Benefit Education

For New Appointees

Benefits 101: Benefits Seminar for New Employees

Register Today - Click Here | Seminar Description | Seminar Page

If you are a new employee, or an existing employee who is newly covered by the Wisconsin Retirement System, register for this seminar within your first 30 days!

Graduate Assistants Benefit Seminar & Drop-in Sessions
Seminar & Drop-in Session Description | Seminar/Sessions Page

If you are a graduate assistant with an appointment that is eligible for benefits, please visit the Non-WRS Benefit Plans page. You may consider attending a seminar or session if you need more information; events are scheduled for late June, late August and early September.

2013 UW-Madison Employee Benefits and Resource Fair

Benefits & Resources Fair Page

This annual one-day event will be held at Union South on Tuesday, October 8, 2013 from 9 a.m. to 3 p.m. Participants will have the opportunity to meet with benefit plan representatives, discover campus resources, attend informative presentations, talk to a benefit specialist and participate in health assessments.

Retirement Planning

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.

Appointments with Tax Sheltered Annuity and Wisconsin Deferred Compensation Representatives

TSA-WDC Appointment Contact Information Page

Please visit the TSA-WDC Appointment page to view the appointment schedule for Tax Sheltered Annuity 401(b) approved vendors and the Wisconsin Deferred Compensation representative.

Appointments with Long-Term Care Insurance Representatives

Long-Term Care Insurance Information Page

Please visit the Long-Term Care Insurance page to view the appointment schedule for the Long-Term Care Insurance representatives.

Mid-Career Benefits Review

Benefits Education page (click Mid-Career Benefits Review)

Discover what steps you can take to better prepare for your retirement years. The benefit decisions you make impact your long-term future. This seminar will provide the following pieces of information:

  • Your Benefits, Taxes and Life Insurance
  • Leave options
  • Benefits in retirement, including sick leave
  • Benefit Education resources available

Pre-Retirement Workshop

Workshop Registration Page

Designed for employees age 50 or over, the pre-retirement workshop is considered a prerequisite for an individual retirement counseling appointment. Topics include: calculating your monthly annuity, choosing an annuity option, health insurance and conversion of sick leave credits, benefit options after retirement, and supplemental retirement income.
Retirement Workshop

Retirement Appointment with a UW-Madison Benefits Specialist
Appointment Instructions | Appointment Registration Page

If you are at least age 54 (age 49 for employees with WRS protective employment category service), you can meet with a benefits specialist for an individual retirement counseling appointment. The benefit specialist will prepare a Wisconsin Retirement System (WRS) benefit estimate for a retirement date within three years of the appointment date. We will also calculate the value of your sick leave credits to pay for health insurance premiums during retirement, and explain your options for continuing or converting your other benefit plans.

Department of Employee Trust Funds (ETF) Webcasts

Video Library Page | Webcast Participants Page | Technical Advice Page

The Department of Employee Trust Funds (ETF) Video Library enables participants to view presentations, training sessions, and other ETF-sponsored events. To view a webcast, go to the Video Library Page, review the necessary computer requirements, and then click on the Webcast Participants Page.