Fidelity Investments Counseling Sessions

FIDELITY INVESTMENTS INDIVIDUAL COUNSELING SESSIONS

Fidelity Investments is offering individual and confidential counseling sessions where you can discuss your financial situation with a Fidelity consultant.  Consultations are meant for participants to review their current retirement plan, investment strategy, or discuss ways in which Fidelity can help along the road to retirement.

Tuesday, October 30, 2012
1:00 pm – 5:00 pm
University Union, Conference Room 112

Wednesday, October 31, 2012
8:00 am – 4:15 pm
University Union, Heritage Room #232

To schedule a confidential consultation with your Fidelity Investments representative, David Eichler, call 1-800-642-7131 or go to http://www.fidelity.com/atwork/reservation.

If you have any questions please contact Human Resources at hr@uwgb.edu or (920) 465-2390.

Benefits & Wellness Fair

Mark your calendars to attend the annual…

UWGB Employee Benefits and Wellness Fair
Monday, October 8, 2012
12:00 p.m. – 3:00 p.m.
University Union-Phoenix Rooms

The benefits fair will provide you with the opportunity to learn more information about your benefits and options you have during the annual It’s Your Choice enrollment period.  This year’s annual It’s Your Choice open enrollment period is October 8th-November 2nd.  Representatives from over 25 vendors will be available during the fair.

This year we will also be offering Benefits Open Lab Sessions.  Stop by any of the following open lab sessions to ask benefits questions, learn more about 2013 benefits changes, and receive assistance with the E-Benefits enrollment program.

Open Lab Sessions:

Date: Wednesday, Oct. 10th
Time: 11:00 a.m.-12:00 p.m.
Location:  Lab Sciences 102

Date: Friday, Oct. 12th
Time: 9:00 a.m. – 10:00 a.m.
Location:  Lab Sciences 102

Date:  Tuesday, Oct. 16th
Time: 2:00 p.m. –  3:00 p.m.
Location:  IS 1129A

Date:  Thursday, Oct. 18th
Time:  10:00 a.m. – 11:00 a.m.
Location:  Lab Sciences 102

Date:  Monday, Oct. 22nd
Time:  1:00 p.m. – 2:00 p.m.
Location:  Lab Sciences 102

Date:  Wednesday, Oct. 24th
Time:  9:00 a.m. – 10:00 a.m.
Location:  Lab Sciences 102

Date:  Tuesday, Oct. 30th
Time:  2:00 p.m. – 3:00 p.m.
Location:  Lab Sciences 102

If you have any questions please contact Human Resources at hr@uwgb.edu or (920) 465-2390.

Q&A with a CERTIFIED FINANCIAL PLANNER™

September 19, 2012;  6:00 p.m. Central Time

Join Stuart Ritter, CFP®, a senior financial planner and vice president of T. Rowe Price Investment Services, Inc., as he answers retirement planning questions in this live, 45-minute video conference – driven 100% by audience participation. You’ll have the opportunity to submit questions at the time of registration and during the live event.   Please note when registering the time is stated as 7:00 p.m. Eastern Time.
To register, click here.

In addition, the recorded webinars “Building on Assumptions: 15% savings rate and other retirement planning considerations” and “Age-Based Asset Allocation” are still available through 2012.  Access to these webinars can be found at:  http://www.uwsa.edu/hr/benefits/retsav/trpwebinar.htm.

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

TIAA CREF Counseling Sessions

TIAA CREF INDIVIDUAL COUNSELING SESSIONS – September 10-11, 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.

Please see the flyer for more information about TIAA CREF sessions at UWGB.  To schedule a consultation with representative Chad Stein, call 1-866-843-5640  Monday through Friday, 9:00am to 8:00pm (EST), or register at www.tiaa-cref.org/letstalk1.

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

Benefits & Wellness Fair

Mark your calendars to attend the annual…

UWGB Employee Benefits and Wellness Fair
Monday, October 8, 2012
12:00 p.m. – 3:00 p.m.
University Union-Phoenix Rooms

The benefits fair will provide you with the opportunity to learn more information about your benefits and options you have during the annual It’s Your Choice enrollment period.  This year’s annual It’s Your Choice open enrollment period is October 8th to November 2nd.  Representatives from over 25 vendors will be available during the fair.

This year we will also be offering Benefits Open Lab Sessions.  Stop by any of the following open lab sessions to ask benefits questions, learn more about 2013 benefits changes, and receive assistance with the E-Benefits enrollment program.

Open Lab Sessions:

Date: Wednesday, Oct. 10th
Time: 11:00 a.m.-12:00 p.m.
Location:  Lab Sciences 102

Date: Friday, Oct. 12th
Time: 9:00 – 10:00 a.m.
Location:  Lab Sciences 102

Date:  Tuesday, Oct. 16th
Time: 2:00 –  3:00 p.m.
Location:  Instructional Services 1129A

Date:  Thursday, Oct. 18th
Time:  10:00 – 11:00 a.m.
Location:  Lab Sciences 102

Date:  Monday, Oct. 22nd
Time:  1:00 – 2:00 p.m.
Location:  Lab Sciences 102

Date:  Wednesday, Oct. 24th
Time:  9:00 – 10:00 a.m.
Location:  Lab Sciences 102

Date:  Tuesday, Oct. 30th
Time:  2:00 – 3:00 p.m.
Location:  Lab Sciences 102

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

WRS Benefit Presentations

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 programs. Those considering or planning retirement in the near future are encouraged to attend; however, the information is useful for all WRS members.

Topics covered during the presentations include:
•    Requesting a retirement estimate
•    Calculating retirement benefits
•    Annuity options
•    Separation benefits
•    Taxes

FREE PRESENTATIONS
Green Bay
Monday, September 10, 2012
6:30 to 8:30 p.m.
Northeast Wisconsin Technical College – Lecture Hall SC132
2740 W. Mason St.; Green Bay

Superior
Tuesday, September 18, 2012
6:30 to 8:30 p.m.
Wisconsin Indianhead Technical College – Conference Center
600 N. 21st. St.; Superior

Platteville
Wednesday, September 26, 2012
6:30 to 8:30 p.m.
Platteville High School – Auditorium
710 E. Madison St.; Platteville

Fond du Lac
Thursday, October 4, 2012
6:30 to 8:30 p.m.
Moraine Park Technical College – Cafeteria A109
235 N. National Ave.; Fond du Lac

River Falls
Thursday, October 18, 2012
6:30 to 8:30 p.m.
Meyer Middle School – Auditorium
230 N. Ninth St.; River Falls

Kenosha
Monday, November 5, 2012
6:30 to 8:30 p.m.
Gateway Technical College – Madrigrano Auditorium
3520 30th Ave.; Kenosha

Milwaukee
Wednesday, November 14, 2012
6:30 to 8:30 p.m.
UW Milwaukee – UWM Union Ballroom
2200 E. Kenwood Blvdl.; Milwaukee

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

WDC Pre-Retirement Seminar

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 see the seminar flyer for more information about the WDC Pre-Retirement Seminar at UWGB.  Email wdcprogram@gwrs.com to RSVP for the event.

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

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

Wisconsin Deferred Compensation Program Features and Highlights

Wisconsin Deferred Compensation Roth Option

When:   Monday, April 9th, 8:00 am to 4:30pm

Where:   University Union Building, Wequiock Room #101A (lower level)

To schedule a meeting with Scott, call the WDC Office in Madison at 1-608-241-6604.

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.

TIAA CREF Counseling Sessions

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 more information about TIAA CREF sessions at UWGB.   To schedule a consultation with representative Chad Stein, call 1-866-843-5640  Monday through Friday, 9:00am to 8:00pm (EST), or register at www.tiaa-cref.org/letstalk1.

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

Health Insurance Survey

HRS Benefits – ETF Annual Heath Insurance Satisfaction Survey Message is Legit

We have been receiving questions regarding a message from the Department of Employee Trust Funds (ETF) that was sent to some UW System employees regarding participation in an Annual Heath Insurance Satisfaction Survey.

We wanted to take a minute to confirm that the message is genuine.  Each year the Department of Employee Trust Funds (ETF) contracts with a survey vendor to conduct the Consumer Assessment of Health Care Systems (CAHPS) survey.   This year, ETF has contracted with the vendor Morpace to conduct a survey of selected state employees and retirees starting the week of March 5th.  The study is expected to be completed in May, but could go as late as the early part of June.

Please contact Human Resources at hr@uwgb.edu or ext. 2390 if you have any questions.