Variable Fund Information

Message from ETF to WRS Retirees in Variable Fund

If you are considering canceling Variable Fund participation, review these resources to help you understand the effect of your decision.

• Things to Consider Before Canceling (for Annuitants and Non-Annuitants)
• Online Video: Canceling Variable Fund Participation
• How do I know if I'm in the Variable Fund?

General Information

• SWIB Final Investment Returns for 2008
  • Core: -26.2%
  • Variable: -39.0%
• 2008 Effective Rates of Interest
  • Core: 3.3%
  • Variable: -40.0%
• 2008 Annuity Adjustments
  • Core: -2.1%
  • Variable: -42%
• Variable Fund Frequently Asked Questions
• How do Variable Fund investments affect me?
• Core and Variable Fund Effective Rates
• Variable Excess/Deficiency Update Calculator
• Online Video: WRS Trust Funds: Core & Variable
• Publications:
  • How Participation in the Variable Trust Affects Your WRS Benefits (ET4930)
  • Canceling Variable Participation (ET-2313)
  • Election to Participate in the Variable Trust Fund (ET2356)
• SWIB Internet Site