers
- 5500 - Retiree Medical and Life Plan
- 5500 - Voluntary Retirement Savings Plan
- 5500 - Group Benefits Plan
- Voluntary Retirement Savings Plan Document
- Voluntary Retirement Savings Plan - Summary Plan Description
- Officers Retirement Plan Document
- Officers Retirement Plan - Summary Plan Description
- Columbia University Retiree Medical and Life Insurance Benefits Plan Document
- Summary Annual Report (SAR) - Officers, 2022
- Summary Annual Report (SAR) - VRSP, 2022
- TIAA QDIA Notice - Officers
- TIAA QDIA Notice for VRSP
- Vanguard Lifecycle Fund Fact Sheet
- Vanguard QDIA Notice - Officers
- Vanguard QDIA Notice for VRSP
- Fee Disclosures
- Summary of Material Modification (SMM) Loan Communication