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
- August 7, 2018 (Union South)
- August 14, 2018 (Memorial Union)
- August 15, 2018 (Union South)
- August 28, 2018 (UW System Administration, 780 Regent Street, room 121)
To schedule an appointment, call 1-800-642-7131 or go to http://fidelity.com/atwork/reservations.
TIAA INDIVIDUAL COUNSELING SESSIONS
- August 9, 2018 (Union South)
- August 14, 2018 (Memorial Union)
- August 15, 2018 (Wisconsin Institutes for Medical Research, 1111 Highland Avenue, room 3001A)
- August 16, 2018 (Memorial Union)
- August 22, 2018 (Union South)
- August 24, 2018 (UW System Administration, 780 Regent Street, room 121)
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, July 17, 2018, 10:00 a.m.-11:00 a.m., 21 North Park Street, room 1106
- Tuesday, August 28, 2018, 10:00 a.m.-11:00 a.m., 21 North Park Street, room 1106
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.
Please go to the UW-Madison TSA 403(b) Workshop webpage to register.