Employee Benefits
Tax Sheltered Annuity 403(b) Program
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What's New
Enroll in the TSA Program Individual counseling & workshops
Investments
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The Tax-Sheltered Annuity Program is a supplemental retirement savings program authorized by section 403(b) of the Internal Revenue Code. All University of Wisconsin employees, including student hourlies and graduate assistants — with the exception of research assistants, some employees-in-training, fellows, and interns — are eligible to participate. Eligible employees can enroll at any time.
Through the TSA Program you can invest a portion of your income for retirement on a pre-tax basis. Participation in the UW TSA Plan is voluntary. You make the entire contribution; there is no employer match.
Investment options include a wide array of mutual funds and fixed and variable annuities managed by six authorized investment companies and the Wisconsin Retirement System. For a description of our investment companies see the Quick Guide to the TSA Program and the list of Authorized Investment Companies below.
Read Save Smart - Save Early! for an analysis of why you should participate. The TSA Q&A describes the Program in detail. How to enroll in the TSA Program helps you through the enrollment process and provides links to online enrollment. Use the Salary Reduction Agreement to let the University know how much you would like to contribute to your investment company. If you have additional questions, you may contact your benefits office or e-mail the TSA benefits specialist.
Newsletter and Publications
- TSA Inve$tor Current Issue - Spring 08 (.pdf format)
- TSA Inve$tor Past Issues
- Index of TSA Inve$tor Articles
- Quick Guide to the UW TSA Program (.pdf format)
- Save Smart - Save Early (.pdf format)
- UW TSA Question & Answer Guide (.pdf format)
- Tips for Transferring Moneys (.pdf format)
- Distributions from Your UW TSA Account
- Saver's Credit
- How to choose a financial planner (brochure - pdf)
Plan Info & Forms
- How to enroll in the TSA Program
- Salary Reduction Agreement (UWS31)
- Information for student employees
- TSA 2006 Annual Report (pdf format)
- 2005 TSA Annual Report (pdf format)
- 2004 TSA Annual Report (pdf format)
- 2003 TSA Annual Report
- 2002 TSA Annual Report
- Plan Document (pdf format) Revised 10-29-04
- Criteria (pdf format) Revised 4-27-07
- Campus Addresses and Contact Information for the TSA Program
- TSA Review Committee Members
- TSA Review Committee Meeting Minutes
Archive
- Fidelity Low-Priced Stock Fund to close July 30, 2004
- State Conforms to Federal Income Tax Law: EGTRRA Changes (pdf file)
This document was last revised on May 5, 2008
