Department Offers Small Group Retirement Appointments

The Department of Employee Trust Funds (ETF) offers small group appointments for Wisconsin Retirement System (WRS) members approaching retirement. The two- to two-and-a-half-hour sessions are held three times a week at ETF’s Madison office, located at 801 W. Badger Road. On Mondays and Wednesdays, appointments begin at 1:00 p.m.; Thursday appointments begin at 8:30 a.m.

Appointments are offered on Mondays at ETF’s Waukesha office, located at 141 N.W. Barstow Street, Room 151.

In small group retirement appointments, participants receive an overview of WRS benefits and annuity calculations, along with a step-by-step explanation of the retirement estimate, annuity options, and application process. Participants may ask questions throughout the appointment and benefit from the questions, comments, and information shared by other participants.

While it is necessary to make an appointment for a small group appointment, these can usually be obtained much sooner than with our individual appointments.

To make a small group retirement appointment, call ETF’s Madison appointment line toll free at 1-877-533-5020, ext. 65717 or (608) 266-5717. Group counseling attendees must:

• Be within one year of minimum retirement age
• Have a valid retirement estimate from DETF
• Bring their retirement packet to the session.