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.
5 Basic Steps to Your Retirement: Consider this webinar your quick reference guide to starting the retirement process within the next 12 months. ETF will review: choosing a termination date, how to request a retirement estimate – and how to read and understand it. ETF will also cover how to schedule a retirement appointment and – drum roll here — how to submit the retirement application.
- Mon, Apr 9, 2018 6:00 p.m. – 6:30 p.m.
- Fri, Apr 20, 2018 12:00 p.m. – 12:30 p.m.
- Tue, Apr 24, 2018 12:30 p.m. – 1:00 p.m.
- Mon, Apr 30, 2018 11:00 a.m. – 11:30 a.m.
Beneficiary Designations- What Happens to My Account When I Die: Do you have a beneficiary designation on file with ETF and does it reflect how you would want your WRS death benefits paid? This webinar reviews the importance of having a beneficiary designation on file and keeping it updated as life events occur. ETF will also review how to correctly complete a designation form, what it means if you do not have one on file with ETF, and how to request a copy of your current form.
- Wed, Apr 18, 2018 12:30 p.m. – 1:00 p.m.
- Thu, Apr 26, 2018 11:00 a.m. – 11:30 a.m.
- Mon, Apr 30, 2018 6:00 p.m. – 6:30 p.m.
How to Use ETF’s Online Calculator to Estimate a Retirement Benefit: ETF’s online retirement calculator, one of the most-used tools on ETF’s website, allows you to calculate an unofficial projection of your WRS retirement benefit at any point in the future. This webinar will cover where to find and how to use the calculator, specific information required for data entry (e.g., desired retirement date, spouse or partner’s birthdate, etc.) and how to interpret the results.
- Thu, Apr 5, 2018 11:00 a.m. – 11:30 a.m.
- Tue, Apr 10, 2018 11:30 a.m. – 12:00 p.m.
- Tue, Apr 17, 2018 6:00 p.m. – 6:30 p.m.
- Mon, Apr 30, 2018 12:30 p.m. – 1:00 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.
- Wed, Apr 11, 2018 12:30 p.m. – 1:00 p.m.
- Fri, Apr 13, 2018 12:00 p.m. – 12:30 p.m.
- Wed, Apr 18, 2018 11:00 a.m. – 11:30 a.m.
- Thu, Apr 26, 2018 6:00 p.m. – 6:30 p.m.
WRS Employee Benefits Seminars: Attend a Wisconsin Retirement System employee benefits seminar and come away with a greater understanding of your WRS benefits and how they work. These one-hour evening presentations, hosted by the Department of Employee Trust Funds in cities throughout Wisconsin, are designed for all members, especially those who are within five years of retirement. Topics covered include the retirement process itself, return-to-work rules, the Core and Variable Trust Funds, beneficiary designations, purchasing service, how “life events” affect your benefits, and much more. Questions are encouraged – stick around for the Q&A session afterward
- Wed, Apr 4, 2018 6:30 p.m.- 7:30 p.m.
- Thu, Apr 19, 2018 6:30 p.m.- 7:30 p.m.
Please contact Human Resources at (920) 465-2390 or payrollandbenefits@uwgb.edu with any questions.