Benefit Education

For New Appointees

Benefits 101: Benefits Seminar for New Employees
Register Today - Click Here | Seminar Description | Seminar Page

Benefits 101 is a valuable three hour presentation crafted for employees who are newly eligible for insurance benefits under the Wisconsin Retirement System (WRS) via employment at the UW-Madison.

Benefits 101 covers:

Many benefits have 30-day enrollment deadlines, so plan to attend within the first 30 days of employment. Prior to attending the session, you're encouraged to explore the benefit options using our online walkthrough tool: https://uwservice.wisc.edu/ebenefits/.

Contact UW-Madison Benefits Services with question about this presentation: benefits@ohr.wisc.edu or 608-262-5650.

Graduate Assistants Benefit Seminar & Drop-in Sessions
Seminar/Sessions Page

If you are a graduate assistant with an appointment that is eligible for benefits, please visit the Non-WRS Benefit Plans page. You may consider attending a seminar or session if you need more information; events are scheduled for late June, late August and early September.

2016 UW-Madison Employee Benefits and Resource Fair

Benefits & Resource Fair Page

This annual one-day event will be held at Union South on Tuesday, October 4, 2016 from 11 a.m. to 7 p.m. Participants will have the opportunity to meet with benefit plan representatives, discover campus resources, attend informative presentations, talk to a benefit specialist and participate in health assessments.

Retirement Planning

TSA Basics: Tax Sheltered Annuity 403(b) Seminar

Benefits Education Page (click on TSA Basics)

Learn how to invest a portion of your income for retirement on a pre-tax basis through the Tax Sheltered 403(b) program, a supplemental retirement savings plan. Investment options include mutual funds and fixed and variable annuities managed by authorized investment companies.

Appointments with Tax Sheltered Annuity and Wisconsin Deferred Compensation Representatives

TSA-WDC Appointment Contact Information Page

Please visit the TSA-WDC Appointment page to view the appointment schedule for Tax Sheltered Annuity 401(b) approved vendors and the Wisconsin Deferred Compensation representative.

Appointments with Long-Term Care Insurance Representatives

Long-Term Care Insurance Information Page

Please visit the Long-Term Care Insurance page to view the appointment schedule for the Long-Term Care Insurance representatives.

Maximizing Your Benefits

Benefits Education page (click Maximizing Your Benefits)

Familiar with the basic UW-Madison benefit package and interested in making the most of your enrollments? This session examines the unique and often underutilized features of our most popular plans. Attend a presentation and learn more about:

Attendees may wish to bring copies of their earnings statements to provide a snapshot of their current benefit elections.

Contact UW-Madison Benefits Services with question about this presentation: benefits@ohr.wisc.edu or (608) 262-5650.

Pre-Retirement

Registration Page

This two-hour informational group session is open to any UW-Madison employee who would like to learn more about retirement benefits available through the Wisconsin Retirement System (WRS). This course is especially helpful to attend prior to an individual retirement counseling appointment with a UW-Madison Benefits Specialist or with the Department of Employee Trust Funds (ETF).

Topics include: an overview of the WRS, how UW-Madison and ETF work together to provide information on retirement, resources for calculating your monthly annuity, choosing an annuity option, health insurance and conversion of sick leave credits, benefit options after retirement, and supplemental retirement income options.

Contact UW-Madison Benefits Services with question about this presentation: benefits@ohr.wisc.edu or (608) 262-5650.

Retirement Appointment with a UW-Madison Benefits Specialist
Appointment Instructions | Appointment Registration Page

These hour-long, individual appointments are reserved for UW-Madison employees considering Retirement within the next 12 months or who are seeking information about an upcoming Layoff and how it will affect benefits.

If scheduling for Retirement counseling, please obtain a retirement packet (estimate and application) from the Department of Employee Trust Funds (ETF) prior to meeting with a University Benefits Specialist. To request your packet, call ETF at (877) 533-5020 or complete their Benefits Request Form, ET-4207.

If you have not yet attended a Pre-Retirement Session, consider doing so prior to your individual Retirement counseling appointment. You may register for this informational group session at www.ohrd.wisc.edu > Catalog > Benefits Education > Pre-Retirement Session.

If you have an urgent retirement or layoff need prior to the first available appointment, please e-mail benefits@ohr.wisc.edu or call (608) 262-5650.

Department of Employee Trust Funds (ETF) Webcasts

Video Library Page | Technical Advice Page

The Department of Employee Trust Funds (ETF) Video Library enables participants to view presentations, training sessions, and other ETF-sponsored events.