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Employers

Employer Bulletin

All Employers
Vol. 16, No. 18
December 8, 1999

Deadlines Announced for 1999 WRS Annual Reports

It is critical that you meet the deadlines stated below for submitting 1999 Annual Reports and December 1999 WRS Monthly Retirement Remittance Reports. With your help the Department of Employe Trust Funds (ETF) will be able to complete the following tasks in a timely manner:

  • Reconcile all earnings reported for 1999
  • Prepare and distribute 1999 Statements of Benefits
  • Calculate 2001 contribution rates
REPORT NAME EMPLOYER GROUPS DUE DATE
WRS 1999 Annual Report All Employers January 31, 2000
December 1999 WRS Monthly Retirement Remittance Report, ET-1515 (REV 11/98) Local Employers

State Employers
(Teachers)

State Employers

(All Others)
January 31, 2000

January 31, 2000

 
January 20, 2000

ETF Recommends Electronic Media Reporting

Electronic Media Reporting greatly increases efficient processing of annual reports and reduces the risk of keying errors and number transposition. Specific information on Electronic Media Reporting is covered in Chapter 12, WRS Administration Manual, ET-1127 (REV 5/99). If you are interested in reporting via electronic media or if you have questions regarding this method of annual reporting, please contact Dale Ferron at (608) 266-0728.

Instructions for Reconciling Your WRS Earnings

Please refer to Chapter 9, WRS Administration Manual, ET-1127 (REV 5/99) for guidance on reconciling your WRS 1999 earnings. In addition to the information provided in the administration manual, ETF is providing the following three reports to assist you in the reconciliation process:

  • Employee Transaction Report

    Employe Transactions for 1999 (including additional contributions) that have been processed through December 3, 1999 are included. Earning totals by employment categories are located at the end of the report.

  • Employee Suspended Transaction Report

    Suspended Employee Transactions for 1999 that have been received by ETF, but not processed are listed. Posting to the employees' account has not occurred due to incomplete or inaccurate information on the submitted transaction report. ETF is reviewing and processing these transactions.

  • Contributions Total Report

    Employment category total earnings and additional contributions that have been reported to ETF on the WRS Monthly Retirement Remittance Report, ET-1515 (REV 11/98) for January through October 1999 are provided. Note: In some cases November 1999 earnings are included for employers who have filed the November 1999 report early.

The chart below illustrates how to use these reports for employe transactions and monthly retirement remittance reports, and how to add this information to transactions and monthly retirement remittance reports not yet reported to WRS. The totals of all earnings' transactions should equal the totals of all earnings for monthly retirement remittances.

Annual Reconciliation Process

Employee Transaction Reports

 

Monthly Retirement Remittance Reports

REPORTED TO WRS

+

NOT REPORTED TO WRS

=

REPORTED TO WRS

+

NOT REPORTED TO WRS

Earnings (by employment category) on the Employee Transaction Reports

AND

Earnings (by employment category) from the Employee Suspended Transaction Report January 3, 1999 to December 3, 1999

+

Earnings (by employment category) on the Annual Transaction Report

AND

Earnings (by employment category) from any 1999 terminations not yet reported to the WRS

=

Earnings (by employment category) on the Contributions Total Report (January - October 1999)

+

Earnings (by employment category) on the WRS Monthly Retirement Remittance Reports for November and December 1999

General Annual Reporting Reminders

WRS participating employers currently report the 1999 WRS annual earnings using one of three methods:

  • Electronic media
  • Preprinted Employe Transaction Report, ET-2533 (REV 11/99)
  • Employer custom printed report

The following are reminders that pertain to all employers with fiscal year employees, regardless of how you report annual earnings information.

  • Fiscal year employes include teachers (employment categories 10 and 11), educational support personnel (employment category 12) and judges (employment categories 05, 07 and 08)
  • Transactions reported for fiscal year employees must include January through June fiscal year hours and earnings in addition to 1999 calendar year hours and earnings if the fiscal year employe was actively employed all calendar year.
  • Fiscal year hours and earnings for an employe can never be more than the employee's calendar year hours and earnings.

Additional Notes:

The columns labeled, "Employee Required Contributions" and "Benefit Adjustment Contributions," are to be used only when you have actually deducted an amount from your employee's paycheck. Do not use these columns to report total employe required and benefit adjustment contributions that have been paid on behalf of the employe by the employer.

You cannot change an employee's name on the annual report by crossing out the current name and writing the new name. You must submit an Employe Identification/Correction Change, ET-2810 to complete this change. See Chapter 5 of the WRS Administration Manual, ET-1127 (REV 5/99) for instructions about changing an employe's name.

If you are reporting an employe who is on leave of absence on your annual report, refer to Chapter  9 of the WRS Administration Manual, ET-1127 (REV 5/99) for the appropriate action code.

Include only transactions that apply to the year being reported. An employe who terminates employment in December, but who is not paid final earnings until January, must be treated as an active employe on the 1999 annual report. You will report the termination date and final earnings in January 2000.

Specific Guidelines for Annual Reporting

Use the following specific criteria to report your annual detail, depending on the method you use to report to ETF.

ELECTRONIC REPORTERS
(Tape, Diskette, Cartridge)

PAPER REPORTERS
(Pre-printed Employe Transaction Report,
(ET-2533)

PAPER REPORTERS
(Employer Custom-Printed Annual Report)

Follow the specifications as defined in Chapter 12 of the WRS Administration Manual, ET-1127 (REV 5/99). Electronic Reporters must submit the Electronic Reporter Transmittal, ET-2536 (REV 9/98) with the annual report tape, cartridge, disk, etc. A copy of the transmittal form is on this site under Employer Forms and Brochures. Additional copies of this form may be ordered by calling ETF Supply and Mail Services at (608) 266-3302.

The pre-list report is preprinted with the report date, employe name, employe Social Security number, action code and action date. If there are employes listed on your report which have terminated, cross the name off the pre-list and immediately report the termination on a separate ET-2533 using a 1999 report date, if you previously did not report the termination.

Follow the instructions as noted in Chapter 9 of the WRS Administration Manual, ET-1127 (REV 5/99). If you are using your own reporting format for the first time, you must have the format pre-approved by ETF prior to submitting your 1999 annual report. For pre-approval, submit a sample copy of your reporting format to Dale Ferron, P.O. Box 7931, Madison WI 53707-7931.

Contact ETF Staff For Questions Regarding WRS Annual Reporting

For more questions regarding the WRS Annual Report format, contact Dale Ferron at (608) 266-0728.

If you have questions on how to report an employe's hours and/or earnings, contact the Employer Communication Center at (608) 264-7900.

 

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