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July and August 2017 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 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

July 6, 2017 (UW System Administration, 780 Regent Street, room 121)

July 18, 2017 (Union South)

August 1, 2017 (Union South)

August 9, 2017 (Union South)

August 29, 2016 (Red Gym)

To schedule an appointment, call 1-800-642-7131 or go to http://fidelity.com/atwork/reservations.

TIAA INDIVIDUAL COUNSELING SESSIONS

July 24, 2017 (Education Building, 1000 Bascom Mall, room 154)

July 25 and 26, 2017 (Union South)

July 25, 2017 (Wisconsin Institutes for Medical Research, 1111 Highland Avenue, room 1022)

July 26, 2017 (Grainger Hall, 975 University Avenue, room 5121)

July 27, 2017 (Memorial Union)

August 15 and 16, 2017 (Union South)

August 15, 2017 (UW System Administration, 780 Regent Street, room 121)

August 16, 2017 (Agricultural Hall, 1450 Linden Drive, room 354)

August 17, 2017 (Memorial Union)

August 17, 2017 (Wisconsin Institutes for Medical Research 1, 1111 Highland Avenue, room 4001C)

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.

  1. 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, July 11, 2017, 9:00 a.m.-10:00 a.m., 21 North Park Street, room 1108

Wednesday, August 9, 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.

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