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.

When you participate in a Yale retirement plan, all of your investments and planning can be managed on TIAA’s website. There you may review the investment lineup, review your portfolio, update your beneficiary designation, use online tools, and more.

Staff Phased Retirement 

The University offers a Staff Phased Retirement Plan to eligible Excluded Clerical and Technical and Managerial and Professional staff. Participants reduce their workload during the one to two years of phased retirement. 

Tools & Calculators

Use the following tools and calculators to find out if you are saving enough for retirement and answer important questions about your current savings strategy:

  • Financial and Benefits Planning Checklist
    If you are considering retirement, review this checklist to start planning for your finances and benefits during retirement.
  • Retirement Advisor
    Learn if you’re saving enough for the kind of retirement you want. By answering a few simple questions, you’ll receive a customized Retirement Action Plan.
  • Retirement Income Planner
    Ten years or less from retirement? Explore your income options and how to help maximize your income payouts.
  • Retirement Goal Evaluator
    This tool will help you determine the amount of your current salary you will be able to replace in retirement.