ETF (Department of Employee Trust Funds) 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 their webinar page to learn more about any of the following sessions.
5 Basic Steps to Your Retirement
Thinking about retiring in the next 12 months? We’ll walk you through the process. You’ll learn how to:
- Choose a termination date.
- Request a retirement estimate.
- Read the retirement estimate.
- Schedule a retirement appointment.
- Submit a retirement application.
January 8, 2020 11:00am-11:30am
January 17, 2020 11:30am-12:00pm
January 23, 2020 12:00pm-12:30pm
January 30, 2020 6:00pm-6:30pm
Beneficiary Designations – What Happens to My Account When I Die?
Death is never easy to talk about, but it’s important to know where your money is going. We’ll discuss:
- How to update your account so your loved ones may receive money after your death.
- Important times to make sure your account is up to date.
- What happens if you forget to update your account.
- How to check who you currently have on file.
January 8, 2020 6:00pm-6:30pm
January 16, 2020 11:00am-11:30am
January 21, 2020 12:30pm-1:00pm
January 27, 2020 12:00pm-12:30pm
Preparing for Your Retirement
Planning to retire in the next 1 – 10 years? Then this is for you. We’ll discuss:
- The money you and your employer have put towards your retirement account.
- How your retirement account grows through investments.
- When you can retire.
- Options for receiving your retirement benefit.
- Rules you must follow if you return to work after retiring.
- What happens to your account after you die.
- Changes to your health and life insurance in retirement.
Learn in a way that fits your schedule. Go to this public presentation in a city near you or attend a live webinar!
January 9, 2020 6:30pm-8:30pm
January 22, 2020 6:30pm-8:30pm
WRS Effective Rates and Annuity Adjustments
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, we hope you may have a better understanding of how the State of Wisconsin Investment Board investment returns affect your WRS pension.
January 10, 2020 11:30am-12:00pm
January 14, 2020 6:00pm-6:30pm
January 21, 2020 11:00am-11:30am
January 30, 2020 12:30pm-1:00pm