Pre-Tax Versus Roth TSA Contributions

The UW Tax-Sheltered Annuity (TSA) 403(b) Program offers great options to save for your long-term goals. With most UW TSA providers, you can contribute on a pre-tax basis, Roth (after-tax) basis, or a combination of both.

With pre-tax contributions, current taxable income is reduced, and both principal and earnings grow on a tax-deferred basis. When funds are withdrawn, it is taxed as regular income in the year you receive it.

With Roth (after-tax) contributions, the contributions are included in taxable income in the year you make them, but the account balance and earnings are not taxed when you take a qualified distribution. A distribution is qualified if you made your first Roth contribution at least five years before the distribution date, and you are at least 59½ years old.

Wondering which you might benefit from most? Watch this short video: Pre-Tax vs. Roth (After-Tax) Contributions.

Start saving today! You can contribute a percent of your pay or a flat dollar amount. The easiest way to enroll is to submit a completed EZ Enrollment to Human Resources. To enroll with Ameriprise or Lincoln, you will need to work with a representative.

Contact us:

  • Phone: (920) 465-2390
  • Email:

Want to learn more about the program? Visit the UW TSA Program web page. You can also attend the Select, Sign Up and Save webinar on Thursday, April 15, by visiting the Education section. Check out the other education webinar, video, and group seminar opportunities.

Source: UW System Office of Trust Funds


Important Information for the End of the Semester


This email contains information on:

  • Student Rehire Process
  • Important dates for graduating seniors and students not continuing
  • Summer ACA hours limitations
  • Federal Work Study balance reports
  • Summer Work Study
  • Posting a position in Handshake
  • Earnings Statements & W-2 Form


It’s time to have a conversation with your students about their plans to continue working for Summer 2021 and/or Academic Year 2021-2022. Student supervisors will be receiving emails with current student appointments in late-April and will need to provide updated information to our office.


The last day of work for graduating seniors and those not returning for the Fall Semester is May 14, 2021. This applies to all student employees, work study, or regular. If your student employee is graduating or will no longer be enrolled, you may have the option to hire them as a University Staff Temporary (UST) employee. All UST requests have to be approved by leadership before hire. Please contact Human Resources with any questions about this process.

If your student employee is graduating, HR will end their appointment. If your student employee is not returning for any reason besides graduation or their position is changing, please complete a Student Hourly Employment Form, select the appropriate action from the top dropdown (row 6), and complete the necessary information.


July A Pay Period (June 20, 2021 – July 3, 2021): Student Hours Limit of 20 hours for these two weeks

Thursday, September 2, 2021: First day of classes for the 2021 Fall Semester


As a reminder, the Student Payroll Calendar outlines weekly hour limits.  During summer break, starting on 5/16/21, departments may allow students to work up to 40 hours per week.  As outlined on the calendar, the July A payroll (6/20/21-7/3/21) does have a weekly limit of 20 hours.  Note that the 25-hour per week limit for the academic year resumes with the August B payroll period on 8/22/21.


These reports are sent bi-weekly via email to students with an FWS award. This email contains FWS amounts and balances. Ask your FWS student employee(s) to provide you with these emails as a way to monitor award balances.  Monitoring FWS balances will assist you when scheduling hours and help avoid exceeding a student’s FWS award.


Limited Work Study funding is available for students that complete a summer financial aid application at  Please note: Students do not need to be enrolled in summer courses to be eligible for Work Study funds; however, students must maintain adequate enrollment for Fall 2021.  As always, changes in credit load may impact financial aid eligibility.  Summer Work Study will begin on May 23, 2021.


Open positions should be posted in Handshake.  There is an Employer Help Center that can address many questions you may have about using the system.  Please contact the Student Employment Office ( with any questions.


Earnings statements are available to all current student employees through access to the My UWGB Portal at and can be accessed at any time, from any computer that has an internet connection.  To login, the student will need to select UW-Green Bay, and then enter their UW-Green Bay user ID and password.  Access to the portal is tied to employment, thus, if employment ends, so will access to the portal.

2021 W-2 Forms will be sent to the student’s home address, and a copy will be available in the portal at the end of January 2022. Please have your students review their personal information on the portal. If the address listed is incorrect, please have your student change it in the portal. If you need further assistance, notify before the end of the year.


  • Student Employment Office (in Financial Aid)
    • Student employee concerns and questions
    • Part-time student employment opportunities
    • Off-campus employment through Work Study
  • Human Resources
    • Student employment eligibility
    • Appointment setup/details
    • Employment paperwork
    • My UWGB Portal access
  • Payroll and Benefits
    • Timesheets and hours
    • Payroll processing or earnings statements

Webinar: Foundations for Financial Wellness

Did you know that stress from finances can affect your health? Tune in to this free webinar, Foundations for Financial Wellness, presented by our Wisconsin Strong partner, Summit Credit Union, to learn more.

Find out what it means to be financially well and how to begin to take action toward achieving your financial wellness.

Register for one of the following sessions:

This webinar is a part of the Wisconsin Strong: Your Financial Security™ program to empower members and their families to build financial security and achieve financial wellness at any age. Follow along at #WIStrongSecurity.

Reminder: April is Financial Literacy and Capability Month

WDC Northeast Live Webinars April-May 2021

Alex Brost, your local Retirement Plan Advisor for the Wisconsin Deferred Compensation (WDC) Program is excited to be hosting various virtual presentations for April and May of 2021. By clicking on the desired date and time below, you will be directed to WebEx to register for your selected webinar(s). You will need an Event password in order to register [Enter “Retirement21” (case sensitive)].

Please note: For all webinar events, please register at least 24 hours before your preferred meeting date/time. Sessions may be adjusted based on number of registrants. All scheduled times are Central Time Zone.

Your Journey to Retirement: Learn about the benefits of the WDC program and the benefits of saving and investing for your retirement.

Retirement Planning: What steps do you need to take to get ready for and enjoy your retirement?

Market Volatility: Learn the importance of staying the course and riding out the market volatility.

Women and Investing: How to use the WDC program to be more confident about your financial future.

Basic Investing: Information to assist you in pursuing your investment goals.

Advantages of Budgeting: Learn steps to get you on the road to successful budgeting.

HRS Extended Outage Saturday, April 17 to Sunday, April 18th

Employees will not have access to online timesheets, earnings statements and other related documents and services during a UW Human Resources System (HRS) outage beginning at 6:00 AM on Saturday, April 17 and concluding at 10:00 AM on Sunday, April 18. The outage is due to HRS System maintenance.

The following self-service features that employees access through the MyUW portals, UW System institutions and UW-Madison, will be unavailable during this outage:

  • Online timesheet
  • Absence reporting
  • Benefits Self Service
  • Updates to personal information
  • Access to electronic earnings statements, tax statements (W-2, 1042-S, etc.), leave statements and other HR, Payroll and Benefits documents
  • Access to TAM job application service
  • EPM Data Warehouse
  • Security Requests for HRS/EPM

The rest of the MyUW portal, with the exception of the HRS System related features and documents, will be available during the HRS outage.

WRS Statement of Benefits Available

The Wisconsin Retirement System (WRS) Statement of Benefits as of January 1, 2021, is now available on the MyUW portal for employees covered by the WRS in 2020.

To view your statement, log in to the My UW Portal. Launch the Benefit Information app and click on the ETF WRS Statements of Benefits tab.

Your Statement Includes:

  • 2020 earnings and service
  • Updated creditable service
  • Retirement benefit projections (if vested), separation benefit, death benefit
  • Primary beneficiary designation(s)
  • Employee and Employer WRS contributions:
  • For the 2020 plan year, UW System contributed 6.75% of your eligible earnings (for Protectives w/ Social Security the UW System contributed 11.65%)
  • For the 2021 plan year, UW System contributes 6.75% of your eligible earnings (for Protectives w/ Social Security the UW System contributes 11.75%)


Review Your Beneficiaries

Review the primary beneficiary(ies) listed on your WRS statement. If there are no beneficiaries listed, you either don’t have a beneficiary designation on file, or your designation was made before 1998 (beneficiaries added before 1998 are not listed on your statement). It is recommended that you complete a Beneficiary Designation Form if a beneficiary is not listed on your statement.

Death benefits are paid according to the most recent valid beneficiary designation form on file with ETF prior to your death. If no beneficiary designation is on file, death benefits will be paid according to the statutory standard sequence in effect on the date of death. Your beneficiary information does not automatically change when you have a significant life event occur, such as a divorce or a marriage. To add, change or remove beneficiaries complete a Beneficiary Designation form (ET-2320) or Beneficiary Designation-Alternate form (ET-2321). Mail your completed beneficiary designation to ETF at the address listed at the top of the form.


Information on the WRS can be found on the UW System Employee Benefits WRS web page. If you have questions about your statement after reviewing available resources, contact Human Resources at (920) 465-2390 or

Source: UW System Human Resources

Payroll Change: Employees Paid Biweekly will have Benefit Deduction Change on April 22nd Paycheck

UW System employees who are paid biweekly will have their benefits deductions split evenly between their biweekly paychecks beginning on the April 22, 2021 paycheck.

Most benefits deductions will be split evenly between biweekly paychecks and included health, dental, vision, and life insurance deductions. In months when there are three paychecks, benefits deductions will not be taken from the third paycheck with the exception of contributions for the Wisconsin Retirement System (WRS), Tax-Sheltered Annuity (TSA) 403(b) and Wisconsin Deferred Compensation (WDC) 457.

If you are paid biweekly, take the following action:

If you have automatic payments set up (for example, mortgage, car loan, utilities, etc.), review and adjust your payments to align with your biweekly paycheck amounts.

How you can learn more

Visit the Split Benefits Deductions resources web page where you will find frequently asked questions, budget planning information and the 2021 payroll schedules. Resources are updated periodically to include new information.

Town Hall Meeting for split benefits deductions

A virtual Split Benefits Deductions Town Hall Meeting was held February 16. View the presentation slides and video to learn how your paycheck will be affected and how to prepare for the change.

Presentation Slides
Presentation Video

Savings and Spending Plan Workshops

UW System is partnering with UW Credit Union to help you plan for your paycheck changes. The Savings and Spending Plan (Budget) Workshops will help you create a plan that works for you.

Tuesday, April 27, 2021, 12:00 PM
Wednesday, May 12, 2021, 8:00 AM
Tuesday, June 22, 2021, 5:00 PM

Source: UW System Human Resources

Now Available: Employees can Manage Payroll Direct Deposit Online

Beginning April 5, 2021, UW-Green Bay employees will have the ability to manage their payroll direct deposit online via new Human Resource System self-service functionality.

With the new functionality, it is no longer necessary to submit a paper direct deposit form to add, edit or delete a direct deposit account. Employees can fully manage all aspects of their account online.

Employees will enjoy ease of access and a more efficient direct deposit management tool. The online experience also provides an enhanced experience  on mobile devices and tablets.

To access the new online direct deposit:
1. Log into the My UW Portal
2. On the Payroll Information tile, click the Update Direct Deposit button

For resources on how to add, edit or delete a direct deposit account, see Direct Deposit Help.

Upcoming Changes to the UW Tax-Sheltered Annuity 403(b) Program

The UW Tax-Sheltered Annuity (TSA) 403(b) Program, a supplemental retirement program, is working on enhancements in 2021. As a part of the process, UW System and the TSA Review Committee have carefully reviewed the program, including the current providers, investments, and communications with the following objectives in mind:

    • Simplify the enrollment process
    • Communicate with participants in a clear and engaging manner
    • Streamline the program while continuing to provide leading provider(s) and proven investments

There is no action you need to take at this time. We will keep you updated as enhancements are finalized and implemented throughout 2021. For the most up-to-date information on TSA Program changes, visit the UW TSA 403(b) Program Enhancements page.

Source: UW System Office of Trust Funds