{"id":1068,"date":"2024-12-09T11:59:28","date_gmt":"2024-12-09T17:59:28","guid":{"rendered":"https:\/\/uwm.edu\/hr\/?page_id=1068"},"modified":"2026-08-12T16:16:51","modified_gmt":"2026-08-12T21:16:51","slug":"retirement","status":"publish","type":"page","link":"https:\/\/uwm.edu\/hr\/benefits\/retirement\/","title":{"rendered":"Retirement"},"content":{"rendered":"\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<p class=\"lead-in wp-block-paragraph\">The UWM Benefits office recommends that you meet with your benefits specialist three months before your retirement date to review and prepare for the transition of your health benefits into retirement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please contact UWM\u2019s Benefits Office (benefits@uwm.edu) to schedule a time to discuss your retirement plans.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Universities of Wisconsin and the Wisconsin Department of Employee Trust Funds (ETF) also provide various online resources to help you plan for your retirement.<\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><div class=\"uwm-block-otp-nav \"><\/div><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<h2 id=\"h-pre-retirement-workshops\" class=\"wp-block-heading\">Pre-Retirement Workshops<\/h2>\n\n\n\n<table id=\"tablepress-3\" class=\"tablepress tablepress-id-3\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Date<\/th><th class=\"column-2\">Time<\/th><th class=\"column-3\">Location<\/th><th class=\"column-4\">Audience<\/th><th class=\"column-5\">Register<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr class=\"row-2\">\n\t<td class=\"column-1\">November 17, 2026<\/td><td class=\"column-2\">2:00 P.M. to 3:15 P.M.<\/td><td class=\"column-3\">Engelmann Hall, Room 105<\/td><td class=\"column-4\"><\/td><td class=\"column-5\"><a href=\"https:\/\/uwm.edu\/hr\/benefits\/retirement\/registration\/\" target=\"_blank\">Register<\/a><\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">November 18, 2026<\/td><td class=\"column-2\">12:00 P.M. to 1:15 P.M.<\/td><td class=\"column-3\">Teams Webinar<\/td><td class=\"column-4\"><\/td><td class=\"column-5\"><a href=\"https:\/\/events.teams.microsoft.com\/event\/ef254553-4c70-4697-a6d6-9aa7e223119e@0bca7ac3-fcb6-4efd-89eb-6de97603cf21\" target=\"_blank\">Register<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-3 from cache --><\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<h2 id=\"h-pre-retirement-workshop-presentation-materials\" class=\"wp-block-heading\">Pre-Retirement Workshop Presentation Materials<\/h2>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/panthers.sharepoint.com\/:p:\/s\/HR-Web\/IQDggl2C3vXbQrzOUHTKuKb5AeMXlHQwEf2ECliDGIUHKps?e=k3uIt2\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2026 Pre-Retirement Workshop Presentation<\/a> (PowerPoint)<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/panthers.sharepoint.com\/:p:\/s\/HR-Web\/IQBnOif3j1aOS7xI-YO0tmIYAQaMvAxTZXLaMxbCwLjp_nE?e=pma9Po\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2026 Faculty Pre-Retirement Workshop Presentation<\/a> (PowerPoint)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/panthers.sharepoint.com\/:v:\/s\/HR-Web\/IQCccTEtvjHFSqh28LxqGtWuAc19Oo1mYipuQnHKlzkyBp8?e=EDkpSh\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2026 Faculty Pre-Retirement Workshop Presentation<\/a> (Video)<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<h2 id=\"h-retirement-savings-plans\" class=\"wp-block-heading\">Retirement Savings Plans<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To learn about the retirement savings plans please see the Retirement Planning webpage below:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/uwm.edu\/hr\/retirement-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Retirement Planning<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<h2 id=\"h-insurance-benefits-decision-guide-for-retirees\" class=\"wp-block-heading\">Insurance Benefits Decision Guide for Retirees<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Wisconsin Department of Employee Trust Funds (ETF) publishes the booklet below that provides information about health benefits, health plans, and costs for retirees.<\/p>\n\n\n\n<p class=\"uwm-c-link--external wp-block-paragraph\"><a href=\"https:\/\/etf.wi.gov\/resource\/2026-insurance-benefits-decision-guide-state-wisconsin-group-health-insurance-retirees\" target=\"_blank\" rel=\"noreferrer noopener\">2026 Insurance Benefits Decision Guide for Retirees<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<h2 id=\"h-join-the-uwm-retirees-association\" class=\"wp-block-heading\">Join the UWM Retirees Association<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Retirement is an opportunity to continue your relationship with the UWM campus community. Through presentations, interest group activities, and communications pertaining to our status as State Retirees\/Annuitants, the UWM Retiree Association (UWMRA) strives to provide information and opportunities for you to engage and enjoy! Visit the website below to learn more about the UWMRA and become a member.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/uwm.edu\/advance\/engage\/uwmra\/\" target=\"_blank\" rel=\"noreferrer noopener\">UWM Retirees Association<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n\n\n\n<h2 id=\"h-retirement-planning-consultants\" class=\"wp-block-heading\">Retirement Planning Consultants<\/h2>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col uwm-l-col--5 uwm-u-border--right\">\n<h3 id=\"h-tiaa-on-campus\" class=\"wp-block-heading\">TIAA On Campus<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">TIAA will be on the UW-Milwaukee campus for one-on-one retirement planning sessions on the following dates:<\/p>\n\n\n\n<figure class=\"uwm-c-table\"><table><thead><tr><th>Date<\/th><th>Time<\/th><th>Location<\/th><\/tr><\/thead><tbody><tr><td>September 16, 2026<\/td><td>9:00 A.M. to 4:00 P.M.<\/td><td>Engelmann Hall, Room 208<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Please bring your investment, retirement, and savings statements to your meeting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">RSVP today, as space is limited. Register for a session at:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Online:<\/strong> <a href=\"https:\/\/www.tiaa.org\/schedulenow\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" class=\"uwm-c-link--external\">tiaa.org\/schedulenow<\/a><\/li>\n\n\n\n<li><strong>Phone:<\/strong> 800-842-2252, weekdays, 7:00 A.M to 9:00 P.M (CT)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--5 uwm-l-offset--1\">\n<h3 id=\"h-fidelity-on-campus\" class=\"wp-block-heading\">Fidelity On Campus<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Fidelity will be on the UW-Milwaukee campus for one-on-one retirement planning sessions on the following dates:<\/p>\n\n\n\n<figure class=\"uwm-c-table\"><table><thead><tr><th>Date<\/th><th>Time<\/th><th>Location<\/th><\/tr><\/thead><tbody><tr><td>November 18, 2026<\/td><td>11:30 A.M. to 5:00 P.M.<\/td><td>Engelmann Hall, Room 208<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Register for a session at:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Online:<\/strong> <a href=\"https:\/\/digital.fidelity.com\/prgw\/digital\/wos\/Appointments?planSponsorId=700070\" target=\"_blank\" rel=\"noreferrer noopener nofollow\" class=\"uwm-c-link--external\">Fidelity Scheduler<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"has-alpha-channel-opacity \" \/>\n","protected":false},"excerpt":{"rendered":"<p>Retirement Planning Consultants<\/p>\n","protected":false},"author":3280,"featured_media":0,"parent":52,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_tribe_blocks_recurrence_rules":"","_tribe_blocks_recurrence_description":"","_tribe_blocks_recurrence_exclusions":"","footnotes":"","uwm_wg_additional_authors":[]},"class_list":["post-1068","page","type-page","status-publish","hentry"],"uwm_unpublish_requested":false,"acf":[],"_links":{"self":[{"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/pages\/1068","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/users\/3280"}],"replies":[{"embeddable":true,"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/comments?post=1068"}],"version-history":[{"count":30,"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/pages\/1068\/revisions"}],"predecessor-version":[{"id":6733,"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/pages\/1068\/revisions\/6733"}],"up":[{"embeddable":true,"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/pages\/52"}],"wp:attachment":[{"href":"https:\/\/uwm.edu\/hr\/wp-json\/wp\/v2\/media?parent=1068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}