Retirement

Retirement Counseling

Have questions about planning for your retirement? Retirement counseling is regularly available.

See Upcoming Counseling Dates

Retirement Checklist

Find out what steps you should take in the years leading up to retirement.

View the Retirement Checklist

Case Western Reserve University offers the opportunity for you to plan for your long-term security through retirement programs designed according to the overall compensation philosophy. As a part of the comprehensive compensation package, the university will automatically contribute to a retirement fund for eligible participants.

For more information, choose the appropriate plan below.

  • Plan A - Faculty, Executive and Senior Staff (salary grades 18 and above)
  • Plan B - Staff (salary grades 17 and under) with a hire date prior to July 1, 2015
  • Staff Non-Contributory Plan C - Staff (salary grades 17 and under) with a hire date on or after July 1, 2015

In addition, the university offers eligible employees the opportunity to make their own contributions to a supplemental retirement account. Plan A for faculty, executive and senior staff and Plan C-Matching for Plan B and Plan C eligible staff employees regardless of hire date.

Options Available from TIAA and Vanguard

Workshops

Want to learn more about Social Security and Medicare Benefits? CWRU, Social Security Administration and the Ohio Department of Insurance are teaming up to help faculty and staff understand their options under these programs. All CWRU employees are invited to the following instructional workshops:

Social Security

These presentations offer clear, concise information regarding Social Security retirement, spousal and survivor benefits. Employees with questions about applying for Social Security benefits are encouraged to attend.

Tuesday, August 14th
9:00 a.m. Biomedical Research Building, room 105
2:00 p.m. Crawford Hall, room 209

OSHIIP/Medicare

Presented by the Ohio Senior Health Insurance Information Program (OSHIIP), the state\x92s official source for free, unbiased Medicare information and counseling. Information provided will help new and soon-to-be beneficiaries understand the basics of Medicare.

Tuesday, August 14th
10:00 a.m. Crawford Hall, room 209
1:30 p.m. Biomedical Research Building, room 105

Registration is not needed to attend the events.

Retirement

Find out how you can make the most of your retirement plans! Tuesday, August 21st through Thursday, August 23rd, 2018

Case Western Reserve University and Vanguard are teaming up to help faculty and staff make the most of their retirement plans. All CWRU employees are invited to upcoming instructional workshops.

Timeline to Retirement

This workshop will focus on important dates to know for Social Security, Medicare and Required Minimum Distributions (RMD). The information is helpful for those getting closer to retirement (3-10 years away). Participants will gain a better understanding of how to optimize their benefits. These workshops will be held:

Tuesday, Aug. 21st, at 10:30 a.m. and 2 p.m. in Crawford Hall, Room 209

Wednesday, Aug. 22nd at 4 p.m. in Crawford Hall, Room 209

Thursday, Aug. 23rd at 9 a.m. in Crawford Hall, Room 720

Getting on Track for Retirement

Am I saving enough? How can I save more? This seminar includes practical suggestions and information for participants beginning to think about retirement (15-25 years away). This presentation will give you the tools and information to determine whether you are on track for retirement and how to get on track if you are not. These workshops will be held:

Tuesday, Aug. 21st, at 3:30 p.m. in Crawford Hall, Room 209

Wednesday, Aug. 22nd, at 11:30 a.m. in Crawford Hall, Room 209

Registration is not needed to attend the events.