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 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.

    • Timeline to Retirement—This webinar is intended for participants three to 10 years from retirement and will review the key benefits and decision points from ages 62 to 70. The webinar focuses on two federal entitlement programs, Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals.
      • June 21, 2017; 2–3 p.m.. ET
      • June 22, 2017; 3–4 p.m. ET
    • Getting on Track for Retirement—This webinar is intended for employees 10 to 20 years from retirement. Participants will learn how to estimate if they’re on track for retirement by using an online calculator and get practical solutions on how to get back on track if needed.
      • June 21, 2017; noon–1 p.m.. ET
      • June 22, 2017; 7–8 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.
  • TIAA Webinars:
    Register at TIAA.org/webinars.
    • Equally Prepared: Financial Planning for the LGBT Community
      • June 13, 2017; noon–1 p.m. ET
    • Paying Yourself: Income Options in Retirement
      • June 13, 2017; 3–4 p.m. ET
    • Dismantling Myths About Annuities
      • June 14, 2017; noon–1 p.m. ET
    • Charting Your Course: A Financial Guide for Women
      • June 14, 2017; 3–4 p.m. ET
    • Halfway There: A Retirement Checkup
      • June 15, 2017; noon–1 p.m. ET
    • The Starting Line: Why and How Retirement Saving Should Begin Now
      • June 15, 2017; 3–4 p.m. ET