Posted 10:41 a.m. Tuesday, Oct. 27, 2026
403b Subcommittee Meeting Scheduled for 10/30/2026
UW 403(b) Supplemental Retirement Program
Advisory Committee
Friday, October 30, 2026 – 10:00 am to 1:30 pm
780 Regent St Room 126 A&B & Webcast
Madison WI
10:00 am 1. Welcome and Introductions
10:05 am 2. Review and Approval of May 1, 2026 SRPAC Meeting Minutes+*
10:10 am 3. Fiduciary Responsibility Training – Noah Brisbin, Senior Counsel
10:25 am 4. Report of SRPAC Investment Subcommittee – William Maas
a. Report on the September 30, 2026 Investment Subcommittee Meeting +
b. Review and Approval of Updated Investment Subcommittee Charter+*
c. Review and Approval of Updated UW 403(b) SRP Investment Policy Statement+*
10:45 am 5. 3Q26 Capital Markets and Performance Review+ – Dan Pawlisch, Aon Investments USA Inc
11:00 am 6. Lowest Cost Share Class Analysis+* – Dan Pawlisch, Aon Investments USA Inc
11:10 am 7. Self-Directed Brokerage Window Review+* – Dan Pawlisch, Aon Investments USA Inc
11:20 pm 8. Target Date Fund Competitive Review+* – Dan Pawlisch, Aon Investments USA Inc
11:30 pm 9. Recordkeeper Renewal 1/1/2027*
11:45 am 10. UW 403(b) Supplemental Retirement Program Updates – Chance Runde, Administrator
a. Plan Administration and Operational Updates+
b. Financial Report+
12:00 pm Lunch
12:45 pm 11. Discussion on SRPAC Term Limits J. Michael Collins, SRPAC
1:00 pm 12. Executive Summary of Plan Activity
a. TIAA – Julie Buresh+
b. Fidelity – David Bruce, Kevin Campbell+
1:25 pm 13. Next Meeting: Potential Dates April 16, 23, 30 or May 7, 2027 or ?
1:30 pm 14. Adjourn*
+Attachment(s) *Action item
Times shown are estimates only. Unless otherwise noted, the presenters are UW 403(b) SRP staff.
For information, contact Chance Runde, chance.runde@wisconsin.edu, 608-265-8901
