ETF is offering a series of 30-minute, live, interactive webinars designed to increase your understanding of Wisconsin Retirement System benefits. Individuals can also ask questions at the end of these sessions. Visit the ETF webinar page to learn more about any of the following sessions. Here is what others have said about these webinars:
“My participation in the webinar was a first for me, and I just want to compliment you on how easy it was to connect, follow along, and provide questions or requests. Excellent job!”
“Thanks for having these valuable webinars. The professional but conversational style helped me to understand the presentation as easily as an “in office” meeting. Really appreciate that the presenter fully understands the subject. Wonderful job.”
5 Basic Steps to Your Retirement
Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. We’ll review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. We’ll also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application.
- Wed, Jan 9, 2019 11:00 a.m. – 11:30 a.m.
- Tue, Jan 15, 2019 6:00 p.m. – 6:30 p.m.
- Fri, Jan 25, 2019 11:30 a.m. – 12:00 p.m.
- Thu, Jan 31, 2019 12:00 p.m. – 12:30 p.m.
WRS Annuity Adjustments and Effective Rates
Do WRS accounts receive an investment return? Do investment returns affect how much a retiree will initially receive when they begin their pension? Do those retired in the WRS receive adjustments to their monthly pension amount over the years? This webinar will cover the process of how account effective rates and annuity adjustments are calculated, starting with the investment return reported by the State of Wisconsin Investment Board. Also covered during the webinar will be explanations of both the Core and Variable Trust Funds and the calculations specific to each fund for effective rates and annual adjustments. At the end of this webinar, it is hoped that you will have a better grasp on how State of Wisconsin Investment Board investment returns affect your WRS pension.
- Tue, Jan 8, 2019 12:00 p.m. – 12:30 p.m.
- Thu, Jan 17, 2019 12:30 p.m. – 1:00 p.m.
- Wed, Jan 23, 2019 6:00 p.m. – 6:30 p.m.
- Mon, Jan 28, 2019 11:30 a.m. – 12:00 p.m.
WRS Benefits: For New and Mid-Career Employees
This one-hour webinar is for employees who are five years – or more – from retirement. The information presented will help you make sound, strategic decisions over the course of your career. Topics include vesting, ways to enhance a WRS retirement benefit, purchasing service, military service credit, the Core and Variable Trust Funds, contribution rates, the importance of a beneficiary form and how to complete one, and how “life event” changes affect retirement benefits.
- Fri, Jan 11, 2019 12:00 pm. – 1:00 p.m.
- Wed, Jan 16, 2019 11:00 a.m. – 12:00 p.m.
- Tue, Jan 22, 2019 10:00 a.m. – 11:00 a.m.
- Thu, Jan 31, 2019 6:00 p.m. – 7:00 p.m.
Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.