September and October2015
TSA 403(b) Events
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; for the Red Gym check “Today In The Red Gym” at the front door and other entrances. 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
Filled – September 10 and 23, 2015 (Union South)
September 11, 2015 (UW System Administration, 780 Regent Street, room 121)
September 21, 2015 (Red Gym)
October 12, 2015(Union South)
October 15, 2015(Memorial Union)
October 16, 2015(Red Gym)
October 26, 2015 (UW System Administration, 780 Regent Street, room 121)
To schedule an appointment, call 1-800-642-7131or go to
TIAA-CREF INDIVIDUAL COUNSELING SESSIONS
September 8, 2015 (Union South)
September 9, 2015 (Agricultural Hall, 1450 Linden Drive, room 354)
September 10, 2015 (Union South)
Filled – there are sometimes cancellations – September 15, 2015(Education Building); September 15 and 16, 2015 (Union South); September 16, 2015 (UW System Administration);September 17, 2015(Grainger Hall); and
September 17, 2015 (Red Gym).
October 7, 2015 (Union South)
October 8, 2015(Grainger Hall, 975 University Avenue, room 5121)
October 8, 2015 (Red Gym)
October 28, 2015 (Education Building, 1000 Bascom Mall, room 154)
October 28, 2015 (Union South)
October 29, 2015(Agricultural Hall, 1450 Linden Drive, room 354)
October 29, 2015 (Union South)
October 30, 2015 (Red Gym)
October 30, 2015 (UW System Administration, 780 Regent Street, room 121)
To schedule an appointment, call1-800-732-8353
or go to
Lincolnhas advisors in Madison at 406 Science Drive, Suite 310.
For a Lincoln appointment, call 608-238-8388.
Ameriprisehas advisors in Madison at 2501 West Beltline Hwy., Suite 301.
For an Ameriprise appointment, call 608-819-0500.
T. Rowe Price provides individual counseling sessions over the phone.
To speak to a T. Rowe Price representative, call 1-888-263-2899.
TSA WORKSHOPS
Please make the time to take advantage of these workshops!
FINANCIAL/ESTATE PLANNING WORKSHOP
Thursday, October 1, 2015, 2:00 p.m.-3:00 p.m.
Union South – check “Today in the Union” for room
Professor Howard Erlanger, UW-Madison Law School, provides an overview of financial/estate planning. This informative workshop is intended for employees of all ages – including younger employees who have children. It will address questions you may or may not have thought to ask yourself, including:
- What do I own?
- What is the effect of living in a “community property” state, like Wisconsin?
- Is it true that some – maybe much -- of my property is not governed by my will?
- Why do I need to “coordinate” my estate plan?
- What is a trust and why should I use a trust for my children under 25?
- What about taxes?
The session is scheduled for one hour, but Professor Erlanger will remain at the site for an extended period after the presentation to answer questions.
To register, . Professor Erlanger has prepared a 25 page summary of his talk. Registered participants will receive a digital copy prior to the session.
TSA 403(b) BASICS WORKSHOP, 21 North Park Street, room 5045
Tuesday, September 15, 2015, 1:00 p.m.-2:00 p.m.
Wednesday, October 14, 2015, 11:00 a.m.-12:00 p.m.
This workshop is especially intended for new investors and for those not yet in the TSA Program, but those with established accounts will find it beneficial as well. The workshop will help you understand the basics of investing and what to look for when you choose your investments. A Roth 403(b) option is available. There will be time for questions. Campus bus #80 stops at Dayton and Park Streets; #82 stops at Regent and Park Streets. Please go to the UW-Madison TSA Basics webpage to register.