Individual TSA Counseling Sessions and Group Seminars Available
A Roth 403(b) option is available in the UW TSA 403(b) Program. Take advantage of the presentations and individual counseling sessions. Four UW TSA companies, TIAA-CREF, Fidelity, T. Rowe Price and Lincoln offer the Roth option.
T. Rowe Price Webinars
In November 2012, T. Rowe Price offered the live webinars "Retirement Investing From Beginning to End" and "Retirement Milestones" for University of Wisconsin System employees. Recorded versions of these well-attended webinars are available to you. For more information, click here.
Individual Counseling Sessions
|TIAA-CREF||TSA Group Presentations|
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 - To schedule a one-on-one portfolio review, please contact Dreyfus at email@example.com.
Green Bay - January 30, March 27, May 28
La Crosse - April 19
Madison - January 11 and 22; February 12, 14, 15 and 25; March 1, 4, 13 and 18; April 4, 5, 17 and 18; May 1, 2, and 16; June 5, 12, 13 and 20
Milwaukee - January 10, February 27, April 22
Oshkosh - February 4, April 1, May 24
Platteville - January 16, March 15
Stevens Point - February 19, March 19, May 15
Whitewater - February 1, March 6, April 24
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 23 and 24
To schedule an appointment with a T. Rowe Price representative, sign up online at http://rpstrowepricereg33.fugent.com.
Madison - "Retirement Planning Made Simple" presented at Union South on April 23 and Memorial Union on April 24
TIAA-CREF - A TIAA-CREF representative will be available for individual counseling sessions at the following locations on these dates:
La Crosse - February 5, 6 and 7
Green Bay - March 25 and 26
Madison - January 30 and 31; February 1, 20, 21 and 22; March 6, 7 and 8; April 3, 4 and 5; May 8, 9, and 10; June 18, 19 and 20
Milwaukee - February 5, March 13, April 25, May 14 and 15
Oshkosh - April 10, 11 and 12
Platteville - May 1 and 2
Stevens Point - April 10, 11 and 12
Stout - March 28
Whitewater - April 30
To schedule an appointment with a TIAA-CREF representative, call 1-800-732-8353.
TSA Group Seminars - Getting Started in the TSA Program: Investing for the Long-Term and TSA 403(b) Basics! Learn about the TSA 403(b) Program - your voluntary retirement savings plan - and the basics of investing. The seminar lasts approximately one hour.
Eau Claire - March 8, Davies Center
La Crosse - March 6, 2:15 p.m.-3:15 p.m., Cartwright Center, Room 340
Madison - January 9, 1:00 p.m.-2:00 p.m.; February 7, 2:00 p.m.-3:00 p.m.; March 4, 1:00 p.m.-2:00 p.m., April 4, 11:00 a.m.-12:00 noon; May 8, 9:00 a.m.-10:00 a.m.; June 4, 1:00 p.m.-2:00 p.m. at 21 North Park Street, Room 5045. Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564. Registration required. Please consult the OHRD Benefits Education website (click on TSA Basics) for registration information.
Stevens Point - April 18, 11:30 a.m.
Whitewater - April 18, University Center, Room 275A
This document was last revised on May 15, 2013