Employee Benefits
UW TSA Program
Individual TSA Counseling Sessions and Group Seminars Available
Would you like to make some adjustments in your investments but aren't sure how? Are you worried about stock market volatility? Do you want to be sure your investments are well diversified? Several of our Tax-Sheltered Annuity Program investment company representatives are available for one-on-one counseling sessions. These sessions are available for those who already participate in the TSA program as well as for those who don't yet participate.
This is a wonderful - free - service our investment companies provide. The sessions tend to fill up fast, so don't put off calling. You must make an appointment with the individual company in advance.
You can download application forms or sign up with many TSA investment companies online at www.uwsa.edu/hr/benefits/retsav/tsaenroll.htm.
Dreyfus - A Dreyfus representative will be available for individual counseling sessions at the following locations on these dates:
Eau Claire - October 14
LaCrosse - October 15
Madison - October 9
Stevens Point - October 13
To schedule an appointment with a Dreyfus representative, call 1-877-482-6058 or email retirement@dreyfus.com.
Fidelity - A Fidelity representative will be available for individual counseling sessions at the following locations on these dates:
Green Bay - September 30
Madison - August 25, September 24 and 25, October 26, November 17, December 8
Milwaukee - September 28
Oshkosh - September 29
Parkside - October 1
Stevens Point - November 18
To
schedule an appointment with a Fidelity representative, sign up online at www.fidelity.com/atwork/reservations or call 1-800-642-7131.
T. Rowe Price - A T. Rowe Price representative will be available for individual counseling sessions at the following locations on these dates:
Eau Claire - November 18- Scheduling info to be announced.
LaCrosse - October 15 - See the representative at the Benefits Fair to schedule an individual counseling session for that day.
Oshkosh - October 14 - See the representative at the Benefits Fair to schedule an individual counseling session for that day.
Whitewater - October 8 - See the representative at the Benefits Fair to schedule an individual counseling session for that day.
Madison - October 20, 21 and 22
Make an appointment at this web site:
http://inter.viewcentral.com/reg/troweprice/UWMadison
To cancel appointments contact:
Presentation_Request@troweprice.com
TIAA-CREF - A TIAA-CREF representative will be available for individual counseling sessions at the following locations on these dates:
Eau Claire - September 3, October 14 and 15
Green Bay - October 6 and 7
LaCrosse - September 24 and 25, November 17 and 18
Madison - August 26 and 27; September 16, 17, 18, 29 and 30; October 1, 15 and 16; November 4, 5 and 6; December 1, 2 and 3
Milwaukee - September 18, October 13
Oshkosh - October 29 and 30
Platteville - September 23, 24 and 25
River Falls - September 8 and 17
Stevens Point - August 20 and 21, October 27 and 28
Stout - September 29 an 30
Superior - October 7 and 8
Whitewater - October 20 and 27
To schedule an apppointment with a TIAA-CREF representative, sign up online at www.tiaa-cref.org/moc or call Dianne at 1-800-877-6602 ext. 453102 (Eau Claire, La Crosse, River Falls, Stout or Superior); Deb at 1-800-842-2005 ext. 255674 (Madison, Milwaukee, Parkside or Whitewater) or Anna at 1-800-842-2005 ext. 255633 (Green Bay, Oshkosh, Platteville or Stevens Point).
TSA Group Seminars - Getting Started in the TSA Program: Cut Taxes Today & Invest for the Long-term!
Learn about the TSA 403(b) Program - your voluntary retirement savings plan - and the basics of investing from UW System Administration TSA staff. The seminar lasts approximately one hour.
Green Bay, October 6, 10:00 a.m., Alumni Rooms A and B, University Union.
LaCrosse - October 15, 1:15 p.m., Room 126, Wing Technology Center.
Madison - October 21, 3:00 p.m.; December 3, noon. Registration required. 21 N. Park Street, Room 5045. Free campus bus #85 drops you right at the door. For more information call 262-5650 or 262-5564.
Oshkosh - November 10, 11:30 a.m. and 1:30 p.m., Room 306, Reeve Memorial Union.
Stevens Point - October 22, 11:30 a.m. and 2:00 p.m., Room 310 of the Library
This document was last revised on October 14, 2009
