Benefits

Wisconsin Deferred Compensation Individual Sessions

Scott Schewe, representative from WDC, will be available to meet individually with employees regarding their current WDC enrollment and for those interested in learning more about the program and planning for retirement by investing before tax dollars.  Please see the attachments for more information about WDC’s Program highlights and new options

When:   Thursday; April 24, 2014; 8:00 am to 4:00 pm
Where:   Student Services Building, Room 1705

You can schedule an individual session with Scott Schewe by emailing him at scott.schewe@greatwest.com

T. Rowe Price Offers Live Webinars

T. Rowe Price Offers Live Webinars  –  April 1, 2 and 3

T. Rowe Price, one of the investment companies in your UW TSA 403(b) Program, again offers the well-received webinar Retirement Investing From Beginning to End.  This is a live presentation over the web, and there will be time for you to ask questions and get your questions answered.

Retirement Investing From Beginning to End  – This 40-minute program is a comprehensive presentation that explains asset classes, reviews the concepts of risk and return, and helps you make the most of your investment choices. The plan’s investment options will be discussed and profiled using market capitalization, investment style, and geographic characteristics.

  • Tuesday, April 1, 2014 – 10:00 a.m. and 2:00 p.m.
  • Wednesday, April 2, 2014 – 9:30 a.m. and 2:30 p.m.
  • Thursday, April 3, 2014 – 2:00 p.m. and 6:00 p.m.

You may sign up and watch the presentation on your own computer.  Listen to the audio portion on the telephone. To register for the live webinar, visit: http://rpstrowepricereg32.fugent.com.

TIAA-CREF Individual Counseling Sessions

TIAA-CREF INDIVIDUAL COUNSELING SESSIONS – April 9-10, 2014

TIAA-CREF is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA-CREF consultant.  A representative will be available to help you achieve your financial goals by investing in financial solutions.

Please see the attached flyer for more information about TIAA-CREF sessions at UWGB.   To schedule a consultation with representative Chad Stein, call 1-866-843-5640  Monday through Friday, 9:00am to 8:00pm (EST), or register at www.tiaa-cref.org/letstalk1 .

 

TIAA-CREF Individual Counseling Sessions

TIAA-CREF INDIVIDUAL COUNSELING SESSIONS – April 9-10, 2014

TIAA-CREF is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA-CREF consultant.  A representative will be available to help you achieve your financial goals by investing in financial solutions.

Please see the attached flyer for more information about TIAA-CREF sessions at UWGB.   To schedule a consultation with representative Chad Stein, call 1-866-843-5640  Monday through Friday, 9:00am to 8:00pm (EST), or register at www.tiaa-cref.org/letstalk1 .

2014 WRS Benefit Presentations

2014 Wisconsin Retirement System (WRS) Benefit Presentations

Each spring and fall, the Department of Employee Trust Funds (ETF) hosts free presentations for employees throughout the state on WRS and other benefit programs.  ETF offers two different benefit presentations: one for those within five years of retirement and one for new and mid-career employees.

New & Mid-Career Employees

These one-hour evening presentations are designed for WRS members who are more than five years from retirement.  ETF provides accurate information about WRS benefits early in a member’s career so that they can make sound, strategic decisions over the course of their careers.  Topics covered at each presentation include vesting requirements, various ways to enhance a WRS retirement benefit, purchasing service, military service credit, the Core and Variable Trust Funds, contribution rates, the importance of a beneficiary form and how to complete one, as well as how “life event” changes affect retirement benefits.

Presentations in our area:

  • Green Bay
    • Monday, April 14, 2014
    • 6:30 p.m. – 7:30 p.m.
    •  Northeast Wisconsin Technical College – Lecture Hall (SC132)

Tentative Fall 2014 WRS Presentations set for: Appleton, Marinette, and Wausau.  We will send out more information when details become available.

WRS Members Nearing Retirement

These two-hour evening presentations are designed for WRS members who are within five years of retirement.  Attendees will receive the information they need to make important decisions at retirement.  Topics covered at each presentation include WRS annuity options, return-to-work rules, post-retirement annuity adjustments, the Core and Variable Trust Funds, the importance of keeping a beneficiary form up to date, purchasing service before retirement, the difference between a joint survivor and a beneficiary, as well as how “life event” changes affect WRS retirement benefits.

Presentations in our area:

  • Appleton
    • Thursday, March 6, 2014
    • 6:30 p.m. – 8:30 p.m.
    • Fox Valley Technical College – Cafeteria/Commons
  • Marinette
    • Monday, March 3, 2014
    • 6:30 p.m. – 8:30 p.m.
    • Marinette High School – W.J. Jones Auditorium

Tentative Fall 2014 WRS Presentations set for: Green Bay.  We will send out more information when details become available.

For full details on ETF’s presentations, including locations of other presentations not in the Green Bay area, please see the ETF Employer Bulletin or visit ETF’s website: http://etf.wi.gov/.

Fidelity Investments Individual Counseling Sessions

Fidelity Investments is offering individual counseling sessions where you can confidentially discuss your financial situation with a Fidelity representative.  These sessions will give you the opportunity to:

Explore your plan benefits in more depth

  • Consolidate retirement account into the UW 403(b) retirement plan
  • Explore distribution options for pre-retirees
  • Tap into Fidelity’s experience and expertise
  • Make decisions that help you meet your goals

David Eichler, Fidelity Planning & Guidance Consultant will be coming to campus on:

Tuesday, February 18, 2014
8:00 a.m. to 5:00 p.m.
University Union, Heritage Room

To schedule a confidential consultation with your Fidelity Investments representative, David Eichler, call 1-800-642-7131 or go to www.fidelity.com/atwork/reservations.

Wisconsin Deferred Compensation Individual Sessions

Scott Schewe, representative from WDC, will be available to meet individually with employees regarding their current WDC enrollment and for those interested in learning more about the program and planning for retirement by investing before tax dollars.     Please see the attachments for more information about WDC’s Program highlights and new options.

When:   Monday; December 9, 2013; 8:00 am to 4:00 pm
Where:   University Union Building, Heritage Room #232

 You can schedule an individual session with Scott Schewe by emailing him at scott.schewe@greatwest.com .

Healthy Holiday Choices Potluck

What: Healthy Holiday Choices Potluck
When: Tuesday, December 3, 2013
12 – 1 p.m.
Where: University Union, Phoenix C
DID YOU KNOW?
The average American holiday dinner is loaded with 3000 calories and 229g of fat. By swapping more traditional foods for healthier ones, you can drop this consumption significantly while also getting more vital nutrients out of your meal. Join your co-workers and share a healthy version of your holiday favorites! Visit the websites below to gather some ideas on what to bring and how to shift your holiday menu to cut down on unnecessary calories! Please feel free to sign up for a menu item and/or send us a copy of your recipe so we can share with all who attend.

http://www.cookinglight.com/entertaining/holidays-occasions/ultimate-holiday-cookbook-recipes-00400000030287/
http://www.eatingwell.com/recipes_menus/collections/holiday_collection_1
http://www.foodnetwork.com/holiday-central-healthy-tips/package/index.html

** Silverware, plates, napkins, cups and water will be provided.

Tips and Tricks for Healthy Eating this Holiday Season

  1. Eat a snack before dinner. Enjoy some fruits and vegetables before getting to your meal to avoid overeating.
  2. Exercise early and keep moving! Working out early ensures that you will get some time for yourself and work off some calories before loading up!
  3. Manage beverage consumption- holiday beverages are laden with calories- be conscious of the non-food calories you are consuming.

 

Visit the Wellness Committee website for information on other wellness topics, newsletters, and upcoming events!

Fidelity Investments Individual Counseling Sessions

Fidelity Investments is offering individual counseling sessions where you can confidentially discuss your financial situation with a Fidelity representative.  During consultations, participants can review their current retirement plan and investment strategy, as well as discuss ways in which Fidelity can help along the road to retirement.

David Eichler, Fidelity Planning & Guidance Consultant will be coming to campus on:

Monday, December 16th, 2013
8:30 a.m. to 4:30 p.m.
University Union, Manistique Room, #101C

To schedule a confidential consultation with your Fidelity Investments representative, David Eichler, call 1-800-642-7131 or go to www.fidelity.com/atwork/reservations.

TIAA-CREF Individual Counseling Sessions

TIAA-CREF is offering individual and confidential counseling sessions on November 25th and 26th where you can discuss your financial situation with a TIAA-CREF consultant.  They will be available to help you achieve your financial goals by investing in financial solutions.  

Please click on the above link to see the attached flyer for more information about TIAA-CREF sessions at UWGB.   To schedule a consultation with representative Chad Stein, call 1-866-843-5640  Monday through Friday, 9:00am to 8:00pm (EST), or register at www.tiaa-cref.org/letstalk1.