Pre-Retirement Planning

mature woman thinking, smiling

It's never too early to start planning for retirement. 

Cornell provides many resources to help you plan – presentations, documents, and tools – each with a goal of clarifying your current benefits as well as your options in retirement. We understand that retirement is a major life transition, and our goal is to make the benefits portion of your transition easier to manage.

Here are three great ways to get started with your retirement planning (details below):

  1. Attend a Retirement & Beyond Seminar
  2. Review the Retirement & Beyond booklet
  3. Meet one-on-one with a counselor in our HR Services and Transitions Center (HRSTC)

 

Tip: Take a look at the Cornell Retirees website to explore  opportunities for networking, volunteering, and enrichment available to Cornell retirees!

 

1. Attend A Seminar

Attend a Retirement & Beyond Seminar

Planning for life after retirement should involve not only looking at one's finances; there are other considerations, including health care. Attend a seminar that outlines the changes to your benefits as you prepare to transition into retirement.

ENDOWED

January 14, 2020 (Tuesday) 10:00 – 11:30 a.m., Room G01 @ Biotech, 215 Tower Rd

March 11, 2020 (Wednesday) 1:30 – 3:00 p.m., Room 140 @ EHOB, 395 Pine Tree Rd

May 6, 2020 (Wednesday)10:00 – 11:30 a.m. 

July 27, 2020 (Monday)   1:30 – 3:00 p.m.

REGISTER FOR JULY 27 ENDOWED WEBINAR

October 2, 2020 (Friday)   10:00 – 11:30 a.m.

November 19, 2020 (Thursday)   1:30 – 3:00 p.m.

CONTRACT COLLEGE

January 14, 2020 (Tuesday)   1:30 – 3:00 p.m., Room G01 @ Biotech, 215 Tower Rd

March 11, 2020 (Wednesday)   10:00 – 11:30 a.m., Room 140 @ EHOB, 395 Pine Tree Rd

May 6, 2020 (Wednesday)   1:30 – 3:00 p.m. 

July 27, 2020 (Monday)   10:00 – 11:30 a.m.

REGISTER FOR JULY 27 CONTRACT COLLEGE WEBINAR

October 2, 2020 (Friday)   1:30 – 3:00 p.m.

November 19, 2020 (Thursday)   10:00 – 11:30 a.m.

2. Read Up!

Review the Retirement & Beyond Booklet 

The Retirement & Beyond booklets provide an overview of what you should consider as you prepare for retirement, and what happens to your benefits when you retire. Note that there are different booklets based on whether you are retiring from an Endowed or a Contract College position.

cover retirement & beyond booklet endowed

Endowed Retirement & Beyond Booklet  (pdf)

cover retirement & beyond booklet endowed

Contract College Retirement and Beyond Booklet  (pdf)

 

Supporting Materials & Forms

Endowed
Contract College (New York State)

Related: 

 

3. Meet With A Counselor 

Meet one-on-one with a counselor in our HR Services and Transitions Center

Our trained counselors can discuss your specific questions, and help you to plan for your future benefit needs.  They may also be able to connect you to other Cornell resources or resources available in our local community.  To make an appointment with an HR Services and Transitions Center counselor:

Contact the HR Services and Transitions Center:

(607) 255 - 3936; (TTY) 711

hrservices@cornell.edu

395 Pine Tree Road, Suite 110, East Hill Office Building, Ithaca, NY 14850         

Our counselors can also assist you with the contact information and how you can arrange a one-on-one meeting with a representative from your particular retirement savings plan or program (i.e., NYSERS, ORP, CURP, TDA, 457(b)).