Did you know the Department of Employee Trust Funds is offering in-person group retirement appointments outside of the Madison area? ETF benefits specialists will be in the following cities from now through the end of June – 44 sessions total!
|Fond du Lac||Green Bay||Manitowoc||Milwaukee|
|Oshkosh||La Crosse||Racine||Rice Lake|
|Stevens Point||Sturgeon Bay||Waukesha||Wausau|
Requirement: Before scheduling an appointment, you must have received a Retirement Benefit Estimates and Application (ET-4301) or a Disability Benefit Estimate and Application (ET-5302). 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 and life insurance
- Beneficiaries and death benefits
- Mailings you can expect to receive from ETF after retirement
- Annual annuity adjustments
- Wisconsin Retirement System return to work rules