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.
INDIVIDUAL COUNSELING SESSIONS
Please check “Today In The Union” the day of your individual counseling session for the room at Union South and Memorial Union. Sessions are from 9:00 a.m.-4:00 p.m. with each session 45 minutes. Having an individual counseling session does not obligate you to open an account. Or, if you have an account, make an appointment to discuss if you’re on track saving for retirement.
FIDELITY INDIVIDUAL COUNSELING SESSIONS
- March 6, 2018 (Memorial Union)
- March 20, 2018 (Union South)
- March 21, 2018 (Union South)
- March 27, 2018 (UW System Administration, 780 Regent Street, room 121)
ROWE PRICE INDIVIDUAL COUNSELING SESSIONS
- February 27, 2018 (UW System Administration, 780 Regent Street, room 121)
- February 28, 2018 (Union South)
To schedule an appointment, go to https://www.trowepricemeetings.com/ehome/310103.
TIAA INDIVIDUAL COUNSELING SESSIONS
- February 6, 2018 (Union South)
- February 7, 2018 (Union South)
- February 8, 2018 (UW System Administration, 780 Regent Street, room 121)
- February 21, 2018 (Memorial Union)
- February 23, 2018 (Union South)
- March 13, 2018 (Union South)
- March 14, 2018 (Memorial Union)
- March 15, 2018 (Education Building, 1000 Bascom Mall, room L259A)
- March 15, 2018 (Union South)
- March 16, 2018 (Agricultural Hall, 1450 Linden Drive, room 354)
To schedule an appointment, call 1-800-732-8353 or go to https://publictools.tiaa-cref.org/public/publictools/events/eventswelcome.
Lincoln has advisors in Madison at 406 Science Drive, Suite 310. For a Lincoln appointment, call 608-238-8388.
Ameriprise has advisors in Madison at 2601 West Beltline Hwy., Suite 104. For an Ameriprise appointment, call 608-819-0500.
Rowe Price provides individual counseling sessions over the phone. To speak to a T. Rowe Price representative, call 1-888-263-2899.
SELECT, SIGN UP AND SAVE WITH YOUR UW TSA 403(b) WORKSHOP
Tuesday, March 27, 2018, 9:00 a.m.-10:00 a.m., 21 North Park Street, room 1108
Come to this workshop to learn about your UW TSA 403(b) Program, your supplemental retirement savings program. A TSA provider representative will review some great reasons to save with your TSA 403(b) and discuss why you should save for retirement. Along the way, you’ll get some wit and wisdom on saving from Ben Franklin. Find out how your TSA 403(b) can help you prepare for retirement and about the importance of starting now! After attending this workshop, you will be ready to take the next steps to start. To register, go to http://fidelity.com/atwork/reservations.