Sign-up for 1-on-1 Planning Sessions with Retirement Specialists

January 29, 2019
Retirement News image

TIAA and Vanguard retirement planning specialists will be on campus to meet with you and your spouse or partner for one-on-one retirement planning sessions. Sign up now to personalize your investments to help meet your retirement goals.

You do not have to be enrolled in a Columbia University retirement savings plan to meet with a retirement planning specialist.

About One-on-One Sessions

Sessions are approximately 45 minutes and can include:

  • Portfolio reviews
  • University contributions
  • Enrolling in the VRSP
  • Investment strategies and risks
  • Distribution options

How to Register

Dates and locations are posted on the carrier websites. To schedule an appointment:

  • Vanguard – Call 1-800-662-0106, ext. 14500, Monday through Friday, 8:30 a.m. to 9:00 p.m.; or go to meetvanguard.com
  • TIAA – Call 1-800-732-8353, Monday through Friday, 8:00 a.m. to 8:00 p.m.; or go to tiaa.org/schedulenow

TIAA Location in Morningside Heights

Faculty and staff can also meet one-on-one with retirement planning specialists on Tuesdays, Wednesdays and Thursdays at TIAA: 2815 Broadway (between 108th and 109th Street). Call 1-800-732-8353 for an appointment. Walk-ins will not be accommodated.

Get started now—sign up today for a one-on-one counseling session.