Posted 9:34 a.m. Monday, June 28, 2021

Employee Trust Funds

Listed below are the ETF August 2021 and remaining June/July Webinars.

Live Webinars Scheduled for August 2021

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. Visit our webinar page to learn more about any of the following sessions. Here is what others have said about our webinars:

"My participation in the webinar was a first for me, and I just want to compliment you on how easy it was to connect, follow along, and provide questions or requests. Excellent job!"

"Thanks for having these valuable webinars. The professional but conversational style helped me to understand the presentation as easily as an "in office" meeting. Really appreciate that the presenter fully understands the subject. Wonderful job."

AUGUST WEBINARS

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, Aug 9, 2021 6:00 pm – 6:30 pm
Wed, Aug 18, 2021 11:00 am – 11:30 am
Tue, Aug 24, 2021 1:00 pm – 1:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/2243724316597313293


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 presentation, 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.

Wed, Aug 4, 2021 6:00 pm – 6:30 pm
Wed, Aug 11, 2021 1:00 pm – 1:30 pm
Thu, Aug 26, 2021 11:00 am – 11:30 am

To register, go to: https://attendee.gotowebinar.com/rt/2370337478582501389


WRS Retirement Benefit Calculation Methods

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

Thu, Aug 5, 2021 1:00 pm – 1:30 pm
Wed, Aug 11, 2021 11:00 am – 11:30 am
Thu, Aug 19, 2021 6:00 pm – 6:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/623379528302479885


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 (workday or evening). Attend this presentation in a live webinar!

Wed, Jul 14, 2021 10:00 am – 11:30 am
Wed, Jul 28, 2021 6:30 pm – 8:00 pm
Tue, Aug 10, 2021 1:00 pm – 2:30 pm
Wed, Aug 25, 2021 6:30 pm – 8:00 pm
Thu, Sept 9, 2021 10:00 am – 11:30 am
Thu, Sept 23, 2021 6:30 pm – 8:00 pm

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



JUNE/JULY WEBINARS

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 presentation, 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, June 30, 2021 1:00 pm – 1:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/8788898232738211855


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, July 8, 2021 11:00 am – 11:30 am
Mon, July 12, 2021 1:00 pm – 1:30 pm
Mon, July 19, 2021 6:00 pm – 6:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/2945405148965240335


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:

  • When and how to change your retirement benefit payment option.
  • When you’ll receive tax information.
  • What mailings you will receive.
  • Why your monthly payment may change.
  • Rules you must follow if you return to work for a position under the WRS.

Thu, July 15, 2021 11:00 am – 11:30 am
Wed, July 21, 2021 1:00 pm – 1:30 pm
Thu, July 29, 2021 6:00 pm – 6:30 pm

Don’t forget about the remaining June date – registration is still open. Join us!

Wed, June 30, 2021 6:00 pm – 6:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/9085128655494175247


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 presentation, 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 6, 2021 11:00 am – 11:30 am
Wed, July 14, 2021 6:00 pm – 6:30 pm
Tue, July 27, 2021 1:00 pm – 1:30 pm

To register, go to: https://attendee.gotowebinar.com/rt/7009006611178040077


Register for a webinar