Tax Sheltered Annuity (TSA) & Wisconsin Deferred Compensation (WDC)

You may enroll in either or both plans any time.

Vendor Options

• Please review the Supplemental Retirement Plans document for vendor information.

Contribution Limits

• The 2013 maximum annual contributions will be established and announced by the IRS later this fall.
• In 2012, you can defer a maximum of $17,000 with an additional $5,500 allowed if you will be age 50 by the end of the calendar year.

Tax-sheltered Annuities (TSA)

Enrollment

1. Contact your vendor(s) of choice and request a 403(b) start-up kit/application.  Be sure to identify yourself as a UW Hospital and Clinics employee and provide the appropriate vendor account number. 
2. Please note that employees may not enroll on the vendor's website.  A paper application is required. 
3. Submit the vendor application(s) and beneficiary designation directly to the vendor. 
4. After you receive confirmation that your account has been established, submit a Salary Reduction Agreement (SRA) to Human Resources.
   

Changes: You can make changes to your contribution amount at any time by submitting a Salary Reduction Agreement (SRA) to Human Resources.

As a reminder, WSEU employees are now eligible to enroll in a TSA 403(b) plan.

Wisconsin Deferred Compensation (WDC)

• To enroll or change your WDC contribution, contact WDC at 608-241-6604 or online at www.wdc457.org.
• The Wisconsin Deferred Compensation (WDC) 457 also provides UWHC employees with the option to contribute on an after-tax basis through a Roth Savings Plan. If you would like to learn more about this plan, please review the WDC Roth Option flyer.
• Representatives from the WDC program will be available for one-on-one meetings at UW Hospital on the following dates:

For additional information, please read the 403(b) page and/or the WDC page.