If you are considering retiring within 5 years, you can find educational videos and webinars presented by Employee Trust Funds (ETF) such as how to find out if you are ready to retire, when you should retire, how to use ETF’s online calculator to estimate a retirement benefit, and steps to retirement, etc. Click here and scroll down to nearing retirement.
How to Retire
Learn such things as projecting and requesting your monthly retirement benefit, retirement planning checklist, and what you need to know once you receive your estimate, choosing an annuity option, forms & brochures for those about to retire, ETF videos, and scheduling an appointment with ETF. Click here to find out more.
Also see valuable resources such as retirement toolkit and a roadmap to retirement planning here.
Employee Benefits at Retirement
Click here to find out how your benefits are affected if you are applying for an annuity with 30 days of your retirement date. This also includes a link for requesting an on-line retirement estimate, ETF’s on-line calculators, on-line sick leave estimator, and information on using sick leave credits to pay for health insurance.
Wisconsin Retirement System (WRS)
Are you looking for more information about WRS retirement benefits, vesting, disability and death benefits, and additional forms & resources such as the WRS handbook and buying creditable services brochure? Click here and scroll down to retirement benefits to learn more.
Tax Sheltered Annuity (TSA) 403(b)
Find out more information about UW TSA’s supplemental retirement savings program information such as the investment companies contact information, TSA counseling sessions, maximum contribution limits, distributions, and plan document by clicking here.
Wisconsin Deferred Compensation (WDC)
Find out more information about WDC’s supplemental retirement savings program information such as contact information, maximum contribution limits, catch-up contribution application, plan document, retirement guide, and understanding your distribution options brochure by clicking here.
Social Security & Medicare
To learn more about Social Security and Medicare including resources for links to apply for benefits or use the social security retirement estimator calculator on the Social Security Administration website, click here.
If you have retirement questions, would like more information, or to make an appointment you may contact:
Employee Trust Funds contact information click here http://etf.wi.gov/contact.htm
UW Shared Services Benefits Consultation Team: firstname.lastname@example.org or call (888) 298-0141.