20 min listen
Understanding Updates to the University of Wisconsin System's 403(b) Supplemental Retirement Program
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Understanding Updates to the University of Wisconsin System's 403(b) Supplemental Retirement Program
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
20 minutes
Released:
Sep 15, 2021
Format:
Podcast episode
Description
Formerly the UW Tax-Sheltered Annuity (TSA) 403(b) Program, the UW 403(b) Supplemental Retirement Program (SRP) has recently undergone a name change along with several other changes. With more than 24,000 faculty and staff, UW-Madison is easily one of the largest employers in Dane County – the largest non-government employer in Dane County is UW Health with 9,938 employers, according to In Business Magazine's September issue – so these changes stand to impact plenty of people.
Clint and Mitch sit down to discuss the changes known so far, what impact they could have on UW System employees, and action steps that might be on the horizon. They set the stage by covering the basics of 403(b) plans, another way for employees to save for their retirement by investing a piece of their compensation. Are you employed outside of the UW System but have a 403(b) plan? This episode provides some helpful insight into the plans and how they function.
Are you a UW System employee with questions? Feel free to send us a message (info@walknercondon.com) or give us a call (608)234-4127.
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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Clint and Mitch sit down to discuss the changes known so far, what impact they could have on UW System employees, and action steps that might be on the horizon. They set the stage by covering the basics of 403(b) plans, another way for employees to save for their retirement by investing a piece of their compensation. Are you employed outside of the UW System but have a 403(b) plan? This episode provides some helpful insight into the plans and how they function.
Are you a UW System employee with questions? Feel free to send us a message (info@walknercondon.com) or give us a call (608)234-4127.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Sep 15, 2021
Format:
Podcast episode
Titles in the series (100)
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