Retirement Savings Resources
Stanford provides many resources to help you plan for your retirement. In addition, Stanford’s investment providers can help you think about how your contributions and investments can meet your savings goals.
from our investment providers are available on campus to help you make investment decisions that will meet your financial goals. Feel free to make an annual appointment to see if your savings remain on track with your changing financial goals. Call or go to the designated Website of each investment provider to schedule an appointment.
Stanford offers workshops to help you prepare for retirement. Watch the recorded workshop, Retirement Plan Refresher Presentation for information on the Stanford Contributory Retirement Plan and how it works. Check the Benefits Calendar to find the next monthly informational meeting on healthcare in retirement, or view the recorded session.
Here are some other resources to help you manage your retirement savings:
- Get started by reading
- Use the to determine how to maximize your annual contributions.
- Get help on .
- Learn about the Annual .
- Read if you plan to take money out of the Stanford Contributory Retirement Account.
- Learn more about .
- Get more information on .
- Download the .
The Retirement Savings section of the Stanford Benefits website provides a summary of eligibility, coverage, vesting, retirement options, payment options and other subjects related to retirement savings. However, the official Plan Documents, together with certain annuity contracts and custodial agreements with investment providers (all as amended from time-to-time) govern Plan operation, and the determination and payment of benefits. In the event of any conflict between the information in this section and the official Plan Documents or any of the annuity contracts or custodial agreements, the Plan Document, annuity contract, or custodial agreement will govern.