WRS Performance
Preliminary year-to-date as of 7/31/14
Preliminary returns are estimated, subject to final portfolio and benchmark valuations.
Core  5.4%
Variable  4.6%

How does SWIB's work affect me?

SWIB invests the contributions made to the Wisconsin Retirement System (WRS) by participating employees and employers. These funds are used to pay retirement, death and disability benefits. Over $3.7 billion in benefits was paid to WRS participants in 2009 and a significant majority of that amount was funded by investment earnings.

State taxpayers also benefit from SWIB's work because contributions paid by public employers have been maintained at favorable rates by earnings that are higher than the long-term assumed rate of return for the system.

When employees retire they receive a pension annuity initially determined by the Department of Employee Trust Funds. Adjustments are then made annually to annuity payments based on investment returns. Historical information showing Core and Variable Fund returns and the impact on participants is available by clicking here.

 

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