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.
TSA 403(b) BASICS WORKSHOP, 21 North Park Street, room 5045
Wednesday, August 19, 2015, 1:00 p.m.-2:00 p.m.
Tuesday, September 15, 2015, 1:00 p.m.-2:00 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.
INDIVIDUAL COUNSELING SESSIONS
Please check “Today In The Union” the day of your individual counseling session for the room at Union South; 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 being 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 5, 2015 (UW System Administration, 780 Regent Street, room 121)
August 7, 2015 (Red Gym)
September 10, 2015 (Union South)
September 11, 2015 (UW System Administration, 780 Regent Street, room 121)
September 21, 2015 (Red Gym)
September 23, 2015 (Union South)
To schedule an appointment, call 1-800-642-7131 or go to http://fidelity.com/atwork/reservations.
TIAA-CREF INDIVIDUAL COUNSELING SESSIONS
August 20, 2015 (Wisconsin Institutes for Discovery, 330 N. Orchard St., Town Center room 1130, Curved Conference Room)
August 21, 2015 (UW System Administration, 780 Regent Street, room 121)
September 15, 2015 (Education Building, 1000 Bascom Mall, room 154)
September 15, 2015 (Union South)
September 16, 2015 (Union South)
September 16, 2015 (UW System Administration, 780 Regent Street, room 121)
September 17, 2015 (Grainger Hall, 975 University Avenue, room 3111)
September 17, 2015 (Red Gym)
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 2501 West Beltline Hwy., Suite 301. 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.