Human Resources News

Posted 9:31 a.m. Thursday, Nov. 4, 2021

UW 403(b): Investing in Your Financial Future

Friday November 5, 2021, there will be a meeting of the SRP Advisory Committee from 11:00 am to 12:00 pm via WebEx Conference.

Below is the agenda for the SRP meeting this Friday, November 5th:

11:00 am           1. Welcome
11:05 am           2. Return of Revenue to Participants+*
11:20 am           3. Revisions to the Plan Document+*

1. 1. 1. 1. Eliminate minimum contributions
         2. Pre-tax to Roth Conversions
         3. Hardship distributions
         4. Permit distributions of low-dollar value accounts from terminated participants
            
            Next meeting: Week of November 29 – December 3

12:00 pm           4. 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