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News

Department of Employee Trust Funds
Last Updated April 21, 2014

Live Webinars Scheduled

ETF is offering a series of live, interactive webinars – online presentations – designed to increase your understanding of Wisconsin Retirement System (WRS) benefits. Unless otherwise noted, all webinars are 30 minutes with time for webinar-topic related questions at the end of the sessions.

Here is what some of our webinar participants have to say:

  • Great webinar! Glad ETF offers these, they are very informative and helpful.
  • It was very helpful to be able to ask questions specific to my situation. Thank you for making the webinar available.
  • Did an excellent job at answering questions about a very confusing subject (Variable Fund) esp. since every employees situation is different

NEW! Top 10 Things to Know About Your Statement of Benefits

Join us as we go over the Top 10 things you can find out from your Statement of Benefits, what it means for you and the connection it has to your retirement. Topics include:

  • How much you have contributed towards your retirement plan.
  • What your vesting status has to do with your WRS pension.
  • Where your money goes if you pass away before you start retirement

Thursday, April 24, 2014 - 12:30 - 1:15 p.m.
Thursday, April 24, 2014 - 6:00 p.m. - 6:45 p.m.
Wednesday, April 30, 2014 - 1:00 - 1:45 p.m.
Thursday, May 1 , 2014 - Noon - 12:45 p.m.
Friday, May 2, 2014 - 11:30 - 12:15 p.m.

NEW! Life Insurance After Retirement

Ever wonder what happens with your life insurance when you retire? In this webinar, we will go over the eligibility requirements for continuing your life insurance after retirement, as well as premium costs to consider. We will also discuss how your coverage changes as you age and your options for converting your life insurance to pay for health insurance or long term care (LTC) insurance.

**Please note: This webinar only applies to those who have the state of Wisconsin's life insurance plan through Minnesota Life. (Check with your employer if you are unsure if you have this plan or not.)

Tuesday, April 8, 11:30 a.m.-noon
Monday, April 14, noon-12:30 p.m.
Tuesday, April 29, 1:00-1:30 p.m.

 

WRS Effective Rates and Annuity Adjustments

How do WRS trust fund investment returns affect employee accounts and retirees’ monthly annuities over the years? This webinar reviews how Core and Variable effective rates, and annuity adjustments are calculated, starting with final calendar year investment returns reported by the State of Wisconsin Investment Board (SWIB). We also cover the differences between the effective rates and annuity adjustment, the Core “floor” amount, and more.

Thursday, April 10, 10:30-11:00 a.m.
Tuesday, April 15, 11:30-12:00 p.m.
Wednesday, April 23, noon-12:30 p.m.
Tuesday, April 29, 11:30 a.m.-noon

 

How to Use Online Calculator to Estimate Retirement Benefit

This webinar will help you estimate how much you might have when you retire including how much your pension could increase if you wait one more year. How to use ETF's online retirement calculator will also be demonstrated. To follow along with the calculator tutorial, have on-hand your Annual Statement of Benefits, a possible retirement date and your spouse's/domestic partner's date of birth.

**Please note: Annuity options that are generated by the calculator will not be discussed. This webinar focuses on how to use the online calculator itself.

Thursday, April 3, 11:30 a.m.-Noon
Tuesday, April 22, 1:00-1:30 p.m. Closed
Wednesday, April 23, 6:00-6:30 p.m.
Wednesday, April 30, Noon-12:30 p.m.

 

Steps to Retire

This webinar will provide a general outline of steps to consider for your retirement, based on various career stages. We will cover the benefit of submitting military discharge papers for service before January 1, 1974; reviewing and updating beneficiary forms; when to request an estimate and other important topics. Because this webinar is meant to be an overview, we recommended meeting with one of our retirement specialists either in our Madison office, or at a location near you.

Wednesday, April 2, 1:00-1:30 p.m.
Monday, April 7, 11:30-Noon
Thursday, April 10, Noon-12:30 p.m.
Wednesday, April 16, 11:30-Noon
Friday, April 25, Noon-12:30 p.m.
Wednesday, April 30, 6:00-6:30 p.m.

 

Beneficiary Designation

This webinar explains the importance of having a Beneficiary Designation (ET-2320) form on file with ETF along with updating it as life events such as divorce, marriage and births occur. We will also cover completing the form, what it means if you do not have a form on file with ETF and how to request a copy of your current Beneficiary Designation form, if we have one on file.

Tuesday, April 8, 1:00-1:30 p.m.
Wednesday, April 23, 2:00-2:30 p.m.
Monday, April 28, Noon-12:30 p.m.

ETF offers a variety of webinar presentations; see the full webinar catalog.

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