University of Wisconsin–Milwaukee

Benefits for Retirees

etf_logo_2Wisconsin Department of Employee Trust Funds (ETF)

ETF offers many resources, including live, interactive webinars designed to increase your understanding of Wisconsin Retirement System (WRS) benefits.

Decision Points to Plan Your WRS Retirement:
Pension, Health Insurance, & Life Insurance

Date: December 8, 2016
Time: 2:00 P.M. – 4:00 P.M.
Location: Curtin Hall, Room 175, 3243 N. Downer Ave.
Breakout session: 4:00 P.M. – 4:30 P.M., Curtin Hall, Room 124

Roy Raush from the Department of Employee Trust Funds will conduct a presentation on retirement planning for UWM faculty and staff. A breakout session immediately follows the presentation in Curtin Hall, Room 124 from 4:00 P.M. – 4:30 P.M.

For more information or to request special accommodations, please contact the Office of the Secretary of the University, Lubar N450, (414) 229-5988, or email secofunv@uwm.edu.

ETF Resources:

fidelity_logo_2Fidelity Investments

One on One Counseling Sessions:

Date: Thursday, November 3, 2016

Time: 8:00 A.M. – 4:00 P.M.

Location: 2200 East Kenwood Blvd., Milwaukee, WI 53201-0413

Room: Student Union, 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.

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.

Fidelity Brochure

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

tiaa_logo_2TIAA

(Formerly known as TIAA—CREF)

One on One Counseling Sessions:

Dates: Tuesday, December 13, 2016

Tuesday, January 10, 2017

Tuesday, February 7, 2017

Tuesday, March 7, 2017

Time: 8:00 A.M. – 4:00 P.M.

Location: 2200 East Kenwood Blvd., Milwaukee, WI 53201-0413

Room: Student Union, Room 343

It's easy to invest in the 403(b) TSA (Tax Sheltered Annuity) program. Enrolling in the TSA program is as easy as 1-2-3!

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 and how to enroll in the UW TSA 403(b) Program.

Tax-Sheltered Annuity 403(b) Program

TIAA 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.

Sign Up Today: To schedule a one on one session please contact TIAA directly at 1(800) 732-8353, to speak with Chrysanthe Karayannis or Joseph Bonjorino.

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