Human Resources
A reminder for everyone to please review:
- Pay-stubs for an open enrollment changes
- Check for ERA enrollments
- SSEC phone list for accuracy
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Live Webinars Scheduled for December 2013
ETF is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System (WRS) benefits. Individuals can also ask questions at the end of these sessions. Visit our webinar page to learn more about any of the following sessions:
Beneficiary Designation
Learn about the significance and process of filling out a Beneficiary Designation (ET-2320) form.
Monday, December 2, 11:30 a.m.-Noon
Wednesday, December 4, 11:00-11:30 a.m.
Wednesday, December 4, 6:30-7:00 p.m.
Monday, December 9, 11:30 a.m.-Noon
Wednesday, December 11, 1:00-1:30 p.m.
Retirement Annuity Options
This webinar reviews the WRS (Wisconsin Retirement System) annuity options available to members.
Tuesday, December 3, Noon-12:30 p.m.
Thursday, December 5, 11:30 a.m.-Noon
Tuesday, December 17, Noon-12:30 p.m.
Wednesday, December 18, 6:30-7:00 p.m.
Thursday, December 19, 11:30 a.m.-Noon
Additional Contributions
Learn all about additional contributions and how they can supplement your Wisconsin Retirement System (WRS) benefit.
Wednesday, December 4, 1:00-1:30 p.m.
Friday, December 6, 11:30 a.m.-Noon
Wednesday, December 11, 11:00 a.m.-11:30 a.m.
Choosing a WRS Retirement Date
(December vs. January)
This webinar will cover the topic of choosing a WRS retirement date when the time frame is at the end of the year.
Thursday, December 5, 1:00-1:30 p.m.
WRS Contribution Rates
Learn all about contribution rates.
Tuesday, December 10, Noon-12:30 p.m.
Tuesday, December 10, 6:30-7:30 p.m.
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December 2013 TSA 403(b) Events
Take advantage of these free events. The UW Tax-Sheltered Annuity 403(b) Program is your supplemental retirement savings plan.
FIDELITY INDIVIDUAL COUNSELING SESSIONS
December 2, 2013 (Union South)
December 5, 2013 (Memorial Union)
December 20, 2013 (UW System Administration, 780 Regent Street, room 121)
Call 1-800-642-7131or go to http://fidelity.com/atwork/reservations to schedule an appointment.
TIAA-CREF INDIVIDUAL COUNSELING SESSIONS
December 10, 2013 (Memorial Union)
December 10, 2013 (UW System Administration, 780 Regent Street, room 121)
December 11, 2013 (Grainger Hall, 975 University Avenue, room 5121)
December 11 and 12, 2013 (Union South)
December 12, 2013 (Education Building, 1000 Bascom Mall, room 154)
Call 1-800-732-8353 for an appointment.
Please check “Today In The Union” the day of your individual counseling session for the room at Memorial Union and Union South. Sessions are from 9:00 a.m.-5:00 p.m. with each session 30 minutes. Having an individual counseling session does not obligate you to open an account. Or, if you have an account with one of the above companies, make an appointment to discuss if you’re on track saving for retirement.
TSA 403(b) BASICS WORKSHOP, 21 North Park Street, room 5045
Wednesday, December 4, 2013, 11:00 a.m.-12:00 p.m.
This workshop is especially intended for new investors and for those not yet in the TSA Program, but those with established accounts will find it beneficial as well. The workshop will help you understand the basics of investing and what to look for when you choose your investments. A Roth 403(b) option is available. There will be time for questions. Campus bus #80 stops at Dayton and Park Streets. Please consult the UW-Madison Benefits Education Page (click on TSA Basics) for registration information.
T. ROWE PRICE OFFERS LIVE WEBINARS
T. Rowe Price will offer two live webinars this December – Basics of Money Management and Today’s Investment Climate. These are live presentations over the web, and there will be time for you to ask questions and get your questions answered.
Basics of Money Management – With this 40-minute webinar you’ll learn some basics of smart money management. The webinar will explore setting financial goals, understanding your own thoughts about money, the benefits of effective money management, getting organized, and basics of savings and investing.
Monday, December 11 – 10:00 a.m. and 2:00 p.m.
Tuesday, December 12 – 9:30 a.m. and 2:30 p.m.
Today’s Investment Climate – This 30-minute presentation focuses on the economy, the stock market and how they relate. Topics covered are stock indices, bull and bear markets, economic indicators and federal monetary policy. Attend this program to review the market performance of the previous quarter.
Wednesday, December 13 – 10:00 a.m. and 2:00 p.m.
Thursday, December 14 – 2:00 p.m. and 6:00 p.m.
You may sign up and watch the presentations on your own computer while listening to the audio portion on your telephone. Registration link: http://rpstrowepricereg32.fugent.com/
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ETF (Employee Trust Funds) Offers "WRS Benefits for New and Mid-Career Employees" in 2014 Schedule
ETF has posted the new learning opportunities schedule, which runs through June 2014. The relatively new --and popular-- "WRS Benefits for New and Mid-Career Employees" presentation focuses on the needs of employees who are more than five years from retirement. Group appointments and "WRS Benefits for Employees Nearing Retirement" presentations will also be available throughout the state. Check back each month to see which webinar topics will be offered. We encourage Wisconsin public employers to share this information with staff members. View the schedule for your area.
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Recorded Webinar
T. Rowe Price continues to offer Asset Allocation – Balancing Risk vs. Reward http://video.webcasts.com/events/trpr001/46409 – July 2013 – This recorded webinar addresses how spreading our your investments could help you meet your long-term investing goals. You’ll discover:
- How to invest to help balance your risk tolerance, time horizon, and financial goals and needs;
- Why asset allocation, or the way you invest across stock, bond, and stable value investments, is a key factor in retirement planning; and
- Resources that can help you determine if you’re investing appropriately and on track to reach the retirement you envision.
