Announcements

FIDELITY and TIAA FINANCIAL COUNSELING SESSIONS

TIAA AND FIDELITY will be on campus on the following dates for one on one counseling sessions.  Schedule aNappointment with either vendor to discuss saving for retirement.

To prepare for your appointment please bring the following with you if applicable:

• WRS pension statement; available via the UW Portal – Benefits Information
• 401(k) and 403(b) statements from current and former employers
• Statements from other investments such as brokerage accounts, IRAs, any mutual funds, and other bank accounts
• Social Security statement via ssa.gov

Consultations are by appointment only.  Please refer to the attachments for complete details and to register for an appointment. 

TIAA will be on campus: February 16, 2023 from 9am-4pm in UC127
                                    March 7, 2023 from 9am-4pm in UC127
                                    April 11, 2023 from 9am-4pm in UC127
                                    June 8, 2023 from 9am-4pm in UC127

Fidelity will be on campus: March 15, 2023 from 9am-5pm in UC127