If you have been following the news over the past year, you don’t need me to tell you the story of the financial markets of 2022. The good news is that strong absolute investment returns in three of the past four years will help mitigate the effects of 2022 trust fund investment performance on upcoming annuity adjustments, as well as lend stability to contribution rate changes in 2024.
You must incur all eligible expenses for the 2023 benefit period by December 31, 2023. For the 2024 benefit period, you must incur all eligible expenses by December 31, 2024. The Health Savings Account (HSA) can only be used to pay for eligible medical expenses incurred after your HSA was established.
While you should always try to submit requests for distribution during the same plan year in which the expense was incurred, there is no deadline to request an HSA distribution.
All unused HSA funds carry over year-to-year without forfeiture.
Program Option
State Employee and Retiree Health Plan & Supplemental Benefits
Plan Year
2024
ET-8900
Active Employee /
Retiree /
Local Employer /
State Employer
The Employee Reimbursement Accounts (ERA) Program is an optional benefit that allows participants to use pre-tax dollars to pay for certain Internal Revenue Service-approved expenses.
The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2003 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.
The purpose of Request for Proposals (RFP) ETH0052-54 is to provide interested and qualified vendors with information to enable them to prepare and submit competitive proposals to administer the following programs: Internal Revenue Code Section 125 Cafeteria Plan, Health Savings Account (HSA), Employee Reimbursement Account (ERA), and Commuter Fringe Benefit Account. There are three separate RFPs:
ETF has new web pages on financial power of attorney documents and guardianship orders. You'll find information and resources on these important topics and how they pertain to WRS benefits.
