Table of Contents
Should I Join the Variable Trust?
Objectives
Your UW pension
How are WRS assets managed?
About the Funds
How WRS assets are invested
Your WRS account
Your WRS account earnings
Should you elect Variable? Just answer this basic question:
Important note:
Will I earn more in the Variable?
WRS Fixed and Variable returns, 1975-1999
Fixed vs. Variable returns
What happens when I elect Variable?
Can I lose money by being in the Variable?
How much more could I earn with Variable?
Hypothetical monthly benefit from Variable Excess at Age 60
Cautions
Three complications . . .
In the future, Fixed returns will be closer to Variable returns
To summarize,
Your WRS retirement benefit
How does being in the Variable affect my money purchase benefit?
How does being in the Variable affect my formula benefit amount?
What happens to my Variable investment after I retire?
How much of my annuity will be in Variable?
Allocation of a formula benefit between Fixed and Variable
How do I elect Variable participation?
When will I see the results of my Variable election?
Can I get OUT of the Variable?
Year 2000 - Special Rule
What happens to my Variable account if I cancel?
Will I lose my Variable Excess if I cancel?
If I cancel Variable participation, can I get back in?
Where can I get additional information?
Variable Fund Investment....
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Author: user
Email: manglim@uwsa.edu
Home Page: www.uwsa.edu\hr\staff.htm
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