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Department of Employee Trust Funds
Revised November 14, 2012
Statement of Benefits Distribution
Under Way
The Department of Employee Trust Funds (ETF) has
begun distributing the Wisconsin Retirement System (WRS) annual
Statement of Benefits. All employees with WRS contribution
balances as of December 31, 2011, as submitted by their employers,
will receive a statement. The statement includes such information
as earnings and service, contributions, interest applied, separation
and death benefit amounts, beneficiary information and retirement
projections.*
Please note:
- University of Wisconsin System
employees will receive statements electronically, through the
UW System.
- ETF will mail statements to state employees,
using home addresses on file.
- Local government employees will receive statements
from their employers. The delivery date will vary, depending on
the employer.
- ETF will mail statements to inactive members,
using home addresses on file.
Members normally would have received these statements
last April. However, ETF delayed production and distribution until
updates to individual employee account information – the result
of 2011 law changes and various information technology system changes
– was completed.
Want to increase your understanding of the
important information on your statement? Review these ETF resources:
Video: Annual Statement of Benefits
This video reviews the information provided in each section of the
annual Statement of Benefits. It is divided into chapters
for quick and easy access to the topics of your choice. Helpful
hint: Have your statement in hand while viewing the video. In addition,
tell us whether this presentation met your expectations –
please complete the brief poll at the end of the program. (26 minutes)
View:
Annual Statement of Benefits
Online webinar
ETF plans to conduct five live, interactive webinars – online
presentations – that will take viewers through the individual
sections of the annual Statement of Benefits. Individuals
can also ask questions at the end of the session. Times and dates
are to be determined. Please monitor our website for details and
registration information.
*The statement will not reflect
corrections to those employees whose account information was reported
to ETF by their employers as “late-reported earnings”.
Such updated information will be shown on the employee’s next
annual statement.
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