All funds are no-load: there are no sales commissions or broker fees. Your return depends on the performance of the investments. Note: If you are still working at the UW at age 72 (or under the old law at 70 ½), you do not need to take a distribution from your UW TSA until April 1 of the year following your termination of employment. You may contribute the full amount to the TSA Program, WDC plan and to a personal IRA, either traditional or Roth. You may withdraw your contributions (take a distribution) only when you: Once you meet the eligibility criteria above, you have three options to manage your UW TSA 403(b) Program assets. This program is administered by the Department of Employee Trust Funds (ETF) and offers different plan designs. Allow at least 14 days for your application to be received and processed and then set up your contribution election by submitting a Salary Reduction Agreement pdf The other Fidelity, TIAA, and T. Rowe Price funds, including those being offered with the lower-cost share classes, are listed on the UW TSA Investment Options by provider document. Fidelity current has two Brainshark videos available on Pre-tax v. Roth after-tax and navigating market volatility. Employee Benefits UW System Human Resources 780 Regent St. Ste. Exception: If you are transferring money from Ameriprise/RiverSource or Lincoln you must use their form. You may continue paying off your loan even if you have terminated employment. TIAA offers a variety of webinars under the following topics: Investing in Your Future, Living in Retirement, Planning for Today and Tomorrow, Saving for Life's Milestones, and Spending Within Your Means. Whenever an employee has a life event, such as a marriage, divorce, or birth of a child, beneficiary designations should be reviewed and updated. for more information on the providers. (See COB Required under How To Enroll for instructions). By race/ethnicity, 13,756 White, 337 Black, and 621 Asian students out of a total of 16,410 are attending at University of Wisconsin-Oshkosh. Under the UW TSA 403(b) Program, you can invest on a pre-tax and/or post-tax (Roth) basis for Fidelity, TIAA, T. Rowe Price, and Lincoln and on a pre-tax basis for Ameriprise. UW System Administration staff provides a seminar that helps you learn about the TSA 403(b) Program and the basics of investing. To find the location nearest you, call 608-819-0500. and submit it to your human resources office. (If you reached 70 ½ before January 1, 2020, you must have taken your first RMD by April 1 of the year after you reach 70 ½.). "TIAA WebinarsIf you have enrolled, use your sign-in information to gain access. Information on this page does not guarantee enrollment, benefits and/or the ability to make changes to your benefits. ... the information below reflects the basic requirements for students admitted for the 2020-2021 academic year. The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) became law on December 20, 2019. America Saves Week 2021 is February 22 through February 26! Complete the form(s) and return them to the new provider. Undergraduate application deadlines are different from campus to campus. Second, choose a way to sign up! Discover what life is like as a Titan. Time: 9:30am – 12:30pm Undergraduates can earn online bachelor's in criminal justice degrees at UW-Oshkosh. Location: Virtual, Date: Friday, April 30, 2021 The UW Tax-Sheltered Annuity (TSA) Review Committee reviews the investment options available in the program and works with the providers to make sure the program has the lowest fees and expenses where possible. If you terminate UW employment at age 55 or older – even though you are not 59 ½ – you may take distributions from your UW TSA pre-tax accounts without being subject to the 10% tax penalty for early withdrawal. . You can also view one of the basic overviews of the program -- "Select, Sign Up and Save" and "Save Smart, Save Early" -- at any time in the On Demand tab below if your schedule doesn't allow for a live webinar. To watch an overview on the program, click on the link below: Save Smart, Save Early with Your UW TSA 403(b). All providers are available for one-on-one counseling sessions. Webinars may or may not directly pertain to the plan. Your investment provider will calculate your minimum required distribution upon request. Use ALEX, review the Comparison of Health and Pharmacy Benefits pdf Date: Monday, February 22, 2021 Financial information on the program can be found in the Annual Reports. The UW TSA 403(b) Program provides a low-cost way to save for retirement. You can also initiate taking out a loan if you are no longer employed with UW System. Note: Use only Adobe Reader to open and complete pdf forms. | Accessibility Policy Please note: a signature from the UW Plan Administrator is NOT required for any of the current TSA providers — just complete the form, sign it, and submit it directly to the TSA provider. Money that you roll in to your UW TSA 403(b) account will be treated like other 403(b) money for all tax purposes, except that you may be allowed to withdraw it before terminating employment or reaching age 59 ½, usually with a 10% tax penalty. Every effort has been made to ensure this information is current and correct. Name Change: Must be made in writing. Cash out. Otherwise, 20% of the account will be withheld for income tax. Complete the HSA Enrollment Form (available in the Forms & Resources section below) and submit to the human resources office during the enrollment period. All Rights Reserved, All Sites Click on the options below to learn more. Spread your wings as a UW-La Crosse Eagle! For State Group Health Insurance premiums, click here. It includes enrollment for each university . If you would like more information, please take a look at our Tips for Transferring Funds pdf Joe Schulz served as the reporter of the Green Laker in 2019 and 2020, before being hired as a reporter for the Commonwealth in October 2020. ... College in the Schools (CIS), Cooperative Academic Partnership Program (CAPP), Post-Secondary Enrollment Options (PSEO), and Youth Options. Newsroom. To access your money, contact your TSA provider(s). Employees not covered under their spouse or parent’s insurance and do not have other health insurance coverage should answer “No.”. Students take online courses and complete three on-campus residencies. UW System first-day enrollment for 2020 fall semester shows decrease of 1% compared to 2019 ... UW-Oshkosh and UW-Stout begin instruction next week. UW System offers comprehensive medical and prescription drug coverage to eligible employees and their family members through the State Group Health Insurance program. If you choose to sign up online, you will be taken to the Fidelity page that provides open dates and times based on locations available. Through the TSA Program you can invest a portion of your income for retirement on either a pre-tax basis, an after-tax basis (Roth), or a combination of both. Fidelity refers to these low-cost share classes as "K share" classes. Only TIAA permits online address changes. In this situation, employees may choose their coverage effective date: 2. Eligible employees can enroll at any time. Contributions deducted from your earnings on a post-tax (Roth) basis are included in taxable income in the year they are made, but the account balance and earnings are not taxed when you take the money out in retirement (subject to certain restrictions). Be aware that if you roll your 457 account into a non-457 plan, it becomes subject to the 10% early withdrawal penalty, which could otherwise not apply. Employees are encouraged to designate a beneficiary(ies) to ensure benefits are paid according to their wishes. At University of Wisconsin–Madison, we offer eight undergraduate schools and colleges that are home to our 140 undergraduate majors. Media Contact: Press Office (608) 219-7443 GovPress@wisconsin.gov Click here to sign up to receive press releases from Gov. Coverage is effective on the first day of the month on/following the completion of two months of state WRS service (when you become eligible for the employer contribution). It has a total undergraduate enrollment of 7,741, its setting is city, and the campus size is 335 acres. Only providers no longer active in our Program (frozen providers) — Wells Fargo (Strong), Scudder (DWS), American United Life, and Security Benefit Life — require a signature from the UW Plan Administrator. *Employees that elect coverage to begin as soon as possible will need to complete a Health Insurance Application/Change Form (available in the Forms & Resources section below) and submit to their human resources office during their enrollment period. Beneficiary designations can be changed at any time. Additional agendas and minutes are available upon request. When you click on the video link, a new tab will open and take you to the video on  YouTube. Participants have access to funds with special low-cost share classes like Fidelity K Shares and TIAA and T. Rowe Price Institutional share classes. If you are already enrolled with a TSA provider and need to make changes to your personal information, please do the following: All UW System employees (including rehired annuitants, student hourly and graduate assistants) are eligible to participate. You can view these webinars whether you have enrolled with TIAA or not. Location: Mellencamp Hall #274 2442 E Kenwood Blvd Milwaukee, WI 53211. The UW TSA Program will accept money from 401(a) "qualified" plans, 401(k), 403(a), 403(b), 457 governmental deferred compensation plans, and Thrift Savings Plans, as well as from traditional (pre-tax), SEP and SIMPLE IRAs. Please keep in mind that these webinars and videos cover a large variety of topics and are not specific to 403(b) plans or the UW TSA 403(b) Program. Your 403(b) contributions made under the Age 50 catch-up are not included when calculating the 415(c) limit. When you create an account online, using the links below, you have only set up your account with the provider. You can also check out the Education section on this website to see if there are individual counseling sessions, workshops, and webinars available. For current information, please visit the TSA Program Enhancements page. Contact Enrollment Services at EnrollmentServices@madisoncollege.edu or (608) 246-6210. UW TSA 403(b) Program investment options include a wide array of mutual funds and fixed and variable annuities managed by five providers. Get immediate access to your retirement savings, minus 20% withholding and possible early withdrawal penalties under age 59 ½. If the employee does not enroll in the State Group Health Insurance program during their initial 30-day enrollment period, they may enroll during the Annual Benefits Enrollment (ABE) period or if they have a qualifying life event (click Life Events in the left-hand menu for more information). If you need help choosing investments, call the provider. You may contribute an additional $3,000 per year ($15,000 max over a minimum of five years) if: By IRS rule, the $3,000 (per year) service catch-up is considered used prior to the $6,000 age 50 and over catch-up. For the “Other Health Insurance” question, employees covered under their spouse or parent’s insurance should answer “Yes” and provide the insurance policy information found on their insurance card. Funds with institutional class shares have the same management team and investment objectives as the funds in other share classes but the expense ratios are lower. Do NOT file a Salary Reduction Agreement with human resources until you have enrolled with your provider. Consider the following information based on your situation: If you are permitted to withdraw your money from your former plan, you can roll it into an account with a UW TSA investment provider. Once you have set up your account, you will then need to set up your contribution election by submitting a Salary Reduction Agreement pdf Roth versus Traditional Pre-tax Contributions. To find the location nearest you, call 608-238-8388. Employees have two opportunities to enroll in the State Group Health Insurance program: 1. UW-Oshkosh, Fox Cities Campus: Participation in the UW TSA Program is voluntary with employees making the entire contribution; there is no employer match. To stop or change your deductions in the future, you will need to fill out and turn in an SRA. He is from Oshkosh and graduated from UW-Oshkosh in December with a bachelor's degree in journalism. The IRS regulates and limits the access you have to your retirement savings. With any provider(s) you choose, you will need to fill out a Salary Reduction Agreement (SRA) after you set up your account (exception: the EZ Enrollment Form does not require a SRA to be filled out). | Contact Webmaster, For detailed information on who you can cover on this plan, see the, How To Choose Your Group Health Insurance Plan, University Insurance Association Life Insurance, Accidental Death & Dismemberment Insurance, Tax-Sheltered Annuity (TSA) 403(b) Program, Wisconsin Deferred Compensation (WDC) 457 Program, Comparison of Health and Pharmacy Benefits, Wisconsin Retirement System (WRS) or the Graduate Assistant/Short-Term Benefit Packages, 2021 Health Insurance Application/Change Form (ET-2301), 2020 Health Insurance Application Change/Form (ET-2301), Affidavit for Insurance Purposes (UWS 93), Glossary of Health Coverage and Medical Terms, How to Get Care When You Need It eLearning (ETF). Please contact TSA staff at uwshr@uwsa.edu for more information about group seminars. The money is being evenly distributed at $200,000 each to UW-Stout, UW-Oshkosh, UW-Parkside, UW-Platteville and UW-Whitewater. The measure of what it costs a provider to manage its funds is referred to as an expense ratio. Fixed annuities pay interest at or above a guaranteed rate. The money you take out from your pre-tax TSA accounts is taxed as regular income to you in the year you receive it: Withdrawals from your Roth after-tax 403(b) account are tax-free as long as you meet the IRS restrictions: If you need access to your money and you can’t or don’t want to take a distribution, you may be eligible to take a loan from your TSA account. All the target retirement date funds (Fidelity Freedom Funds, TIAA Lifecycle Funds, and T. Rowe Price Retirement funds) are available as part of the lower-cost share class offering. | Accessibility Policy The application for 2021-22 should be available in March 2021. UW-Oshkosh delivers the program in a hybrid format. There is no University fee. Coverage is effective the first day of the month on or following date of employment or date of obtaining a benefits-eligible job. | Contact Webmaster, Tax-Sheltered Annuity (TSA) 403(b) Program, How To Choose Your Group Health Insurance Plan, University Insurance Association Life Insurance, Accidental Death & Dismemberment Insurance, Wisconsin Deferred Compensation (WDC) 457 Program, Prepare for the Reality of Health Care in Retirement, Pre-Tax vs. Roth (After-Tax) Contributions, UW-Madison OHRD Benefits Education website, TSA Review Committee Investments Review Subcommittee Agenda - February 22, 2021, TSA Review Committee Communications Review Subcommittee Agenda - January 13, 2020, TSA Review Committee Communications Review Subcommittee Agenda - February 10, 2020, TSA Review Committee Investment Review Subcommittee Agenda - February 28, 2020, TSA Review Committee Recordkeeping Review Subcommittee Agenda - March 6, 2020, TSA Review Committee Investment Review Subcommittee Agenda - March 13, 2020, TSA Review Committee Agenda - April 24, 2020, TSA Review Committee Agenda - October 16, 2020, TSA Review Committee Minutes - April 24, 2020, TSA Review Committee Teleconference Agenda - March 1, 2019, TSA Review Committee Agenda - April 26, 2019, TSA Review Committee Agenda - July 29, 2019, TSA Review Committee Recordkeeping Review Subcommittee Agenda - July 29, 2019, TSA Review Committee Recordkeeping Review Subcommittee Agenda - September 4, 2019, TSA Review Committee Recordkeeping Review Subcommittee Agenda - October 24, 2019, TSA Review Committee Agenda - November 1, 2019, TSA Review Committee Investment Review Subcommittee Agenda - December 13, 2019, TSA Review Committee Teleconference Minutes - March 1, 2019, TSA Review Committee Minutes - April 26, 2019, TSA Review Committee Minutes - July 29, 2019, TSA Review Committee Minutes - November 1, 2019, TSA Review Committee Agenda - May 4, 2018, TSA Review Committee Agenda - November 2, 2018, TSA Review Committee Minutes - May 4, 2018, TSA Review Committee Minutes - November 2, 2018, TSA Review Committee Agenda - April 28, 2017, TSA Review Committee Agenda - November 3, 2017, TSA Review Committee Minutes - April 28, 2017, TSA Review Committee Minutes - November 3, 2017, TSA Review Committee Agenda - May 6, 2016, TSA Review Committee Agenda - October 28, 2016, TSA Review Committee Minutes - May 6, 2016, TSA Review Committee Minutes - October 28, 2016, TSA Review Committee Agenda - May 1, 2015, TSA Review Committee Agenda - October 23, 2015, TSA Review Committee Minutes - May 1, 2015, TSA Review Committee Minutes - October 23, 2015, TSA Review Committee Agenda - April 25, 2014, TSA Review Committee Agenda - November 7, 2014, TSA Review Committee Minutes - April 25, 2014, TSA Review Committee Minutes - November 7, 2014. 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