Benefits

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.

University Personnel System (UPS) Overview Forum

UPS

What is the University Personnel System (UPS)?
• The structure used to recruit, appoint, pay, provide benefits to, and manage personnel matters for all UW employees.
What is prompting this change?
• Governor Walker signed executive order 36.115 authorizing and directing development of personnel systems separate from the current structure under the Office of State Employment Relations (OSER) in 2011. The initial order was to be implemented July 1, 2013, but in June 2013 a motion was passed to postpone implementation until July 1, 2015.
Have further questions? Need to be “brought up to speed”? Are you interested in getting involved? Now is the time!
The Office of Human Resources in collaboration with the Academic Staff and University Staff committees will be hosting an informational “catch up” session for UPS. Please click on the attached meeting request to add this forum to your calendar.

When: Thursday, March 5, 2015; 3 – 4 p.m.
Where: Christie Theatre, University Union
Please review the UW-Green Bay UPS webpage and the UW System UPS webpage for further information.

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 .  

 

UPS – Additional Operational Policy Feedback Requested

Several additional UW System Operational Policies are now available for your review.

This round of Operational Policies includes:

Please review these Operational Policies and complete the survey to submit your feedback no later than February 13, 2015.  You may also review the campus University Personnel System (UPS) Development website for more information and the latest news in the development of the new personnel system. Human Resources will continue to provide additional information to the campus community as we move towards the implementation date of July 1, 2015.

To view the Operational Policies that have been posted for feedback prior to this survey, please visit UW Systems University Personnel Systems development website.

Thank you.

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

ETF Learning Opportunity Update — January Webinars

Attention Employees covered under the Wisconsin Retirement System

The Department of Employee Trust Funds (ETF) is offering several webinars during the month of January.  See ETF’s information below regarding their upcoming webinars.

Webinars
Live Webinars Scheduled for January
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.
Wednesday Jan 7, 2015 12:30 – 1:00 p.m.
Friday Jan 9, 2015 11:30 – 12:00 p.m.
Monday Jan 12, 2015 11:30 – 12:00 p.m.
Thursday Jan 15, 2015 12:00 – 12:30 p.m.
Wednesday Jan 21, 2015 6:00 – 6:30 p.m.
Wednesday Jan 28, 2015 11:00 – 11:30 a.m.

 

Overview of Wisconsin Retirement System

This webinar will cover participation in the WRS, vesting requirements, how the WRS is funded and benefits available under the WRS. Also included is a brief overview of the Core and Variable Trust Funds and how the WRS is structured.

Wednesday Jan 7, 2015 11:00 – 11:30 a.m.
Thursday Jan 15, 2015 6:00 – 6:30 p.m.
Wednesday Jan 28, 2015 12:30 – 1:00 p.m.
Friday Jan 30, 2015 11:30 – 12:00 p.m.

 

WRS Employer and Employee Contribution Rates

This webinar will review how employer and employee contributions help keep the WRS fully funded. We will discuss how the contribution rates are calculated, why they change annually, where those dollars go and the contribution rate changes for 2015.
Thursday Jan 8, 2015 11:30 – 12:00 p.m.
Wednesday Jan 21, 2015 Noon – 12:30 p.m.

 

WRS Benefits: For New and Mid-Career Employees

This one-hour webinar is for employees who are five years – or more – from retirement. The information presented will help you make sound, strategic decisions over the course of your career. Topics include vesting, 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.
Thursday Jan 8, 2015 2:00 – 3:00 p.m.
Wednesday Jan 14, 2015 11:00 – 12:00 p.m.
Tuesday Jan 27, 2015 6:00 – 7:00 p.m.
Thursday Jan 29, 2015 10:00 – 11:00 a.m.

 

Returning to Work After Retirement

Whether retired or planning to retire, do you need information about what happens if you decide to work again? This webinar is for you. 2013 Act 20, which was effective July 2, 2013 made some important changes to laws that affect retired WRS members planning to return to work. This webinar covers the old law as well as the changes that provided by Act 20.

Thursday Jan 22, 2015 Noon – 12:30 p.m.
Tuesday Jan 27, 2015 11:30 – 12:00 p.m.

 

Register for a webinar

Attention Employees covered under the Wisconsin Retirement System

The Department of Employee Trust Funds (ETF) is offering several webinars during the month of December. See ETF’s information below regarding their upcoming webinars.

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.

  • Tuesday Dec 9, 11:00 – 11:30 a.m.
  • Thursday Dec 11, 12:30 – 1:00 p.m.
  • Monday Dec 15, Noon – 12:30 p.m.
  • Thursday Dec 18, 6:00 – 6:30 p.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.

  • Thursday Dec 11, 11:00 – 11:30 a.m.
  • Tuesday Dec 16, 11:00 – 11:30 a.m.
  • Friday Dec 19, Noon – 12:30 p.m.

Choosing When to Retire
This webinar will focus primarily on choosing your optimal termination and WRS benefit effective dates. The focus will include not only the “December versus January” decision, but also how retirement timing at any point during the year can affect your retirement annuity amount and other employee retirement benefits as well.

*Please note that due to the popularity of this webinar your registration will be approved on a first come first serve basis if your registration is denied it is due to the webinar being at maximum capacity. Please choose a new date/time if this should happen. Thank you*

  • Wednesday Dec 10, 11:30 a.m. – Noon
  • Tuesday Dec 16, 12:30 – 1:00 p.m.
  • Wednesday Dec 17, 11:00 – 11:30 a.m.

WRS Employee and Employer Contribution Rates
This webinar will review how employer and employee contributions help keep the WRS fully funded. We will discuss how the contribution rates are calculated, why they change annually, where those dollars go and the contribution rate changes for 2015.

  • Tuesday Dec 9, 12:30 – 1:00 p.m.
  • Wednesday Dec 17, 6:00 – 6:30 p.m.

Register for a webinar

T. Rowe Price Live & Recorded Webinars

T. Rowe Price Offers Live Webinars

T. Rowe Price, one of the investment companies in your UW TSA 403(b) Program, offers live and recorded webinars. Take advantage of these webinars!

Live Webinar  –  Another way to save: Roth contributions
For potential tax-free withdrawals in retirement, consider Roth contributions.  Attend this 30-minute program to understand how Roth contributions can give you tax-free withdrawals in retirement.  Find out about the advantages and disadvantages of Roth contributions, review a Roth contribution profile quiz, and learn about requirements for a qualified Roth distribution.  This is a live presentation over the web, and there will be time for you to ask questions and get your questions answered.

Monday, November 3, 2014, 10 a.m. and 2 p.m.
Thursday, November 6, 2014, 9:30 a.m. and 11:30 a.m.

Go to http://rpstrowepricereg32.fugent.com  to register for this webinar.  If you have any questions about registering for this webinar or about anything else, you can call T. Rowe Price at 1-800-922-9945. Representatives are available on business days from 6 a.m. to 9 p.m. central time.

Recorded Webinar  –  Investing Insights for Women
When preparing for retirement, women have a lot to consider. During this 40-minute recording, a panel of all-female retirement professionals discuss the realities that women face when saving and planning for retirement and what actions can be taken to help build a more secure financial future.  This presentation has been recorded for your convenience and will be available for viewing beginning the week of October 27. Go to http://troweprice.com/insightsforwomen to view this presentation.

Recorded Webinar  –  Retirement Investing From Beginning to End
This 20-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.

Go to https://rpstroweprice.fugent.com/vpvm/?ID=F888E290-B093-40A7-9466-F1FF4AF44332 to view this presentation.

 

 

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 options.  Your can access the Wisconsin Deferred Compensation Program Quick Enrollment Card by clicking here.

When:   Monday; November 3, 2014; 8:00 am to 4:00 pm
Where:   University Union Building, Heritage Room

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

TIAA-CREF Individual Counseling Sessions

TIAA-CREF INDIVIDUAL COUNSELING SESSIONS – November 24-25, 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 1-800-732-8353 Monday through Friday, 7:00am to 7:00pm (central time), or register at www.tiaa-cref.org/letstalk1.