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. To avoid connectivity issues during webinars, we highly recommend using Google Chrome as your web browser.
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. Learn what happens to your WRS account when you pass away, why it’s important to designate a beneficiary and the importance of keeping your account up to date.
By the end of this presentation, you will be able to:
- Define beneficiary and standard sequence
- Explain the importance of a beneficiary form
- Identify who or what could be a beneficiary
- Select the appropriate beneficiary form
- Update your beneficiary
- Thu, Jan 6, 2022 11:00 a.m. – 11:30 a.m.
- Tue, Jan 18, 2022 1:00 p.m. – 1:30 p.m.
- Wed, Jan 26, 2022 6:00 p.m. – 6:30 p.m.
To register, go to: https://attendee.gotowebinar.com/rt/8291787039817584396
Newly Retired? What to Expect
When you first retire you may experience several changes.
We’ll help prepare you for some of these changes by discussing the following:
- Explain your annuity payment and why it may change
- Identify mailings you will receive during retirement
- Be aware of life changes during retirement that may affect your benefits
- Wed, Jan 5, 2022 11:00 a.m. – 11:30 a.m.
- Mon, Jan 10, 2022 1:00 p.m. – 1:30 p.m.
- Thu, Jan 20, 2022 6:00 p.m. – 6:30 p.m.
To register, go to: https://attendee.gotowebinar.com/rt/8621984675289973004
WRS Effective Rates and Annuity Adjustments
Each year you may see changes to the amount of your retirement payment. We’ll discuss why and how these changes happen.
By the end of this presentation, you will be able to:
- Define WRS effective rates and annuity adjustments
- Explain how the Core Trust Fund and Variable Trust Fund effective rates are calculated
- Explain how the Core Trust Fund and Variable Trust Fund annuity adjustments are calculated
- Tue, Jan 11, 2022 11:00 a.m. – 11:30 a.m.
- Wed, Jan 19, 2022 1:00 p.m. – 1:30 p.m.
- Mon, Jan 31, 2022 6:00 p.m. – 6:30 p.m.
To register, go to: https://attendee.gotowebinar.com/rt/3382179549751870476
Preparing for Your Retirement
Planning to retire in the next 1-10 years? Then this webinar 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
To register for the following sessions, go to: https://attendee.gotowebinar.com/rt/2592441029449835020
- Wed, Jan 12, 2022 11:00 a.m. – 12:00 p.m.
- Thu, Jan 27, 2022 6:00 p.m. – 7:00 p.m.
- Tue, Feb 8, 2022 1:00 p.m. – 2:00 p.m.
- Thu, Feb 24, 2022 6:00 p.m. – 7:00 p.m.
- Thu, Mar 10, 2022 11:00 a.m. – 12:00 p.m.
- Thu, Mar 24, 2022 6:00 p.m. – 7:00 p.m.