Department of Employee Trust Funds
November 25, 2008

WRS -- Interest vs. Annuity Adjustments

Who calculates the effective rates and annual annuity adjustments, when are they effective, and why is the annuity adjustment so different from the rate applied to employee accounts? The Department’s newest online video, WRS -- Interest vs. Annuity Adjustments, provides the answers to these and other frequently asked questions about Wisconsin Retirement System effective rates and adjustments. The 30-minute program also reviews the relationship between trust fund investment performance and the calculation process and examines returns and rates over the past 14 years.

View the Video