TSA and Wisconsin Deferred Compensation One-on-One Appointments and Seminar Schedule

For events held at Union South, Memorial Union, or the Red Gym, please check Today at the Union for room locations.


T. Rowe Price

T. Rowe Price, one of the investment companies in your UW TSA 403(b) Program, offers webinars. Take advantage of these webinars!

Another way to save: Roth contributions

For potential tax-free withdrawals in retirement, consider Roth contributions. View this 10-minute program to understand how Roth contributions can give you tax-free withdrawals in retirement. Find out about the advantages and disadvantages of Roth contributions, review a Roth contribution profile quiz, and learn about requirements for a qualified Roth distribution. View this webinar.


Fidelity

Make an appointment by calling: 1-800-642-7131 or sign up for appointments online.

One-on-One Appointment Dates | 9:00 a.m. - 5:00 p.m.

Workshop

Select, Sign Up and Save With Your UW TSA 403(b)

Held in conjunction with the UW-Madison Benefits Fair
Come to this workshop to learn about your UW TSA 403(b) Program, your supplemental retirement savings program. Elise Waligora, Retirement Planner with Fidelity, 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.
Mark your calendars—no registration—just be there!


TIAA

Make an appointment by calling: 1-800-732-8353 or sign up for appointments online.

One-on-One Appointment Dates | 9:00 a.m. - 5:00 p.m.

Workshop

Financial Foundations: Planning for Your Future

Held in conjunction with the UW-Madison Benefits Fair
From your first job through retirement and everywhere in between, TIAA can explain your options and help you in planning for your retirement. Please join Joe Bonjorino, Director of Institutional Retirement, for a financial foundations presentation that will help demystify financial planning. The topics that will be covered are:

Mark your calendars—no registration—just be there!


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 and/or Roth after-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.

Please consult the OHRD Benefits Education website (click on TSA Basics) for registration information.


Wisconsin Deferred Compensation

If you have any questions, or would like to schedule an individual appointment, please contact the local WDC office at (608) 241-6604. Individual appointments will be scheduled for 30 minutes each. Appointments preferred; walk-ins welcome.

Group Sessions

Registration is required for group sessions: WDC Group Session Registration

Individual Appointments

Individual Counseling Sessions are regularly available on campus and in our Madison office. To schedule an appointment, please contact the local WDC office at (608) 241-6604 or register for an appointment online by going to wdc457.org and clicking on "Schedule a Meeting."