Wisconsin Department of Employee Trust Funds Resources
To start, take the Financial Fitness Checkup.
The Financial Fitness Checkup is a confidential and secure online survey that helps you discover your strengths and weaknesses in personal finance knowledge. Taking the checkup takes approximately 10 minutes. Once you complete the checkup, you’ll have access to other no-cost services, such as:
- Financial Fitness Academy (a $200 value)
The Academy provides access to online tutorials on budgeting, investments, retirement planning, debt management and many other topics. You will also gain access to calculators and other tools.
- Financial Fitness Coaching
You will receive one-on-one counseling time with an Ameriprise financial advisor to help you set goals, create a plan, and answer questions free of charge for up to 30 days.
Visit the ETF Financial Fitness Program for more details.
Tax-Sheltered Annuity 403(b) Program
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 and it does not replace or reduce any of your Wisconsin Retirement System or Social Security benefits. You make the entire contribution; there is no employer match.