Human Resources
By Sally Loy
SAVE THIS DATE
2011 UW-Madison Employee Benefits and Resource Fair
Benefits & Resources Fair Page
This annual one-day event will be held at Memorial Union on Tuesday, 11 October 2011 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 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.
