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Employers

Employer Bulletin

All Employers
Vol. 17, No. 7
April 10, 2000

Deliver Employe Annual Statement of Benefits and Return WRS Distribution Report

A personalized Wisconsin Retirement System (WRS) annual Statement of Benefits (dated January 1, 2000) is enclosed for active employes who had WRS contribution balances as of December 31, 1999. 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 June 30, 2000.

Statement Format Changes

ETF has reformatted the annual Statement of Benefits. The January 1, 2000 Statement has additional information for participants with Qualified Domestic Relations Orders (QDRO). In addition, Section 2 now includes the amount of service transferred to the alternate payee account from the participant account by the QDRO order. Each Statement contains an insert, "Special Notice Regarding 1999 Wisconsin Act 11," printed on green paper. The insert explains the current status of this new legislation. Please refer your employes to this insert if they have questions about the legislation.

ETF continually seeks to improve the annual Statement of Benefits format, and we welcome your feedback regarding the Statements. Please address all comments to Dale Ferron, Division of Employer Services, P.O. Box 7931, Madison, WI 53707-7931. You may also contact him via e-mail: dale.ferron@etf.state.wi.us.

Instructions and Guidelines for Statement Distribution

Employers are responsible for distributing Statements to all active WRS employes as follows:

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 last page).
  • Immediately submit an Employe Transaction Report (ET-2533), 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.

Notify employes who work for more than one WRS employer that their Statements are sent to the employer with the employe's most recent WRS begin date. Verify this with your employe before contacting ETF.

You will not receive a Statement for employes who:

  • Terminated employment if you reported the termination to ETF on an Employe Transaction Report (ET-2533)
  • Had no WRS contributions reported as of December 31, 1999, or
  • Had no balance remaining in their WRS accounts on December 31, 1999.

Complete and return the Distribution Report form to ETF by June 30, 2000.

NOTE: 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.

For questions regarding the distribution of annual Statements of Benefits, contact Dale Ferron at (608) 266-0728 or e-mail him at dale.ferron@etf.state.wi.us . For all other questions, please call the Employer Communication Center, (608) 264-7900.

Don't forget to complete and return the Distribution Report form by June 30, 2000!

 

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