Fiscal Wellness

Fiscal wellness is the ability to understand our financial situation. This involves being able to control and maintain a balance of income and expenditures. It is important to make financial decisions that allow one to save, invest and plan for the future.

Financial Fitness Challenge

financialfitness

The Financial Fitness Challenge (October 25 to December 31, 2016) is a free financial education and awareness program designed to help you take control of your financial future and improve your financial well-being. Offered to Wisconsin state and local government employees and their friends and families, it consists of a confidential and secure online survey to assess and benchmark financial aptitude, habits, and confidence.  After completing the survey you’ll receive a financial fitness score and, based on your results, recommendations for selecting among hundreds of online tools and tutorials (the Financial Fitness ACADEMY), and the option of using a financial advisor from Ameriprise Financial for up to 30 days at no cost. You learn at your own pace in as little as 10 minutes a day.

Step 1. Get centered: Take the free Financial Fitness CHECKUP. It’s a confidential, and secure online assessment of your financial well-being. Receive instant feedback – your personal financial fitness score.

Step 2. Sharpen focus: Enroll in free online Financial Fitness ACADEMY courses. They’re easy-to-follow tutorials designed to help you improve your financial well-being.

Step 3. Zoom in on a bright future: Access an exclusive offer for free financial coaching for 30 days.

Click here to get started, and for more information.

Annual Benefits & Wellness Fair

chartwells epic fair dental newleaf fair2 dietetic

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thank you to everyone who attended the Annual Benefits & Wellness Fair on Friday, October 21st.  Over 30 vendors were on hand to answer questions and provide information.

Wellness Program Incentive Reminder

Do you have health insurance through the State of Wisconsin?  If so, did you know that a $150 incentive is available through the Well Wisconsin program?  There are two steps to complete (just one step if you already attended the biometric screening event held on campus this year on April 18th), and details are available at the following link: http://wellwisconsin.wi.gov/home

 

Wisconsin Retirement System (WRS) Webinars offered in June

ETF

Live Webinars Scheduled for June

ETF is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit our webinar page to learn more about any of the following sessions.

Variable Fund In this webinar we will discuss the Variable Fund – what it is, how it differs from the Core Fund, and the effect participation in this fund may have on your retirement benefit calculations. We will also discuss how to elect to participate in the Variable Fund, how to cancel Variable participation, and the impact the timing of these decisions may have on your Wisconsin Retirement System benefits.

  • Friday June 05, 2015, 11:30 a.m. – 12:00 p.m.
  • Tuesday June 09, 2015, 12:00 – 12:30 p.m.
  • Thursday June 25, 2015,  6:00 – 6:30 p.m.

Buying Service If you are eligible to purchase service, doing so would increase your retirement or disability benefit. Find out how by viewing this webinar. We’ll cover the types of service you may be able to buy, how and when you can buy service, and much more. Eligible types of service include service earned during prior WRS covered employment and forfeited through a separation benefit and some types of service earned with other government employers.

  • Thursday June 04, 2015, 11:30 a.m. – 12:00 p.m.
  • Wednesday June 10, 2015,  6:00 – 6:30 p.m.
  • Thursday June 11, 2015,  12:00 – 12:30 p.m.
  • Monday June 22, 2015,  11:00 – 11:30 a.m.

Annuity Options Choosing a WRS annuity option is one of the most important decisions you will face. This webinar will cover all of the WRS annuity options and help you understand them so that you can make an informed decision. We will also explain the important differences between a beneficiary and a named survivor.

  • Wednesday June 10, 2015, 11:00 – 11:30 a.m.
  • Monday June 15, 2015,  6:00 – 6:30 p.m.
  • Thursday June 25, 2015,  11:30 a.m. – 12:00 p.m.

Wisconsin Retirement System New and Mid-Career Benefits These one-hour, webinars 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, and how “life event” changes affect retirement benefits.

  • Wednesday June 10, 2015,  2:00 – 3:00 p.m.
  • Tuesday June 16, 2015,  11:00 a.m. – 12:00 p.m.
  • Thursday June 18, 2015,  10:00 – 11:00 a.m.
  • Wednesday June 24, 2015,  6:00 – 7:00 p.m.
  • Monday June 29, 2015, 12:00 – 1:00 p.m.

5 Basic Steps to Your Retirement Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application

  • Thursday June 11, 2015,  6:00 – 6:30 p.m.
  • Friday June 19, 2015,  12:00 – 12:30 p.m.
  • Wednesday June 24, 2015,  11:30 a.m. – 12:00 p.m.

Register for a webinar

Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.

Fidelity Investment 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:

Thursday, June 4, 2015
8:00 a.m. to 4:30 p.m.
World Unity Room A, University Union

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.

March Lunch n’ Learn and Newsletter

Wellness

The UW-Green Bay Wellness Committee, in partnership with the UW-Credit Union presents:

What:   Wellness Lunch and Learn

Building your Budget

When:  Friday, March 20, 2015

12:15 p.m.  – 1:00 p.m.

Where: Room 103, University Union

 

Join financial expert Wayne Resch from the UW Credit Union in an interactive discussion about how to make and maintain a sensible, effective budget. Wayne will help you learn to create a well-balanced budget and answer your burning questions!

Check out our monthly newsletter, our March 2015 Newsletter is entitled “Step Into Financial Wellness!”

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

Fidelity Investments Individual Counseling Sessions

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:

Friday, March 13, 2015
8:00 a.m. to 4:00 p.m.
Wequiock Room, University Union

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 INDIVIDUAL COUNSELING SESSIONS – April 7–8, 2015

TIAA CREF Individual Counseling Sessions

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 1-800-732-8353 Monday through Friday, 7:00am to 7:00pm (central time), or register at www.tiaa-cref.org/letstalk1 .  

 

ETF Learning Opportunity Update-February Webinars

Attention Employees covered under the Wisconsin Retirement System

See below for the Department of Employee Trust Funds (ETF) information regarding their upcoming webinars during the month of February.

 

Webinars   Live Webinars Scheduled for February ETF is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit our webinar page to learn more about any of the following sessions. Here is what others have said about our webinars:

“My participation in the webinar was a first for me, and I just want to compliment you on how easy it was to connect, follow along, and provide questions or requests. Excellent job!”

“Thanks for having these valuable webinars.  The professional but conversational style helped me to understand the presentation as easily as an “in office” meeting. Really appreciate that the presenter fully understands the subject. Wonderful job.”

 

5 Basic Steps to Your Retirement

Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application

 

Feb 11th, 2015 6:00 – 6:30 p.m. Feb 16th, 2015 12:00 – 12:30 p.m. Feb 19th, 2015 11:30 – 12:00 p.m. Feb 26th, 2015 11:00 – 11:30 a.m.

Beneficiary Designations Do you have a beneficiary designation on file with ETF and does it reflect how you’d want your WRS death benefits paid? This webinar reviews the importance of having a beneficiary designation on file and keeping it updated as life events occur. We’ll also review the process of how to correctly complete a designation form, what it means if you do not have one on file with ETF, and how to request a copy of your current form.

Feb 10th, 2015 11:30 – 12:00 p.m. Feb 20th, 2015 12:00 – 12:30 p.m. Feb 24th, 2015 11:00 – 11:30 a.m.

Additional Contributions Find out how making additional contributions to your WRS account can potentially increase your retirement. This webinar also provides examples of how contributions grow over time with interest, how to pay additional contributions (payroll deduction or direct pay), etc.

Feb 13th, 2015 11:00 – 11:30 a.m. Feb 17th, 2015 11:30 – 12:00 p.m. Feb 26th, 2015 12:30 – 1:00 p.m.

How to Read the Statement of Sick Leave Account (State and University Retirees) This webinar will cover the annual Statements of Sick Leave Accounts for State and University retirees, including: -If you are using your sick leave. -If you are currently covered under another, non-state/university plan. -If you are currently covered under another state/university plan

Feb 25th, 2015 11:30 – 12:00 p.m.

 

Register for a webinar