All WRS Employers
Vol. 18, No. 15
September 12, 2001
Deliver Employee Annual Statement of Benefits
and Return WRS Distribution Report
A personalized Wisconsin Retirement System (WRS) annual Statement
of Benefits (dated January 1, 2001) is enclosed for active
employees who had WRS contribution balances as of December 31, 2000.
Please distribute the Statements according to the instructions
and guidelines provided below.
The Department of Employee Trust Funds (ETF) must verify that all
participants receive a WRS Statement. Once you distribute
the Statements to your employees, complete the Distribution
Report included with this Bulletin and return it to ETF
by October 31, 2001.
Statement Format Changes
ETF has modified the annual Statement of Benefits to reflect
implementation of 1999 Wisconsin Act 11. The January 1, 2001 Statement
has the following changes:
In Section 2 the years of WRS creditable service are broken
down by service granted before 2000 and service granted after
1999. Total service also displays.
In Section 7, two separate amounts are shown for death benefits:
Active employees: The death benefit is equal to the employee
required contribution balance and matching amount of employer
contributions; plus any voluntary additional contributions.
Inactive participants: The death benefit amount is equal to
the employee required contribution balance, plus any voluntary
A supplemental January 1, 2000 statement is included
with this year's Statement of Benefits. This supplemental
statement reflects the amount of fixed interest added as a
result of 1999 Wisconsin Act 11. Your employees will receive this
supplemental statement only if they are entitled to additional interest
credit for 1999. Employees who began WRS employment in 2000
will not receive a supplemental statement.
Instructions and Guidelines for Statement Distribution
Employers are responsible for distributing Statements
to their active WRS covered employees. The following are guidelines
to remember when distributing Statements:
Do not forward Statements to employees
via U.S. mail in the envelopes provided. If mailing addresses
are insufficient or incorrect, the Statements will
be returned to ETF marked undeliverable.
Be sure to distribute Statements to employees on leave
of absence or layoff.
If a Statement is included for an employee who recently
- Return the Statement to ETF along with the Distribution
Report (see last page).
- Immediately submit an Employee Transaction Report
(ET-2533) including the termination data and employee's
last known address, if you have not already done so. ETF will
then forward the Statement to the employee.
Notify employees who work for more than one WRS employer that
their Statements are sent to the employer with the
employee's most recent WRS-begin date. Verify this with
your employee before contacting ETF.
You will not receive a Statement for employees who:
- Terminated employment if you reported the termination to
ETF on an Employee Transaction Report (ET-2533).
- Had no WRS contributions reported as of December 31, 2000.
- Had no balance remaining in their WRS accounts on December
Complete and return the Distribution Report form to ETF by
October 31, 2001.
NOTE: Encourage your employees to carefully
read the supporting material enclosed with the Statements.
Most of their questions can be answered by reading this
information. Be aware that employees may contact you for clarification
of their WRS service, earnings and/or employment category that
you have reported to ETF.
ETF continually seeks to improve the annual Statement of Benefits
format and we welcome your feedback. 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: firstname.lastname@example.org.
For questions regarding the distribution of annual Statements
of Benefits, contact Dale Ferron at (608) 266-0728 or
e-mail him at email@example.com. 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 October 31, 2001!