Full Webinar Catalog
The following webinars are offered periodically throughout the year.
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.
Join us as we review 10 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:
Tip: Have your statement in hand while attending this webinar.
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.
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.
If you are eligible to purchase service, doing so would increase your retirement or disability benefit. Find out how by viewing this webinar. We’ll 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.
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.
This webinar covers not only how divorce can affect your WRS benefits, but also the importance of properly completing the QDRO required by ETF under state law. We will also review what happens once a valid
QDRO is accepted and processed by ETF.
In this webinar, we will cover the annual Statements of Sick Leave Accounts for State and University retirees. Areas that will be covered include:
ETF’s 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 partner’s birthdate, etc.) and how to interpret the results.
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 (Minnesota Life). Check with your employer if you are unsure about your coverage under this plan.
This webinar will cover participation in the WRS, vesting requirements, how the WRS is funded and benefits available under the WRS. Also included is a brief overview of the Core and Variable Trust Funds and how the WRS is structured.
Choosing a WRS annuity option is one of the most important decisions you will face. This webinar will cover all of the WRS retirement annuity options and help you understand them so that you can make an informed decision. We will also explain the important differences between a beneficiary and a named survivor.
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.
In this webinar we will discuss the Variable Fund – 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.
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.
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.
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 2015.
Anyone who has requested or is planning to request an estimate will benefit from this webinar. You will learn how ETF calculates your retirement benefit using either the money purchase or formula methods. You will also have the opportunity to ask questions at the end of the session.