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Plan certification is required for any transfer of pre-tax funds from a retirement plan to the Wisconsin Retirement System for the purpose of buying permissive service credit.

Stay up to date with payment deadlines, receive guidance in accounting and financial matters, and find information for social security.

A listing of actuarial reports evaluating WRS benefit programs. Also included on this page is a listing of three-year experience studies to determine if updates to actuarial assumptions are needed.

Contact us via phone, email, fax, or drop off a document.

Understand the steps to report a death and ETF’s process for paying benefits.

WRS retirement benefits are calculated using two methods: the formula method, and the money purchase method. ETF calculates your benefit using both methods and automatically pays you the higher amount. See how each method is calculated and resources for estimating your benefit.

Health insurance eligibility in retirement depends on whether you are a state or local employee and what your employer offers.

The 1095 form provides documentation of your individual health insurance information. This statement is sent to you annually by your insurance provider.

A sample form of the statement of benefits for an alternate payee.