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

For events held at Union South or Memorial Union: please check Today at the Union (TITU) for room locations.

T. Rowe Price

To schedule an individual counseling session, please visit the T. Rowe Price Online Event Center.

One-on-One Appointment Dates | 9:00 a.m. - 5:00 p.m.

Please check back for T. Rowe Price dates.

Recorded Webinars

In November 2012, T. Rowe Price offered Retirement Investing From Beginning to End and Retirement Milestones as live webinars for University of Wisconsin System employees. Recorded versions of these well-attended webinars are available to you.

Retirement Investing From Beginning to End
This comprehensive presentation explains asset classes, reviews the concepts of risk and return, and helps you make the most of your investment choices. The plan's investment options are discussed and profiled using market capitalization, investment style and geographic characteristics. Click to view webinar.

Retirement Milestones
This recorded webinar is designed for active plan participants age 50 or older. Others may find this webinar interesting as well. Topics such as retirement savings progress, retirement income calculations, age 50 catch-up contrivutions, age 55 and separate service options, and Social Security and Medicare eligibility dates are covered. Click to view webinar.

Dreyfus

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

One-on-One Appointment Dates | 9:00 a.m. - 5:00 p.m.

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 | 9:00 a.m. - 5:00 p.m.

• June 5, 12, 13, 2013 (Union South)
• June 20, 2013 (UW System Administration, 780 Regent Street, room 121)
• July 2, 2013 (Memorial Union)
• July 18, 2013 (Union South)
• July 25-26, 2013 (UW System Administration, 780 Regent Street, room 121)
• August 22-23, 2013 (Memorial Union)
• August 27-28, 2013 (UW System Administration, 780 Regent Street, room 121)
• September 6, 2013 (UW System Administration, 780 Regent Street, room 121)
• September 12, 2013 (Memorial Union)
• September 19, 2013 (UW System Administration, 780 Regent Street, room 121)
• September 23, 2013 (Union South)

TIAA-CREF

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

One-on-One Appointment Dates | 9:00 a.m. - 5:00 p.m.

• June 18, 19, 20, 2013 (Union South)
• June 19, 2013 (UW System Administration, 780 Regent Street, room 121)
• June 20, 2013 (Grainger Hall, 975 University Avenue, room 5121)
• July 16 and 17, 2013 (Union South)
• July 16 and 17, 2013 (UW System Administration, 780 Regent Street, room 121)
• August 14 and 15, 2013 (Memorial Union)
• August 14 and 15, 2013 (UW System Administration, 780 Regent Street, room 121)

Seminars

Please check back for seminars.

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 and/or Roth after-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. All TSA Basics Seminars are held at 21 North Park Street, Room 5045.

• May 8, 2013, 9:00 a.m. - 10:00 a.m.
• June 4, 2013, 1:00 p.m. - 2:00 p.m.
• July 10, 2013, 1:00 p.m. - 2:00 p.m.
• August 6, 9:00 a.m. - 10:00 a.m.
• September 12, 10:00 a.m. - 11:00 a.m.
• October 22, 1:00 p.m. - 2:00 p.m.
• November 13, 11:00 a.m. - 12:00 p.m.
• December 4, 2:00 p.m. - 3:00 p.m.

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

• May 21, 8:00 a.m. - 11:00 a.m., 2:00 p.m. - 4:00 p.m. (Union South)
• June 12, 2:00 p.m. - 4:00 p.m. (Union South)
• July 15, 8:00 a.m. - 3:00 p.m. (21 North Park Street, Room 5144)
• August 14, 8:00 a.m. - 3:00 p.m. (Union South)
• September 4, 8:00 a.m. - 11:00 a.m., 2:00 p.m. - 4:00 p.m. (Union South)
• November 5, 8:00 a.m. - 4:00 p.m. (Union South)
• November 6, 8:00 a.m. - 4:00 p.m. (Union South)
• November 8, 8:00 a.m. - 4:00 p.m. (Memorial Union)
• November 19, 8:00 a.m. - 4:00 p.m. (Memorial Union)

Group Sessions

Registration is required for group sessions. Visit the following link to register:

WDC Group Session Registration

• May 21, 12:00 p.m. - 1:00 p.m. (Union South)
• July 15, 4:00 p.m. - 5:00 p.m. (21 North Park Street, Room 5045)
• August 14, 4:00 p.m. - 5:00 p.m. (Union South)
• September 4, 12:00 p.m. - 1:00 p.m. (Union South)