Posted 8:31 a.m. Wednesday, April 27, 2022
UW 403(b) Supplemental Retirement Program Advisory Committee 4/29/22
10:00 am Welcome & Introductions
Review and Approval of October 1, 2021, November 05, 2021, and December 03, 2021
TSARC/SRPAC Meeting Minutes +*
10:15am Investment Review and Legislative Update+ – Dan Pawlisch, Leon Kung, Aon Investments USA
Inc.
10:40am Report on UW 403(b) SRP Transition
a. The Recordkeeper’s Perspective, Catina Strong, TIAA, David Bruce, Fidelity
b. The Plan Sponsor’s Perspective
11:10am UW 403(b) Supplemental Retirement Program Updates
a. Implementation of In-plan Roth Rollover Option
b. Plan Administration and Operational Updates+
c. Financial Report+
11:30am Lunch
12:30pm 2021 UW 403(b) SRP Annual Report+ – Highlights
12:55pm Other
1:00pm 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
