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 a.m.-4 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
Feb. 7, 2017 (Union South)
Feb. 14, 2017 (Union South)
Feb. 27, 2017 (UW System Administration, 780 Regent St., room 121)
March 7, 2017 (Memorial Union)
March 28, 2017 (Union South)
March 29, 2017 (Union South)
TIAA INDIVIDUAL COUNSELING SESSIONS
Jan. 31, 2017 (Union South)
Jan. 31, 2017 (Agricultural Hall, 1450 Linden Dr., room 301)
Feb. 1, 2017 (Grainger Hall, 975 University Ave., room 5121)
Feb. 1, 2017 (Union South)
Feb. 23 and 24, 2017 (Discovery Building 330 N. Orchard St., Town Center room 1157/1158, Resource Clinic)
Feb. 23, 2017 (Education Building, 1000 Bascom Mall, room L259A)
Feb. 24, 2017 (Memorial Union)
March 8, 2017 (Grainger Hall, 975 University Ave., room 5121)
March 8 and 10, 2017 (Union South)
March 9, 2017 (Memorial Union)
March 9, 2017 (UW System Administration, 780 Regent St., room 121)
March 10, 2017 (Agricultural Hall, 1450 Linden Dr., room 354)
To schedule an appointment, call 1-800-732-8353
Lincoln has advisors in Madison at 406 Science Dr., 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
Wednesday, Feb. 8, 2017, 10-11 a.m., 21 North Park Street, room 1108
Tuesday, March 7, 2017, 1-2 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.