Sewanee Benefits
Planning Your Retirement
Use this checklist when you are actively preparing for retirement and want to review benefit-related decisions and next steps.
What to do first
Begin planning early and review your retirement timing, retirement savings, and any related health or benefit questions.
Checklist
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Start planning early and think through both your retirement timing and your benefit transition timing.
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Review your retirement plan, current contributions, beneficiary designations, and any distribution or transition questions you may have.
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Use the retirement resources available on Sewanee’s site and through your retirement vendors to help map out next steps.
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Contact the appropriate retirement vendor, advisor, or provider if you need help with retirement account decisions or timing.
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Review whether you may qualify as a qualified University retiree under the handbook and ask HR what additional benefits may apply.
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Review Emeriti Retirement Health Savings information and consider how it may fit into your retirement health planning.
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Consider how medical and other benefits may change as you prepare to retire, especially if Medicare timing may also be part of your planning.
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Review and update beneficiaries if needed.
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Gather your questions and confirm any final actions, deadlines, and timing with HR before your retirement date.
Helpful resources
TIAA Member Portal Emeriti Member Portal Benefits-at-a-Glance PATH to GOV Medicare SupportBenefit Self-Service PortalCAPTRUST Financial AdvisingAdditional Resources
The Benefits team can help you understand the benefit side of retirement planning, what may change, and where to go for the right resources.
