The TSA Inve$tor - the
newsletter for the TSA Program - comes out twice a year. To preserve formatting,
it is on our web-site in Adobe Acrobat pdf format. Here's a list of articles
in past issues, so you know where to look for items of interest.
TSA Inve$tor Fall 2011
TSA Program Highlights
Roth 403(b) coming in November!
Even in tough times it's important to save
TSA Review Committee news
T. Rowe Price live webinars
TSA Program news
Roth 403(b) frequently asked questions
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3 |
TSA Inve$tor Spring 2011
|
Your UW TSA 403(b) Program
A Plan Sponsor's work is never done
TIAA-CREF, Fidelity offer special low-cost share classes
TSA Review Committee news
TSA Program news
TSA Program will benefit from new payroll system
Frequently asked questions
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3 |
TSA Inve$tor Fall 2010
|
Pay yourself first!
Is your beneficiary current?
Understanding your fund returns
Building a Portfolio, Oct. 12
T. Rowe offers Webinars Nov 4 & 5
Frequently asked questions
TSA Program Highlights
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3 |
TSA Inve$tor Spring 2010
|
IRS 403(b) Final Regulations
Should you borrow from your 403(b)?
Fidelity Institutional K Class Shares
T. Rowe Price wins Lipper Fund Award
Frequently asked questions
TSA Program 2010 limits
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 3 |
TSA Inve$tor Fall 2008
|
WRS no longer a 403(b) option
TSA Review Committee News
Steady as she goes...
TSA investment company news
Frequently asked questions
TSA Program Highlights ...and 2009 limits
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA Inve$tor Spring 2008
|
Are you deferring enough?
Morningstar style boxes
TSA 403(b) and WDC 457
TSA News
27 Classified payrolls, excess deferrals, and more
|
p. 1
p. 1
p. 1
p. 2
p. 2
|
TSA Inve$tor Fall 2007
|
TSARC News
How to find a great core stock fund
New 403(b) regulations
TSA Program highlights
Ameriprise/RiverSource and Lincoln on watch
No more surrender charges
|
p. 1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA
Inve$tor Spring 2007
|
How
do I . . . ?
Confused by all the choices?
The WRS as a TSA option
|
p.
1
p. 1
p. 1
|
TSA
Inve$tor Fall 2006
| Pension
Protection Act of 2006
TSA Review Committee News
Where is your money going?
TSA Program Highlights and limits
Take a look at
the Selected Returns!
How do I . . .
?
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA
Inve$tor Fall 2005
| Does
Your Portfolio Harbor Hidden Risks?
How Do I?
Retirement and Investment Advice on the Web
|
p.
1
p. 1
p. 3 |
TSA
Inve$tor Spring 2005
| TIPS
for your portfolio?
Overcome Inertia!
Coming soon...
Investment company news
Short-term trading fees
Your 403(b) account when you retire or leave UW employment
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 3 |
TSA
Inve$tor Fall 2004
| Test
your retirement IQ!
TSA Review Committee news
Wondering about hidden costs?
Investment company news
Take a look at the Selected Returns!
TSA Program highlights and limits
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2 |
TSA
Inve$tor Spring 2004
| Rollovers
to your UW TSA account
Bring on retirement!
How much do you really need to save? Investment company news
Check your statements carefully
|
p.
1
p. 1
p. 1
p. 2
p. 4 |
TSA
Inve$tor Fall 2003
| Tough
questions
TSA Review Committee news
Too busy to save? Read this!
Investment company news
Purchase WRS service with TSA money
TSA Program highlights
In hindsight...
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 2 |
TSA
Inve$tor Spring 2003
| Pay
yourself first!
Who is your beneficiary?
Financial education is important - an interview with Linda Boelter
Investment news
TSA maximum annual limits
|
p.
1
p. 1
p. 1
p. 2
p. 4 |
TSA
Inve$tor Fall 2002
| Tax
Law Update
If you aren't in the TSA Program...
Moving your money - how rollovers work
Investment news
Read more
Looking in a crystal ball
TSA Program highlights
Individual counseling
|
p.
1
p. 1
p. 1
p. 2
p. 2 & 5
p. 3
p. 5
p. 6 |
TSA
Inve$tor Spring 2002
| Tax
Law Update
When should you sell a fund?
Investment News
Check your statements carefully
TSA workshops this spring
Money market funds - safe havens?
Rollover rules relax
Individual counseling
|
p.
1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 3
p. 4 |
TSA
Inve$tor Fall 2001
| TSARC
News
Important Changes to your TSA Plan
Investment News
No new insurance companies
TSA workshops this fall
How to choose a financial planner
Individual counseling
|
p.
1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Spring 2001
| Welcome...
TSARC news
To improve returns, look beyond averages
Investment News
Legal changes to the TSA Program
TSA workshops at Madison, La Crosse
Look beyond averages, cont.
Individual counseling
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Fall 2000
| When
markets slow down, costs matter more
New Faces on the TSARC
1999 TSA Program Highlights
Investment News
Check your quarterly statements carefully
Tell a friend about the TSA Program
Tips for transferring moneys
Program changes, maybe
|
p.
1
p. 1
p. 1
p. 2
p. 2
p. 2
p. 3
p. 4
|
TSA
Inve$tor Spring 2000
| Plan!
to use your TSA account
|
p.
1
|
|
Minimum Required
Distributions
Distribution options
Life Expectancy: Your Choices
Incidental Benefit Rule
Naming Your Beneficiaries
If you die before distributions have begun
Take Action
|
|
| Elective
deferral limit increased to $10,500
Do you have more than one voluntary plan?
Vendors offer one-on-ones
No changes to UW TSA vendor line-up
Saving for college
Should you annuitize?
Vendor news
|
p.
2
p. 2
p. 2
p. 5
p. 5
p. 7
p. 7
|
The Selected Investment
Returns - 12//31/99 - distributed with the newsletter - were listed separately
on our website and are now archived. The most recent Selected
Investment Returns are from June 30, 2003.TSA
Inve$tor Fall 1999
| You
need this program
Y2K Questions
Procrastinator's Corner
New Vendor Search
I think I should adjust my investments. . .
. . . but I don't know how
Vendor news
About Our Vendors
Life Insurance Company Ratings
UW TSA Vendor Contacts & Program Fees
Your tax savings with a TSA
|
p.
1
p. 2
p. 2
p. 2
p. 3
p. 3
p. 4
p. 5
p. 5
p. 5
|
TSA
Inve$tor Spring 1999
| Borrowing
from your TSA Account
Hardship Withdrawals/Loans
Don't Over-Contribute
Check Your Statement
Y2K
How Long Will You Be Retired?
|
p.
1
p. 2
p. 7
p. 7
p. 7
|
Selected returns from 6/30/1999
- distributed with the newsletter - were listed separately on our web-site
and are now archived.
This document was last
revised on October 31, 2011
|
