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UW 403(b) Supplemental Retirement Program Investment Subcommittee Meeting

Posted 2:29 p.m. Tuesday, March 12, 2024

March Meeting

Friday, March 15, 2024 – 3:00 pm to 4:00 pm

3:00 pm           1. Welcome
3:05 pm           2. 4Q23 Capital Markets and Performance Review - Dan Pawlisch, Aon Investments USA Inc.                                        Leon Kung, Aon Investments USA Inc.
3:40 pm           3. Recordkeeping Cost Benchmarking Analysis – Dan Pawlisch, Aon Investments USA Inc.                                            Leon Kung, Aon Investments USA Inc.
3:50 pm           4. Update regarding CITs in 403(b) Plans – Dan Pawlisch, Aon Investments USA Inc. Leon                                              Kung, Aon Investments USA Inc.
4:00 pm           5. Adjourn*

Next meetings: SRP Advisory Committee Meeting: May 3, 2024
Investment Subcommittee Meeting: Third Quarter 2024


For information, contact Rose Stephenson, rstephenson@uwsa.edu, 608-262-5564


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