et-7402
Jan 31, 2024 12:00pm Newsletter Retiree

WRS News for Retirees January 2024

This issue features columns from the WRS leadership and articles on ETF’s projections for increased annuity adjustments in 2024, a study on Wisconsin pensions reducing poverty across retiree demographics, SWIB’s asset allocation targets for 2024, and WDC fees reduced for 2024.

Nov 26, 2003 5:00pm Report Active Employee / Retiree / Other Benefit Recipient / Board Member / Local Employer / State Employer

WRS Three-Year Experience Study January 1, 2000 - December 31, 2002

The results of the 3-year investigation of experience of the Wisconsin Retirement System are presented in this report. The investigation was made for the purpose of updating the actuarial assumptions used in valuing the actuarial liabilities of the Wisconsin Retirement System in compliance with Section 40.03(5)(b) of the Wisconsin Statutes.

W-2 Wellness Incentive Taxes

Income received from the WebMD program or the Wellness Incentive from your health plan provider is taxable. You will receive a W-2 statement from ETF if you are covered under the state group health insurance program and you and/or your dependents received a wellness incentive from your health plan provider or from WebMD.

Program Option
  • Local Annuitant Health Program (LAHP)
  • Local Deductible Health Plan (PO14) & Supplemental Benefits
  • Local Deductible Health Plan with Uniform Dental (PO4) & Supplemental Benefits
  • Local Health Plan (PO16) & Supplemental Benefits
  • Local Health Plan with Uniform Dental (PO6) & Supplemental Benefits
  • Local High Deductible Health Plan (PO17) & Supplemental Benefits
  • Local High Deductible Health Plan with Uniform Dental (PO7) & Supplemental Benefits
  • Local Traditional Health Plan (PO12) & Supplemental Benefits
  • Local Traditional Health Plan with Uniform Dental (PO2) & Supplemental Benefits
  • State Employee and Retiree Health Plan & Supplemental Benefits
ET-2320
Form Active Employee / Retiree

How To Fill Out Beneficiary Designation (ET-2320)

If you are the owner of a WRS account from which a WRS death benefit or life insurance benefit would be payable upon your death, you may file a beneficiary designation.