Title: Wisconsin. Department of Employee Trust Funds: Secretary's Office Correspondence
Inclusive Dates: 1968-2007

Creator:

• Wisconsin. Department of Employee Trust Funds

Call Number: 2005/071; 2006/168; 2008/053; 2009/068; 2010/071; 2011/061; 2013/072; 2015/069; 2016/048; 2013/072; 2018/056; 2018/149

Quantity: 25.8 cubic feet (24 records center cartons and 11 archives boxes) and 1 videorecording

Repository:

Wisconsin Historical Society, Library, Archives, and Museum Collections

Archival Locations:

Wisconsin Historical Society (Map)

COLLECTION MAY BE STORED OFF-SITE: see catalog entry to request materials and for additional information.

Abstract:

Records relating to department administration, policies, procedures, and benefit programs administered by the department. Correspondence is from the Secretary, Deputy Secretary, Executive Assistant, and Division Administrators. Correspondence received in the Archives so far consists of correspondence answered by the department secretary on behalf of the governor and state and national legislators.

Note:

There is a restriction on access to this material; see the Administrative/Restriction Information portion of this finding aid for details.

These records have been assigned Series 2889.

Language: English

URL to cite for this finding aid: http://digital.library.wisc.edu/1711.dl/wiarchives.uw-whs-ser02889

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See the Agency History in the catalog.

This collection was received in multiple parts and is organized into 12 major parts. These materials have not been physically interfiled and researchers might need to consult more than one part to locate similar materials.

• Part 1 (2005/071): Original Collection, 1973-1995
• Part 2 (2006/168): Additions, 1993-1995
• Part 3 (2008/053): Additions, 1969-2002
• Part 4 (2009/068): Additions, 1988-1994
• Part 5 (2010/071): Additions, 1968-1999
• Part 6 (2011/061): Additions, 1985, 1993-2000
• Part 7 (2013/072): Additions, 1999-2000
• Part 8 (2015/069): Additions, 1968-2004
• Part 9 (2016/048): Additions, 1987-2005
• Part 10 (2017/044): Additions, 1997-2006
• Part 11 (2018/056): Additions, 1993-2007
• Part 12 (2018/149): Additions, 1995-2001

Access Restrictions

RESTRICTED: Section 40.07, Wis. Stats. restricts access to personal information in these records. Researchers wishing to use these records should consult the reference archivist.

Acquisition Information

Accession Number: 2005/071, 2006/168, 2008/053, 2009/068, 2010/071, 2011/061, 2013/072, 2015/069, 2016/048, 2017/044, 2018/056, 2018/149

2005/071	Part 1 (2005/071): Original Collection, 1973-1995 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Correspondence of Wisconsin governors, 1973-1994; state legislators, 1975-1994; United States legislators, 1975-1994; and the Department's Secretary, 1994-1995.
	Governors' mail
Box   1 Folder   1-7	1973-1994
	State legislators' mail
Box   1 Folder   8-19	1977-1993
Box   1 Folder   20	U.S. legislators' mail, 1994
Box   1 Folder   21	Secretary's correspondence memos, 1994-1995
2006/168	Part 2 (2006/168): Additions, 1993-1995 Physical Description: 1.8 cubic feet (1 records center carton and 2 archives boxes)  Scope and Content Note: Controlled chronological correspondence, 1993-1995, of the departmental secretary from constituents, legislators, and others concerning policies and individual problems. Also included is an alphabetical subject file of reports, audits, and financial statements concerning the various insurance programs managed by the department, 1993-1995, that were requested for a study of state boards conducted by Lieutenant Governor Scott McCallum.	⇧
Box   1	Controlled chronological correspondence, 1993-1995
Box   2	Subject files: Audits-Income continuation, 1993-1995
Box   3	Subject files: Indemnity medical plans-Valuations, 1993-1995
2008/053	Part 3 (2008/053): Additions, 1969-2002 Physical Description: 6.2 cubic feet (6 records center cartons and 1 archives box)  Scope and Content Note: Correspondence and administrative files of secretaries Gary Gates and Eric Stanchfield and Assistant Secretary David Mills, 1969-2002. Half of the accession consists of controlled and general correspondence of the three previously mentioned administrators. The other half consists of records, 1987-1997, of Wisconsin Retired Teachers Association v. ETF Board, a prolonged lawsuit that concerned a special performance dividend (SIPD) paid to pre-1974 Wisconsin retirees. Other parties to the suit were the Wisconsin Engineers Association and the Wisconsin Education Association Council (WEAC). These papers include briefs and pleadings, correspondence, decisions, depositions, interrogatories, and settlement papers for litigation pursued through the Wisconsin court system to the Supreme Court. Despite the quantity of legal documentation, there are no transcriptions of court proceedings. The Gates correspondence includes information requests as well as subject files on topics such as collective bargaining, legislation, and the Investment Board. Stanchfield's informational requests are titled controlled correspondence; these files have been weeded to removed letters about individual's retirement annuities that are confidential, but because some may have been overlooked, the accession should be regarded as confidential. Additional correspondence, labeled as "correspondence from," generally deals with internal administration. A separate file concerns internal and Legislative Audit Bureau audits of the department.	⇧
	WRTA (Wisconsin Retired Teachers Association) case records
Box   1 Folder   1-14	Correspondence, 1987-1997
	Circuit Court
Box   1 Folder   15-18	Briefs and pleadings
Box   1 Folder   19-20	Complaint and summons
Box   1 Folder   21	Consolidation
Box   1 Folder   22	Decisions
Box   1 Folder   23	Depositions
Box   1 Folder   23-24	Gates, Gary, 1989-1990
Box   1 Folder   25	Jones, Norman
Box   1 Folder   26	Mills, David, 1989
Box   1 Folder   27	Willett, Robert, 1989
	Interrogatories
Box   1 Folder   28	Defendants
Box   2 Folder   1	Plaintiffs
Box   3 Folder   14	Judge Bartell correspondence
Box   2 Folder   2-3	Judgment and summary judgment
Box   2 Folder   4	Reconsideration
Box   2 Folder   5-6	Remedies and findings of fact
Box   2 Folder   7-8	Stipulations
	Court of Appeals
Box   2 Folder   19	Amicus brief
Box   2 Folder   10	Appeal
Box   2 Folder   11-12	Appendices
Box   2 Folder   13	Number not used
Box   2 Folder   14-21	Briefs
Box   2 Folder   22-24	Combined briefs
Box   2 Folder   25	Decision
	Wisconsin Supreme Court
Box   2 Folder   26	Amicus briefs
Box   2 Folder   27-28	Appeal
Box   3 Folder   1-3	Briefs
Box   3 Folder   4	Decision
Box   3 Folder   5	ETF (Employee Trust Funds) briefs
Box   3 Folder   6	Briefs
Box   3 Folder   7	Bypass motions
Box   3 Folder   8-9	Engineers
Box   3 Folder   10	Interrogatories
Box   3 Folder   11	Motions
Box   3 Folder   12	Open records request inventory, 2000
Box   3 Folder   13	Settlement pleadings
Box   3 Folder   15-19	Settlement, affidavits, briefs, drafts, appendices
Box   3 Folder   20-21	Working papers
	Correspondence
	Gates, Gary
Box   3 Folder   22	General, miscellany, 1979-1981
Box   3 Folder   23	80-85% limitation, 1967-1982
Box   3 Folder   24	Budget, 1969-1986
Box   3 Folder   25-26	Collective bargaining, 1976-1987
Box   3 Folder   27	Earnings
Box   3 Folder   28	Elected officials, 1976-1989
Box   3 Folder   29	"Eligible for participation," 1978-1990
Box   3 Folder   30	"Employer pickup," 1972-1987
Box   3 Folder   31	Executive salary group, 1976-1978
Box   3 Folder   32	FAIR (Formula Annual Indexed Retirement) concept, 1984-1987
	Information requests
Box   3 Folder   33-35	1981-1988
Box   4 Folder   1-3	1988-1992
Box   4 Folder   4-5	Investment Board, 1982-1991
Box   4 Folder   6	Legal cases, 1985-1972
Box   4 Folder   7	Legislation, 1981-1991
Box   4 Folder   8	Open records requests, 1992-1993
Box   4 Folder   9	Open records requests (Barratt-Kessler)
Box   4 Folder   10	Protective occupations, 1978-1991
Box   4 Folder   11	Special performance dividend, 1990-1999
Box   4 Folder   12	Statutory revisions, 1979-1987
Box   4 Folder   13	WRS (Wisconsin Retirement System) Study Committee, 1988-1989
Box   4 Folder   14	WRTA, 1976-1988
Box   4 Folder   15	Unlabeled folder
Box   4 Folder   16	Correspondence and memoranda from, 1991-1992
	Mills, David, correspondence from
Box   4 Folder   17-24	1990-1994
Box   5 Folder   1-4	1994 (continued)-1997
	Stanchfield, Eric O.
Box   5 Folder   5-21	Controlled correspondence (weeded), 1995-1998
Box   6 Folder   1-8	Letters and memoranda from, 1993-1995
Box   6 Folder   9-18	Internal and LAB (Legislative Audit Bureau) correspondence, 1988-1996
	Miscellaneous files
Box   6 Folder   19	ETF, 1997
Box   6 Folder   20	Gary Gates paper, 1997
Box   7 Folder   1	Miscellaneous forms
Box   7 Folder   2	NASRA (National Association of State Retirement Administrators), roll call regarding Wisconsin, 2001-2002
Box   7 Folder   3-4	SWIB directors' summit, 2002
Box   7 Folder   5	Wisconsin Coalition of Annuitants, speech, 2002
Box   7 Folder   6	Miscellany
2009/068	Part 4 (2009/068): Additions, 1988-1994 Physical Description: 0.8 cubic feet (2 archives boxes)  Scope and Content Note: Correspondence, notes, and memos, 1988-1994, pertaining to the State of Wisconsin's Deferred Compensation Program. Material pertains to a controversy over selecting a service provider for the Deferred Compensation Plan related to a language change which made it difficult for the State to solicit multiple bids.	⇧
	Deferred Compensation Program, 1988-1994
Box   1	Milwaukee Journal open records request collected material
Box   2	Federal Bureau of Investigation (FBI) examination documents
2010/071	Part 5 (2010/071): Additions, 1968-1999 Physical Description: 2.8 cubic feet (2 records center cartons and 2 archives boxes)  Scope and Content Note: General and controlled correspondence, 1968-1999. Controlled correspondence includes questions, concerns, and requests for information. General correspondence, 1968-1999, contains records on a lawsuit brought against the Department of Employee Trust Funds over the special investment performance dividend (SIPD), health care, and health care claims and the Claims Board, and records on Y2K (Year 2000), including correspondence, a Y2K contingency plan, and records of the Y2K Task Force. Entries include the log number, letter writer, subject, and referral dates. Also included is a video of a Y2K contingency planning seminar.	⇧
	Controlled correspondence
Box   1 Folder   1	98-001, Robert Leaf: SIPD payments, 1998 January 2
Box   1 Folder   1	98-002, Jessica O'Donnell: Board member fiduciary responsibility, 1998 January 5
Box   1 Folder   1	98-003, Ethics Board: Report of agency liaisons, 1998 January 5
Box   1 Folder   1	98-004, Orville Lyhus: SIPD payments to estates, 1998 January 5
Box   1 Folder   1	98-005, Sen. Fred Risser: Health insurance coverage, 1998 January 6
Box   1 Folder   1	98-006, Kenneth Fall: Justification for method of calculating benefits, 1998 January 8
Box   1 Folder   1	98-007, Scott Klug: Constituent Hildur Amble, 1998 January 9
Box   1 Folder   1	98-008, Shirley Else: Status of her lump sum distribution, 1998 January 9
Box   1 Folder   1	98-009, Senator Robert Wirch: Pension funds available to Robert Janiak, 1998 January 15
Box   1 Folder   1	98-010, Senator Robert Wirch: SIPD eligibility questions from Bob Wedeikes, 1998 January 16
Box   1 Folder   1	98-011, Sharon Kruschek: Deferred Compensation Program, 1998 January 16
Box   1 Folder   1	98-012, Senator Robert Wirch: Department error in annuity amount paid to Patricia Stuyvesant, 1998 January 20
Box   1 Folder   1	98-013, Deputy Fritz Miller: Group life insurance additional coverage opportunity, 1998 January 20
Box   1 Folder   1	98-014, James Hamele: 1998 increase for health insurance premiums, 1998 January 22
Box   1 Folder   1	98-015, Geraldine Malak: Ganther's objectives not included on teachers board election flyer, 1998 January 22
Box   1 Folder   1	98-016, George McDowell: Unfunded liability balance, 1998 January 27
Box   1 Folder   1	98-017, Frank Kautzmann: SIPD check missing, 1998 January 27
Box   1 Folder   1	98-018, Senator Winecke: Sharon Kruschek, 1998 January 27
Box   1 Folder   1	98-019, Rep. Frank Lasee: Impact of pension legislation on local school districts and municipalities, 1998 January 27
Box   1 Folder   1	98-020, Isabelle Stelmahoske: Over charges to insurance HMP-90, 1998 January 28
Box   1 Folder   1	98-021, Diane Stegner-Roadt: WPS HMP-90, 1998 January 28
Box   1 Folder   1	98-022, Barbara Thom: WPS HMP-90, 1998 January 28
Box   1 Folder   1	98-023, Rep. Frank Lasee: Early retirement for state employees, 1998 January 29
Box   1 Folder   1	98-024, Helen Corneli: Requesting 800 # to call DETF, 1998 February 3
Box   1 Folder   1	98-025, Rep. William Lorge: Constituent complaints on ETF decision on SIPD distribution, 1998 February 5
Box   1 Folder   1	98-026, Dennis Dombrowicki: Complaint regarding over-deferment of WDC account, 1998 February 6
Box   1 Folder   1	98-027, Joseph Disch: Complaint regarding delay in final calculation of pension benefit, 1998 February 11
Box   1 Folder   1	98-028, Rep. Rebecca Young: Adding smoking cessation coverage to state health care plans, 1998 February 11
Box   1 Folder   1	98-029, Deputy Fritz Miller: GIB - response to CC #98-013, 1998 February 11
Box   1 Folder   1	98-030, Luis Salazar: Request for account standing and complaint on Milwaukee Phone system, 1998 February 13
Box   1 Folder   1	98-031, Rep. Marlin Schneider: Retirement Plan with regard to estates, 1998 February 16
Box   1 Folder   1	98-032, Terry Morris: AB 706, 1998 February 17
Box   1 Folder   1	98-033, Michael McKenna: Questions regarding unfunded liability, 1998 February 23
Box   1 Folder   1	98-034, James Sensenbrenner: Interest in WRS fund as of March 31, 1998, 1998 February 23
Box   1 Folder   1	98-035, Dr. Mitchell Langbert: Request for plan participant information, 1998 February 23
Box   1 Folder   2	98-036, Cathie Eitelberg: Draft, 1998 February 24
Box   1 Folder   2	98-037, Melvin Miller: Withholding limitations, 1998 February 25
Box   1 Folder   2	98-038, Senator Dale Schultz: States exempting federal pension from income taxation, 1998 February 27
Box   1 Folder   2	98-039, Rep. William Lorge: Mrs. Donald Morey and SB-31, 1998 March 5
Box   1 Folder   2	98-040, Betty Krause - DOJ: Keith Schoff, 1998 March 9
Box   1 Folder   2	98-041, Betty Krause - DOJ: Dale Jackson, 1998 March 9
Box   1 Folder   2	98-042, William Currier: Federal income tax withholding (cc: Rob w/response), 1998 March 13
Box   1 Folder   2	98-043, Governor Thompson: Year 2000 problem, 1998 March 13
Box   1 Folder   3	98-044, Senator Carol Roessler: Lyle Conrad - WRS Benefits, 1998 March 16
Box   1 Folder   3	98-045, Senator Carol Roessler: Leo Lang - unfunded liability (due date extended to 4/9), 1998 March 16
Box   1 Folder   3	98-046, Robert Madson: Change to secondary insurance carrier, 1998 March 20
Box   1 Folder   3	98-047, Dennis Herter: Request for early withdrawal from WDC, 1998 March 27
Box   1 Folder   3	98-048, James W. Taylor: HMO Coverage of chemotherapy, 1998 April 1
Box   1 Folder   3	98-049, Marty Beil: Eleanor Swoboda, WDC questions, 1998 April 1
Box   1 Folder   3	98-050, Professor Robert Culbertson: BCBSUW Complaint, 1998 April 6
Box   1 Folder   3	98-051, Rep. Frank Lasee: SIPD distribution - estate claims, 1998 April 6
Box   1 Folder   3	98-052, Jacqueline Jugenheimer: Physicians Plus complaint, 1998 April 6
Box   1 Folder   3	98-053, Jan Monica Mason: Matt Chappell - SIPD distribution, 1998 April 6
Box   1 Folder   3	98-054, Betty Krause - DOJ: Donna Jones, 1998 April 7
Box   1 Folder   3	98-055, Will Keating: Survey log, 1998 April 8
Box   1 Folder   3	98-056, Sally Drew: Delay in reimbursement from BCBSUW (Draft response to Eric), 1998 April 13
Box   1 Folder   3	98-057, Marvin Bruhn: Recovery of overpayment of SIPD lump sum, 1998 April 13
Box   1 Folder   3	98-058, Cate Zeuske: Department of Revenue - State agency survey, 1998 April 14
Box   1 Folder   3	98-059, Robert Hammersmith: Year 2000 Problem, 1998 April 14
Box   1 Folder   3	98-060, Debra Bougie: DPI Directory/Calendar updates, 1998 April 15
Box   1 Folder   3	98-061, Senator Kevin Shibilski: CC #98-020, further notification requested, 1998 April 17
Box   1 Folder   3	98-062, Dr. Michael Fiore: Adding smoking cessation coverage to state health care plans, 1998 April 20
Box   1 Folder   3	98-063, Heidi Gross: Delay in receiving beneficiary benefits, 1998 April 20
Box   1 Folder   3	98-064, Judy Norman-Nunnery: DWD - Workforce 2000 Agency Action Plan, 1998 April 20
Box   1 Folder   3	98-065, Rep. Rebecca Young: 2nd Dr. Fiore's request regarding adding smoking cessation coverage, 1998 April 27
Box   1 Folder   3	98-066, Alan Kursevski: Discrimination against retired militants, 1998 April 24
Box   1 Folder   3	98-067, James Wake: Creditable service errors, 1998 April 27
Box   1 Folder   4	98-068, Tom Herndon: Defined contribution pension plan, 1998 April 27
Box   1 Folder   4	98-069, James W. Taylor: Coverage for high dose chemo, 1998 April 27
Box   1 Folder   4	98-070, Marshall Burke: Misuse of the postage meter, 1998 April 27
Box   1 Folder   4	98-071, Donna J. Smith: Long-term disability denial, 1998 April 28
Box   1 Folder   4	98-072, John Stippich: Complaint regarding customer service at Milwaukee office, 1998 April 29
Box   1 Folder   4	98-073, Robert Culbertson: BCBSUW Complaint, 1998 May 1
Box   1 Folder   4	98-074, Thomas Arnot: Eugene Parks (requested additional response time - due 5/29/98), 1998 May 1
Box   1 Folder   4	98-075, Dr. Ruth Hale: Increases due to 5/1 annuity $$, 1998 May 5
Box   1 Folder   4	98-076, F. Marvin Hannah Jr.: Disability benefit processing concern, 1998 May 8
Box   1 Folder   4	98-077, Gary Speich: Employee benefits/ASLCC/Unions/Pension, 1998 May 8
Box   1 Folder   4	98-078, Marlene Bergum: Denial of chiropractic claim, 1998 May 12
Box   1 Folder   4	98-079, Alan Kursevski: AB 294 not applicable to past military retirees, 1998 May 14
Box   1 Folder   4	98-080, James Wake: Follow up to 98-067 (letting him know record corrected), 1998 May 14
Box   1 Folder   4	98-082, Pamela Hicks: Unfunded liability balance - Town of Washington, 1998 May 21
Box   1 Folder   4	98-083, Stephen Erickson: General complaints, 1998 May 26
Box   1 Folder   4	98-084, Tom Anderson: EPIC Life complaint, 1998 May 27
Box   1 Folder   4	98-085, Senator Carol Roessler: Alice/Gordon Eichman SIPD payment, 1998 June 1
Box   1 Folder   4	98-086, Isabelle Stelmahoske: Incorrect annuity information (Combined w/98-101), 1998 June 3
Box   1 Folder   4	98-087, Gary Metz: Standard II Plan coverage, 1998 June 3
Box   1 Folder   4	98-088, Marvin Bruhn: Recover of overpayment of SIPD lump sum, 1998 June 9
Box   1 Folder   4	98-089, David Weaver: Possible impacts on retirement and investment incomes, 1998 June 9
Box   1 Folder   4	98-090, Stan Wisniewski-NEA: Update of data compilation, 1998 June 9
Box   1 Folder   4	98-091, Philip Leone: Survey of Public Employee Retirement Systems, 1998 June 9
Box   1 Folder   4	98-092, Representative Tom Ourada: SIPD estate claims - Max Maager, 1998 June 12
Box   1 Folder   4	98-093, Mike Peters: Option to transfer accumulated sabbatical to DC account upon retirement, 1998 June 15
Box   1 Folder   4	98-094, Ray Decker: Inability to obtain desirable insurance coverage, 1998 June 19
Box   1 Folder   4	98-095, Mary Steffen: Complaint regarding Della Eschenbauch, 1998 June 17
Box   1 Folder   4	98-096, Carol Donnermeyer: Ongoing problems with estate issue, 1998 June 17
Box   1 Folder   4	98-098, Beverly Lewis-Moses: Protective status for minimum security superintendents, 1998 June 19
Box   1 Folder   4	98-099, Mary Runnels Krusback: Years of service questions, 1998 June 19
Box   1 Folder   4	98-100, Jacob M. Trieber: UW Teacher pension, 1998 June 22
Box   1 Folder   4	98-101, Isabelle Stelmahoske: Incorrect annuity information (combined w/98-086), 1998 June 24
Box   1 Folder   4	98-102, Virginia Retirement System: Public retirement survey, 1998 June 29
Box   1 Folder   5	98-103, Senator Carol Roessler: Carol Donnermeyer (combined w/98-096), 1998 June 30
Box   1 Folder   5	98-104, Ronna Jeglum: via Governor, final decision of appeal now issued, 1998 June 30
Box   1 Folder   5	98-105, Alan Kursevski: Military retirement provisions (duplicate of 98-066 - called Gov. to notify), 1998 July 1
Box   1 Folder   5	98-106, Ethics Board: Agency liaison survey, 1998 July 1
Box   1 Folder   5	98-107, Greg Kumlien: Year 2000 Problem, 1998 July 3
Box   1 Folder   5	98-108, Jane Kleinowski: Mental health benefit changes, 1998 July 8
Box   1 Folder   5	98-109, Senator Fred Risser: Rosemary Sprenger - Delayed separation benefit, 1998 July 9
Box   1 Folder   5	98-110, Philip Deaton: Poor grammar in Department correspondence, 1998 July 9
Box   1 Folder   5	98-111, William Strampe: Delay in benefit calculations, 1998 July 9
Box   1 Folder   5	98-112, Robert Culbertson: BCBSUW Complaint, 1998 July 21
Box   1 Folder   5	98-113, Jane Hamblen: WR Board Appeal Concerns, 1998 July 21
Box   1 Folder   5	98-114, Fact Sheet Update: ET-8903 Group Life Program, 1998 August 5
Box   1 Folder   5	98-115, Fact Sheet Update: ET-8901 WRS, 1998 August 5
Box   1 Folder   5	98-116, Darrell Arndt: Delay in annuity calculation, 1998 August 10
Box   1 Folder   5	98-117, Jessica O'Donnell: 1999-2001 Bargaining unit demands, 1998 August 11
Box   1 Folder   5	98-118, Jessica O'Donnell: WRS Coverage for union and bargaining team members, 1998 August 12
Box   1 Folder   5	98-119, ewambold: Delay in finalizing annuities, 1998 August 18
Box   1 Folder   5	98-120, Robert Culbertson: BCBSUW Complaint regarding Bill collector letters, 1998 August 27
Box   1 Folder   5	98-121, Robert Culbertson: BCBSUW Complaint regarding Monitor reporting system, 1998 August 27
Box   1 Folder   6	98-122, Earl Kester: Lump sum overpayments / SIPD lawsuit, 1998 August 27
Box   1 Folder   6	98-123, David Birren: EE Rudeness and QDRO advice, 1998 August 27
Box   1 Folder   6	98-124, Robert Culbertson: BCBSUW Complaint regarding Patient protection, 1998 September 1
Box   1 Folder   6	98-125, Glen Sitte: Merchant marine service, 1998 September 3
Box   1 Folder   6	98-126, Gary Speich: Viagra covered under State EE and Teachers medical plans, 1998 September 4
Box   1 Folder   6	98-127, Dolores Austin: Purchasing forfeited service problem, 1998 September 10
Box   1 Folder   6	98-128, Ronald Seeling: Actuarial Surpluses, 1998 September 21
Box   1 Folder   6	98-129, Linda Seemeyer, DOA: Internet applications and electronic signature requests, 1998 September 21
Box   1 Folder   6	98-130, Senator Joanne Huelsman: Lump sum cash settlement upon retirement vs. monthly annuity payments, 1998 September 21
Box   1 Folder   6	98-131, Weldon Kempf: Annuity information forms not received, 1998 September 21
Box   1 Folder   6	98-132, Ronald E. Adams: Reopening variable, 1998 September 21
Box   1 Folder   6	98-133, Robert Culbertson: BCBSUW Complaint, 1998 September 22
Box   1 Folder   6	98-134, Patricia Lynch: Documentation of issues to protect credit rating, 1998 September 22
Box   1 Folder   6	98-135, Robert Culbertson: BCBSUW Complaint, 1998 September 22
Box   1 Folder   6	98-136, June Suhling - DWD: Older worker employment project, 1998 September 25
Box   1 Folder   6	98-137, Gal M Olsen: Beverlie Berggren, 1998 September 25
Box   1 Folder   6	98-138, D Mark Hanson: Offering early retirement would save money, 1998 September 29
Box   1 Folder   6	98-139, Carol Monge: School year vs. calendar year, 1998 September 29
Box   1 Folder   6	98-140, Virginia Brizendine: Proposed meeting of systems regarding ER based reporting, 1998 September 29
Box   1 Folder   6	98-141, James Krueger: Disability Discontinuation, 1998 October 1
Box   1 Folder   6	98-142, Pam Schmidt: Final deduction for life insurance and poor customer service, 1998 October 1
Box   1 Folder   6	98-143, James Blask: Retirement concerns and survivor benefits, 1998 October 6
Box   1 Folder   6	98-144, Robert Culbertson: Parity statement for mental health and unanswered correspondence, 1998 October 17
Box   1 Folder   6	98-145, Louis Calogero: Delay in receiving stipulation of facts, 1998 October 8
Box   1 Folder   6	98-146, Floyd Becraft: Delay in final retirement amount, 1998 October 8
Box   1 Folder   7	98-147, Weldon Kempf: Annuity mailer not received, 1998 October 13
Box   1 Folder   7	98-148, Anthondy Theodore - WPC: Electronic transmission to effect service, 1998 October 14
Box   1 Folder   7	98-149, Senator Joanne Huelsman: Gayle Schaefer, 1998 October 14
Box   1 Folder   7	98-150, James Pawlak: Delay in sending dual-choice books to annuitants, 1998 October 15
Box   1 Folder   7	98-151, Group Health: Fact Sheet: Update, 1998 October 15
Box   1 Folder   7	98-152, Robert Culbertson: BCBSUW Errors, 1998 October 16
Box   1 Folder   7	98-153, U W Manitowoc Co. Employees: Inappropriate restriction of health insurance option, 1998 October 19
Box   1 Folder   7	98-154, Judge Daniel Klossner: Health insurance options for State employees in Dodge County, 1998 October 19
Box   1 Folder   7	98-155, Bruce Faulkner: Prescription card for BCBSUW, 1998 October 19
Box   1 Folder   7	98-156, Virgnia Brizendine: Internet round table discussions, 1998 October 21
Box   1 Folder   7	98-157, Barbara Polce: Health insurance options in Dodge County, 1998 October 21
Box   1 Folder   7	98-158, Peter Bauer: Y2K Reporting request, 1998 October 23
Box   1 Folder   7	98-159, Marshall Burkes: Negative impact on out-of-state participants of WRS (HMP-90), 1998 October 23
Box   1 Folder   7	98-160, Timothy Plette, ATI: ATI problems, 1998 October 27
Box   1 Folder   7	98-161, Attorney Bidwell: Lump sum for estate of Alpha Jacobson, 1998 October 29
Box   1 Folder   7	98-162, Senator Scott Fitzgerald: Base health care provider in Dodge County, 1998 October 30
Box   1 Folder   7	98-163, Betty Kruse, DOJ: Dolores Austin claim, 1998 October 30
Box   1 Folder   7	98-164, James Parlow: Disability offset for workers compensation, 1998 November 2
Box   1 Folder   7	98-165, Howard Schwartz: Delays in final adjustments and increases, 1998 November 3
Box   1 Folder   7	98-166, Roger Fetterly: Credit for military services, 1998 November 4
Box   1 Folder   7	98-167, Lori Ohland, DOR: Uniform dental coverage for all state employees, 1998 November 4
Box   1 Folder   7	98-169, James Madison: Form to verify out-of-state service credit, 1998 November 4
Box   1 Folder   7	98-170, Senator Brian Rude: Jim Parlow and application of Coutts decision, 1998 November 5
Box   1 Folder   7	98-171, Charles and Mary Alice Hartman: Change in health insurance for annuitants, 1998 November 9
Box   1 Folder   7	98-172, Ned Schlosser: Special Milwaukee teachers death benefit, 1998 November 10
Box   1 Folder   8	98-173, Edward O'Brien: Error on application for retirement benefit, 1998 November 10,
Box   1 Folder   8	98-174, Senator Fred Risser: Delay in receipt of annuity, 1998 November 10,
Box   1 Folder   8	98-175, J. Phil Mueller: Claim form for survivorship benefit disability pension, 1998 November 12
Box   1 Folder   8	98-176, Laura Rose (e-mail): Remedial proposals for Law Revision Committee, 1998 November 12
Box   1 Folder   8	98-177, Cleo Zapata: Study of design and features of state retirement programs, 1998 November 16
Box   1 Folder   8	98-178, Carol Schuessler: Wasteful spending - 10 dual-choice booklets sent for 2 employees, 1998 November 16
Box   1 Folder   8	98-179, Sharon Van Rite - DOR: Unequal insurance benefits for state employees, 1998 November 23
Box   1 Folder   8	98-180, Gary Speich: Coverage of Viagra by insurance plans, 1998 November 24
Box   1 Folder   8	98-181, Maureen L Kinney: POA recertification request, 1998 November 24
Box   1 Folder   8	98-182, Sandy Destree: Inappropriate health insurance options in Manitowoc County, 1998 November 25
Box   1 Folder   8	98-183, Senator Brian Rude: Jim Parlow and application of Coutts decision, 1998 November 30
Box   1 Folder   8	98-184, JoAnne Marshall: Complaints regarding ETF employee, 1998 November 30
Box   1 Folder   8	98-185, Lawrence Barish - LRB: 1999-2000 Blue Book data, 1998 December 3
Box   1 Folder   8	98-186, Dennis McGilligan: WRS credit for aldermanic service, 1998 December 9
Box   1 Folder   8	98-187, Carol Blakely: July 12 Department determination regarding application of Benson, 1998 December 17
Box   1 Folder   8	98-188, Roger Fetterly: Records request relating to ETF 11.03(3) and (1m) Administrative Code, 1998 December 17
Box   1 Folder   8	98-189, Joanne Flaminio: Purchase of military credit, 1998 December 21
Box   1 Folder   8	98-190, James Gifford: UW-Stevens Point Health Insurance Options, 1998 December 21
Box   1 Folder   8	98-191, Harry Descoteau: New Hampshire Retirement System Audit, 1998 December 23
Box   1 Folder   8	98-192, Linda Steward - DOA: Fatherhood initiative, 1998 December 28
Box   1 Folder   9	99-001, Sue Chamberlain - UW: Modification to 218 agreement, 1999 January 5
Box   1 Folder   9	99-002, Senator Fitzgerald: Selection of payments options in WRS, 1999 January 5
Box   1 Folder   9	99-003, Ethics Board: Agency Liaisons, 1999 January 5
Box   1 Folder   9	99-004, Senator Carol Roessler: Constituent Tim Powell, 1999 January 6
Box   1 Folder   9	99-005, Mrs. Lorene Anderson: Collection of interest on Teachers Retirement Fund, 1999 January 14
Box   1 Folder   9	99-006, Ms. Chris Klopp: Repayment of ICI over-payments, 1999 January 14
Box   1 Folder   9	99-007, John Haumerson: Unfunded liability, 1999 January 14
Box   1 Folder   9	99-008, PPCC Survey Committee: 1999 Survey of state and local government retirement systems, 1999 January 14
Box   1 Folder   9	99-009, Representative John Ainsworth: Unfunded liability, 1999 January 15
Box   1 Folder   9	99-010, Helen Blumer: Complaint regarding formula benefit calculation, 1999 January 15
Box   1 Folder   9	99-011, Senator Fred Risser: Susan Sklenar, health insurance complaint for LTE becoming permanent, 1999 January 19
Box   1 Folder   9	99-012, Ruth Verbrugge: Annuity cancellation, 1999 January 25
Box   1 Folder   9	99-013, Mary Feist: Discrepancy in creditable service years, 1999 January 26
Box   1 Folder   9	99-014, Senator Carol Roessler: Health plans offered in Waupun area, 1999 January 26
Box   1 Folder   9	99-015, Senator Scott Fitzgerald: Health care options in Dodge County, 1999 January 28
Box   1 Folder   9	99-016, Vincent Turk: Problems encountered with private pension plan, 1999 January 28
Box   1 Folder   9	99-017, David Stute, LCS: Legislative Council Staff Publication update, 1999 February 2
Box   1 Folder   9	99-018, Ronald Umhoefer: Delay in receiving correct retirement estimate, 1999 February 4
Box   1 Folder   9	99-019, State Ethics Board: Update to Statement of Economic Interests, 1999 February 8
Box   1 Folder   9	99-020, Senator Dale Schultz: Regarding Ronald Pickar, 1999 February 8
Box   1 Folder   9	99-021, David Boettcher: Inclusion of part-time MATC teachers in WRS, 1999 February 12
Box   1 Folder   9	99-022, Bill Harrison: Exclusion of government pensions from state income tax, 1999 February 15
Box   1 Folder   9	99-023, Mark Arnetsen: UAAL, 1999 February 19
Box   1 Folder   9	99-024, Rep. Gregg Underheim: David E. Wolf, regarding military service credit, 1999 February 19
Box   1 Folder   9	99-025, Margaret Zielsdorf: July and August 1998 annuity payments, 1999 February 19
Box   1 Folder   10	99-026, Leonard Knitter: Explanation of NE ranking on letter received regarding training officer position, 1999 February 23
Box   1 Folder   10	99-027, D. Mark Hanson: Suggested retirement law changes, 1999 February 24
Box   1 Folder   10	99-028, Senator Carol Roessler: Jon Guiles and BCBSUW complaint, 1999 February 26
Box   1 Folder   10	99-029, Donna Paske: ASLCC, 1999 February 26
Box   1 Folder   10	99-030, Janice Budzinski: Correction to termination date, 1999 February 26
Box   1 Folder   10	99-031, Senator Carol Roessler: Mark Bloedow and UWIC complaint, 1999 February 26
Box   1 Folder   10	99-032, Leonard Tews: Medicare payments from ASLCC, 1999 February 26
Box   1 Folder   10	99-033, Wild Rose School District: Regarding Marsha Morrow, 1999 March 2
Box   1 Folder   10	99-034, Raymond Brown: Monthly retirement benefit deposit discrepancies, 1999 March 5
Box   1 Folder   10	99-035, Roman Omernick: Personal summary of death benefits, 1999 March 8
Box   1 Folder   10	99-036, Joseph Seroogy: Final retirement annuity calculation questions, 1999 March 8
Box   1 Folder   10	99-037, Rosalia Quintana deGadrey: Retirement benefits and service received, 1999 March 10
Box   1 Folder   10	99-038, Deanna Powell: Incorrect annuity information sheet, 1999 March 17
Box   1 Folder   10	99-039, Rep. Carol Owens: Mark Bloedow and UWIC complaint, 1999 March 23
Box   1 Folder   10	99-040, Senator Fred Risser: Privacy violated by postcard mailer, 1999 March 23
Box   1 Folder   10	99-041, Pat Zopp, DHFS: Diabetes Care Guidelines, 1999 March 23
Box   1 Folder   10	99-042, Thomas Wisniewski: Uniformed Services Pension Credit, 1999 March 24
Box   1 Folder   10	99-043, James Mosmann, CA STRS: Health benefits feasibility study survey, 1999 March 25
Box   1 Folder   10	99-044, Gale Dalebroux: Benefits due the estate of Edward Kalk, Jr., 1999 March 30
Box   1 Folder   10	99-045, Congressman Sensenbrenner: Interest in WRS as of March 31, 1999, 1999 March 30
Box   1 Folder   10	99-046, Lawrence Shepard: IVR - not able to talk to a real person, 1999 April 1
Box   1 Folder   10	99-047, Lanny Smith: Federal tax withholding limit, 1999 April 5
Box   1 Folder   10	99-048, Senator Carol Roessler: lack of available retirement appts. (Pat Longdin), 1999 April 5
Box   1 Folder   10	99-049, Tom Mickelson, Public Records: Agency records management, 1999 April 6
Box   1 Folder   10	99-050, SWIB: Billing for variable fund, 1999 April 6
Box   1 Folder   10	99-051, SWIB: Billing for fixed fund (Combined with 99-050), 1999 April 6
Box   1 Folder   11	99-052, Betty Kruse, DOJ: Regarding Anatole Beck, 1999 April 8
Box   1 Folder   11	99-053, Donna Paske: Rehire after retirement ("double dipping"), 1999 April 13
Box   1 Folder   11	99-054, Senator Dale Schultz: Regarding Dorothy Miller, 1999 April 13
Box   1 Folder   11	99-057, State Medical Society of Wisconsin: Adding coverage for smoking cessation, 1999 April 21
Box   1 Folder   11	99-058, Scott Dennison, RRC: Error in ongoing WRS 1998 valuation, 1999 April 21
Box   1 Folder   11	99-059, Senator Fred Risser: ASLCC to LTCI as well as health insurance premiums, 1999 April 23
Box   1 Folder   11	99-060, ET-8904: DC Fact Sheet, 1999 April 23
Box   1 Folder   11	99-061, Beverly Zimmerman: Credit for federal employment, 1999 April 26
Box   1 Folder   11	99-062, Chuck Grapentine: Service purchased not reflected on annual statement of benefit, 1999 April 26
Box   1 Folder   11	99-063, Juanita Quintero: Regarding Frank Trimmell (ex-husband), 1999 April 27
Box   1 Folder   11	99-064, Chris DeRose: Michigan Retirement Service - validation of pension survey, 1999 May 3
Box   1 Folder   11	99-065, Connie O'Connell, OCI: Mark Bloedow and UWIC complaint, 1999 May 3
Box   1 Folder   11	99-066, Robert Koenig: Requesting list of classifications certified as protective, 1999 May 4
Box   1 Folder   11	99-067, Rep. Dave Travis: Public pension bills article in Capital Times, 1999 May 7
Box   1 Folder   11	99-068, Marianne Jackson: Federal withholding from annuity, 1999 May 7
Box   1 Folder   11	99-069, Terry Wick: Exclusion from variable fund, 1999 May 14
Box   1 Folder   11	99-070, Sandra Rhodes: Fixed fund percentage, 1999 May 14
Box   1 Folder   11	99-071, David Hartung: SRS participants not granted creditable service, 1999 May 17
Box   1 Folder   11	99-072, David Kroeger: Complaints: ACH delayed deposit, 1999 May 19
Box   1 Folder   11	99-073, Donald Sprague: Effective rates, 1999 May 19
Box   1 Folder   11	99-074, Don Kirchner: AB 260 questions, 1999 May 19
Box   1 Folder   11	99-075, ET-8902: Group Health Fact Sheet, 1999 May 21
Box   1 Folder   11	99-076, Donna Defoose: Overcharge for medical services - Returned to Gov. office for rerouting, 1999 May 24
Box   1 Folder   11	99-077, Rep. Marlin Schneider: Coverage for eyeglasses, 1999 May 25
Box   1 Folder   11	99-078, Gene Hagen: Tax exemption for teachers, 1999 May 25
Box   1 Folder   11	99-079, Don Kalz: No dividend increase, 1999 May 25
Box   1 Folder   11	99-080, Michael Jennings: Increases in health insurance premiums, 1999 May 28
Box   1 Folder   11	99-081, Eau Claire School District: Error in final annuity calculation for Robt. Williams, 1999 May 28
Box   1 Folder   11	99-082, Dean Simon: Fixed rate vs. variable rate, 1999 June 1
Box   1 Folder   11	99-083, Senator Brian Rude: Regarding Wayne Jurgenson, underpayment of insurance premiums, 1999 June 1
Box   1 Folder   11	99-084, Ann Checkalski: Incorrect annuity calculation, 1999 June 2
Box   1 Folder   11	99-085, Dale Marsh: Failure to change withholding as requested, 1999 June 7
Box   1 Folder   12	99-086, Richard McWilliams: Roadblocks encountered as POA for annuitant, 1999 June 7
Box   1 Folder   12	99-087, F J Gichert: T-D payout backlog, 1999 June 7
Box   1 Folder   12	99-088, Juanita Quintero: Regarding Frank Trimmel (ex-husband), 1999 June 7
Box   1 Folder   12	99-089, Jean E. Carter: 3rd request for retirement information, 1999 June 8
Box   1 Folder   12	99-090, Donna Paske: Records request SHICC, 1999 June 10
Box   1 Folder   12	99-091, Attorney Michael Bohren: Regarding Kathleen Rafalski (98-020-WR), 1999 June 11
Box   1 Folder   12	99-092, David Mosca: Annuity payment questions, 1999 June 14
Box   1 Folder   12	99-093, Representative Stephen Nass: Draft legislation prohibiting offering domestic partners benefits, 1999 June 15
Box   1 Folder   12	99-094, John Hembrook: Finalizing calculation after retirement, 1999 June 24
Box   1 Folder   12	99-095, Phyllis Johnson: Improper address change to person with same name, different SSN, 1999 June 25
Box   1 Folder   12	99-096, Darlene Hodney: Formula benefit change, 1999 June 29
Box   1 Folder   12	99-097, ET-8918: Final review of ICI fact sheet, 1999 June 30
Box   1 Folder   12	99-098, Ethics Board: Agency's lobbying activities, 1999 July 1
Box   1 Folder   12	99-099, Long, Alvin: Processing Time for Tax Withholding Change, 1999 July 6
Box   1 Folder   12	99-100, Guy Neau and Janice Berry: Private Companies Having to Compete With Self-insured Insurance Coverage, 1999 July 7
Box   1 Folder   12	99-101, Sheila Kaye Remak: Disability Retirement Annuity Denial, 1999 July 7
Box   1 Folder   12	99-102, Doreen M Halverson: Noble Courtney Halverson's Retirement Account (Closed), 1999 July 7
Box   1 Folder   12	99-103, Senator Fitzgerald: Recommended change to HMO plan qualifications, undated
Box   1 Folder   12	99-104, Donald J. Dent: Retirement account balance and premium, 1999 July 8
Box   1 Folder   12	99-105, Bruce Hagen: All UI Employee Conference, 1999 July 8
Box   1 Folder   12	99-106, David Pfeuffer: Free standing drug program, 1999 July 14
Box   1 Folder   12	99-107, Liz Clevinger: SSA Congressional briefing, 1999 July 16
Box   1 Folder   12	99-108, William Kumpf: John Hancock contract, 1999 July 19
Box   1 Folder   13	99-109, Senator Alice Clausing: Regarding Alice Checkalski, 1999 July 19
Box   1 Folder   13	99-110, ET-8904: WDC Fact Sheet, 1999 July 19
Box   1 Folder   13	99-111, Randall Lueders: Regarding Phyllis Johnson, 1999 July 20
Box   1 Folder   13	99-112, Florita Keirn: SOB not received, 1999 July 20
Box   1 Folder   13	99-113, Tony Bentz: Complaints regarding customer service from ETF and delay in benefit payments, 1999 July 21
Box   1 Folder   13	99-114, ET-8900: ERA Fact Sheet, 1999 July 21
Box   1 Folder   13	99-115, ET-8901: WRS Fact Sheet, 1999 July 21
Box   1 Folder   13	99-116, ET-8903: Group Life Fact Sheet, 1999 July 21
Box   1 Folder   13	99-117, Stacey Gorman: Regarding Richard Tellefson, rules regarding beneficiary designations, 1999 July 22
Box   1 Folder   13	99-118, Doris Chappel: Problems encountered at Milwaukee Office, 1999 July 27
Box   1 Folder   13	99-119, Gwen Walsh: Limited annuity options available with late retirement, 1999 July 28
Box   1 Folder   13	99-120, Nancy Grube: SIPD locator service contact, 1999 August 5
Box   1 Folder   13	99-121, Senator Fred Risser: Regarding Shirley Ross, 1999 August 10
Box   1 Folder   13	99-122, Joyce Armson: Regarding Richard Tellefson, rules regarding beneficiary designations, 1999 August 12
Box   1 Folder   13	99-123, Sharon Otto: Changing annuity option, 1999 August 16
Box   1 Folder   13	99-124, Senator Carol Roessler: Family Court Commission and Judges want same multiplier, 1999 August 16
Box   1 Folder   13	99-125, Eileen Kaczmarek: Benson vs. Gates, 1999 August 18
Box   1 Folder   13	99-126, Senator Fred Risser: AB 260, 1999 August 18
Box   1 Folder   13	99-127, Rep. Gary Sherman: Phyllis Johnson, 1999 August 18
Box   1 Folder   13	99-128, Ruth Messerschmidt Carpenter: Expediency request for processing of duty disability claim, 1999 August 20
Box   1 Folder   13	99-129, Betty Kruse, DOJ: David Stasik claim per s. 893.82, 1999 August 25
Box   1 Folder   13	99-130, Donald Horstman: Military credit, 1999 August 27
Box   1 Folder   13	99-131, Ann Checkalski: Request for recalculation of annuity benefit, 1999 September 1
Box   1 Folder   13	99-132, Mary Ellen Signorille: AARP "Falling Short" Survey, 1999 August 31
Box   1 Folder   13	99-133, Jennifer Harris: PRI's draft - defined benefits and defined contribution plans, 1999 September 8
Box   1 Folder   13	99-134, Dorothy Parsons: BCBSUW problems, 1999 September
Box   1 Folder   13	99-135, Eugene Kaluzny: Health insurance coverage for surviving widow, 1999 September 8
Box   1 Folder   13	99-136, Phyllis Johnson: Request for audit of additional contributions, 1999 September 10
Box   1 Folder   13	99-137, Dennis Verhaagh: Request for additional dental coverage, 1999 September 15
Box   1 Folder   13	99-138, Joan Brahmer: TSA Accounts, 1999 September 15
Box   1 Folder   13	99-139, Sandra Green: AB 286 (97/98 Leg. Session) request plans to cover infertility, 1999 September 17
Box   1 Folder   14	99-140, Senator Carol Roessler: Restrictions (5% cap/no lump sum after 55), 1999 September 17
Box   1 Folder   14	99-141, Senator Alice Clausing: Karyl Keller's buy back costs, 1999 September 17
Box   1 Folder   14	99-142, Neil Ford: TIAA-CREF not allowed to market long-term health care, 1999 September 17
Box   1 Folder   14	99-143, Norbert Holmblad: Department determinations, 1999 September 22
Box   1 Folder   14	99-144, Rep. Terry Musser: Survey regarding disabled vets, 1999 September 22
Box   1 Folder   14	99-145, Dr. and Mrs. Rao: Clarification of annuities, 1999 September 22
Box   1 Folder   14	99-146, NASRA (National Association of State Retirement Administrators): Defined contribution benefit plan survey, 1999 September 22
Box   1 Folder   14	99-147, Randall Dahmen: UW Employee life insurance choices, 1999 September 23
Box   1 Folder   14	99-148, Ms. Hazel Samuel: Complaint regarding shorted at retirement, 1999 September 23
Box   1 Folder   14	99-149, Patricia Fallon: SB 1300 + Private pension plans, 1999 October 4
Box   1 Folder   14	99-150, Nathaniel Robinson (DOA): Digest of programs and activities/Exec. Order 12372, 1999 October 4
Box   1 Folder   14	99-151, Terry Beltezore: Tom Korpady, 1999 October 4
Box   1 Folder   14	99-152, George Pyne: Survey regarding Retiree employment, 1999 October 7
Box   1 Folder   14	99-153, Senator Herb Kohl: Carolyn W. Folke's account, 1999 October 4
Box   1 Folder   14	99-154, Gordon Myse: Impact of reduced employer contribution rate, 1999 October 12
Box   1 Folder   14	99-155, Phyllis Johnson: Audit of contributions, 1999 October 12
Box   1 Folder   14	99-156, Marty Beil: Military credit, 1999 October 12
Box   1 Folder   14	99-157, PERS Survey: Additional member contributions, 1999 October 12
Box   1 Folder   14	99-158, WSRTA: WSRTA Pension Funding survey, 1999 October 12
Box   1 Folder   14	99-159, Joe Kristl: Death benefit beneficiary options, 1999 October 12
Box   1 Folder   14	99-160, Murray and Megan Thompson: Annuity calculation, 1999 October 15
Box   2 Folder   1	99-161, John Armstrong: Problem with beneficiary designation form, 1999 October 19
Box   2 Folder   1	99-162, John Evans, DOR: Income taxation of annuities, 1999 October 19
Box   2 Folder   1	99-163, Representative Scott Suder: Regarding Dale Olson, 1999 October 19
Box   2 Folder   1	99-164, Joe Joyce: SB 101 inequities, 1999 October 21
Box   2 Folder   1	99-165, Senator Fred Risser: Regarding Marilyn Speerschneider, ACSLC, 1999 October 21
Box   2 Folder   1	99-166, Barbara Gessner: Proposed pension bill, 1999 October 25
Box   2 Folder   1	99-167, Mae Holup: Variable account interest, 1999 October 26
Box   2 Folder   1	99-168, Rhode Island Retirement System: Purchased service credit, 1999 November 9
Box   2 Folder   1	99-169, Wayne Cameron: Tax papers, 1999 October 28
Box   2 Folder   1	99-170, Rep. Gregg Underheim: Regarding Judith Stowe, no matching contribution by state, 1999 November 17
Box   2 Folder   1	99-171, Roger Brum: To Marilyn Wigdahl - Tracking purposes only (per EOS), undated
Box   2 Folder   1	99-172, Representative Rhoades: Disability denial - Sue Hansen, 1999 November 26
Box   2 Folder   1	99-173, Wayne Corey: Private Employer Health Care Purchasing Alliance, 1999 December 3
Box   2 Folder   1	99-174, Senator Fred Risser: Addie Pettaway - ICI claim, 1999 December 6
Box   2 Folder   1	99-175, Representative Wirch: Protective and hazardous duty status, 1999 December 6
Box   2 Folder   1	99-176, To Governor Thompson: Recommend appointment of David Riemer to PEHCC Board (Tracking Only)
Box   2 Folder   1	99-177, Bill Rudey: Regarding Nancy Rudey, ICI and Disability, 1999 December 14
Box   2 Folder   1	99-178, Leonard Grimes - Atlanta Life: Opportunity to provide coverage to State employees, 1999 December 16
Box   2 Folder   1	99-179, Shirley Nettesheim: Late receipt of direct deposit annuity check, 1999 December 20
Box   2 Folder   1	99-180, Richard Winnes: AB495 and effects on 1999 retirees, 1999 December 20
Box   2 Folder   1	99-181, Mary Hanson: Overpayment funds withdrawn from bank account not authorized, 1999 December 22
Box   2 Folder   1	99-182, Senator Herb Kohl: Regarding Vicki Conkey and ICI claim, 1999 December 22
Box   2 Folder   1	99-183, Jennifer Haegele: ICI benefits, 1999 December 29
Box   2 Folder   1	99-184, Senator Roger Breske: Town of Cassian WRS rejected resolution, 1999 December 30
	Secretary's correspondence
Box   2 Folder   2	Letters/memos, miscellaneous, 1980-1986
Box   2 Folder   3-4	Filing, 1996-1998
Box   2 Folder   5	Retirement, 1997-1998
Box   2 Folder   6	Communication issues, 1992
Box   2 Folder   7	Group health plan options, 1992
Box   2 Folder   8	Health care, 1990-1999
Box   2 Folder   9	Wisconsin Retirement System constitutional amendment, historical, 1991-1994
Box   2 Folder   10-12	Special investment performance dividend (SIPD), 1987-1997
Box   2 Folder   13	Budget, 1983-1993
Box   2 Folder   14	Attorney General, 1968-1993
Box   2 Folder   15	Determinations/reporting requirements, 1977-1988
Box   2 Folder   16	Ch. 317, Laws of 1981, AFSCME layoff, 1982-1986
Box   2 Folder   17-18	Claims Board, 1984-1995
Box   2 Folder   19	Dividend distribution, 1977-1990
Box   2 Folder   20	Death benefits, 1983-1989
Box   2 Folder   21	Creditable service, 1972-1989
Box   2 Folder   22	Disability, 1979-1989
	Y2K (Year 2000), 1998-1999
Box   2 Folder   23	Articles
Box   2 Folder   24-25	Correspondence
Box   3 Folder   1-2	Contingency plan
Box   3 Folder   3	Department of Administration, miscellaneous
Box   3 Folder   4	Department of Administration, reporting
Box   3 Folder   5	Health Maintenance Organizations (HMOs)
Box   3 Folder   6	Department of Employee Trust Funds
Box   3 Folder   7	Staffing plans
Box   4 Folder   1-2	Task Force
Box   4 Folder   3-4	Third party administrators
Video Box   17	Y2K contingency planning Physical Description: 1 videocassette
2011/061	Part 6 (2011/061): Additions, 1985, 1993-2000 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Correspondence, subject and speech files, 1985; 1993-2000, of Department Secretary Eric Stanchfield. Speeches were given to retiree organizations and include background information, outlines, and copies of PowerPoint slides. Subject files include press releases, policy manuals, and information about health insurance. Correspondence is scattered through the accession.	⇧
Box   1	Department Secretary Eric Stanchfield correspondence, speeches, and subject files 1985, 1993-2000
2013/072	Part 7 (2013/072): Additions, 1999-2000 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Records, 1999-2000, on litigation that ultimately resulted in the case Wisconsin Professional Police Association and State Engineers Association v. Department of Administration, concerning the constitutionality of Act 11 (1999 Assembly Bill 495), which made changes to the Wisconsin Retirement System and the manner in which the Department of Employee Trust Funds was required to administer it. Records include correspondence, briefs, motions, petitions, exhibits, and other records.	⇧
Box   1	Wisconsin Professional Police Association and State Engineers Association v. Department of Administration, 1999-2000
2015/069	Part 8 (2015/069): Additions, 1968-2004 Physical Description: 8.0 cubic feet (8 records center cartons)  Scope and Content Note: Correspondence and subject files, 1986-2004, of Wisconsin Department of Employee Trust Funds (ETF) secretaries David Mills and Eric Stanchfield. Records include controlled correspondence, materials from the Group Insurance Board (GIB) and the Personnel Evaluation Committee (PEC), speeches, and planning information.	⇧
	Mills, David, 1986-2004
Box   1 Folder   1	Administration and organization of benefits program
	American Society for Public Administration (ASPA)
Box   1 Folder   2	Constitution and by-laws
Box   1 Folder   3	Minutes and agendas
Box   1 Folder   4	Newsletters and miscellaneous files
Box   1 Folder   5	Thank yous
Box   1 Folder   6	Board-training personnel evaluation committee
Box   1 Folder   7	City of La Crosse audit
	Collective bargaining
Box   1 Folder   8	Benefits
Box   1 Folder   9	Notes
Box   1 Folder   10	Response
Box   1 Folder   11	Training
Box   1 Folder   12	Department of Health and Family Services wellness grant application
Box   1 Folder   13	Dual choice advisory committee
	Employee Trust Funds
Box   1 Folder   14	Administrative expense comparison
Box   1 Folder   15	Fall conference transparencies
Box   1 Folder   16	ETF/DOA merger issues
Box   1 Folder   17	Handbook of internal control concepts
Box   1 Folder   18	Joint Survey Committee on Retirement Systems (JSCRS)
Box   1 Folder   19	Long range plans
Box   1 Folder   20	Lump sums
Box   1 Folder   21	Operational objectives
Box   1 Folder   22	Organization and benefit plans
Box   1 Folder   23	Program policy reviews
Box   1 Folder   24	Public service recognition week
Box   1 Folder   25	Records management report
Box   1 Folder   26	Section 89 inquiries
Box   1 Folder   27-28	Speeches
Box   1 Folder   29	Strategic plans
Box   1 Folder   30	Tabor, Colorado
Box   1 Folder   31	Wisconsin Retirement System (WRS) statistics
Box   2 Folder   1-7	Correspondence, 1986-1996
	Stanchfield, Eric, 1990-2004
Box   3 Folder   1	Annuitant roundtable
Box   3 Folder   2	Audit conference background materials
Box   3 Folder   3	Auditor's conference speech
Box   3 Folder   4	Department of Employee Trust Funds
Box   3 Folder   5	Disclosure tax information
Box   3 Folder   6	Effective rates and dividends
Box   3 Folder   7-7	International Foundation (IF) Williamsburg, speech and visuals
Box   3 Folder   9	Legislative workshops
Box   3 Folder   10	Martin Segal health insurance workshops
Box   3 Folder   11	National Association of State Retirement Administrators (NASRA)
Box   3 Folder   12	NASRA deputies' panel presentation
Box   3 Folder   13	New trustees institute speech
Box   3 Folder   14	Retirement consortium speech
Box   3 Folder   15-16	Retired firefighters presentation and background materials
Box   3 Folder   17	Special Investment Performance Dividend (SIPD)
Box   4 Folder   1-5	Speeches, 2001-2005
Box   4 Folder   6-7	Strategic planning
Box   4 Folder   8	Strategic planning process workbook
Box   4 Folder   9	University of Wisconsin political science speech
Box   4 Folder   10	Wisconsin Retirement Consortium
Box   4 Folder   11-13	Wisconsin Retired Educators' Association (WREA)
	Controlled correspondence, 2000-2004
Box   5 Folder   1	Miscellaneous
	Stanchfield
Box   5 Folder   2	2000
Box   5 Folder   3	2001
Box   5 Folder   4	2002
Box   5 Folder   5	2003
Box   5 Folder   6	2004
Box   5 Folder   7-7	2001
Box   6 Folder   1-3	2002
Box   6 Folder   4-6	2003
Box   6 Folder   7-9	2004
	Group Insurance Board (GIB)
Box   7 Folder   1-81	1987 June-2004 August
	Personnel Evaluation Committee (PEC)
Box   8 Folder   1-66	1987 June-2000 December
2016/048	Part 9 (2016/048): Additions, 1987-2005 Physical Description: 3.2 cubic feet (2 records center cartons and 3 archives boxes)  Scope and Content Note: Records, 1987-2005, of Eric Stanchfield, including correspondence, legal documents and legislative files, and speeches from conferences. Also includes Board of Attorneys Professional Reliability grievances and investigations, material on federal tax issues, and the Department of Administration retirement bill.	⇧
	Correspondence
Box   1 Folder   1-2	Benefit Improvement Bill (BIB), 1987-1989
Box   1 Folder   3	Act 13, early retirement, 1989-1990
Box   1 Folder   4	Benefits payment system (BPS)
Box   1 Folder   5	Coalition of Annuitants
Box   1 Folder   6-7	Department of Administration retirement bill and proposals, 1993-1995
Box   1 Folder   8	Early retirement legislation, 1993
Box   1 Folder   9	Pension formula proposal, 1994
	Employer Health Care Alliance Cooperative (The Alliance)
Box   1 Folder   10	1996-1999
Box   1 Folder   11	2000-2001
Box   1 Folder   12	Miscellaneous
Box   1 Folder   13	Federal tax issues affecting the Wisconsin Retirement System, 1994
Box   1 Folder   14	Fiduciary duty, Klausner presentation, 1994-1996
Box   1 Folder   15-16	Health Care Partnership Plan (HCPP), 1994
Box   1 Folder   17	Employer Health Care Alliance Cooperative (The Alliance), 1993
Box   1 Folder   18	Healthcare Task Force, 2006
Box   1 Folder   19	Legislative Audit Bureau (LAB), State of Wisconsin Investment Board (SWIB) performance audit, 1999
Box   1 Folder   20	LAB non-traditional portfolio, 2001
Box   1 Folder   21	Legal review
	Personnel
Box   1 Folder   22	1998-2004
Box   2 Folder   1	1998-2004 (continued)
Box   2 Folder   2	2000
Box   4 Folder   1	2003-2004
Box   4 Folder   2	Complaints, 2004-2006
Box   4 Folder   3	Stanchfield, Eric, 2004-2006
Box   2 Folder   3	Employee questionnaires, 2002
Box   2 Folder   4	Length of service milestones, suggestion award
Box   2 Folder   5	Senate Joint Resolution 8, constitutional amendment, 1987-1993
Box   2 Folder   6-7	Special Investment Performance Dividend (SIPD), 1997
Box   2 Folder   8	Uniform Management of Public Pension Fund Act (UMPPF)
Box   2 Folder   9	Wisconsin Health Value Discussion Group, 2000
Box   2 Folder   10	Wisconsin Retired Educators Association (WREA), Arizona, 2001 February 21
Box   2 Folder   11	Workforce guidelines
	Legal documents and legislative files
Box   2 Folder   12	Active Lives file
Box   2 Folder   13	Appeals case
Box   2 Folder   14	Attorney General
Box   2 Folder   15	Benefit legislation, 1994
Box   2 Folder   16	Benson case
	Board of Attorneys Professional Reliability (BAPR)
Box   2 Folder   17	Committee materials, 2000
Box   4 Folder   4	Correspondence, including rules and training materials, 1996
Box   2 Folder   18	District #9
	Grievances and investigations
Box   4 Folder   5-8	1996
Box   4 Folder   9-10	1997
Box   5 Folder   1	1997 (continued)
Box   5 Folder   2-4	1998
Box   5 Folder   5	1998-1999
Box   5 Folder   6	Anne Shindell grievance, 2000
Box   2 Folder   19	Meeting information, 1996-1997
Box   2 Folder   20	Memorandums, 1999
Box   2 Folder   21	Memorandums, 2000
Box   2 Folder   22	Training materials and rules
Box   2 Folder   23	Contribution rate lawsuit
	Office of Lawyer Regulation
Box   5 Folder   7	Investigative Committee meetings, 2001
Box   5 Folder   8	Thomas R. Glowacki grievance, 2001
Box   2 Folder   24	Schmidt case, 2001
	Speeches
Box   2 Folder   25	Advanced Government Finance Institute, "Issues in Public Employe Pensions and Benefits" (sic), 1991
	Benefits Conference for Public Employees
Box   2 Folder   26	Boston, 1991
Box   2 Folder   27	Final documents
Box   2 Folder   28	Presentation
Box   2 Folder   29	Monterey, 1992
Box   2 Folder   30	Presentation, original
Box   2 Folder   31	Overhead/handout originals
Box   2 Folder   32	IF, new trustees, 1992 July 27
Box   2 Folder   33	Boston, 1995
Box   3 Folder   1	Boston, 1995 (continued)
Box   3 Folder   2	Williamsburg, 1997
Box   3 Folder   3	Government Finance Officers Association (GFOA), Advanced Retirement Seminar, Tucson, 1991
Box   3 Folder   4	Advanced Government Finance Institute presentation, finance documents, 1991
Box   3 Folder   5	Ancillary benefit materials
Box   3 Folder   6	Deferred compensation
Box   3 Folder   7	Employee reimbursement account program
Box   3 Folder   8	Retiree health insurance
2017/044	Part 10 (2017/044): Additions, 1997-2006 Physical Description: 0.8 cubic feet (2 archives boxes)  Scope and Content Note: Speech files of Secretary Eric Stanchfield.	⇧
Box   1 Folder   1	National conference on public employee retirement systems
Box   1 Folder   2	Speeches made, 1997-2000
Box   1 Folder   3	Wisconsin Retired Educators' Association, Middleton, 1999 September 20-22
Box   1 Folder   4	State of Wisconsin Investment Board (SWIB), communications initiatives, 1999
Box   1 Folder   5	Wisconsin Retirement Systems, 9th annual meeting, 2000 May 8
Box   1 Folder   6	State Executive Conference and briefing, 2000-2001
Box   1 Folder   7	Wisconsin Coalition of Annuitants Conference, 2001 May
Box   1 Folder   8	Governor's Summit on Venture Capital: 2001
Box   2 Folder   1	Coalition presentation, 2003 May
Box   2 Folder   2	Dave H. farewell
Box   2 Folder   3	Dave M. retirement
Box   2 Folder   4	Dave S. farewell party
Box   2 Folder   5	Dr. Porter-purchasing panel, Appleton, 2006 July 12
Box   2 Folder   6	2006 April
Box   2 Folder   7	Coalition of Annuitants, 2006 May
Box   2 Folder   8	2006 speeches
2018/056	Part 11 (2018/056): Additions, 1993-2007 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Speech material from 1993-1999 as well as travel records from 2005-2007. The material in the speech folders pertains to the Wisconsin Coalition of Annuitants, Wisconsin Resource Committee, Wisconsin Retired Educators Association, Retired Professional Firefighters of Wisconsin, and Wisconsin Retirement System. Some of this material relates to healthcare. The material pertaining to travel includes correspondence, invoices, and requests for reimbursement.	⇧
Box   1 Folder   1	Speeches, 1993-1998
Box   1 Folder   2	Speech materials, undated
Box   1 Folder   3-7	Speeches, 1999-2003
Box   1 Folder   8-9	Travel, 2005-2006
Box   1 Folder   10	National Association of State Retirement Administrators (NASRA) spring meeting, Key West, Florida, 2007, March 30-April 1
Box   1 Folder   11	NASRA annual conference, 2007
Box   1 Folder   12	International Foundation of Employee Benefit Plans (IFEBP) midyear board and committee meeting, 2007
Box   1 Folder   13	Wisconsin legislative update, Washington D.C., 2007 May 21-23
Box   1 Folder   14	International Foundation Board, 2007
Box   1 Folder   15	Conference and meeting request forms and related correspondence, 2007
Box   1 Folder   16	Confidential messages, 2006-2007
2018/149	Part 12 (2018/149): Additions, 1995-2001 Physical Description: 1.0 cubic foot (1 records center carton)  Scope and Content Note: Records relating to department administration, policies, procedures, and benefit programs administered by the department. Correspondence is from the Secretary, Deputy Secretary, Executive Assistant, and Division Administrators. Correspondence received in the Archives so far consists of correspondence answered by the department secretary in behalf of the governor and state and national legislators.	⇧
	Controlled correspondence
Box   1 Folder   1	1995
Box   1 Folder   2	1996
Box   1 Folder   3	1997
Box   1 Folder   4	2000 #1
Box   1 Folder   5	2000 #2
Box   1 Folder   6	2001