Phone-based counseling sessions available April — June 2020 for TSA 403(b) Events
The SMPH HR benefits team encourages all personnel to take control of saving for the future by taking advantage of free counseling sessions to learn about the UW Tax-Sheltered Annuity 403(b) Program. This program is your supplemental retirement savings plan. Sessions are offered by representatives of plan providers (Ameriprise, Fidelity, Lincoln Financial, TIAA, and T. Rowe Price).
INDIVIDUAL COUNSELING SESSIONS
Individual counseling sessions are available by phone to accommodate social distancing guidelines and the state’s Safer at Home executive order. Please see scheduling information below.
FIDELITY INDIVIDUAL COUNSELING SESSIONS
- April 7, 2020
- April 8, 202
- April 27, 2020
- April 28, 2020
- May 5, 2020
- May 6, 2020
- May 12, 2020
- June 16, 2020
- June 17, 2020
- June 30, 2020
TIAA INDIVIDUAL COUNSELING SESSIONS
- April 8, 2020
- April 9, 2020
- April 21, 2020
- April 22, 2020
- May 7, 2020
- May 8, 2020
Lincoln has advisors in Madison at 406 Science Drive, Suite 310.
- For a Lincoln appointment, call 608-238-8388.
Ameriprise has advisors in Madison at 2601 West Beltline Hwy., Suite 104.
- For an Ameriprise appointment, call 608-819-0500.
T. Rowe Price provides individual counseling sessions over the phone.
- To speak to a T. Rowe Price representative, call 1-888-263-2899.
SELECT, SIGN UP AND SAVE WITH YOUR UW TSA 403(b) WORKSHOP
Webinars may be offered. More information to come.
Questions? Please contact firstname.lastname@example.org.