You’ve attended the Planning for Retirement class, learned about Social Security and Medicare, and met with TIAA or Fidelity to set up a plan for your income in retirement. You’ve gone through the retirement checklist and let your department know about your planned retirement date.
But if you have some final questions about your retirement benefits before you retire, speaking with a benefits counselor may help. Individual Q&A consultations with the Benefits Office are now available to assist faculty and staff with complex retirement questions.
To qualify for this service, you must meet the following criteria.
You have already attended or viewed the Planning for Retirement class offered by the Benefits Office.
You are within 6 months of retirement.
You have notified your department of your intent to retire and planned retirement date.