Financial Well-being

Explore our financial tools and resources, set goals, and connect with one of our financial wellness consultants to prepare a solid foundation.

Upcoming Virtual or On Campus Workshops

New in 2021! Each quarter, we will focus on a financial wellness theme:

  • Quarter 1: Building a Strong Foundation
  • Quarter 2: Planning for Today and Tomorrow
  • Quarter 3: Getting Retirement Ready
  • Quarter 4: Smart Money Moves

Watch for an email each month from My Retirement Benefits for more information.

Join Benefits, HR Representatives, TIAA and external experts for workshops on these topics:

  • Personal Finance
  • Preparing for Retirement
  • Women Investing
  • College Saving Plans
  • and more!

Workshop Calendar

Visit the TIAA Webinar Lounge for a full list of webinars offered by TIAA on a variety of topics, such as planning for retirement, stock market commentary, and investing.

All Workshops

Financial Tools

Connect with your WashU/TIAA financial wellness consultant

Discuss your personal financial needs with our team of certified financial consultants and learn how you can take action now to plan for the future you want. Schedule a consultation.

Building a Strong Foundation

Do you need help charting your credit card debt and personal loans? Check out the Debt Illustrator tool to see how much interest you will pay and when you can be debt free. Explore how paying a little extra can make your debt-free date come a little sooner.

When determining how much you should save each month, there are three timelines you should consider. Read about these steps to help you optimize your savings and then take action with this Budget Organizer.

Savi Public Service Student Loan Forgiveness

WashU wants to help employees manage their student loan repayment options and eligibility for the Public Service Loan Forgiveness (PSLF) Program. This federal program is designed to reduce the burden of student loan debt for people who work in public service.  WashU has partnered with Savi and TIAA to provide this service. Find out how much you can save.

Frequently Asked Questions (PDF)

Learn More

WashU Perks

Human Resources partners across the university and community to offer you special opportunities.

Learn More

Planning for Today and Tomorrow

  • WashU contributes to the 403(b) Retirement Savings Plan on behalf of eligible employees.  Learn more about this critical benefit to ensure you’re on track to live the life you want in retirement. 
  • New to investing? Learn the meaning of common financial terms or get help creating a long term investment strategy by using TIAA’s Retirement Advisor tool.
  • Concerned about saving for college?  WashU offers a dependent child tuition assistance program for eligible employees, but it won’t cover all of the costs of attending college.  Visit savingforcollege.com to learn more about savings vehicles that can help you fund education costs.

Preparing to Retire

As a benefits-eligible employee of Washington University in St. Louis, you are eligible for various benefits when you retire. Review the Planning for Your Retirement Guide for steps to help you transition.

Investing Basics

New to investing? Learn the meaning of common financial terms or get help creating a long term investment strategy by using TIAA’s Retirement Advisor tool.

Will Preparation

Optional term life coverage provides employees and their spouse/domestic partner access to will preparation services to prepare and update a basic will, living will and power of attorney. View Will Preparation Information (PDF).

Meet the Wellness Connection Team

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Wellness Home Page