Posted 8:41 a.m. Wednesday, April 26, 2023
Join the UW 403b Advisory Committee on 4/28/23.
10:00 am 1. Welcome and Introductions
2. Review and Approval of November 4, 2022 SRPAC Meeting Minutes +*
10:15 am 3. Report of the SRPAC Investment Subcommittee – Michael Collins, SRPAC; Dan Pawlisch, AON Investments USA Inc.
10:20 am 4. 1Q23 Capital Markets and Performance Review+ – Dan Pawlisch, Aon Investments USA Inc.
10:50 am 5. UW 403(b) Supplemental Retirement Program Updates
a. Plan Administration and Operational Updates+
b. Financial Report+
c. Implementation Update of Mandatory SECURE 2.0 Provisions
11:10 am 6. Provider Summary of Plan Activity+:
a. TIAA – Catina Hampton
b. Fidelity – David Bruce
11:30 am Lunch – 1920 Van Hise Hall
12:30 pm 7. 2022 UW 403(b) SRP Annual Report+ – Highlights
12:55 pm 8. Next Meeting Potential Dates: Friday, October 20 or 27, November 3, or ? Have your calendars handy.
1:00 pm 9. Adjourn*
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
