HR Connect

TIAA-CREF INDIVIDUAL COUNSELING SESSIONS – April 9-10, 2014

TIAA-CREF is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA-CREF consultant.  A representative will be available to help you achieve your financial goals by investing in financial solutions.

Please see the attached 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 .

2014 Wisconsin Retirement System (WRS) Benefit Presentations

Each spring and fall, the Department of Employee Trust Funds (ETF) hosts free presentations for employees throughout the state on WRS and other benefit programs.  ETF offers two different benefit presentations: one for those within five years of retirement and one for new and mid-career employees.

New & Mid-Career Employees

These one-hour evening presentations are 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, as well as how “life event” changes affect retirement benefits.

Presentations in our area:

• Green Bay
  • Monday, April 14, 2014
  • 6:30 p.m. – 7:30 p.m.
  •  Northeast Wisconsin Technical College – Lecture Hall (SC132)

Tentative Fall 2014 WRS Presentations set for: Appleton, Marinette, and Wausau.  We will send out more information when details become available.

WRS Members Nearing Retirement

These two-hour evening presentations are designed for WRS members who are within five years of retirement.  Attendees will receive the information they need to make important decisions at retirement.  Topics covered at each presentation include WRS annuity options, return-to-work rules, post-retirement annuity adjustments, the Core and Variable Trust Funds, the importance of keeping a beneficiary form up to date, purchasing service before retirement, the difference between a joint survivor and a beneficiary, as well as how “life event” changes affect WRS retirement benefits.

Presentations in our area:

• Appleton
  • Thursday, March 6, 2014
  • 6:30 p.m. – 8:30 p.m.
  • Fox Valley Technical College – Cafeteria/Commons
• Marinette
  • Monday, March 3, 2014
  • 6:30 p.m. – 8:30 p.m.
  • Marinette High School – W.J. Jones Auditorium

Tentative Fall 2014 WRS Presentations set for: Green Bay.  We will send out more information when details become available.

For full details on ETF’s presentations, including locations of other presentations not in the Green Bay area, please see the ETF Employer Bulletin or visit ETF’s website: http://etf.wi.gov/.

Fidelity Investments is offering individual counseling sessions where you can confidentially discuss your financial situation with a Fidelity representative.  These sessions will give you the opportunity to:

Explore your plan benefits in more depth

• Consolidate retirement account into the UW 403(b) retirement plan
• Explore distribution options for pre-retirees
• Tap into Fidelity’s experience and expertise
• Make decisions that help you meet your goals

David Eichler, Fidelity Planning & Guidance Consultant will be coming to campus on:

Tuesday, February 18, 2014
8:00 a.m. to 5:00 p.m.
University Union, Heritage Room

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