University of Wisconsin–Milwaukee

Benefits For Retirees

Retirement Road SignRetirement Presentations

Decision Points to Plan Your WRS Retirement
Presented by Sari King, Constituent Relations

Video Presentation

etf logoEmployee Trust Funds (ETF) Retirement Webinars & Presentations

ETF is offering a series of live, interactive webinars designed to increase your understanding of Wisconsin Retirement System (WRS) benefits.

Spring 2016 Webinar Schedule - Now Available.

For more information and to register, please visit ETF Webinars.


ETF will be providing a free presentation for Wisconsin Retirement System (WRS) members, especially for those considering or planning retirement in the near future.

Save the Date: Tuesday, April 5, 2016
Time: 6:00 pm - 8:00 pm
Location: Student Union, Ballroom West

For more information or to request special accommodations, contact: Barbara Willkomm, willkomm@uwm.edu or 414-229-5353.


Additional ETF Resources:

Department of Employee Trust Funds (ETF)

    - Employee Benefits at Retirement
    - Preparing for Retirement
    - Pre-Retirement Planning Programs

    - Public Presentations (By Region)
    - ETF Calculators
    - ETF Publications

RowePrice logoRetirement Plan Savings Strategy: 30 Minute Presentations and One-on-One Counseling Sessions
2016 Dates: TBA
Time: TBA
Location: TBA

Please join T.Rowe Price Planning & Guidance Consultant for your confidential consultation to help you become better informed and more confident about your TSA (tax shelter annuities) work place savings plan.  You will be able to explore your plan benefit in more depth, tap into T. Rowe Price  experience and expertise, and make decisions that help you meet your goals.

For more information or to request special accommodations, contact: Barbara Willkomm, willkomm@uwm.edu or 414-229-5353.

Fidelity logo




Fidelity One on One Counseling Sessions:

Dates:
Tuesday, September 20, 2016
Tuesday, October 25, 2016
Thursday, November 3, 2016

Time: 8:00 A.M. – 4:00 P.M.

Address: 2200 East Kenwood Blvd., Milwaukee, WI 53201-0413
Room: Student Union Building, Room 343

To schedule an on-site confidential consultation, visit www.fidelity.com/atwork/reservations or call 1(800) 642-7131, Monday through Friday, 7:00 A.M. – 11:00 P.M. CT. Access TTY service for the hearing impaired at 1(800) 259-9743, Monday through Friday, 7:00 A.M. – 11:00 P.M. CT.

NOTE: If you would like to have a confidential consultation over the phone with a Fidelity Planning & Guidance Consultant, please call 1(800) 328-6608, anytime Monday through Friday, 7:00 A.M. – 7:00 P.M. CT.

Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Before investing in any investment option, please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call Fidelity at 1(800) 343-0860 or visit www.fidelity.com for a free mutual fund prospectus. Read it carefully before you invest.

Additional Fidelity Resources:

Fidelity Brochure
Wisconsin Deferred Compensation Logo





A WDC representative will be on Campus:

Dates: Tuesday, May 17, 2016
Time: 8:00 A.M. – 4:00 P.M. (Individual appointments are available.)
Location: Student Union, Room 342

As a supplement to other retirement benefits or savings that you may have, the Wisconsin Deferred Compensation program allows you to save and invest extra money for retirement dreams. Whether you are a Wisconsin Deferred Compensation (WDC) Program participant or are thinking about enrolling, we invite you to attend any group seminar or one-on-one meeting with a WDC representative.

To schedule an onsite confidential session please contact Joe Herron, Retirement Plan Counselor, at (262) 902-7817, or Joseph.Herron@gwrs.com. For more information please visit the Wisconsin Deferred Compensation website.

For more information or to request special accommodations, contact: Barbara Willkomm, willkomm@uwm.edu or 414-229-5353.

tiaa cref logo





TIAA-CREF One on One Counseling Sessions:

Dates:
Wednesday, September 7, 2016 (Student Union Room 342)
Thursday, October 27, 2016
Tuesday, November 8, 2016
Tuesday, December 13, 2016

Time: 8:00 A.M. – 4:00 P.M.

Address: 2200 East Kenwood Blvd., Milwaukee, WI 53201-0413
Room: Student Union Building, Room 343

It's easy to invest in the 403(b) TSA (Tax Sheltered Annuity Program). TIAA-CREF is here to help you take full advantage of the UW Tax Sheltered 403(b) Program. They will be on campus offering individual counseling sessions to review your existing portfolio and individual situation.

Take charge of your retirement savings. Get the advice you need on how much to contribute and how to invest. $8 biweekly or $20 per month – that is all it takes to start your UW TSA 403(b) account and save for retirement! There are no administrative fees, low-cost investments, and free counseling in person or on the phone if you need help. Keep your long-term goals in mind and decide what’s truly important to you.

Learn more at: https://www.wisconsin.edu/ohrwd/benefits/ret/tsa/#enrollment

Sign Up Today: To schedule a one on one session please contact TIAA-CREF directly at (800) 732-8353, to speak with Chrysanthe Karayannis or Joseph Bonjorino.

For more information, or to request special accommodations, contact Barbara Willkomm at willkomm@uwm.edu, or (414) 229-5353.




More Retirement Resources: