WRS News Online

Know Your Benefits: ETF Webinars, Presentations and Group Appointments

Want to know more about your Wisconsin Retirement System benefits? If you are within five years of retirement, take in one of our benefit presentations. Or, no matter where you are on your retirement timeline, sign up for one of our live, interactive webinars.

Benefit Presentations
The Department of Employee Trust Funds offers two-hour, evening presentations designed for all WRS members – especially those who are within five years of retirement.  Topics covered at each presentation include WRS annuity options, return-to-work rules, post-retirement annuity adjustments, the Core and Variable Trust Funds, the importance of keeping a beneficiary form up to date, purchasing service before retirement, the difference between a joint survivor and a beneficiary, and how “life event” changes affect WRS retirement benefits. Reservations are not needed. We just updated the Spring 2015 WRS presentation schedule; use our interactive map to find “face-to-face” presentations by region.

Group Retirement Appointments
Do you know about our group retirement appointments? If you are thinking about attending a WRS public presentation, you may also want to keep in mind that we offer group appointments throughout the state. Group appointments are designed for members within a year of retirement and have a retirement application/estimate. An ETF benefits specialist provides an explanation of the estimate, annuity options, application process and answers questions. Use our interactive map to find a group appointment scheduled in your area.

Each 30-minute webinar is conducted online by an ETF benefits specialist and focuses on a single topic of interest. Monitor our webinar schedule on the Member Education web page. Better yet, sign up for ETF E-mail Updates to receive immediate notification of registration opportunities. Registration is free and fast – sign up with an email address.

ETF webinars over the next several months will cover these important topics:

  • WRS employer and employee contribution rates
  • Returning to work after retirement
  • Steps to retire
  • WRS benefits – a presentation specifically for new and mid-career employees (note: webinar runs 1 hour)
  • An overview of the WRS
  • Beneficiary designations
  • How to read and understand your WRS annual Statement of Benefits
  • WRS effective rates and annuity adjustments
  • Annuity options
  • Retirement benefit calculation methods
  • Life insurance after retirement
  • How to use our online calculator to estimate a retirement benefit

What participants are saying about ETF webinars:

"My participation in the webinar was a first for me, and I just want to compliment you on how easy it was to connect, follow along, and provide questions or requests. Excellent job!"

"Thanks for having these valuable webinars. The professional but conversational style helped me to understand the presentation as easily as an "in office" meeting. Really appreciate that the presenter fully understands the subject. Wonderful job."