Template 3
global_header region
Left_Nav region
contenthead region (pagehead-2) contenthead_right region
content region

You’re making a good choice

Joining your retirement plan at Vanguard is easy. Just follow these steps:

  1. Complete a Salary Reduction Agreement for the Case Western Reserve University Retirement Plan (Plan A) (090272) or the Case Western University Employees’ Retirement Plan (Plan C) (099016). This form, available below and through your benefits office, shows your employer the amount you want deducted from your paycheck and your chosen investment manager. Return your completed and signed form to your benefits office. Complete this form whether you want to make pre-tax or Roth contributions.

    Case Western Reserve University Retirement Plan, (Plan A) 090272

    Case Western University Employees' Retirement Plan, (Plan C) 099016

  2. Enroll now. »  
    To start the enrollment process, you must first submit the Salary Reduction Agreement to the Benefits Office at Case Western. In order to enroll online, you will need your Social Security number, zip code, birth date and plan number. You can enroll online through this site after you make a payroll deduction election and vendor election with Case Western. This can be done on the Tuesday following the date the Salary Reduction Agreement is submitted to the Benefits Office.
  3. Schedule a one-on-one consultation. You can meet one-on-one with a Vanguard retirement planning counselor to discuss the financial issues that matter to you and to make sure your investment strategy is on track. View available dates and times at meetvanguard.com

Once you’ve chosen Vanguard you should consider signing up for online account access.

Why? Registering gives you access to your account 24 hours a day, 7 days a week. You can check your balances, find up-to-date fund information, and access easy-to-understand investment guidance. You can change your investment selections too whenever you want. Once you’ve joined the plan, sign up for online access. Sign up for online access. »

Name your beneficiaries

Designating beneficiaries for your retirement savings is important. If you don’t, your hard-earned money may go to an unintended heir.

To name a beneficiary online log on to your account at vanguard.com/retirementplans (If you have multiple accounts at Vanguard, you may need to select Employer plans first.)

All investing is subject to risk, including the possible loss of the money you invest.

footer region