Department of Employee Trust Funds
Last Updated March 4, 2014
Live Webinars Scheduled
The Department of Employee Trust Funds (ETF) is offering a series
of live, interactive webinars – online presentations –
designed to increase your understanding of Wisconsin Retirement
System (WRS) benefits.
Here is what some of our webinar participants have to say:
- Great webinar! Glad ETF offers these, they are very informative
- It was very helpful to be able to ask questions specific
to my situation. Thank you for making the webinar available.
- Did an excellent job at answering questions about a very
confusing subject (Variable Fund) esp. since every employees situation
NEW! Retirement Annuity
These 30-minute live webinars will help to increase your understanding
of the WRS annuity options and to explain the difference between
a beneficiary and a named survivor. There will be time at the end
of the webinar to ask questions regarding the annuity options.
March 6, 11:30 a.m.-Noon
March 11, 1:00-1:30 p.m.
March 13, 12:30-1:00 p.m.
March 27, 6:00-6:30 p.m.
NEW! Overview of the Wisconsin
This webinar will cover participation in the Wisconsin Retirement
System (WRS), how the WRS is funded and what benefits are available
under the WRS. A brief overview of the Core and Variable investment
trust, and how the WRS is structured are included. You will have
the opportunity to ask questions on this topic at the end of the
March 13, 11:00-11:30 a.m.
March 19, 1:00-1:30 p.m.
March 24, Noon-12:30 p.m.
March 26, 6:00-6:30 p.m.
NEW! WRS Retirement Benefit
These 30-minute live webinars will explain the methods used for
benefit calculations and the components of each method. Anyone who
has requested or is planning to request an estimate will have a
better understanding of how that amount was calculated. Individuals
will have the opportunity to ask questions on this topic, at the
end of the session.
March 5, Noon-12:30 p.m.
March 10, 11:30 a.m.-Noon
March 13, 6:00-6:30 p.m.
March 27, 1:00-1:30 p.m.
Effective Rates and Annuity Adjustments
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 (SWIB). Also covered during
the webinar will be explanations of 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 SWIB investment returns
affect your WRS pension.
March 4, 11:00-11:30 a.m.
March 14, 11:30 a.m.-Noon
March 18, 6:00-6:30 p.m.
March 20, Noon-12:30 p.m.
March 26, Noon-12:30 p.m.
ETF offers a variety of webinar presentations, see the full