Human Resources
November 2013 TSA 403(b) Events
Take advantage of these free events. The UW Tax-Sheltered Annuity 403(b) Program is your supplemental retirement savings plan.
FIDELITY INDIVIDUAL COUNSELING SESSIONS
November 1, 2013 (Memorial Union)
November 8 and 11, 2013 (Union South)
November 22, 2013 (UW System Administration, 780 Regent Street, room 121)
Call 1-800-642-7131or go to http://fidelity.com/atwork/reservations to schedule an appointment.
TIAA-CREF INDIVIDUAL COUNSELING SESSIONS
November 12, 2013 (Memorial Union)
November 12, 2013 (UW System Administration, 780 Regent Street, room 121)
November 13, 2013 (Education Building, 1000 Bascom Mall, room 154)
November 13 and 14, 2013 (Union South)
November 14, 2013 (UW-Extension Building, 432 North Lake Street, room B121)
Call 1-800-732-8353 for 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, November 13, 2013, 11:00 a.m.-12:00 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.
T. ROWE PRICE OFFERS LIVE WEBINARS NOVEMBER 11, 12, 13 AND 14, 2013
T. Rowe Price will offer two live webinars this November – Basics of Money Management and Today’s Investment Climate. These are live presentations over the web, and there will be time for you to ask questions and get your questions answered.
Basics of Money Management – With this 40-minute webinar you’ll learn some basics of smart money management. The webinar will explore setting financial goals, understanding your own thoughts about money, the benefits of effective money management, getting organized, and basics of savings and investing.
Monday, November 11 – 10:00 a.m. and 2:00 p.m.
Tuesday, November 12 – 9:30 a.m. and 2:30 p.m.
Today’s Investment Climate – This 30-minute presentation focuses on the economy, the stock market and how they relate. Topics covered are stock indices, bull and bear markets, economic indicators and federal monetary policy. Attend this program to review the market performance of the previous quarter.
Wednesday, November 13 – 10:00 a.m. and 2:00 p.m.
Thursday, November 14 – 2:00 p.m. and 6:00 p.m.
You may sign up and watch the presentations on your own computer while listening to the audio portion on your telephone. Registration link: http://rpstrowepricereg32.fugent.com/
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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:
- How to invest to help balance your risk tolerance, time horizon, and financial goals and needs;
- Why asset allocation, or the way you invest across stock, bond, and stable value investments, is a key factor in retirement planning; and
- Resources that can help you determine if you’re investing appropriately and on track to reach the retirement you envision.
