Register Now for 1:1 Retirement Consultations and Upcoming Webinars

July 20, 2023
Retirement News image

Vanguard and TIAA retirement planning specialists are available for one-on-one phone consultations. Sign up now to personalize your investments to help meet your retirement goals.

Both vendors have added new dates and times specific to Columbia University employees. You do not have to be enrolled in a Columbia University retirement savings plan to call a retirement planning specialist.

Consultations can cover:

  • Portfolio reviews
  • University contributions
  • Enrolling in the Voluntary Retirement Savings Program (VRSP)
  • Investment strategies and risks
  • Distribution options

To arrange your 1-on-1 consultations, contact:

  • Vanguard – Call 1-800-662-0106, ext. 14500, Monday through Friday, 8:30 a.m. to 9 p.m., or go to meetvanguard.com.
  • Take advantage of Vanguard's special meeting time slots by selecting “New York” then “Columbia University” from the drop-down menus at meetvanguard.com.

Preparing for your 1-on-1 consultation:

Upcoming Retirement Planning Workshops:

  • Friday, September 1, 10 a.m. – 12 p.m.: Officers 55+. Register here
  • Friday, September 15, 10 a.m. – 12 p.m.: Officers 21-39. Register here
  • Friday, September 22, 10 a.m. – 12 p.m.: Support Staff 40+. Register here
  • Friday, October 13, 10 a.m. – 12 p.m.: Officers 40-54. Register here
  • Friday, December 1, 10 a.m. – 12 p.m.: Support Staff 21-39. Register here

Upcoming Informational Webinars:

Additional workshop sessions and informational webinars are available throughout the end of the calendar year.

All retirement events can be found by visiting https://humanresources.columbia.edu/content/retirement-events.