A hand checking off boxes on a document with pink marker.

Retirement Checklist

Planning and preparation are essential for a successful retirement. This page has a list of things you can do to help ensure a smooth changeover to retirement.

ET-8501
Dec 31, 2019 5:00pm Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2019

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2019 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

ET-8501
Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2017

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2017 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

ET-8501
Report Other Benefit Recipient

Comprehensive Annual Financial Report 2003

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.

ET-8501
Report Active Employee / Other Benefit Recipient

Comprehensive Annual Financial Report 2016

The Comprehensive Annual Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2016 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.

ET-4125
Brochure Active Employee / Retiree / Other Benefit Recipient

Tax Liability on WRS Benefits

This brochure provides general information about the income tax liability on your Wisconsin Retirement System benefits. The tax treatment of WRS benefits is generally similar for federal and Wisconsin income tax purposes.

ET-8501
Jan 8, 2024 11:00am Report Active Employee / Other Benefit Recipient

Annual Comprehensive Financial Report 2022

The Annual Comprehensive Financial Report of the Wisconsin Department of Employee Trust Funds for the year ended December 31, 2022 provides comprehensive information about ETF, the Wisconsin Retirement System, and other benefit programs administered by ETF.