Financial Planning Vendors and Presentations

Tax-Sheltered Annuity 403(b) Program

The UW Tax-Sheltered Annuity Program (TSA) is a supplemental retirement savings program authorized by section 403(b) of the Internal Revenue Code. Through the TSA Program you can invest a portion of your income for retirement on either a pre-tax basis, an after-tax basis, or a combination of both. Participation in the UW TSA plan is voluntary. You make the entire contribution; there is no employer match.
For more information on the Tax-Sheltered Annuity 403(b) Program please visit:

UW System 403(b) Program

Below are some of the financial planning vendors associated with the 403(b) program that periodically give presentations on the UWM campus.

Fidelity Logo

UW System’s Fidelity partner website

Whatever your vision of retirement, we’ll help make sure you’re well prepared to bring it to life.

We believe in making the complex, simpler—whether you work with us in person, on the phone, or online. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

To schedule an onsite confidential consultation, visit:

TIAA Logo

UW System’s TIAA partner website

A session with a TIAA Financial Consultant can help you create a unique plan for your goals. And, it’s at no additional cost as a part of your retirement plan.

To get an action plan created especially for you, register for one of the sessions at:

Upcoming TIAA Presentations at UWM:

T.Rowe Price Logo

UW System’s T. Rowe Price partner website

Established in 1937, T. Rowe Price is a recognized leader in retirement plan services, and currently helps nearly 2 million people save and invest through their employers’ retirement plans.

They offer a unique combination of investment management expertise, excellent service, and extensive resources to help you prepare for a more secure retirement.

For more information, please call T. Rowe Price at (800) 922-9945, or visit the website above.

Wisconsin Deferred Compensation Program

The Wisconsin Deferred Compensation Program (WDC) is a supplemental retirement savings plan, regulated by Section 457 of the Internal Revenue Code. Through the WDC plan you can invest a portion of your income for retirement either on a pre-tax or post-tax basis, or a combination of both. Participation in the plan is voluntary. You make the entire contribution; there is no employer match.

For more information on the Deferred Compensation Program please visit:

UW System Deferred Compensation Program

Below is a schedule of the upcoming WDC presentations held on the UWM campus.

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Wisconsin Deferred Compensation (WDC) Program website

Wisconsin’s section 457(b) Deferred Compensation Program allows you to save and invest extra money for retirement dreams. Whether you are a participant already or thinking about enrolling, we invite you to attend to learn more. WDC is a voluntary supplemental savings retirement program and does not replace or reduce any of your Wisconsin Retirement System or Social Security benefits.

For more information, please call WDC at (877) 457-9327, or visit the website above.