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Employers

Employer Bulletin

All WRS Employers
Vol. 21, No. 16
December 22, 2004

Spring Benefit Presentations; Revised Authorization for Direct Rollover Form

Benefit Presentations Set for February - April 2005

The Department of Employee Trust Funds (ETF) and other sponsors are offering 19 free public presentations on Wisconsin Retirement System (WRS) benefits in February, March and April for WRS participants. The workshops are valuable opportunities for members, spouses and other individuals seeking general information on retirement issues and other WRS benefit programs. Those considering or planning retirement in the near future are strongly encouraged to attend.

Topics covered during the presentations include calculating retirement benefits, annuity options, separation benefits, taxes, survivor benefits, and health and life insurance benefits. Questions regarding when to retire and how to determine actual benefits are also discussed. Each session is free and most run from 7 p.m. to 9 p.m. All locations are handicapped accessible.

Attached to this Bulletin is a list of presentation dates and locations. Reservations are not required.

Feel free to reproduce the attached “Public Presentations” page for display at your work site. We encourage you to list the date, time, and place of presentation(s) in your area within your internal communications to employees (employee newsletter, Intranet, etc.)

For more information, please contact Kristine Butch, ETF Member Services Bureau at (608) 261-0153 or e-mail kristine.butch@etf.state.wi.us.

Revised Authorization for Direct Rollover Form

The Authorization for Direct Rollover (ET-7355, rev. 08/2004) has been revised to reflect provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA). The form revisions include:

  • Addition of two receiving plan options
  • The ability to include investment in contract (after-tax) contributions in the rollover if the receiving plan accepts and accounts for after-tax contributions separately

ETF will no longer accept the Authorization for Direct Rollover (ET-7355) form with a revision date prior to 08/2004. Any forms with unacceptable revision dates will be returned to the applicants, along with a newly revised form and instructions. Destroy older versions and order the newly revised forms by contacting Supply and Mail Services Section at (608) 266-3302 or order online at http://etf.wi.gov/.

If you have questions regarding this form, please contact the ETF Employer Communication Center at (608) 264-7900 or e-mail ETF from the Contact Us page of our Internet site, http://etf.wi.gov/.