WRS Annual Statement of Benefits

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WRS Annual Statement of Benefits Overview

UW employees covered by the Wisconsin Retirement System (WRS) in 2014 can view their WRS Annual Statement of Benefits online in My UW System . After you log in, go to the Benefit Information module and click on the Statements tab. Click on “ETF Annual Statement of Benefits (WRS) Issued 2015” to view or print your statement.

The Explanation of Annual Statement of Benefits provides you with information to help you understand the different sections of the statement. This year, the Department of Employee Trust Funds (ETF) has published two additional resources; an Introductory Letter and the Empower Women's Retirement brochure promoting options for women to plan for retirement. The brochure features the Wisconsin Deferred Compensation program. UW employees also have the option of participating in the Tax-Sheltered Annuity 403(b) program.

The WRS Annual Statement of Benefits provides you with information about your WRS account as of January 1, 2015. You should review your statement and the supporting explanation. The statement includes:

  • 2014 WRS earnings and creditable service
  • Total years of WRS creditable service
  • Section 3 shows the 2014 effective rate of interest and contributions applied to your account. Please note that the Employer Paid Employee Contributions is different than the employer match. Employer Paid Employee Contributions may have occurred due to rounding of contributions, or if you had service prior to Act 10. You can find the employer match amount in Section 9 next to Matching Employer Contributions.
  • Additional contribution information (if applicable)
  • Primary beneficiary, if you have filed a beneficiary designation since 1982
  • Separation benefit and death benefit calculations
  • Retirement projections: formula benefit data and money purchase balance information showing the data used to calculate your retirement benefit
  • If you participate in the variable fund, your variable account excess / deficiency as of January 1, 2015 is displayed

NOTE: New WRS participants who enrolled in late December 2014, and whose first wages were paid in January 2015, will not receive a statement because no WRS contributions were paid in 2014.

ETF E-Learning Video Presentation: Understanding Your Annual Statement of Benefits

Watch Understanding Your Annual Statement of Benefits, an e-learning video presentation delivered by ETF. This presentation is designed to increase your understanding of your WRS Annual Statement of Benefits. Some of the topics covered in the presentation include:

  • Earnings and Service
  • Years of Creditable Service
  • Employee Required Contributions
  • Additional Contributions
  • Primary Beneficiary Designation(s)
  • Vesting
  • Separation Benefit
  • Death Benefit
  • Retirement Benefit Projections
  • Frequently Asked Questions

Tip: Have your WRS Annual Statement of Benefits in hand while viewing this presentation.

Explanation of WRS Annual Statement of Benefits

as of January 1, 2015
ETF Statement of Benefits Explanation

A copy of your WRS Annual Statement of Benefits is found in My UW System .

Empower Women Retirement Brochure
Empower Women Retirement Brochure

HR, Payroll and Benefits Contact Information

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