Retirement Planning

To help you achieve your retirement goals, we offer a range of retirement planning services designed to meet your needs, whether you will be retiring soon or still have many years ahead in your career.

Retirement Planning

Body

Thinking about retirement? Here's what you'll need to know.

If you are approaching retirement, we provide specialized transition assistance to help you prepare for this significant life change. Our goal is to ensure that you feel confident and prepared for a smooth transition into retirement, with a focus on both your financial security and your overall wellbeing. Contact our Benefits Team in Human Resources to schedule a time to speak with a Benefits Advisor. They will provide a customized consultation to help you determine options available.

Take a minute to bookmark the Retiree Resources page (also located on our main menu)—this will be your go-to spot for updates and opportunities to stay in touch with your UVM network post-retirement.

Faculty Conducting Research

If you are a faculty member conducting research at the university, you are required to tell the UVM Research Protections Office of your plans to retire. If you are interested in continuing your research post retirement, please complete the Request to Continue Research (PDF)

Countdown to Retirement

120 Days Out

Body

Employee Confirms Eligibility for Retiree Medical and other benefits at least 120 days prior to intended retirement date. Contact Human Resources to schedule a counseling session with a Benefits Advisor to review and confirm benefits eligibility. To set up an appointment, call 802-656-3150 or email HRInfo@uvm.edu.

90 Days Out

Body

Employee Gives Notice to Supervisor in writing at least 90 days prior to chosen retirement date. Indicate actual retirement date, requested vacation times, and last day in office. Also provide a copy to Department HR Rep.

60 Days Out

Body

Employee Meets with Benefits Advisor at least 60 days before retirement date for forms completion. Items to confirm include benefit plans available, cost-share in retirement, enrollment in Medicare coverage, and how Medicare coordinates with UVM medical insurance. Complete forms to enroll in retiree benefits as applicable.

Employee Contacts TIAA and/or Fidelity about retirement savings. UVM Retirement Vendors (PDF)

New! UVM Retiree website

There's a website for everything you'll need after retirement

Know your costs: Medical Benefits

Body

Post-Retirement medical benefits information and cost share

Your benefits advisor will go over your Post-Retirement medical benefits and cost shares when you meet about your plans for retirement. For your reference this information can be found in the resources below.