Fiscal Wellness – Page 9

TIAA “Save Smart, Start Early” Free Workshop on October 14th

The financial knowledge to help plan for whatever life brings

TIAA has experience helping people save and invest since 1918. We’re proud to share that knowledge with you in the form of fun, interactive and informative workshops. Here is a workshop that is coming soon to UW-Green Bay. You’re welcome to invite a colleague who may also want to attend!

Enrollment presentation: Save smart, start early

Join us on Monday, October 14, 2019, from 3 – 4 p.m. at The 1965 Room in the University Union for a presentation designed to help you understand your UW Tax-Sheltered Annuity 403(b) Program options. It’s a lot easier to spend than save. But getting into a saving mindset now could make a big difference later. Start with a plan that works for you and follow it. It might be easier than you think.

The University of Wisconsin offers a comprehensive UW Tax-Sheltered Annuity 403(b) Program to meet the diverse needs of our community. Understanding your retirement savings options can help you make the most of them.

This presentation can help you understand:

Why you should enroll
How much you should save
What the basics of investing are

No matter where you are in life, you can plan and start saving for the retirement you want.

Come and learn how to create a plan that can help you reach your goals—on your time line.

Mark your calendar to attend! Please contact payrollandbenefits@uwgb.edu or (920) 465-2390 if you have any questions.

TIAA Individual Counseling Sessions

TIAA Individual Counseling Sessions will be available on Wednesday, October 30th at 10:45 am to 4:15 pm. Please stop by Career Services, Student Services building, room 1600 when you arrive for your appointment. Pre-registration is required.

Click here to register for a consultation with TIAA

WRS Webinars Offered in 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 ETF’s webinar page to learn more about any of the following sessions.

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.

Tue, Jun 4, 2019 6:00 p.m. – 6:30 p.m.
Mon, Jun 10, 2019 12:30 p.m. – 1:00 p.m.
Thu, Jun 20, 2019 12:00 p.m. – 12:30 p.m.
Fri, Jun 28, 2019 11:30 a.m. – 12:00 p.m.

Newly Retired? What to Expect
The Newly Retired webinar provides basic information for Wisconsin Retirement System members who have recently entered or are soon to enter retirement status. Topics include initial (“estimated”) retirement annuity payments, “finalized” payments and adjustments, post-retirement life and health insurance, and return to work rules under the WRS.

This is a 20-minute webinar with approximately 10 minutes available for questions and answers at the end of the webinar.

Mon, Jun 3, 2019 11:00 a.m. – 11:30 a.m.
Thu, Jun 13, 2019 11:30 a.m. – 12:00 p.m.
Thu, Jun 20, 2019 6:00 p.m. – 6:30 p.m.
Mon, Jun 24, 2019 12:00 p.m. – 12:30 p.m.

Preparing for Your Retirement
Who should attend? Employees who are planning to retire in the next 1 – 10 years.

Learn about your steps to retire with the WRS. Attend this event by live webinar! You will learn about the impact of contributions and investment returns on your account, when you can retire, your WRS annuity options, returning to work after you retire, what happens to your account when you die, health and life insurance and more.

Questions are welcome during and after the event!

Wed, Jun 5, 2019 6:30 p.m. – 8:30 p.m.
Tue, Jun 18, 2019 6:30 p.m. – 8:30 p.m.

Retirement 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.

Tue, Jun 4, 2019 11:30 a.m. – 12:00 p.m.
Wed, Jun 12, 2019 6:00 p.m. – 6:30 p.m.
Fri, Jun 21, 2019 12:00 p.m. – 12:30 p.m.
Thu, Jun 27, 2019 12:30 p.m. – 1:00 p.m.

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.

Thu, Jun 6, 2019 11:00 a.m. – 11:30 a.m.
Tue, Jun 11, 2019 11:30 a.m. – 12:00 p.m.
Wed, Jun 19, 2019 12:00 p.m. – 12:30 p.m.
Mon, Jun 24, 2019 6:00 p.m. – 6:30 p.m.

WRS Benefits: For New and Mid-Career Employees
This one-hour webinar is 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.

Thu, Jun 6, 2019 1:00 p.m. – 2:00 p.m.
Wed, Jun 12, 2019 11:00 a.m. – 12:00 p.m.
Tue, Jun 18, 2019 10:00 a.m. – 11:00 a.m.
Wed, Jun 26, 2019 6:00 p.m. – 7:00 p.m.

Register for a webinar

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

Backyard Chickens Lunch ‘n Learn held April 30th

Thank you to Liz Biversie, Agricultural Educator with UW-Madison Division of Extension, for presenting the Backyard Chickens Lunch ‘n Learn on Tuesday, April 30th to 12 employees and students! She shared a wealth of information including things to think about when considering raising backyard chickens, types of chickens that are good for laying eggs or providing meat, how much space you would need for each chicken, potential predators and diseases, and helpful resources available on the UW-Madison Division of Extension website.

Dr. Ron Kean, UW-Madison Division of Extension Poultry Specialist, also provided knowledgeable answers to our questions. Monika Pynaker, UWGB Manager of Network Services, shared stories of her much-loved chickens, as well as helpful insight and pictures of her leghorns and their nice chicken coup! Thank you to everyone who attended as well as Liz, Ron and Monika!

Backyard Chickens Lunch ‘n Learn

Have you ever wanted to learn more about raising backyard chickens? UW-Madison Division of Extension Agriculture Educator Liz Binversie will provide some tips and tricks to help start your own backyard flock. UW-Madison Division of Extension Poultry Specialist, Dr. Ron Kean, will also help answer questions via remote technology. (Our own Monika Pynaker will also share a little about her experiences raising chickens!) Please join us for this interesting and fun presentation, and feel free to bring your lunch.

Date: Tuesday, April 30, 2019

Time: 12:00 to 12:45 pm

Place: 1965 Room, University Union

Presenters: Liz Binversie, Agriculture Educator with UW-Madison Division of Extension & Dr. Ron Kean, UW-Madison Division of Extension Poultry Specialist

RSVP: wellness@uwgb.edu

Note: This lunch ‘n learn was originally scheduled for 3/28/19 and was cancelled, so this is the rescheduled date.

Cancelled: Backyard Chickens Lunch ‘n Learn

Due to unforeseen circumstances, the Backyard Chickens Lunch ‘n Learn for Thursday, March 28th has been cancelled. The Wellness Committee will be looking to reschedule the event for a future date. Please contact wellness@uwgb.edu with any questions.

Have you ever wanted to learn more about raising backyard chickens? UW-Madison Division of Extension Agriculture Educator Liz Binversie will provide some tips and tricks to help start your own backyard flock. (Our own Monika Pynaker will also share a little about her experiences raising chickens!) Please join us for this interesting and fun presentation, and feel free to bring your lunch.

Date: Thursday, March 28th

Time: 12:00 to 12:45 pm

Place: 1965 Room, University Union

Presenter: Liz Binversie, Agriculture Educator with UW-Madison Division of Extension

RSVP: wellness@uwgb.edu

Onsite Health Screenings for $150 Wellness Incentive

Discover your numbers – A free health screening* event has been scheduled at UW-Green Bay for employees (and spouses) who are enrolled in the State of Wisconsin Group Health Insurance Program.

At an on-site screening, you’ll learn your measurements for blood pressure, body mass index (BMI), cholesterol (HDL, LDL, and total), triglycerides and glucose, and be in and out in 20 minutes.

Green Bay Campus:

Dates: Thursday, April 11, 2019 or Thursday, September 26, 2019 (only attend one)
Time: 7:00 a.m. to 1:00 p.m.
Room: Phoenix Room in University Union

Marinette Campus:

Date: Tuesday, April 2, 2019
Time: 8:00 am to 12:00 pm
Room: Student Union

Sheboygan Campus:

Date: Tuesday, April 23, 2019
Time: 8:00 am to 1:00 pm
Room: Wombat Room 2114

Register at wellwisconsin.staywell.com and click on the Programs tab, then Health Screening, and Onsite Appointments.

NOTE: You must register ahead of time for a health screening – they do not allow walk-ins that day.

Earn your $150 Well Wisconsin Incentive:

STEP 1: Get a health screening*

Attend an employer sponsored event listed above or if you plan to see your health care provider, complete the Health Care Provider Form with details from your appointment, available at wellwisconsin.staywell.com under Programs > Health Screening > Download Form.

STEP 2: Complete the StayWell health assessment at wellwisconsin.staywell.com.

It takes about 10 minutes and is mobile and tablet friendly! After logging into wellwisconsin.staywell.com, click on Health Assessment.

STEP 3: Complete a Well-Being Activity through StayWell. After logging into wellwisconsin.staywell.com, click on Programs > Well-Being Activites.

Complete three steps by October 11, 2019 to earn the $150 Well Wisconsin incentive.

For more information on on-site health screenings or the Well Wisconsin Program, log in to wellwisconsin.staywell.com, review these FAQ’s or email wellness@uwgb.edu.

* The Well Wisconsin incentive program is a voluntary program available to employees, retirees and spouses enrolled in the State of Wisconsin Group Health Insurance Program, excluding Medicare Advantage participants who have incentives available through their health plan. All wellness incentives paid to participants are considered taxable income to the group health plan subscriber and are reported to their employer. Retirees, continuants and their spouses will have some taxes withheld from the incentive amount earned. Health information is protected by federal law and will never be shared with Employee Trust Funds, the group health insurance program or employers.

TIAA Individual Counseling Sessions

TIAA INDIVIDUAL COUNSELING SESSIONS – Wednesday, March 6th at 11 am to 4:30 pm in the University Union Heritage Room.

TIAA is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA consultant. To schedule a consultation with representative Chad Stein, please register at www.TIAA.org/schedulenow or call 1-800-732-8353.

WRS Webinars Offered in 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 the ETF webinar page to learn more about any of the following sessions. Here is what others have said about these 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.

Wed, Jan 9, 2019 11:00 a.m. – 11:30 a.m.
Tue, Jan 15, 2019 6:00 p.m. – 6:30 p.m.
Fri, Jan 25, 2019 11:30 a.m. – 12:00 p.m.
Thu, Jan 31, 2019 12:00 p.m. – 12:30 p.m.

WRS Annuity Adjustments and Effective Rates

Do WRS accounts receive an investment return? Do investment returns affect how much a retiree will initially receive when they begin their pension? Do those retired in the WRS receive adjustments to their monthly pension amount over the years? This webinar will cover the process of how account effective rates and annuity adjustments are calculated, starting with the investment return reported by the State of Wisconsin Investment Board. Also covered during the webinar will be explanations of both the Core and Variable Trust Funds and the calculations specific to each fund for effective rates and annual adjustments. At the end of this webinar, it is hoped that you will have a better grasp on how State of Wisconsin Investment Board investment returns affect your WRS pension.

Tue, Jan 8, 2019 12:00 p.m. – 12:30 p.m.
Thu, Jan 17, 2019 12:30 p.m. – 1:00 p.m.
Wed, Jan 23, 2019 6:00 p.m. – 6:30 p.m.
Mon, Jan 28, 2019 11:30 a.m. – 12:00 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.

Fri, Jan 11, 2019 12:00 pm. – 1:00 p.m.
Wed, Jan 16, 2019 11:00 a.m. – 12:00 p.m.
Tue, Jan 22, 2019 10:00 a.m. – 11:00 a.m.
Thu, Jan 31, 2019 6:00 p.m. – 7:00 p.m.

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