Employee Benefits
Individual TSA Counseling Sessions and Group Seminars Available
A Roth 403(b) option is available in the UW TSA 403(b) Program. Take advantage of the presentations and individual counseling sessions. Four UW TSA companies, TIAA-CREF, Fidelity, T. Rowe Price and Lincoln offer the Roth option.
T. Rowe Price is sponsoring the recorded webinars "Retirement Investing From Beginning to End" and "Building on Assumptions: 15% savings rate and other retirement planning considerations." For more information, click here.
TIAA-CREF Socially Responsible Investing Workshop, May 6, 2010, Online Video Recording
Individual Counseling Sessions
| Dreyfus | Fidelity | |
| TIAA-CREF | TSA Group Presentations |
Would you like to make some adjustments in your investments but aren't sure how? Are you worried about stock market volatility? Do you want to be sure your investments are well diversified? Several of our Tax-Sheltered Annuity Program investment company representatives are available for one-on-one counseling sessions. These sessions are available for those who already participate in the TSA program as well as for those who don't yet participate.
This is a wonderful - free - service our investment companies provide. The sessions tend to fill up fast, so don't put off calling. You must make an appointment with the individual company in advance.
You can download application forms or sign up with many TSA investment companies online at www.uwsa.edu/hr/benefits/retsav/tsaenroll.htm
Dreyfus - A Dreyfus representative will be available for individual counseling sessions at the following locations on these dates:
TO BE ANNOUNCED
To
schedule an appointment with a Dreyfus representative, email custserv@dreyfus.com.
Fidelity - A Fidelity representative will be available for individual counseling sessions at the following locations on these dates:
La Crosse - February 7, March 16
Madison - January 18, 19 and 20; February 15,16 and 17; March 21, 22 and 23; April 25, 26 and 27; May 22, 23 and 24; June 20, 21 and 22
Milwaukee - January 26 and 27; February 21 and 22; March 12 and 13
To
schedule an appointment with a Fidelity representative, sign up online at www.fidelity.com/atwork/reservations or call 1-800-642-7131.
T. Rowe Price - A T. Rowe Price representative will be available for individual counseling sessions at the following locations on these dates:
TO BE ANNOUNCED
To schedule an appointment with a T. Rowe Price representative, sign up online at
http://rpstrowepricereg33.fugent.com/home/events.asp (Please scroll down once at the website. Unfortunately, the system used will only record eastern time; confirmation will be sent with your central time appointment - one hour earlier).
TIAA-CREF - A TIAA-CREF representative will be available for individual counseling sessions at the following locations on these dates:
Eau Claire - February 7, 8 and 9
Green Bay - March 26 and 27
Madison - January 11, 12 and 13; February 15, 16 and 17; March 7, 8 and 9; April 12 and 13; May 9, 10 and 11; June 20, 21 and 22
Milwaukee - February 10, 28 and 29; March 27 and 28; April 26
Oshkosh - April 4, 5 and 6
Platteville - April 18, 19 and 20
Stevens Point - May 2, 3 and 4
Superior - May 8, 9 and 10
Whitewater - March 13 and 14; May 1
To schedule an appointment with a TIAA-CREF representative, call 1-800-732-8353.
TIAA-CREF Seminars in Madison at Memorial Union
How Am I Doing? - February 17, 11:30 a.m.-12:30 p.m.
Staying on Track in a Volatile Market - March 29, 11:30 a.m.-12:30 p.m.
TSA Group Seminars - Getting Started in the TSA Program: Investing for the Long-Term and TSA 403(b) Basics! Learn about the TSA 403(b) Program - your voluntary retirement savings plan - and the basics of investing. The seminar lasts approximately one hour.
TSA Review Committee members and their TSA Campus Coordinators are presenting seminars for their employees.
LaCrosse - April 20, 8:00 a.m.-9:00 a.m., 340 Cartwright Center.
Stevens Point - April 17, 11:30 a.m.-12:45 p.m., Library LRC, Room 310.
Whitewater - April 19, 1:15 p.m.-2:15 p.m. University Center, Room 261.
UW System Administration TSA staff are also presenting seminars.
Madison - January 11, 11:00 a.m.-noon; February 9, 1:00 p.m.-2:00 p.m.; and March 20, noon-1:00 p.m., at 21 N. Park Street, Room 5045. April 18, 11:00 a.m.-noon, at Memorial Union - see "Today in the Union" for room location. July 19, 1:00 p.m.-2:00 p.m., at Union South - see "Today in the Union" for room location. Free campus bus #85 drops you right at the door. For more information call 262-5650 or 262-5564. Registration required.
Milwaukee - March 19, 11:30 a.m.-12:30 p.m. and 1:30 p.m.-2:30 p.m., Student Union, Room 240.
Platteville - April 4, 11:30 a.m.-12:30 p.m. and 1:00 p.m.-2:00 p.m., Markee Pioneer Student Center, Wisconsin Room.
River Falls - April 12, 11:00 a.m.-12:00 noon and 1:00 p.m.-2:00 p.m., University Center, Trimbelle 231.
This document was last revised on May 15, 2012
