Retirement Education-HR @ Carnegie Mellon University - Carnegie Mellon University

Retirement Education

On-Campus One-on-One Counseling Sessions

TIAA and Vanguard sponsor on-campus one-on-one counseling sessions to help you review or develop a financial plan, discuss investing for long-term goals like retirement, create an investment mix that fits your financial goals, and more. View the counseling session schedule [pdf] to see when representatives from TIAA-CREF and Vanguard will be on campus; click on the links below to schedule an appointment.

Online Retirement Investment Education 

Vanguard:

  • Vanguard Planning and Education
    Vanguard's investor education and online planning tools provide a wide range of financial guidance in the areas of retirement planning, general investing, college planning, estate planning and tax information.
  • Vanguard Retirement Prep™: Smart Saving for Life
    Retirement Prep is Vanguard's audio guide that showcases the important things you need to know about preparing for retirement—throughout your life.
  • Vanguard Webinars:
    Register at https://inter.viewcentral.com/reg/vanguard/VFW2017.
    If all registrations for a webinar are filled Vanguard will add another webinar with the same topic as close to the date of the original webinar as possible.

    • Create Your Plan—This webinar is intended to show people that there are two keys to a comfortable retirement: saving enough and investing wisely. The goal is to get participants to increase their contribution rates or check their allocations, and then make changes if necessary.
      • February 23, 2017; 12:00 p.m. ET or
      • March 30, 2017; 7:00 p.m. ET
    • Financial Freedom: Strategies for Reducing Debt and Saving More—This webinar covers basic rules of thumb to help participants improve their financial lives and is intended to help the broad population of working Americans who feel they are headed in the wrong direction financially.
      • February 23, 2017; 2:00 p.m. ET or
      • March 30, 2017; 3:00 p.m. ET

TIAA:

  • TIAA Education and Calculators
    The tools, calculators, and publications that TIAA offers can help you determine if you're on track toward meeting your financial goals.