Employee Benefits
Retirement and Savings
Most of us will spend up to one-third of our lives in retirement, and we need to have adequate means to support ourselves during those years. There are different sources of retirement income - it is important to know how they all work together. And we have other savings goals as well.
Review the Roadmap to Retirement Planning to learn about things you need to consider before retirement.
The WRS and Retirement Planning is a presentation offered by UW System that has been presented to employees of several UW institutions. The presentation covers the financial health of the WRS, details the effects of Variable Fund participation and provides tips for a successful retirement. You can view the presentation slides in PDF format.
The U.S. Department of Labor published Taking the Mystery Out of Retirement Planning online to help you plan for retirement. The publication also has a series of interactive worksheets to help you meet your retirement goals.
All University of Wisconsin employees, except for most student employees, are covered under Social Security.
For most University employees, the Wisconsin Retirement System is a major source of retirement income and also provides disability, separation, and survivor benefits. Be sure you understand your benefits under this extremely important program.
The Retirement page in Life Events gives some resources to help you make your plans. You may also be interested in this question and answer guide about Early Retirement, available in print-friendly format.
The Tax-Sheltered Annuity 403(b) Program and the Wisconsin Deferred Compensation Program both provide tax-deferred ways to make supplemental retirement investments.
Review the summary guide Retirement Savings Options Available to UW System Employees for a brief overview of the Wisconsin Retirement System, the Tax-Sheltered Annuity Program and Wisconsin Deferred Compensation.
EdVest is Wisconsin's state-sponsored "Section 529" college-savings program.
U.S. Savings Bonds can help you reach many different savings goals.
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This document was last revised on March 11, 2009
