Financial Wellness

Financial Wellness

Wisconsin Department of Employee Trust Funds Resources

The Department of Employee Trust Funds (ETF) is offering a Financial Fitness Program that can assist you in taking control of your financial future. The program is available to all Wisconsin Retirement System members and offers free online financial educational resources for 12 months and a free consultation with a financial advisor.

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

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 Logo403(b) Program Homepage

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

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:

  • TBD

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.

For more information, please call Fidelity at (800) 343-0860, or visit the website above.

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.

Ameriprise Financial Logo

UW System’s Ameriprise Financial partner website

Ameriprise Financial has been offering 403(b) services since 1962. We’ll help you build a confident retirement through a comprehensive and personalized approach built on a long-term relationship with a knowledgeable advisor.

For more information, please call Ameriprise Financial at (608) 819-0500, or visit the website above.

Lincoln Financial Group Logo

UW System’s Lincoln Financial Group partner website

Lincoln Financial Group provides advice and solutions that empower people to take charge of their financial lives with confidence and optimism.

For more information, please call Lincoln Financial Group at (800) 423-2765, 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 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.

For more information, please call WDC at (877) 457-9327, or visit the websites below:

WDC LogoWDC Homepage

UW System LogoUW System WDC Information

Below is a schedule of upcoming WDC Presentations at UWM:

  • TBD