TSA and Wisconsin Deferred Compensation One-on-One Appointments and Seminar Schedule

Appointments are available throughout the year at Memorial Union, unless otherwise stated. You can view the appointment schedule below. Check Today in the Union (TITU) for room locations. For available appointment times, look next to the vendor name.

Dreyfus

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

One-on-One Appointment Dates | 9:00am - 5:00pm

Please check back for Dreyfus dates.

Fidelity

Make an appointment by calling: 1-800-642-7131 or sign up for appointments online.

One-on-One Appointment Dates | 9:00am - 5:00pm

  • April 25, 26, 27, 2012
  • May 22, 23, 24, 2012
  • June 20, 21, 22, 2012

T. Rowe Price

Live and Recorded Webinars

T. Rowe Price is sponsoring the live webinar "Building on Assumptions: 15% savings rate and other retirement planning best practices" on Tuesday, April 17, at 1:00 and 7:00 p.m.; registration is required. The recorded webinar "Retirement Investing from Beginning to End" is available until June 30, 2012. More information >>

TIAA-CREF

Make an appointment by calling: 1-800-732-8353

One-on-One Appointment Dates | 9:00am - 5:00pm

  • April 12, 13, 2012
  • May 9, 10, 11, 2012
  • June 20, 21, 22, 2012 (June dates will take place at Union South)

Seminars

Staying on Track in a Volatile Market
Thursday, March 29, 2012 11:30am—12:30pm (Room TBD)

TSA Basics : Tax Sheltered Annuity 403(b) Seminar

Benefits Education Page (click on TSA Basics)

Learn how to invest a portion of your income for retirement on a pre-tax basis through the Tax Sheltered 403(b) program, a supplemental retirement savings plan. Investment options include mutual funds and fixed and variable annuities managed by authorized investment companies.

Please consult the OHRD Benefits Education website (click on TSA Basics) for registration information.

  • April 18, 2012 (11:00am - 12:00pm) Memorial Union - See "Today in the Union" for room
  • July 19, 2012 (1:00pm - 2:00pm) Union South - See "Today in the Union" for room

Wisconsin Deferred Compensation

If you have any questions, or would like to schedule an individual appointment, please contact the local WDC office at (877) 457-9327, or (608) 241-6604. Individual appointments will be scheduled for 30 minutes each. Appointments preferred; walk-ins welcome.

One-on-One Appointment Dates

  • April 10, 2012 9:00am - 11:00am, 1:30pm - 4:30pm
  • April 12, 2012 9:00am - 3:00pm
  • May 8, 2012 9:00am - 11:00am, 1:30pm - 4:30pm
  • May 10, 2012 9:00am - 3:00pm

Seminars

Journey to Retirement Group Presentations

  • April 10, 2012 11:30am - 12:30pm
  • April 12, 2012 3:30pm - 4:30pm
  • May 8, 2012 11:30am - 12:30pm
  • May 10, 2012 3:30pm - 4:30pm