Tax-Sheltered Annuity 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.
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:
- Or call 1-800-343-0860
- For the hearing impaired 1-800-259-9743
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:
- Or call 1-800-732-8353
Upcoming TIAA Presentations at UWM:
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:
Below is a schedule of the upcoming WDC presentations held on the UWM campus.
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.