Financial Wellness

Financial Wellness


Wisconsin Department of Employee Trust Funds Resources

Financial Fitness Program

The Department of Employee Trust Funds is launching a Financial Fitness Program. This confidential, free opportunity is available to all Wisconsin Retirement System Members. The Financial Fitness Program gives you access to:

  1. Financial Fitness Checkup

    An assessment of your financial knowledge

  2. Financial Fitness Academy

    Tutorials & tools available 24/7

  3. Financial Fitness Coach

    Consult with a financial advisor for a 30-day period

Get started now via the confidential and secure portal:

ETF Resources

ETF Financial Planning Events:

  • To be determined


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 plan for your goals. And, it’s at no additional cost as a part of your retirement plan.

Upcoming TIAA sessions at UWM:

To register for one of the sessions please visit:

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. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

Upcoming Fidelity Web Workshops:

For more information, please call Fidelity at (800) 343-0860, or visit the partner 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 partner 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 partner 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 partner 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:

  • To be determined


College Savings Plan (Edvest)

Edvest, Wisconsin’s 529 College Savings Plan, allows you to save for your child’s K-12 education expenses and post-high school education. Funds can cover tuition, books, room and board, computers, tablets, and many other expenses at universities, colleges, professional schools, technical colleges, and graduate programs across the country and even at some institutions abroad.

The program offers low fees, a low minimum contribution of $15 per pay period, and can provide tax deductions for Wisconsin residents (limitations apply). UW System employees are able to direct deposit from their payroll.

Return to Workplace Wellbeing