WRS Webinars Offered in January

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