Benefits For Retirees
Decision Points to Plan Your WRS Retirement
Presented by Sari King, Constituent Relations
New webinars and sessions, coming soon!
Investing Insights for Women
When preparing for retirement women have a lot to consider. During this 40 min recording, a panel of all-female retirement professionals discuss the realities that women face when saving and planning for retirement and what actions can be taken to help build a more secure financial future. View this presentation
Retirement Investing from Beginning to End
This 20-minute program is a comprehensive presentation that 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 will be discussed and profiled using market capitalization, investment style, and geographic characteristics. View this presentation
Fidelity One on One Counseling Sessions:
Date: Thursday, June 18, 2015
Time: 8:00 am - 4:30 pm
Location: Student Union 343
Please join David Eichler, Fidelity Planning & Guidance Consultant, for a confidential consultation to help you become better informed and more confident about your workplace savings plan benefits.
•Explore your plan benefits in more depth
•Consolidate retirement account into the University of Wisconsin 403b retirement plan
•Explore distribution options for pre-retiree’s
•Tap into Fidelity’s experience and expertise
•Make decisions that help you meet your goals
To schedule an on-site confidential consultation, visit www.fidelity.com/atwork/reservations
or call 1-800-642-7131
, Monday through Friday, 7:00am -11:00pm CT. Access TTY service for the hearing impaired at 1-800-259-9743
, Monday through Friday, 7:00am -11:00pm CT.
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, 7:00am - 7:00pm 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.
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.
A WDC representative, Joe Herron will be on Campus:
WDC Program Highlights
2015 Dates: June 12, 29, July 13, 20, 27, 28, August 5, September 22, 23, October 21, November 17, December 3
Time: 11:30 am - 12:30 pm; Group presentation
Location: UWM Student Union 340
Individual appointments also available from 8:00 am - 4:00 pm.
Sign up Today: 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 or to request special accommodations, contact: Barbara Willkomm, email@example.com or 414-229-5353.
TIAA-CREF One on One Counseling Sessions
2015 Dates: Tuesday, May 5, Thursday, June 25, Wednesday, July 1, Tuesday, August 11, Friday, September 25, Tuesday, October 20, Tuesday, November 24, Tuesday, December 8
Time: 8:30 am - 4:30 pm
Location: UWM Student Union 342
TIAA CREF will be on campus offering individual counseling sessions to review your existing portfolio and individual situation.
SIGN UP TODAY: To schedule a one on one session please contact TIAA-CREF directly at(800-732-8353) Alyssa Jacobsen or Joseph Bonjorino
For more information or to request special accommodations, contact: Barbara Willkomm, firstname.lastname@example.org or 414-229-5353.
More Retirement Resources: