Your Quarterly Retirement Planning Guide
As we approach Open Enrollment, we wanted to remind you that you can review and make changes to your Retirement accounts in CUBES at any time during the year. To review your beneficiaries, visit TIAA and/or Vanguard directly. To review or edit your contributions, return to CUBES, click on the Retirement tab at the top of the page then Voluntary Retirement Plan (VRSP).
To assist you throughout the year, 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 available 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
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.
- TIAA – Call 1-800-732-8353, Monday through Friday, 8 a.m. to 8 p.m., or go to https://tiaa.org/schedulenow.
Preparing for Your 1:1 Consultation
Upcoming Retirement Planning Workshops
- Friday, November 10, 10 a.m. – 12 p.m.: Officers 55+. Register here
- Friday, December 1, 10 a.m. – 12 p.m.: Support Staff 21-39. Register here
- Friday, December 8, 10 a.m. – 12 p.m.: Support Staff 40+. Register here
Additional workshop sessions will be available in 2024. All Retirement events can be found by visiting https://humanresources.columbia.edu/content/retirement-events.
Upcoming Informational Webinars:
- Wednesday, November 1, 12 p.m.: Prepare for Your Future: A Guide to Saving and Investing (TIAA)
- Monday, November 6, 2 p.m.: Retirement Income – Forever Saturday (Vanguard)
- Friday, December 1, 9 a.m.: Timeline to Retirement (Vanguard)