Department of Employee Trust Funds
April 26, 2011
ETF Introduces a New How to Retire Packet
The Department of Employee Trust Funds (ETF) recently redesigned
its retirement packet to improve the quality of the information
provided and simplify the retirement process. Until now, a retirement
packet contained a mix of brochures, forms and inserts totaling
more than 75 pages. Members have commented that they found the material
overwhelming and needed help to identify what applied to them.
The primary element of the new retirement packet is a brochure
entitled, How to Retire
(ET-4133). This brochure explains how retirement benefits are
calculated, provides step-by-step instructions for completing a
retirement application and explains retirees’ eligibility
for other benefits. The material in the brochure is presented in
a manner similar to the approach taken when members meet with an
ETF benefits specialist, so it addresses commonly asked questions
in a way that makes it easy to navigate the retirement process and
identify relevant information.
The new retirement materials led to an expansion of information
on this Internet site that also walks members through the steps
to retire. Look for the “How
to Retire” button on the
Members tab. Here you will find links to excellent resources
such as the Retirement Planning Checklist, the How
to Retire brochure, the Road to Retirement video,
and benefit presentation offerings, along with other valuable information.
Members now have the ability to instantly locate related forms and
ETF hopes members find the new retirement materials to be user friendly
and a helpful tool that assists them in making retirement decisions.