Employee Benefits
Impact of Current Market Conditions on Your WRS Account
Impact of 2008 Market Downturn on WRS Interest Rates and Annuity Adjustments
2008 WRS Core Fund Interest Rate: 3.3%
2008 WRS Variable Fund Interest Rate: -40%
May 1, 2009 Core Fund WRS Annuity Adjustment: -2.1%
May 1, 2009 Variable Fund WRS Annuity Adjustment: -42%
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 2008 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.
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
Other Information Sources
The WRS and Retirement Planning is a presentation offered by UW System that has been presented to employees of several UW institutions. The presentation covers the financial health of the WRS, details the effects of Variable Fund participation and provides tips for a successful retirement. You can view the presentation slides in PDF format.
January 2009 edition of the Trust Fund News reviews how 2008 affected the WRS
ETF informational brochure for those considering canceling Variable Fund participation
The Department of Employee Trust Funds has dedicated a website to both Market Volatility and Your WRS Benefits and the Variable Fund
State of Wisconsin Investment Board (SWIB) website
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This document was last revised on May 29, 2009
