January 2014

Human Resources

Note:

Starting in 2014 participants in the UW TSA 403(b) program will not have an annual fee deducted from their paychecks. UW System President Reilly approved suspension of the fee for 2014.  (In 2013 the program had an annual fee of $12.00).

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January 2014 TSA 403(b) Events

Are you on track saving for your future? Take advantage of these free events. The UW Tax-Sheltered Annuity 403(b) Program is your supplemental retirement savings plan.

FIDELITY INDIVIDUAL COUNSELING SESSIONS

January 10, 2014 (UW System Administration, 780 Regent Street, room 121)
January 13, 2014 (Memorial Union)
January 23 and 24, 2014 (Union South)

Call 1-800-642-7131or go to http://fidelity.com/atwork/reservations to schedule an appointment. 

TIAA-CREF INDIVIDUAL COUNSELING SESSIONS

January 8 and 9, 2014 (Union South)
January 8, 2014 (UW System Administration, 780 Regent Street, room 121)
January 9, 2014 (Education Building, 1000 Bascom Mall, room 189)
January 10, 2014 (Grainger Hall, 975 University Avenue, room 5121)
January 10, 2014 (Memorial Union)

Call 1-800-732-8353for an appointment.

Please check “Today In The Union” the day of your individual counseling session for the room at Memorial Union and Union South. Sessions are from 9:00 a.m.-5:00 p.m. with each session 30 minutes. Having an individual counseling session does not obligate you to open an account. Or, if you have an account with one of the above companies, make an appointment to discuss if you’re on track saving for retirement.  

TSA 403(b) BASICS WORKSHOP, 21 North Park Street, room 5045  

Wednesday, January 22, 2014, 1:00 p.m.-2:00 p.m.

This workshop is especially intended for new investors and for those not yet in the TSA Program, but those with established accounts will find it beneficial as well. The workshop will help you understand the basics of investing and what to look for when you choose your investments. A Roth 403(b) option is available. There will be time for questions. Campus bus #80 stops at Dayton and Park Streets. Please consult the UW-Madison Benefits Education Page (click on TSA Basics) for registration information.

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ETF Learning Opportunities

 ETF (Employee Trust Funds) Offers "WRS Benefits for New and Mid-Career Employees" in 2014 Schedule

ETF has posted the new learning opportunities schedule, which runs through June 2014. The relatively new --and popular-- "WRS Benefits for New and Mid-Career Employees" presentation focuses on the needs of employees who are more than five years from retirement. Group appointments and "WRS Benefits for Employees Nearing Retirement" presentations will also be available throughout the state. Check back each month to see which webinar topics will be offered. We encourage Wisconsin public employers to share this information with staff members. View the schedule for your area.

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Recorded Webinar

T. Rowe Price continues to offer  Asset Allocation – Balancing Risk vs. Reward http://video.webcasts.com/events/trpr001/46409 – July 2013 – This recorded webinar addresses how spreading our your investments could help you meet your long-term investing goals. You’ll discover:

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