Employee Benefits
Impact of Current Market Conditions on Your WRS Account
Understanding How Current Market Conditions Impact Your WRS Account and Future Retirement Benefits
The following four documents are for employees covered under the Wisconsin Retirement System (WRS) who would like to learn about how the WRS investment losses and current market conditions may affect future WRS benefits. Please review the information that pertains to your current status under the WRS. All documents were revised on November 15, 2011 with the most up-to-date WRS information available.
I'm in the Core Fund only and have NEVER been in the Variable Fund
I'm in the Core Fund only but I used to participate in the Variable Fund
I currently participate in the Variable Fund
Impact of 2010 WRS Investment Returns
The Effective Interest Rate is the interest rate credited to the retirement accounts of employed Wisconsin Retirement System participants and eligible inactive WRS participants.
2010 Core Fund Effective Interest Rate: 4.8%
2010 Variable Fund Effective Interest Rate: 16%
The Annuity Adjustment Rate is the annual adjustment that a WRS annuitant will receive on his/her monthly pension check:
2011 Core Fund Annuity Adjustment: -1.2%
2011 Variable Fund Annuity Adjustment: 11%
See ETF's press releases regarding the 2010 Effective Interest Rate and 2011 Annuity Adjustments for more information.
Other Information Sources
ETF Annuity and Interest Rate Projections (November 8, 2011)
ETF document outlining changes to the WRS due to 2011 Wisconsin Acts 10 and 32
ETF's Retiring on Short Notice
ETF's resource page provides current WRS investment returns and information to help you make retirement decisions.
ETF Newsletter - WRS News
State of Wisconsin Investment Board (SWIB) website
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This document was last revised on November 15, 2011
