Whatever your vision of retirement, Fidelity will help make sure you’re well prepared to bring it to life.
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, employees can invest a portion of their income for retirement on 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.
Fidelity believes in making the complex, simpler —whether you work with the company in person, on the phone, or online. From investing to financial planning and pricing, the company’s goal is to be straightforward and help with your unique needs.
To schedule an onsite confidential consultation:
• visit https://www.fidelity.com/atwork/reservations
• Or call 800-642-7131
• For the hearing impaired, 800-259-9743.
Join Elise Waligora, Fidelity planning and guidance consultant, for a confidential consultation to help you become better informed and more confident about your workplace savings plan benefits.
Consultations are offered on Monday, May 15, from 8:30 a.m. to 3 p.m. at the UWM Student Union, Room 346.
