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Container
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Title
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2008/053
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Part 3 (2008/053): Additions, 1969-2002
6.2 cubic feet (6 records center cartons and 1 archives box)
: 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.
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WRTA (Wisconsin Retired Teachers Association) case records
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Box
1
Folder
1-14
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Correspondence, 1987-1997
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Circuit Court
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Box
1
Folder
15-18
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Briefs and pleadings
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Box
1
Folder
19-20
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Complaint and summons
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Box
1
Folder
21
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Consolidation
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Box
1
Folder
22
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Decisions
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Box
1
Folder
23
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Depositions
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Box
1
Folder
23-24
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Gates, Gary, 1989-1990
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Box
1
Folder
25
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Jones, Norman
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Box
1
Folder
26
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Mills, David, 1989
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Box
1
Folder
27
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Willett, Robert, 1989
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Interrogatories
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Box
1
Folder
28
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Defendants
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Box
2
Folder
1
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Plaintiffs
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Box
3
Folder
14
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Judge Bartell correspondence
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Box
2
Folder
2-3
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Judgment and summary judgment
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Box
2
Folder
4
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Reconsideration
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Box
2
Folder
5-6
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Remedies and findings of fact
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Box
2
Folder
7-8
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Stipulations
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Court of Appeals
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Box
2
Folder
19
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Amicus brief
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Box
2
Folder
10
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Appeal
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Box
2
Folder
11-12
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Appendices
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Box
2
Folder
13
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Number not used
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Box
2
Folder
14-21
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Briefs
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Box
2
Folder
22-24
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Combined briefs
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Box
2
Folder
25
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Decision
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Wisconsin Supreme Court
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Box
2
Folder
26
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Amicus briefs
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Box
2
Folder
27-28
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Appeal
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Box
3
Folder
1-3
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Briefs
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Box
3
Folder
4
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Decision
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Box
3
Folder
5
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ETF (Employee Trust Funds) briefs
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Box
3
Folder
6
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Briefs
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Box
3
Folder
7
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Bypass motions
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Box
3
Folder
8-9
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Engineers
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Box
3
Folder
10
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Interrogatories
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Box
3
Folder
11
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Motions
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Box
3
Folder
12
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Open records request inventory, 2000
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Box
3
Folder
13
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Settlement pleadings
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Box
3
Folder
15-19
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Settlement, affidavits, briefs, drafts, appendices
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Box
3
Folder
20-21
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Working papers
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Correspondence
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Gates, Gary
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Box
3
Folder
22
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General, miscellany, 1979-1981
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Box
3
Folder
23
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80-85% limitation, 1967-1982
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Box
3
Folder
24
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Budget, 1969-1986
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Box
3
Folder
25-26
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Collective bargaining, 1976-1987
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Box
3
Folder
27
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Earnings
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Box
3
Folder
28
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Elected officials, 1976-1989
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Box
3
Folder
29
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"Eligible for participation," 1978-1990
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Box
3
Folder
30
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"Employer pickup," 1972-1987
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Box
3
Folder
31
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Executive salary group, 1976-1978
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Box
3
Folder
32
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FAIR (Formula Annual Indexed Retirement) concept, 1984-1987
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Information requests
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Box
3
Folder
33-35
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1981-1988
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Box
4
Folder
1-3
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1988-1992
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Box
4
Folder
4-5
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Investment Board, 1982-1991
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Box
4
Folder
6
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Legal cases, 1985-1972
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Box
4
Folder
7
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Legislation, 1981-1991
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Box
4
Folder
8
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Open records requests, 1992-1993
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Box
4
Folder
9
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Open records requests (Barratt-Kessler)
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Box
4
Folder
10
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Protective occupations, 1978-1991
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Box
4
Folder
11
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Special performance dividend, 1990-1999
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Box
4
Folder
12
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Statutory revisions, 1979-1987
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Box
4
Folder
13
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WRS (Wisconsin Retirement System) Study Committee, 1988-1989
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Box
4
Folder
14
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WRTA, 1976-1988
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Box
4
Folder
15
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Unlabeled folder
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Box
4
Folder
16
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Correspondence and memoranda from, 1991-1992
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Mills, David, correspondence from
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Box
4
Folder
17-24
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1990-1994
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Box
5
Folder
1-4
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1994 (continued)-1997
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Stanchfield, Eric O.
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Box
5
Folder
5-21
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Controlled correspondence (weeded), 1995-1998
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Box
6
Folder
1-8
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Letters and memoranda from, 1993-1995
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Box
6
Folder
9-18
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Internal and LAB (Legislative Audit Bureau) correspondence, 1988-1996
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Miscellaneous files
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Box
6
Folder
19
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ETF, 1997
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Box
6
Folder
20
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Gary Gates paper, 1997
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Box
7
Folder
1
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Miscellaneous forms
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Box
7
Folder
2
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NASRA (National Association of State Retirement Administrators), roll call regarding Wisconsin, 2001-2002
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Box
7
Folder
3-4
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SWIB directors' summit, 2002
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Box
7
Folder
5
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Wisconsin Coalition of Annuitants, speech, 2002
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Box
7
Folder
6
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Miscellany
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