HR, Payroll and Benefits News

ETF In-Person Group Retirement Appointments
March 1, 2024

The Department of Employee Trust Funds (ETF) is offering in-person group retirement appointments statewide. In these 2.5 hour sessions, ETF will guide you through the application steps for retirement to help you make decisions that are right for you.

Requirement to Register
Before you can register for a group appointment, you must first have received a Retirement Benefit Estimates and Application (ET-4301). You may request an estimate if you are within 12 months of your minimum retirement age (age 55 for most employees).

Why a group retirement appointment?
Wait times for group appointments are usually much shorter than for individual appointments. The ETF benefits specialist reviews the same topics covered in an individual appointment, and attendees will have the benefit of learning from other members’ questions. No individual or personal information is shared with the group.

Topics:

Schedule an Appointment
See the complete schedule of group retirement appointments to find one in your area.

More Information

 

Source: Universities of Wisconsin Office of Human Resources
Categories: Retirement, WI Retirement System (WRS)