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UW 403(b) SRP Advisory Committee Meeting 11/03/2023

Posted 9:30 a.m. Tuesday, Oct. 31, 2023

SRP NOV 2023

UW 403(b) Supplemental Retirement Program Advisory Committee

Friday, November 3, 2023 – 10:00 am to 2:00 pm
780 Regent St Room 126 A&B
Madison WI

10:00 am 1. Welcome and Introductions
10:05 am 2. Review and Approval of April 28, 2023 SRPAC Meeting Minutes +*
10:15 am 3. Fiduciary Responsibility Training – Jennifer Lattis, Deputy General Counsel
10:30 am 4. Cyber Security+ –
                    TIAA – Ron Barthel, Sr. Director, Cybersecurity Awareness
                    Fidelity – David Schneier, Director, Cyber Assurance & Support
                    UW System Administration – Edward Murphy, Chief Information Security Officer; Shari Galitzer, GRC                      Analyst
11:30 am 5. Report of SRPAC Investment Subcommittee – J. Michael Collins
                     a. Report on Action Taken during the September 8, 2023 Investment Subcommittee Meeting
                     b. Review and Approval of Updated UW 403(b) Supplemental Retirement Program Investment                                   Policy Statement+*
11:45 am LUNCH
12:30 pm 6. Review and Approval UW 403(b) Supplemental Retirement Program Plan Document Updates+*
12:50 pm 7. 3Q23 Capital Markets and Performance Review+ – Dan Pawlisch, Aon Investments USA Inc
1:20 pm 8. UW 403(b) Supplemental Retirement Program Updates
                    a. Plan Administration and Operational Updates+
                    b. Financial Report+
1:40 pm 9. Executive Summary of Plan Activity+: TIAA – Catina Hampton; Fidelity – David Bruce
10. Next Meeting: Potential Dates April 19 or 26, May 3, 2024 or ?
2:00 pm 11. Adjourn*

+Attachment(s) *Action item
Times shown are estimates only. Unless otherwise noted, the presenters are UW 403(b) SRP staff.
For information, contact Rose Stephenson, rstephenson@uwsa.edu, 608-262-5564


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