Financial Wellness

Whether you are hoping to buy a new home, send your children to college, or save for a comfortable retirement, planning for a strong financial future is more important than ever before. Yale provides many unique and valuable benefits and resources to help you achieve financial success at any age. Use this website to learn how you can make the most of your wealth….

Yale Retirement Plans

Yale retirement plans

It’s never too soon to begin saving for retirement. To help you save, Yale faculty and staff are eligible to contribute to one of Yale’s 403(b) plans. Click on your job category link below to learn more about the retirement plan(s) available to you.

Register for Financial Workshops and Webinars

Staff members participating in a workshop

Register to reserve your spot for the following financial & retirement planning workshops and live webinar sessions.

One-on-one-financial coaching

Image of two men particiapting in one-on-one financial coaching

As part of your retirement planning benefits at Yale, you can schedule confidential one-on-one retirement counseling sessions with a TIAA financial advisor — all at no cost to you.

Ways to save

smart device displaying apps on ways to save

From adoption support to scholarships for your sons and daughters headed to college, Yale offers you a wealth of discounts and ways to save money for you and your family’s needs.                     

Estate Planning and Life Insurance

East Rock

As part of your Yale benefits, Yale’s Counseling & Support Services with Magellan provides Yale faculty and staff with access to financial and legal services and documents that can assist in estate planning, wills, living wills, and more.

We're here to help

various human reserouces staff members

Yale has many experts available to help ensure your financial wellbeing. Several TIAA-CREF financial advisors are dedicated to Yale and available on campus every day. The Employee Services team is also ready to assist you with your financial questions.