Benefits For Retirees
Decision Points to Plan Your WRS Retirement
Presented by Sari King, Constituent Relations
Retirement Plan Savings Strategy: 30 Minute Presentations and One-on-One Counseling Sessions
Thursday, December 3, 2015
8:00 am - 2:30 pm
Note: 30 minutes presentations
will be given at 9:00
and 11:00 am
with individual counseling sessions available throughout the day.
Register in advance for either Presentation by visiting: http://rpstrowepricereg103.fugent.com/home/events.asp .
Schedule a one-on-one consultation http://rpstrowepricereg105.fugent.com/home/events.asp .
Student Union 344
For more information please see Event Flyer
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, email@example.com
Fidelity One on One Counseling Sessions:
More sessions to be announced soon!
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: Tuesday, November 17 and Thursday, 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, firstname.lastname@example.org or 414-229-5353.
To schedule a one-on-one meeting or for more information please visit the Wisconsin Deferred Compensation website.
TIAA-CREF One on One Counseling Sessions
2015 Dates: Tuesday, November 24 and Tuesday, December 8
Time: 9:00 am - 4:00 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, email@example.com or 414-229-5353.
More Retirement Resources: