After a two-year hiatus the Department of Employee Trust Funds has resumed hosting in-person group retirement appointments outside of the Madison area.
Requirement: In order to register for an appointment, you must first have a completed Retirement Benefit Estimates and Application (ET-4301). You may request an estimate if you are within 12 months of your minimum retirement age.
See the complete schedule and register now.
Why a group retirement appointment? Group appointments can accommodate up to 12 employees and their guests; therefore, wait times for group appointments are usually much shorter than for individual appointments. The ETF benefits specialist reviews the same topics covered in an individual appointment, and attendees will have the benefit of learning from other members’ questions. No individual or personal information is shared with the group.
Appointment topics include:
- The retirement benefit estimates and application
- Health/life insurance
- Beneficiaries and death benefits
- Mailings you can expect to receive from ETF after retirement
- Annual annuity adjustments
- WRS return to work rules
For More Information