Learn about Yale financial and retirement planning benefits

March 31, 2014

Did you know that as part of your retirement planning benefits at Yale, you can:

–Schedule free one-on-one retirement counseling sessions with a TIAA-CREF or Vanguard representative?

–Register for workshops on financial and retirement planning with TIAA-CREF or Benefits planning experts? 

ONE-ON-ONE RETIREMENT COUNSELING SESSIONS
During April, May and June, sessions will be held at both 221 Whitney Avenue and the School of Medicine’s Anlyan Center (TAC Building). Feel free to schedule a session even if you are not already enrolled in a retirement plan.

TIAA-CREF Sessions

To schedule a meeting with a TIAA-CREF representative for one of the dates below, please call 1-800-732-8353 (or 203-281-2400), or visit www.tiaa-cref.org/events.

221 Whitney, First floor

  • March 31
  • April 1, 7, 8, 21, 22, 28 and  29
  • May 5, 6, 12, 13, 19, 20, 26 and 27
  • June 2, 3, 9, 10, 16, 17, 23, 24 and 30

Yale Medical School, Anlyan Center (TAC)

  • April 3 and 24
  • May 8, 15, 22 and 29
  • June 12, 19 and 26  

Yale West Campus

  • May 1

Vanguard Sessions
To schedule a meeting with a Vanguard representative, please call 1-800-662-0106 (Ext. 14500), or visit www.meetvanguard.com.

221 Whitney, First Floor

  • April 15, 17, and 30 
  • May 14, 15, and 27 
  • June 19, 25, and 26 

Yale Medical School, Anlyan Center (TAC)

  • April 16 and 29 
  • May 13 and 28
  • June 18 and 24

Yale West Campus

  • May 1

If you are already contributing to a Yale retirement account, you can access the scheduling online at any time via My Benefits on the Yale portal at www.yale.edu/portal. On the My Benefits home page under My Retirement Savings (lower left), click on either “Make an appointment with a TIAA-CREF Advisor” or “Make an appointment with a Vanguard Advisor”, depending on the vendor you are currently contributing to.         

Get information on group retirement classes (above link too).