Posted 4:10 p.m. Wednesday, March 23, 2022
Friday, March 25, 2022 – 9:30 am to 10:00 am Via WebEx Conference
Please see below for the agenda for the UW 403(b) Supplemental Retirement Program Investment Subcommittee.
UW 403(b) Supplemental Retirement Program Investment Subcommittee
Friday, March 25, 2022 – 9:30 am to 10:00 am Via WebEx Conference
9:30 am 1. Welcome
9:35 am 2. Capital Markets and Performance Review+ –Leon Kung, Aon Investments USA Inc.
9:45 am 3. Investment Changes+*–Dan Pawlisch, Aon Investments USA Inc.
• Lower Cost Vanguard Index Funds
• Dodge & Cox Share Class Transition
• Vanguard Target Retirement 2070 Fund Addition
9:55 am 4. Meeting Schedule:
• SRP Advisory Committee Meeting, April 29, 2022.
• Investment Subcommittee, third quarter 2022.
10:00 am 5. 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
