Category: Payroll & Benefits

If you haven’t had a recent review of your investment portfolio or taken full advantage of your ability to invest in a 403(b)(7) plan, you owe it to yourself to know the effect this may have on your financial security.  Dreyfus can review your existing portfolio and individual situation — including investment goals, time horizon and tolerance for risk — to help ensure that your plan assets are allocated properly to meet your retirement needs.  Learn more by attending a Dreyfus 403(b)(7) information session (this is a one-on-one meeting with a Dreyfus representative).

One on-One Portfolio Review

When:    April 19, 2010, 1pm-5pm

Where:  Manistique Room, University Union

To schedule a one-on-one portfolio review, please contact:  retirement@dreyfus.com

Please e-mail benefits@uwgb.edu or call 465-2390 if you have any questions.

This is an opportunity for you to discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis in an individual counseling session. They will be available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

This Individual Counseling Session will help you simplify your retirement by:

* Providing objective advice and asset allocation based on your individual needs

* Showing you how you can obtain a personalized actionable plan

* Recommending fund selections to keep you on track to and through retirement

* Reviewing your retirement income options

Dates	Times	Location
Mon, Mar 29, 2010	9:00 a.m. – 4:00 p.m.	MAC Hall – Vista Room
Tue, Mar 30, 2010	9:00 a.m. – 4:00 p.m.	MAC Hall – Vista Room

SIGN UP TODAY:

To discuss your plan and options for managing your retirement savings or to schedule an appointment with a TIAA-CREF Individual Consultant, please call (800)732-8353, Monday through Friday, from 9:00 a.m. to 8:00 p.m. (ET).

Please e-mail benefits@uwgb.edu or call 465-2390 if you have any questions.

The Department of Employee Trust Funds has announced the annual Annuity Adjustment Rates effective May 1, 2010 for retired members of the Wisconsin Retirement System.  Please see the press release for details:   http://www.etf.wi.gov/news/pr_20100309.pdf.  Please e-mail benefits@uwgb.edu or call 465-2390 if you have any questions.

The Department of Employee Trust Funds (ETF) is offering Wisconsin Retirement System (WRS) presentations to help employees better understand the WRS and related benefits.  For details, please see their presentation schedule.

The Department of Employee Trust Funds (ETF) has announced the interest rates credited to the retirement accounts of employed Wisconsin Retirement System (WRS) members and eligible inactive members. For 2009, the core fund effective rate is 4.2% and the variable fund effective rate is 33%.  Please see the ETF announcement for details.

ETF created a new website where they placed all of their most recent resources relative to investment returns and helping people determine when to retire: http://www.etf.wi.gov/news/ht_20091021.htm.  They also released a statement regarding the most recent investment returns and core interest rate projections:  http://www.etf.wi.gov/news/2009_annuity_adjustment_projections.pdf.

Please also review UWSA’s “Impact of Current Market Conditions on Your WRS Account” website for additional information: http://www.uwsa.edu/hr/benefits/retsav/wrsdownturn.html.

Want to know more about how the market is affecting your retirement benefit.  Here is a link to information provided by the Department of Employee Trust Fund and UW Systems.