Vol. 18, No. 21
December 11, 2001
Deadlines Announced for 2001 WRS Annual Reports and WRS
Annual Reconciliation Information
It is critical that you meet the deadlines stated below for submitting
2001 Annual Reports and December 2001 WRS Monthly Retirement
Remittance Reports. With your help, the Department of Employee
Trust Funds (ETF) will be able to complete the following tasks in
a timely manner:
- Reconcile all earnings reported for 2001
- Prepare and distribute 2001 Statements of Benefits
- Calculate 2003 contribution rates
|WRS 2001 Annual Report
||January 31, 2002
|December 2001 WRS Monthly Retirement Remittance
Report, ET-1515 (REV 11/2001)
State Employers (Teachers)
State Employers (All Others)
|January 31, 2002
January 31, 2002
January 21, 2002
ETF Recommends Electronic Media Reporting
ETF thanks all employers who report their data electronically.
Electronic Media Reporting is required for employers with 250 or
more employees. We encourage all employers with less than 250 employees
to report electronically because 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
or e-mail email@example.com.
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 2001 earnings.
In addition to the information provided in the administration manual,
ETF is providing the following reports to assist you in the reconciliation
Employee Transaction Report
Employee Transactions for 2001 (including additional contributions)
that have been processed through December 7, 2001 are included.
Earning totals by employment categories are located at the end
of the report.
Employee Suspended Transaction Report
Suspended Employee Transactions for 2001 that have been received
by ETF, but not processed are listed. Posting to the employee's
account has not occurred due to incomplete or inaccurate information
on the submitted transaction report. ETF is reviewing and processing
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 11/2001) for January
through October 2001 are provided. Note: In
some cases November 2001 earnings are included for employers
who have filed the November 2001 report early.
The chart on page three illustrates how to use these reports for
employee transactions and monthly retirement remittance reports
as well as how to add this information to transactions and monthly
retirement remittance reports not yet reported to the WRS. The earnings
by employment category, that you have reported on Employee Transaction
Reports (ET-2533) throughout the year for your employees, plus
earnings by employment category that you are now reporting on the
Annual Transaction Report, should equal the totals that you have
reported by employment category on your 2001 remittance reports
(January – December).
Employee Transaction Reports
Monthly Retirement Remittance
REPORTED TO WRS
NOT REPORTED TO WRS
REPORTED TO WRS
NOT REPORTED TO WRS
|Earnings (by employment category) on the Employee
Earnings (by employment category) from the Employee Suspended
January 2, 2001 to December 7, 2001
|Earnings (by employment category) on the Annual
Earnings (by employment category) from any 2001 terminations
reported to the WRS
|Earnings (by employment category) on the Contributions
Total Report (January - October 2001)
||Earnings (by employment category) on the WRS
Monthly Retirement Remittance Reports for November
and December 2001
General Annual Reporting Reminders
WRS participating employers currently report the 2001 WRS annual
earnings using one of three methods:
- Electronic media
- Preprinted Employee Transaction Report, ET-2533 (REV
- Employer custom printed report
The following reminders pertain to all employers
with fiscal year employees, no matter which reporting method is
- Fiscal year employees 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 2001 calendar year hours and earnings if the fiscal year employee
was actively employed all calendar year.
- Fiscal year hours and earnings for an employee can never
be more than the employee's calendar year hours and earnings.
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 employee required and benefit adjustment
contributions that have been paid on behalf of the employee by the
IMPORTANT: 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 Employee 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 employee's name.
If you are reporting an employee 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 employee who terminates employment in December, but who is not
paid final earnings until January, must be treated as an active
employee on the 2001 annual report. You will report the termination
date and final earnings in January 2002.
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.
(Tape, Diskette, Cartridge)
(Pre-printed Employee Transaction Report, (ET-2533))
(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 our Internet site at: etf.wi.gov under
Employer Forms and Brochures. Additional copies of this form
may be ordered by calling ETF Supply and Mail Services at (608)
||The pre-list report is preprinted with the report
date, employee name, employee Social Security number, action
code and action date. If there are employees listed on your
report that have terminated, cross the name off the pre-list
and immediately report the termination on a separate ET-2533
using a 2001 report date, if you previously did not report the
||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 2001 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
For questions regarding the WRS Annual Report format, contact Dale
Ferron at (608) 266-0728. If you have questions on how to report
an employee's hours and/or earnings, contact the Employer Communication
Center at (608) 264-7900.