Vol. 16, No. 6
April 9, 1999
Deliver Employe Annual Statement of Benefits and
Return Distribution Report
A personalized Wisconsin Retirement System (WRS) Annual Statement
of Benefits (dated January 1, 1999) is enclosed for active
employes who had WRS contribution balances as of December 31, 1998.
Please distribute the Statements according to the instructions and
guidelines provided below.
The Department of Employe Trust Funds (ETF) must verify that all
participants receive a WRS Statement. Once you distribute the Statements
to your employes, complete the Distribution Report included
with this Bulletin and return it to ETF by July 1, 1999.
ETF has reformatted the Annual Statement of Benefits.
The January 1, 1999 Statement has one new addition: Section 4 now
includes the non-taxable portion of Employe Regular Additional Contributions.
In 1998 we added Section 10, "Retirement Benefit Projections,"
to help participants become aware of and gain an understanding of
the WRS benefits payable at the time of retirement. Participants
will be able to use the benefit projection included on this year's
Statements to see how benefits increase each year as service and
ETF continually seeks to improve the Annual Statement of Benefits
format, and we welcome any feedback you wish to share regarding
the Statements. Please address all comments to Dale Ferron, Division
of Employer Services, P.O. Box 7931, Madison, WI 53707-7931.
Instructions and Guidelines for Statement Distribution
Employers are responsible for distributing Statements to all active
WRS employes. Please follow the instructions and guidelines below:
Do not forward Statements to employes via U.S. mail in the
envelopes provided. If mailing addresses are insufficient or
incorrect, the Statements will be returned to ETF marked undeliverable.
Distribute Statements to employes on leave of absence or layoff.
ETF does not retain addresses for active WRS participants.
If a Statement is included for an employe who recently terminated:
- Return the Statement to ETF along with the Distribution
Report(see next page).
- Immediately submit an Employe Transaction Report(ET2533),
including the termination data and employe's last known address,
if you have not already done so. ETF will then forward the Statement
to the employe.
- Encourage your employes to carefully read the supporting material
enclosed with the Statements. Most questions can be answered by
reading this information.
Be aware that employes may contact you for clarification of
WRS service, earnings and/or employment category that you have
reported to ETF.
Notify employes who work for more than one WRS employer that
their Statements will be sent to the employer with the employe's
most recent WRS begin date. Verify this with your employe before
You will not receive a Statement for employes who:
- terminated employment that you reported to ETF on an Employe
Transaction Report (ET-2533)
- had no WRS contributions reported as of December 31, 1998,
- had no balance remaining in their WRS accounts on December
- Complete and return the Distribution Report form to
ETF by July 1, 1999.
Direct any questions regarding distribution of Annual Statements
of Benefits to Dale Ferron at 608-266-0728. For all other questions,
please call the Employer Communication Center at 608-264-7900.
Don't forget to complete and return the Distribution
Report form on the next page by July 1, 1999!
JANUARY 1, 1999 WRS ANNUAL STATEMENT OF
Employer Name: ____________________ EIN #__________
I certify that:
I received the January 1, 1999 Statement of Benefits forms
for my organization's employes from the Department of Employe
Trust Funds on _______________; (month/day)
I distributed all statements to employes beginning on ______________,
except for the following employes for whom I could not make
a distribution. For example, they no longer work here. (Provide
name and Social Security number; use reverse
side of form if more space is needed):
||Signature of WRS Agent
RETURN THIS FORM BY JULY 1, 1999 TO: Department of Employe Trust
Funds, Division of Employer Services, P.O. Box 7931, Madison WI