UW 403(b) Supplemental Retirement Program Counseling Sessions and Webinars Available

As a UW System employee, you are eligible for the UW 403(b) Supplemental Retirement Program (SRP) – a voluntary supplemental retirement savings plan administered by UW System specifically for UW employees.

In the UW 403(b) SRP, there are two record keepers to choose from—TIAA or Fidelity. Both record keepers offer the same 18 best-in-class choice of mutual funds, and each also offers a guaranteed interest option and access to a brokerage window. You decide how much to save, which of the fund options to invest in, and whether to contribute on a pre-tax and/or Roth (after-tax) basis. You can start, change, or stop your deductions at any time.

Individual Counseling Sessions
To help you better understand how the UW 403(b) SRP works and the options available to you, UW System is offering individual counseling sessions. No matter where you are in life—just getting started or planning for retirement—a session with a financial consultant can help you create a plan for your goals.

These one-on-one counseling sessions are a free service available to participants in the UW 403(b) Supplemental Retirement Program (SRP) as well as those considering participation. Counseling sessions are open to all employees, and you are not obligated to open an account with a provider.

TIAA Individual Counseling Sessions
Schedule an appointment at tiaa.org/public/support/contact-tiaa/consultations-seminars or call 1-800-732-8353, weekdays, 8 am to 8 pm (ET).

Fidelity Individual Counseling Sessions
Schedule an appointment at fidelity.com/atwork/reservations or call 1-800-642-7131. For on-demand help, utilize the Call Now button in the appointment search scheduler.

Live and On-Demand Webinars
Whether you are a current contributor to the 403(b) or looking for more information, check out the Live and On-Demand Webinars available to all UW employees. The on-demand webinar: SRP: Investing in Your Financial Future: Intro to the 403(b) Program is a good resource for new enrollees.

Additional Resources
Additional resources are available on the UW 403(b) Supplemental Retirement Program web page.

Source: UW System Human Resources