11.28.2011

ETF Group Appointment Session Locally

The Wisconsin Department of Employee Trust Funds is offering retirement Group Appointment sessions in the Appleton, Oshkosh, and Fond du Lac areas. I am writing to you to ask if you would forward this information to your staff. The next available appointments are on Wednesday, December 14 at 1:30PM or Thursday, December 15 at 10:00AM. Future dates and locations beginning in January are found here: http://www.etf.wi.gov/members/eastcentral.htm

To attend one of the sessions, a Wisconsin Retirement System (WRS) participant is required to have both an appointment and their retirement packet in hand upon arrival to the session. To sign up for an appointment or request a retirement estimate, one can do so by calling the ETF call center at 1-877-533-5020. (IMPORTANT: Getting a retirement packet from ETF does NOT obligate one to retire in the WRS. The participant simply has their application and packet in case they do decide to retire sometime over the coming year.)

Any participants who are within one year of their minimum retirement age in the WRS (age 50 for protectives, age 55 for non-protectives) are welcome to contact our Department at 1-877-533-5020 to request a retirement packet.

ETF has tailored Group Appointments for members planning (or considering) to retirement. Topics covered include the retirement annuity (pension), health insurance, life insurance, return-to-work rules, etc. The Group Appointments offer a participant the opportunity to ask questions of knowledgeable, experienced ETF staff.
If you have any questions, please feel free to contact me at the number below.

Thank you, Diane Vittone, Trust Funds Specialist State of WI Dept of Employee Trust Funds Member & Employer Services Bureau - Outreach & Education Section Phone: (608) 266-3829 Fax: (608) 267-4549

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