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
- December 6, 2016 (Union South)
- December 14, 2016 (Union South)
- December 14, 2016 (UW System Administration, 780 Regent Street, room 121)
- January 17, 2017 (Union South)
- January 24, 2017 (Union South)
- January 27, 2017 (Memorial Union)
TIAA INDIVIDUAL COUNSELING SESSIONS
- December 1, 2016 (Grainger Hall, 975 University Avenue, room 4301)
- December 1 and 14, 2016 (Red Gym)
- December 2, 15, 19 and 20, 2016 (Union South)
- December 2, 2016 (UW System Administration, 780 Regent Street, room 121)
- December 14 and 15, 2016 (Discovery Building 330 N. Orchard St., Town Center room 1157/1158, Resource Clinic)
- January 10, 2017 (Health Sciences Learning Center, 750 Highland Avenue, room 1220)
- January 10, 2017 (Memorial Union)
- January 11 and 12, 2017 (Discovery Building 330 N. Orchard St., Town Center room 1157/1158, Resource Clinic)
- January 11, 2017 (UW System Administration, 780 Regent Street, room 121)
- January 12, 2017 (Education Building, 1000 Bascom Mall, room 154)
- January 31, 2017 (Union South)
- January 31, 2017 (Agricultural Hall, 1450 Linden Drive, room 301)
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.
T. Rowe Price provides individual counseling sessions over the phone.
To speak to a T. Rowe Price representative, call 1-888-263-2899.
TSA 403(b) BASICS WORKSHOP
- Tuesday, December 6, 2016, 10:00 a.m.-11:00 a.m., 21 North Park Street, room 1108
- Tuesday, January 24, 2017, 11:00 a.m.-12:00 p.m., 21 North Park Street, room 1108
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. Please go to the UW-Madison TSA Basics webpage to register.