UW–Madison employees have access to free resources for retirement planning, including informational sessions, financial estimates, and personal consultations from UW–Madison Benefits Services and Wisconsin Employee Trust Funds (ETF). Employees who are preparing for retirement are encouraged to visit the retirement page on the Human Resources website to learn more.
UW–Madison retirement resources should not be confused with email solicitations from 3rd party, lead-generation services for financial consultants. These external emails offer free consultations to UW employees, however once someone submits their contact information, the sender sells it to an outside entity. We recommend that employees ignore emails from these lead generation services and instead use the free resources available from UW–Madison and ETF. Please examine any emails you receive carefully to determine whether they are legitimate.
Legitimate emails from UW–Madison Benefits Services will come from “OHR Benefits Services” (benefits@ohr.wisc.edu) and will include a signature block at the bottom indicating that the email comes from the University of Wisconsin–Madison Office of Human Resources. Legitimate emails from ETF will come from “Employee Trust WI Department Employee Trust Funds (ETF)” (etfwi@public.govdelivery.com) and show contact information for the Wisconsin Department of Employee Trust Funds at the bottom of the email.