Full Webinar Catalog
The following webinars are offered periodically throughout the year.
5 Basic Steps to Your Retirement
Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here -- how to submit the retirement application. (15 min.)
Find out how making additional contributions to your WRS account can potentially increase your retirement. This webinar also provides examples of how contributions grow over time with interest, how to pay additional contributions (payroll deduction or direct pay), etc. (15 min.)
Journey to Retirement - Wisconsin Deferred Compensation (WDC)
This webinar will help to increase your understanding of the WRS annuity options available to you at retirement. We will also explain the difference between a beneficiary and a named survivor. (20 min.)
Payment Options (6 min.)
Beneficiary Designations - What Happens to My Account When I Die
Do you have a beneficiary designation on file with ETF and does it reflect how you would want your WRS death benefits paid? This webinar reviews the importance of having a beneficiary designation on file and keeping it updated as life events occur. We will also review how to correctly complete a designation form, what it means if you do not have one on file with ETF, and how to request a copy of your current form. (15 min.)
If you are eligible to purchase service, doing so would increase your retirement or disability benefit. Find out how by viewing this webinar. Weíll cover the types of service you may be able to buy, how and when you can buy service, and much more. Eligible types of service include service earned during prior WRS covered employment and forfeited through a separation benefit and some types of service earned with other government employers. (20 min.)
Choosing When to Retire
This webinar will focus primarily on choosing your optimal termination and WRS benefit effective dates. The focus will include not only the “December versus January” decision, but also how retirement timing at any point during the year can affect your retirement annuity amount and other employee retirement benefits. (40 min.)
Should I Retire? (20 min.)
Get Financially Fit: ETFís Financial Fitness Program
Get ready for an engaging, informative ETF webinar on how to improve your overall financial wellness through our online Financial Fitness Program! This exciting new program, available at no cost to WRS members, has 3 core moves:
- Financial Fitness CHECKUP™ -Benchmark your financial well-being
- Financial Fitness ACADEMY™ - Build your financial savvy with courses that meet your life goals
- Financial Fitness COACH™ - Get one-on-one financial coaching from a certified financial advisor
Learn how to access and use dozens of online Financial Fitness Program tools designed to help you take charge of your financial future, including: creating an emergency fund, setting a budget, saving for college, preparing for retirement, and much more.
The Financial Fitness Program is available at no cost to all Wisconsin Retirement System members. There will be time at the end of the webinar to ask specific questions about the program, which is offered in partnership with the Department of Employee Trust Funds, Department of Financial Institutions, Professional Fire Fighters of Wisconsin and the Wisconsin Retired Educators' Association.
How Divorce Can Affect Your WRS Benefits
(non-retired members and alternate payees)
This webinar explains how a divorce affects a non-retired memberís WRS benefits, including what happens when the earnings and service are divided by a qualified domestic relations order, benefit rights of alternate payees, the importance of keeping beneficiary designations update and more.
How Divorce Can Affect Your WRS Benefits
(retired members and alternate payees)
This webinar explains how a divorce affects a retired memberís WRS benefits, including what happens when the WRS annuity is split by a qualified domestic relations order, benefit rights of alternate payees, and more.
How to Read the Statement of Sick Leave Account (State and University Retirees)
This webinar will cover the annual Statements of Sick Leave Accounts for State and University retirees. Areas we will cover include:
- Information for those who are using their sick leave;
- Information for those who are currently covered under another non-state/university plan; and
- Information for those who are currently covered under another state/university plan
How to Use ETF's Online Retirement Calculator
ETFís online retirement calculator, one of the most-used tools on our website, allows you to calculate an unofficial projection of your WRS retirement benefit at any point in the future. This webinar will cover where to find and how to use the calculator, specific information required for data entry (e.g., desired retirement date, spouse or partnerís birthdate, etc.) and how to interpret the results. (15 min.)
Itís Your Choice eLearning Guided Walk Through for Active State Employees
This webinar presents the Itís Your Choice eLearning presentation for active state employees, which contains detailed information on whatís new for 2016 under the group health insurance program, including medical, pharmacy and dental benefit changes, out-of-pocket costs, and more. You can watch the presentation during this webinar and then we will answer your questions at the conclusion.
Itís Your Choice eLearning Guided Walk Through for Retired State Employees
This webinar presents the Itís Your Choice eLearning presentation for retired state employees, which contains detailed information on whatís new for 2016 under the group health insurance program, including medical, pharmacy and dental benefit changes, out-of-pocket costs, and more. You can watch the presentation during this webinar and then we will answer your questions at the conclusion.
Itís Your Choice eLearning Guided Walk Through for Active Local Employees
This webinar presents the Itís Your Choice eLearning presentation for active local employees, which contains detailed information on whatís new for 2016 under the group health insurance program, including medical, pharmacy and dental benefit changes, out-of-pocket costs, and more. You can watch the presentation during this webinar and then we will answer your questions at the conclusion.
Life Insurance After Retirement
What changes are in store for your WRS post-retirement life insurance? In this webinar we will discuss eligibility requirements for continuing your life insurance coverage under the State of Wisconsin Group Life Insurance Program after retirement. Also included are premium payments, how your coverage changes after retirement and options for converting your WRS life insurance to pay for WRS health insurance or long-term care insurance.
**Please note: This webinar only applies to those who have life insurance coverage under the State of Wisconsin Group Life Insurance Program (Securian Financial Group). Check with your employer if you are unsure about your coverage under this plan.
The Newly Retired Webinar provides basic information for Wisconsin Retirement System members who have recently entered or are soon to enter retirement status. Topics include initial (“estimated”) retirement annuity payments, “finalized” payments and adjustments, post-retirement life and health insurance, and return to work rules under the WRS. (20 min.)
Overview of the Wisconsin Retirement System
This webinar will cover participation in the Wisconsin Retirement System, how the WRS is funded and what benefits are available under the WRS. A brief overview of the Core and Variable Trust Funds and how the WRS is structured are included. (15 min.)
and Mid-Career Employee Orientation on Retirement Benefits
Returning to Work After Retirement
Whether retired or planning to retire, do you need information about what happens if you decide to work again? This webinar is for you. 2013 Act 20, which was effective July 2, 2013, made some important changes to laws that affect retired WRS members planning to return to work. This webinar covers the old law as well as the changes provided by Act 20.
Understanding Your Annual WRS Statement of Benefits
Join us as we review key things you can find out about your WRS benefits, simply just by reading and understanding your WRS annual Statement of Benefits. Some topics we will review include:
- How much you and your employer have contributed to your WRS pension
- Your vesting status and years of service
- Your beneficiary designation Ė what happens to your account if you die before taking a benefit
Tip: Have your statement
in hand while attending this webinar. (25 min.)
In this webinar we will discuss the Variable Fund Ė what it is, how it differs from the Core Fund, and the affect participation in this fund may have on your retirement benefit calculations. We will also discuss how to elect to participate in the Variable Fund, how to cancel participation, and how the timing of these decisions may affect your Wisconsin Retirement System benefits. (20 min.)
WRS Benefits: For New and Mid-Career Employees
This one-hour webinar is for employees who are five years - or more - from retirement. The information presented will help you make sound, strategic decisions over the course of your career. Topics include vesting, ways to enhance a WRS retirement benefit, purchasing service, military service credit, the Core and Variable Trust Funds, contribution rates, the importance of a beneficiary form and how to complete one, and how “life event” changes affect retirement benefits. (45 min.)
WRS Annuity Adjustments and Effective Rates
Do WRS accounts receive an investment return? Do investment returns affect how much a retiree will initially receive when they begin their pension? Do those retired in the WRS receive adjustments to their monthly pension amount over the years? This webinar will cover the process of how account effective rates and annuity adjustments are calculated, starting with the investment return reported by the State of Wisconsin Investment Board. Also covered during the webinar will be explanations of both the Core and Variable Trust Funds and the calculations specific to each fund for effective rates and annual adjustments. At the end of this webinar, it is hoped that you will have a better grasp on how State of Wisconsin Investment Board investment returns affect your WRS pension. (25 min.)
WRS Employee and Employer Contribution Rates
This webinar will review how employer and employee contributions help keep the WRS fully funded. We will discuss how the contribution rates are calculated, why they change annually, where those dollars go and the contribution rate changes for 2016. (20 min.)
WRS Retirement Benefit Calculation
This webinar will explain the methods used for benefit calculations and the components of each method. Anyone who has requested or is planning to request an estimate will have a better understanding of how that amount was calculated. (15 min.)
Online Video: Your
WRS Benefits (See Chapter 6 on Retirement Calculations.)
WRS Employee Benefits Seminars
Attend a Wisconsin Retirement System employee benefits seminar and come away with a greater understanding of your WRS benefits and how they work. These one-hour evening presentations, hosted by the Department of Employee Trust Funds in cities throughout Wisconsin, are designed for all members, especially those who are within five years of retirement. Topics covered include the retirement process itself, return-to-work rules, the Core and Variable Trust Funds, beneficiary designations, purchasing service, how “life events” affect your benefits, and much more. Questions are encouraged – stick around for the Q&A session afterward! (60 min.)