Representatives from TIAA and Vanguard are on site throughout the academic year to discuss financial planning, investment strategies, portfolio reviews and retirement education. These one‐on‐one counseling sessions are personalized to meet your goals and objectives.
On‐site Retirement Counseling Sessions
Sessions are 45 minutes to one hour, and often include:
Details about the Columbia University Retirement Plan, distribution options at retirement and University contributions
How to enroll and start saving in the Voluntary Retirement Savings Plan (VRSP)
How to select investment fund options
How to decide on the right amount of risk for your portfolio Even if you are not enrolled in the VRSP, you are welcome to meet with a counselor, along with your spouse or partner.
How to Register
Dates and locations for all on‐site counseling sessions are posted on the carrier websites. To schedule an appointment:
TIAA – Call the service and scheduling group at 1‐800‐732‐8353, M‐F, 8 a.m. to 8 p.m.; or visit www.tiaa.org/schedulenow
New! Convenient TIAA Location Now in Morningside Heights
Just a few blocks from the University’s Morningside campus, now faculty and staff can also meet one‐ on‐one with counselors Tuesdays, Wednesdays and Thursdays at TIAA’s new location: 2815 Broadway (between 108th and 109th Street). Be sure to schedule an appointment; TIAA cannot accommodate walk‐ ins. To make an appointment, please call 1‐800‐732‐8353.
So get started now—sign up today for a one‐on‐one counseling session.