Posted 3:02 a.m. Thursday, Sept. 26, 2024
Participate in the UW 403b Investment Subcommittee
UW 403(b) Supplemental Retirement Program Investment Subcommittee
Wednesday, September 25, 2024 – 11:00 am to 12:00 pm
Via Zoom
- 11:00 am Welcome
- 11:05 am Investment Policy Statement Review +* – J. Michael Collins
- 11:25 am 2Q24 Capital Markets and Performance Review + – Dan Pawlisch, Aon Investments USA Inc. Leon Kung, Aon Investments USA Inc.
- 11:40 am Self-Directed Brokerage Window Review + – Dan Pawlisch, Aon Investments USA Inc. Leon Kung, Aon Investments USA Inc.
- 11:45 am SECURE 2.0 increased catch-up amounts for participants 60-63 – Rose Stephenson
- 11:50 am Dodge & Cox Proxy Vote – Dan Pawlisch, Aon Investments USA Inc. Leon Kung, Aon Investments USA Inc.
- 12:00 pm Adjourn*
Next meetings: SRP Advisory Committee Meeting: November 1, 2024
Investment Subcommittee Meeting: First Quarter 2025
+Attachment(s) *Action item
For information, contact Rose Stephenson, rstephenson@uwsa.edu, 608-262-5564