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.

On-Campus Retirement Savings Workshops

Carnegie Mellon University and our retirement savings plan vendors invite you to learn more about retirement planning at our upcoming workshops, led by representatives from TIAA and Vanguard.
Light refreshments will be served at each workshop.

Registration is encouraged, as space is limited. Register via FocusU.

TIAA Workshops:

  • Halfway There: A Retirement Checkup
    Monday, November 6, 2017; 9 to 10 a.m.
    Cohon University Center: Connan Room
    Don’t let retirement sneak up on you. It is never too late (or too early) to start saving for your future. TIAA’s workshop leader will provide information to help you assess where you are on the path to reaching your financial goals and help you get back on track if you are behind.

  • Money at Work: Foundations of Investing
    Monday, November 6, 2017; noon to 1 p.m.
    Cohon University Center: Connan Room
    Smart investing starts with a solid grasp of the basics. The more you know the better prepared you are to make informed investment decisions. TIAA’s workshop leader will highlight different types of investment options available to help you make the right choices for your financial needs.

Vanguard Workshops:

  • Getting on Track for Retirement
    Wednesday, November 8, 2017; 9 to 10 a.m.
    Cohon University Center: Rangos 2
    Get help determining if you are on track for retirement. You will get a better picture of where you stand, as well as practical ideas for how to get on track if you have not saved enough.

  • Financial Freedom: Strategies for Reducing Debt and Saving More
    Wednesday, November 8, 2017; noon to 1 p.m.
    Cohon University Center: Rangos 2
    Learn effective methods of paying down debt and strategies for saving more.

Online Retirement Investment Education 

Vanguard:

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: View upcoming topics and register at TIAA.org/webinars.