Posted 11:32 a.m. Thursday, Sept. 30, 2021
Tomorrow, Friday October 1, 2021, there will be a meeting of the SRP Advisory Committee from 10:00am to 11:30am.
UW 403(b) Supplemental Retirement Program Advisory Committee
Friday, October 1, 2021 – 10:00 am to 11:30 am
Via WebEx Conference
10:00 am 1. Welcome and introductions
10:05 am 2. Review and approval of April 30, 2021 TSARC Meeting Minutes +*
10:10 am 3. Fiduciary Responsibility Training – Jennifer Lattis, Deputy General Counsel
10:20 am 4. Investment Review and Investment Subcommittee Update+ – Dan Pawlisch, Leon Kung, Aon
Investments USA Inc
10:35 am 5. Ameriprise and Lincoln Loans+*
10:45 am 6. Report on transition to two recordkeepers
10:55 am 7. Communication Subcommittee and Communications Report+ – Lindsay Stortz, Willis Towers
Watson, Rose Stephenson, TIAA and Fidelity
11:10 am 8. TSA 403(b) Program Updates
- Plan Administration and Operational Updates+
- Financial Report+
11:20 am 9. Appreciation*
11:25 am 10. Next Meetings: Potential Dates; have your calendars handy
- Plan Document Proposal – Friday, November 5, 12, or ?, 2021
- 2022 Spring Meeting– April 22 or 29, 2022 or?
11:30 am 11. Adjourn*
+Attachment(s) *Action item
