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
- November 15, 2018 (Memorial Union)
- November 16, 2018 (Union South)
- November 27, 2018 (Union South)
To schedule an appointment, call 1-800-642-7131 or go to http://fidelity.com/atwork/reservations.
TIAA INDIVIDUAL COUNSELING SESSIONS
- November 8, 2018 (Agricultural Hall, 1450 Linden Drive, room 354)
- November 14, 2018 (Union South)
- November 16, 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.