WRS Webinars in September

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.

Additional Contributions

Looking to increase your WRS retirement? Learn how Additional Contributions can increase your WRS retirement benefit.

By the end of this webinar, you will be able to:

  • Define additional contributions.
  • Identify how additional contributions increase your retirement fund.
  • Arrange to make additional contributions to your WRS account(s).
  • Find and use ETF resources to calculate your additional contribution amount.

Tue, Sep 13, 2022 1:00 pm – 1:30 pm
Thu, Sep 29, 2022 6:00 pm – 6:30 pm

To register, go to: https://register.gotowebinar.com/rt/5016408976452107536

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 webinar, 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.

Tue, Sep 6, 2022 11:00 am – 11:30 am
Wed, Sep 14, 2022 1:00 pm – 1:30 pm
Wed, Sep 21, 2022 11:00 am – 11:30 am

To register, go to: https://register.gotowebinar.com/rt/3261614806801359888

Variable Fund

Does putting money in the Variable Fund make sense for you? You and your employer put money in to your WRS account to save for your future. The money in your account is then invested to increase your savings. By default, your money goes into the Core Fund, but you can choose to put half your money into the Variable Fund.

By the end of this webinar, you will be able to:

  • Define Variable Trust Fund and explain how it works.
  • Analyze how the Variable Fund can affect your retirement benefit.
  • Elect to join or cancel the Variable Fund.

Wed, Sep 7, 2022, 1:00 pm – 1:30 pm
Tue, Sep 13, 2022 11:00 am – 11:30 am
Tue, Sep 27, 2022, 6:00 pm – 6:30 pm

To register, go to: https://register.gotowebinar.com/rt/6428457883935944720

Preparing for Your Retirement

Planning to retire in the next 5 years? Then this webinar is for you. Learn about your WRS benefits and the retirement process.

By the end of this webinar, you will be able to:

  • Explain how the WRS retirement benefit works.
  • Recognize eligibility and prepare to apply for benefits.
  • Identify the different types of annuity options.
  • Prepare for health and life insurance changes in retirement.
  • Find additional resources.

Thu, Sept 8, 2022 11:00 am – 12:00 pm
Wed, Sept 21, 2022 6:00 pm – 7:00 pm
Tue, Oct 4, 2022 6:00 pm – 7:00 pm
Thu, Oct 20, 2022 6:00 pm – 7:00 pm
Wed, Nov 2, 2022 1:00 pm – 2:00 pm
Thu, Nov 17, 2022 6:00 pm – 7:00 pm
Thu, Dec 1, 2022 11:00 am – 12:00 pm
Tue, Dec 13, 2022 6:00 pm – 7:00 pm

To register, go to: https://register.gotowebinar.com/rt/2592441029449835020

WRS Webinars in August

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.

Annuity Options

When you get your retirement estimate, you’ll see that there are many options for receiving your retirement benefit. You can choose to receive the payment for your life or extend it beyond your life to your loved ones. The choice is yours. We’ll discuss how each option impacts the size of your payment and affects your loved ones.

By the end of this webinar, you will be able to:

  • Define and explain annuity, annuitant, beneficiary and named survivor.
  • Compare the different annuity options.
  • Find resources with more information.
  • Identify the next steps for you to choose an annuity option.

Tue, Aug 2, 2022 1:00 pm – 1:30 pm
Thu, Aug 11, 2022 11:00 am – 11:30 am
Tue, Aug 30, 2022 6:00 pm – 6:30 pm

To register, go to: https://register.gotowebinar.com/rt/9049718892596506635

How to Use ETF’s Online Retirement Calculator

Curious about how much money you’ll get during retirement? Our most used online tool, the retirement calculator, lets you see how much money you may get in the future.

By the end of this webinar, you will be able to:

  • Find information on your Statement of Benefits used for calculations.
  • Enter information into the WRS Retirement Benefits Calculator.
  • See an unofficial estimate of your WRS Retirement Benefits online.

Wed, Aug 3, 2022 1:00 pm – 1:30 pm
Tue, Aug 16, 2022 11:00 am – 11:30 am
Thu, Aug 25, 2022 6:00 pm – 6:30 pm

To register, go to: https://register.gotowebinar.com/rt/3307910842676064271

WRS Retirement Benefit Calculations

Have you requested a retirement estimate? Thinking about it? In this webinar, we’ll discuss how we calculate your retirement benefit.

By the end of this webinar, you will be able to:

  • Explain the individual components of the two retirement benefit calculation methods.
  • Describe what affects your WRS retirement benefit for each type of calculation (money purchase and formula).

Tue, Aug 9, 2022, 11:00 am – 11:30 am
Thu, Aug 25, 2022 1:00 pm – 1:30 pm
Wed, Aug 31, 2022, 6:00 pm – 6:30 pm

To register, go to: https://register.gotowebinar.com/rt/3088936504935039758

WRS Webinars in July

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 webinar, 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.

Tue, July 12, 2022 6:00 p.m. – 6:30 p.m.
Wed, July 20, 2022 1:00 p.m. – 1:30 p.m.
Thu, July 28, 2022 11:00 a.m. – 11:30 a.m.

To register, go to: https://register.gotowebinar.com/rt/1235712954144225294

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.

Thu, July 14, 2022 1:00 p.m. – 1:30 p.m.
Tue, July 19, 2022 11:00 a.m. – 11:30 a.m.
Wed, July 27, 2022 6:00 p.m. – 6:30 p.m.

To register, go to: https://register.gotowebinar.com/rt/3312566174199303180

Overview of the Wisconsin Retirement System

Are you new to the Wisconsin Retirement System? We’ll let you know what to expect.

By the end of this webinar, you will be able to:

  • Identify and explain the elements of the Wisconsin Retirement System.
  • Explain how the WRS pension works.
  • Identify benefits available through the WRS.
  • Find resources for more information.

Tue, July 12, 2022, 11:00 a.m. – 11:30 a.m.
Thu, July 21, 2022 6:00 p.m. – 6:30 p.m.
Wed, July 27, 2022 1:00 p.m. – 1:30 p.m.

To register, go to: https://register.gotowebinar.com/rt/3399334134305369869

Preparing for Your Retirement

Planning to retire in the next 5 years? Then this webinar is for you. Learn about your WRS benefits and the retirement process.

By the end of this webinar, you will be able to:

  • Explain how the WRS retirement benefit works.
  • Recognize eligibility and prepare to apply for benefits.
  • Identify the different types of annuity options.
  • Prepare for health and life insurance changes in retirement.
  • Find additional resources.

Wed, July 13, 2022 11:00 a.m. – 12:00 p.m.
Thu, July 28, 2022 6:00 p.m. – 7:00 p.m.
Tue, Aug 9, 2022 1:00 p.m. – 2:00 p.m.
Wed, Aug 24, 2022 6:00 p.m. – 7:00 p.m.
Thu, Sept 8, 2022 11:00 a.m. – 12:00 p.m.
Wed, Sept 21, 2022 6:00 p.m. – 7:00 p.m.
Tue, Oct 4, 2022 6:00 p.m. – 7:00 p.m.
Thu, Oct 20, 2022 6:00 p.m. – 7:00 p.m.
Wed, Nov 2, 2022 1:00 p.m. – 2:00 p.m.
Thu, Nov 17, 2022 6:00 p.m. – 7:00 p.m.
Thu, Dec 1, 2022 11:00 a.m. – 12:00 p.m.
Tue, Dec 13, 2022 6:00 p.m. – 7:00 p.m.

To register, go to: https://register.gotowebinar.com/rt/2592441029449835020

Mental Health Support Available Through Employee Assistance Program

The Employee Assistance Program (EAP) provides employer-paid mental health and other well-being resources for UW System employees and their household family members.

Mental health is a critical part of overall health. Everyone faces challenges in life that may impact their mental health. If life challenges are making it difficult for you to cope, how do you know if what you are experiencing is anxiety or depression? When is it time to get professional help? Are you turning to drugs or alcohol to help you cope?

Don’t wait to reach out for mental health support. Contact the EAP today for help.

The EAP is available twenty-four hours a day, 365 days a year to help you connect with a counselor either in-person or virtually to discuss your concerns. Household family members are also eligible for counseling. EAP counseling is confidential and solution-focused with the goal of bringing measurable improvement to the situation.

Grief and Loss Support: Grief and loss are difficult emotions that most everyone experiences. The past few years have been especially difficult. Your EAP can help you work through the emotions that may be causing you distress.

Financial Support: Financial struggles can be a significant source of stress. EAP financial advisors can address your specific concerns and help you determine solutions for managing your financial situation. Take advantage of this free service.

Daily Living Support: Stress associated with daily life can be overwhelming. Whether you’re looking for a cleaning service, realtor, new gym, dog walker, day care options or a moving company, contact the EAP. The EAP will conduct a search and present their findings to you so you can evaluate your options.

Legal Support: Seeking legal advice can be time consuming and expensive. Through the EAP, you have access to creating wills, and a free 30-minute legal consultation with an attorney with expertise in your matter. If you choose to retain the attorney, there will be a 25% reduction in the hourly rate.

Resources: The EAP webpage includes contact information and resources.

Source: UW System Human Resources

WRS Webinars in May

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.

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.

Wed, May 5, 2021 11:00 a.m. – 11:30 a.m.
Fri, May 14, 2021 11:30 a.m. – 12:00 p.m.
Thu, May 20, 2021 12:00 p.m. – 12:30 p.m.
Thu, May 27, 2021 6:00 p.m. – 6:30 p.m.

To register, go to: https://attendee.gotowebinar.com/rt/4030756165475866127

Additional Contributions

Looking to increase your WRS retirement? Learn how Additional Contributions can increase your WRS retirement benefit.

By the end of this presentation, you will be able to:

  • Define additional contributions.
  • Identify how additional contributions increase your retirement fund.
  • Arrange to make additional contributions to your WRS account(s).
  • Find and use ETF resources to calculate your additional contribution amount.

Mon, May 3, 2021 12:00 p.m. – 12:30 p.m.
Tue, May 11, 2021 12:30 p.m. – 1:00 p.m.
Mon, May 17, 2021 6:00 p.m. – 6:30 p.m.
Thu, May 27, 2021 1:00 p.m. – 1:30 p.m.

To register, go to: https://attendee.gotowebinar.com/rt/8087148129945512461

Understanding Your Annual WRS Statement of Benefits

Your annual Statement of Benefits shows you the current state of your WRS account. Not sure about something on your statement? Watch this webinar with your statement in hand. We’ll walk you through each section.

By the end of this presentation, you will be able to:

  • Explain the purpose of the Statement of Benefits (ET-7365).
  • Analyze the sections of your Statement of Benefits.
  • Interpret your retirement benefit calculations.
  • Find resources for more information.

Fri, May 7, 2021 12:00 p.m. – 12:30 p.m.
Wed, May 12, 2021 12:30 p.m. – 1:00 p.m.

To register, go to: https://attendee.gotowebinar.com/rt/2789840744542886411

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 rate and annuity adjustment.
  • 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.

Thu, May 6, 2021 11:30 a.m. – 12:00 p.m.
Mon, May 10, 2021 12:00 p.m. – 12:30 p.m.
Wed, May 12, 2021 6:00 p.m. – 6:30 p.m.
Thu, May 27, 2021 11:00 a.m. – 11:30 a.m.

To register, go to: https://attendee.gotowebinar.com/rt/6452814252490226444

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.

Learn in a way that fits your schedule. Attend this presentation in a live webinar!

Thu, May 13, 2021 10:00 a.m. – 12:00 p.m.
Wed, May 26, 2021 6:30 p.m. – 8:30 p.m.
Fri, June 11, 2021 1:00 p.m. – 3:00 p.m.
Mon, Jun 21, 2021 6:30 p.m. – 8:30 p.m.
Wed, Jul 14, 2021 10:00 a.m. – 12:00 p.m.
Wed, Jul 28, 2021 6:30 p.m. – 8:30 p.m.

To register, go to: https://attendee.gotowebinar.com/rt/2273159340156240144

WRS Webinars in April

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.

Annuity Options

When you get your retirement estimate, you’ll see that there are many options for receiving your retirement benefit. You can choose to receive the payment for your life or extend it beyond your life to your loved ones. The choice is yours. We’ll discuss how each option impacts the size of your payment and affects your loved ones.

By the end of this webinar, you will be able to:

  • Define and explain annuity, annuitant, beneficiary and named survivor.
  • Compare the different annuity options.
  • Find resources with more information.
  • Identify the next steps for you to choose an annuity option.

Mon, April 4, 2022 1:00 pm – 1:30 pm
Wed, April 13, 2022 6:00 pm – 6:30 pm
Tue, April 26, 2022 11:00 am – 11:30 am

To register, go to: https://attendee.gotowebinar.com/rt/6609437492980238605

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 webinar, you will be able to:

  • Define WRS effective rate and annuity adjustment.
  • 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.

Wed, April 6, 2022, 6:00 pm – 6:30 pm
Mon, April 11, 2022 11:00 am – 11:30 am
Thu, April 21, 2022, 1:00 pm – 1:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/3882971913329974283

Understanding Your Statement of Benefits

Your annual Statement of Benefits shows you the current state of your WRS account. Not sure about something on your statement? Watch this webinar with your statement in hand. We’ll walk you through each section.

By the end of the webinar, you will be able to:

  • Explain the purpose of the Statement of Benefits (ET-7365).
  • Analyze the sections of your Statement of Benefits.
  • Interpret your retirement benefit calculations.
  • Find resources for more information.

Tue, April 12, 2022 1:00 pm – 1:30 pm
Wed, April 20, 2022 11:00 am – 11:30 am
Thu, April 28, 2022 6:00 pm – 6:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/2004521169178462732

Preparing for Your Retirement

Planning to retire in the next 5 years? Then this webinar is for you. Learn about your WRS benefits and the retirement process.

By the end of this webinar, you will be able to:

  • Explain how the WRS retirement benefit works.
  • Recognize eligibility and prepare to apply for benefits.
  • Identify the different types of annuity options.
  • Prepare for health and life insurance changes in retirement.
  • Find additional resources.

Thu, April 14, 2022 1:00 pm – 2:00 pm
Tue, April 26, 2022 6:00 pm – 7:00 pm
Tue, May 12, 2022 11:00 am – 12:00 pm
Wed, May 25, 2022 6:00 pm – 7:00 pm
Wed, June 15, 2022 1:00 pm – 2:00 pm
Tue, June 28, 2022 6:00 pm – 7:00 pm

To register, go to: https://attendee.gotowebinar.com/rt/2592441029449835020

Onsite Health Screening

Time to register for your onsite health screening!

A free health screening* event has been scheduled for employees (and spouses) who are enrolled in the State of Wisconsin Group Health Insurance Program.

At an onsite screening, you’ll learn your measurements for blood pressure, body mass index (BMI), cholesterol (HDL, LDL and total), triglycerides and glucose, and be in and out in 20 minutes. Register today!

  • DATE:  Wednesday, April 6, 2022 or Thursday, September 22, 2022
  • TIME:  9:00 am to 2:00 pm
  • LOCATION:  University Union, Phoenix Rooms, Green Bay campus

Please register at webmdhealth.com/wellwisconsin by clicking Benefits, and then Get Started on the Biometric Screening card.

Earn your $150 Well Wisconsin Incentive

Complete three activities by October 14, 2022 to earn the $150 Well Wisconsin incentive.

  1. Get a health screening or complete another health check option (ex. dental exam or coaching session).
  2. Complete the health assessment at webmdhealth.com/wellwisconsin – it takes about 10 minutes and is mobile and tablet friendly!
  3. Complete a well-being activity (ex. complete a challenge, listen to two 30 minute pod casts, etc.).

For more information on the Well Wisconsin Program or to complete your activities, log in to webmdhealth.com/wellwisconsin­­.

*The Well Wisconsin incentive program is a voluntary program available to employees, retirees and spouses enrolled in the State of Wisconsin Group Health Insurance Program, excluding Medicare Advantage participants who have incentives available through their health plan. The Well Wisconsin incentive will automatically be issued to eligible participants upon completing the applicable activities. All wellness incentives paid to participants are considered taxable income to the group health plan subscriber and are reported to their employer, who will issue a W2. In some cases, the Wisconsin Retirement System acts as the employer. Retirees, continuants and their spouses will have some taxes withheld from the incentive amount earned.