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Department of Employee Trust Funds
March 25, 2014


New ETF Video: Interest Rates and Annuity Adjustments

ETF recently released a new video, Interest Rates and Annuity Adjustments, which explains how the Wisconsin Retirement System (WRS) annuity increases (Core Fund 4.7%; Variable Fund 25.0%), effective May 1, for retirees were calculated.

This 13-minute webcast walks viewers through how WRS effective rates and annuity adjustments are calculated based on State of Wisconsin Investment Board (SWIB) returns. It also clarifies why annuity adjustments are lower than interest rates, how the Core Fund smoothing process affects the funds available for each year’s calculations, and what actuarial factors are used in determining annuity adjustments. At the end, viewers are asked to complete a short survey.

Click here to view the video

WRS members also have the option of registering for a live Webinar, covering similar information, during March and April. Please see the webinar schedule for more details.

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