Retirement Education & Planning Resources

Harvard University Retirement Center (HURC)

With the HURC, you can easily manage your retirement plan, TDA and 457(b) assets online or by phone, 800-527-1398 (weekdays from 8 a.m. to 5 p.m. EST). By contacting HURC, you can open and make changes to your TDA and elect investment providers for your retirement, TDA and 457(b) accounts.

To transfer funds between vendors, or if you are a retiree who wants to access your accounts, please contact your investment company directly.

Education and advice

Get help developing a sound retirement plan by accessing retirement resources and expert help online, over the phone, or in person. To learn more, click on the link for your chosen investment provider(s):

Educational seminars

To learn more about your retirement benefits, you can attend free, on-campus educational seminars or take advantage of live and prerecorded webinars. View our Financial Education Calendar for upcoming programs and registration information. You can also visit the investment provider(s) websites directly for other programs:

These recorded presentations can help you get started: 

Retirewise - free retirement planning workshops

Comprehensive workshop presented by MetLife, free for faculty, staff and spouses/partners, over two half days. Next session: July 14 and 21, 8:30 a.m.-1 p.m. Register here.

In-person appointments

Want personalized retirement planning assistance? To schedule an appointment, contact the investment provider(s) directly (note that you may make an appointment with either company, you do not have to have an account with that vendor):

TIAA: Call 800-732-8353 to schedule an appointment at 97 Mt. Auburn Street, Cambridge, or make appointments online at www.tiaa.org/schedulenow

Vanguard: Visit www.meetvanguard.com or call 800-662-0106, x14500 to schedule an appointment.

See our Financial Education Calendar to learn more.

Steps for Those Close to Retirement

When you're getting closer to retirement and considering your options, Harvard provides additional guidance.

  • Review our Retirement Checklist and the Benefits publication "What Happens to Your Benefits When You Retire".
  • If you were hired before July 1, 2001 (July 1, 2002 if you are in the HUCTW) or if you are a service/trades union employee, call the Harvard University Retirement Center (HURC) at 800-527-1398 to request a pension estimate, which takes about two weeks to receive.
  • If you and/or your spouse will be age 65 or older as of your retirement date, contact Benefits (617-496-4001) three months prior to get the forms you will need to enroll in Medicare A & B and discuss the over-age-65 medical plan choices. You can get additional information at www.Medicare.gov.
  • Whether you plan to start taking Social Security when you retire or in the future, you can learn more and create an online account at www.ssa.gov.
  • Make an appointment with the Benefits office at least three months before your planned retirement date.
  • The Harvard University Retirees Association (HURA) is a source of information about life in retirement and an opportunity to remain connected to the University. Membership is free in your first year of retirment. You can learn more on the HURA website.