Category: Fiscal Wellness

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    WRS Benefit Presentations

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    Wisconsin Retirement System Benefit Presentations for September to November 2012 The Department of Employee Trust Funds (ETF) will offer free public presentations on Wisconsin Retirement System (WRS) benefits in September, October and November. These WRS workshops are valuable opportunities for WRS members, spouses, and other individuals seeking general information on retirement issues and other ETF-administered benefit…

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    University Personnel Systems – Stakeholder Feedback Posted

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    The UPS stakeholder feedback from the initial UPS recommendations is now posted on the UPS website at http://web.uwsa.edu/personnelsystems/latest-news/ups-recommendations-feedback-round-1/. The UPS website also summarizes the next steps for UPS: Next Steps As noted in the Phase IV timeline, each initial work group recommendation is undergoing intensive review.  The stakeholder feedback document is a key component of…

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    WDC Pre-Retirement Seminar

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    Wisconsin Deferred Compensation (WDC) with be holding a  free educational seminar to address issues employees may face in retirement and how the WDC’s program and features may be able to help.  This seminar will be held on May 1, 2012 from 6 p.m. to 8 p.m. in the Phoenix Rooms of the University Union. Please…

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    Wisconsin Deferred Compensation (WDC) Sessions

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    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 click on the links below to see flyers with information about WDC’s Program highlights and new options. Wisconsin Deferred Compensation…

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    TIAA CREF Counseling Sessions

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    TIAA CREF INDIVIDUAL COUNSELING SESSIONS – March 26-27, 2012 TIAA CREF is offering individual and confidential counseling sessions 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 and help simplify your retirement planning. Please see the flyer for…

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    T. Rowe Price Retirement Webinar

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    T. Rowe Price, one of the investments companies in the UW TSA 403(b) Program, has made available the recorded webinar Retirement Investing from Beginning to End (http://www.wisconsin.edu/hr/benefits/retsav/trpwebinar.htm).  This 22-minute program is a comprehensive presentation that explains asset classes, reviews the concepts of risk and return, and helps employees make the most of their investment choices.   The…

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    T. Rowe Price Live Webinars

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    T. Rowe Price Live Webinars — Weeks of February 6 and February 13 T. Rowe Price will offer two live webinars this spring semester – Retirement Investing from Beginning to End and Retirement Milestones – both at various times. These are live presentations over the web, and there will be time for you at ask…

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    2012 TSA 403(b) Contribution Maximum

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    UW Tax Sheltered Annuity 403(b) Program Update The Internal Revenue Service has announced the 2012 contribution maximums for the Tax Sheltered Annuity Program. For 2012 University of Wisconsin employees may contribute a maximum of $17,000 to the Tax-Sheltered Annuity 403(b) Program. Employees age 50 and over can contribute an additional $5,500 for a total of…

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    TIAA CREF Counseling Sessions

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    TIAA CREF is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA CREF consultant.  They will be able available to help you achieve your financial goals by investing in financial solutions and help simplify your retirement planning. When:            Monday, November 21, 2011, 9:45am – 5:00pm                        Tuesday, November 22,…

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    2011-13 Compensation Plan

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    Proposed 2011-13 Compensation Plan   If approved, the new compensation plan would be effective January 1, 2012.  Below are links to a summary of the proposed changes and the draft 2011-13 Compensation Plan: http://oser.state.wi.us/docview.asp?docid=7275 ftp://doaftp04.doa.state.wi.us/doadocs/2011-2013CompPlanJCOER.pdf If you have questions regarding the new plan, please send your email to compensationplan@uwsa.edu and UW System will be fielding your questions at this…