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 - April 8
LaCrosse - April 9
Madison - March 26 and April 10
Milwaukee - March 25
Stevens Point - March 27
To schedule an appointment with a Dreyfus representative, call 1-877-482-6058 or email retirement@dreyfus.com.
Dreyfus will also have group seminars "Investing For Your Future Now" on the following dates:
Milwaukee - March 25, 11:30 a.m.-1:00 p.m.
Fidelity - A Fidelity representative will be available for individual counseling sessions at the following locations on these dates:
Green Bay - February 7
LaCrosse - April 3
Madison - January 24, February 5, March 18 and May 6
Milwaukee - February 6 and May 5
Stevens Point - May 7
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:
Madison - April 9 and 10Milwaukee - April 8
To schedule an appointment with a T. Rowe Price representative, call 1-800-839-1901 or email james_baumgardner@troweprice.com.
TIAA-CREF - A TIAA-CREF representative will be available for individual counseling sessions at the following locations on these dates:
Eau Claire - February 20 and 21
Green Bay - April 15-18
LaCrosse - January 29 and 30, May 14 and 28
Madison - February 6-8, March 5-7, April 9-11, May 27 and 28
Milwaukee - February 15 and 29, March 13 and 14, April 2 and 3, May 22 and 23
Oshkosh - May 7-9, June 18-20
Platteville - March 25-28
River Falls - February 28 and March 25
Stevens Point - April 22-24
Superior - March 4-6
Whitewater - April 1, 8 and 29
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 (Eau Claire, River Falls, Stout or Superior) or Leslie Kelley at 1-800-842-2005 ext. 5651 (all other campuses).
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 - March 26, 1:30 p.m., Christie Theatre
Madison - February 15, 12:00 noon; April 23, 3:00 p.m.; June 17, 11:00 a.m. 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.
Milwaukee - February 26, 11:30 a.m. and 1:30 p.m., Student Union, Room E250
Parkside - February 21,1:15 p.m., Wyllie Hall, Room 247
Platteville - February 14, 11:30 a.m. and 1:00 p.m., Student Union, East and West Rooms
Stevens Point - February 19, 11:00 a.m., Dreyfus Center, Room 374
Whitewater - February 12, 10:30 a.m., University Center, Room 266
This document was last revised on June 16, 2008
