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Getting Help

Stanford provides many resources to help you plan for your retirement. In addition, the investment companies are also on hand to help you as you consider your contributions and investments.

Investment Counselors

Investment counselors are available on campus and at SLAC to help you make investment decisions. Call or go to the designated Web site of each investment company to schedule an appointment with an investment counselor.

Retirement Workshops

Stanford offers workshops to help you prepare for retirement. For more information, watch the recorded workshop, Retirement Plan Refresher Presentation, and visit the Benefits Calendar.

Other Resources

Here are some other resources to help you manage your retirement program:

Figure out how to maximize your contributions for the year with the Before-tax Calculator.
Get help Deciding Your Contribution.
Learn about annual Contribution Limits.
See Taxes and Penalties on Retirement Plan Distributions for things to consider when you want to take a distribution.
Learn more about Taking A Loan From Your Account.
Get more information on Retirement Plan Hardship Distributions.
Download the Retirement Plan Hardship Application.

This Web site provides a summary of eligibility, coverage, vesting, retirement dates, payment options and other subjects. However, the official Plan Document, together with certain annuity contracts and custodial agreements with investment providers (all as amended from time to time) govern the Plan's actual operation, and the determination and payment of benefits. In the event of any conflict between the information in this retirement section of the Stanford Benefits Web site and the official Plan Document or any of the annuity contracts or custodial agreements, the Plan Document, annuity contract, or custodial agreement will govern.