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+*
- Eliminate minimum contributions
- Pre-tax to Roth Conversions
- Hardship distributions
- 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
