Container
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Title
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2010/071
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Part 5 (2010/071): Additions, 1968-1999 2.8 cubic feet (2 records center cartons and 2 archives boxes) : 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.
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Controlled correspondence
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Box
1
Folder
1
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98-001, Robert Leaf: SIPD payments, 1998 January 2
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Box
1
Folder
1
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98-002, Jessica O'Donnell: Board member fiduciary responsibility, 1998 January 5
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Box
1
Folder
1
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98-003, Ethics Board: Report of agency liaisons, 1998 January 5
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Box
1
Folder
1
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98-004, Orville Lyhus: SIPD payments to estates, 1998 January 5
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Box
1
Folder
1
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98-005, Sen. Fred Risser: Health insurance coverage, 1998 January 6
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Box
1
Folder
1
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98-006, Kenneth Fall: Justification for method of calculating benefits, 1998 January 8
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Box
1
Folder
1
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98-007, Scott Klug: Constituent Hildur Amble, 1998 January 9
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Box
1
Folder
1
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98-008, Shirley Else: Status of her lump sum distribution, 1998 January 9
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Box
1
Folder
1
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98-009, Senator Robert Wirch: Pension funds available to Robert Janiak, 1998 January 15
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Box
1
Folder
1
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98-010, Senator Robert Wirch: SIPD eligibility questions from Bob Wedeikes, 1998 January 16
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Box
1
Folder
1
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98-011, Sharon Kruschek: Deferred Compensation Program, 1998 January 16
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Box
1
Folder
1
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98-012, Senator Robert Wirch: Department error in annuity amount paid to Patricia Stuyvesant, 1998 January 20
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Box
1
Folder
1
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98-013, Deputy Fritz Miller: Group life insurance additional coverage opportunity, 1998 January 20
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Box
1
Folder
1
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98-014, James Hamele: 1998 increase for health insurance premiums, 1998 January 22
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Box
1
Folder
1
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98-015, Geraldine Malak: Ganther's objectives not included on teachers board election flyer, 1998 January 22
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Box
1
Folder
1
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98-016, George McDowell: Unfunded liability balance, 1998 January 27
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Box
1
Folder
1
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98-017, Frank Kautzmann: SIPD check missing, 1998 January 27
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Box
1
Folder
1
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98-018, Senator Winecke: Sharon Kruschek, 1998 January 27
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Box
1
Folder
1
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98-019, Rep. Frank Lasee: Impact of pension legislation on local school districts and municipalities, 1998 January 27
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Box
1
Folder
1
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98-020, Isabelle Stelmahoske: Over charges to insurance HMP-90, 1998 January 28
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Box
1
Folder
1
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98-021, Diane Stegner-Roadt: WPS HMP-90, 1998 January 28
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Box
1
Folder
1
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98-022, Barbara Thom: WPS HMP-90, 1998 January 28
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Box
1
Folder
1
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98-023, Rep. Frank Lasee: Early retirement for state employees, 1998 January 29
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Box
1
Folder
1
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98-024, Helen Corneli: Requesting 800 # to call DETF, 1998 February 3
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Box
1
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1
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98-025, Rep. William Lorge: Constituent complaints on ETF decision on SIPD distribution, 1998 February 5
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Box
1
Folder
1
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98-026, Dennis Dombrowicki: Complaint regarding over-deferment of WDC account, 1998 February 6
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Box
1
Folder
1
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98-027, Joseph Disch: Complaint regarding delay in final calculation of pension benefit, 1998 February 11
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Box
1
Folder
1
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98-028, Rep. Rebecca Young: Adding smoking cessation coverage to state health care plans, 1998 February 11
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Box
1
Folder
1
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98-029, Deputy Fritz Miller: GIB - response to CC #98-013, 1998 February 11
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Box
1
Folder
1
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98-030, Luis Salazar: Request for account standing and complaint on Milwaukee Phone system, 1998 February 13
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Box
1
Folder
1
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98-031, Rep. Marlin Schneider: Retirement Plan with regard to estates, 1998 February 16
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Box
1
Folder
1
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98-032, Terry Morris: AB 706, 1998 February 17
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Box
1
Folder
1
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98-033, Michael McKenna: Questions regarding unfunded liability, 1998 February 23
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Box
1
Folder
1
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98-034, James Sensenbrenner: Interest in WRS fund as of March 31, 1998, 1998 February 23
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Box
1
Folder
1
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98-035, Dr. Mitchell Langbert: Request for plan participant information, 1998 February 23
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Box
1
Folder
2
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98-036, Cathie Eitelberg: Draft, 1998 February 24
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Box
1
Folder
2
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98-037, Melvin Miller: Withholding limitations, 1998 February 25
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Box
1
Folder
2
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98-038, Senator Dale Schultz: States exempting federal pension from income taxation, 1998 February 27
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Box
1
Folder
2
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98-039, Rep. William Lorge: Mrs. Donald Morey and SB-31, 1998 March 5
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Box
1
Folder
2
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98-040, Betty Krause - DOJ: Keith Schoff, 1998 March 9
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Box
1
Folder
2
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98-041, Betty Krause - DOJ: Dale Jackson, 1998 March 9
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Box
1
Folder
2
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98-042, William Currier: Federal income tax withholding (cc: Rob w/response), 1998 March 13
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Box
1
Folder
2
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98-043, Governor Thompson: Year 2000 problem, 1998 March 13
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Box
1
Folder
3
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98-044, Senator Carol Roessler: Lyle Conrad - WRS Benefits, 1998 March 16
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Box
1
Folder
3
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98-045, Senator Carol Roessler: Leo Lang - unfunded liability (due date extended to 4/9), 1998 March 16
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Box
1
Folder
3
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98-046, Robert Madson: Change to secondary insurance carrier, 1998 March 20
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Box
1
Folder
3
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98-047, Dennis Herter: Request for early withdrawal from WDC, 1998 March 27
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Box
1
Folder
3
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98-048, James W. Taylor: HMO Coverage of chemotherapy, 1998 April 1
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Box
1
Folder
3
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98-049, Marty Beil: Eleanor Swoboda, WDC questions, 1998 April 1
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Box
1
Folder
3
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98-050, Professor Robert Culbertson: BCBSUW Complaint, 1998 April 6
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Box
1
Folder
3
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98-051, Rep. Frank Lasee: SIPD distribution - estate claims, 1998 April 6
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Box
1
Folder
3
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98-052, Jacqueline Jugenheimer: Physicians Plus complaint, 1998 April 6
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Box
1
Folder
3
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98-053, Jan Monica Mason: Matt Chappell - SIPD distribution, 1998 April 6
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Box
1
Folder
3
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98-054, Betty Krause - DOJ: Donna Jones, 1998 April 7
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Box
1
Folder
3
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98-055, Will Keating: Survey log, 1998 April 8
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Box
1
Folder
3
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98-056, Sally Drew: Delay in reimbursement from BCBSUW (Draft response to Eric), 1998 April 13
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Box
1
Folder
3
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98-057, Marvin Bruhn: Recovery of overpayment of SIPD lump sum, 1998 April 13
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Box
1
Folder
3
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98-058, Cate Zeuske: Department of Revenue - State agency survey, 1998 April 14
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Box
1
Folder
3
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98-059, Robert Hammersmith: Year 2000 Problem, 1998 April 14
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Box
1
Folder
3
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98-060, Debra Bougie: DPI Directory/Calendar updates, 1998 April 15
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Box
1
Folder
3
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98-061, Senator Kevin Shibilski: CC #98-020, further notification requested, 1998 April 17
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Box
1
Folder
3
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98-062, Dr. Michael Fiore: Adding smoking cessation coverage to state health care plans, 1998 April 20
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Box
1
Folder
3
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98-063, Heidi Gross: Delay in receiving beneficiary benefits, 1998 April 20
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Box
1
Folder
3
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98-064, Judy Norman-Nunnery: DWD - Workforce 2000 Agency Action Plan, 1998 April 20
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Box
1
Folder
3
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98-065, Rep. Rebecca Young: 2nd Dr. Fiore's request regarding adding smoking cessation coverage, 1998 April 27
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Box
1
Folder
3
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98-066, Alan Kursevski: Discrimination against retired militants, 1998 April 24
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Box
1
Folder
3
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98-067, James Wake: Creditable service errors, 1998 April 27
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Box
1
Folder
4
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98-068, Tom Herndon: Defined contribution pension plan, 1998 April 27
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Box
1
Folder
4
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98-069, James W. Taylor: Coverage for high dose chemo, 1998 April 27
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Box
1
Folder
4
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98-070, Marshall Burke: Misuse of the postage meter, 1998 April 27
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Box
1
Folder
4
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98-071, Donna J. Smith: Long-term disability denial, 1998 April 28
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Box
1
Folder
4
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98-072, John Stippich: Complaint regarding customer service at Milwaukee office, 1998 April 29
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Box
1
Folder
4
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98-073, Robert Culbertson: BCBSUW Complaint, 1998 May 1
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Box
1
Folder
4
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98-074, Thomas Arnot: Eugene Parks (requested additional response time - due 5/29/98), 1998 May 1
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Box
1
Folder
4
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98-075, Dr. Ruth Hale: Increases due to 5/1 annuity $$, 1998 May 5
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Box
1
Folder
4
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98-076, F. Marvin Hannah Jr.: Disability benefit processing concern, 1998 May 8
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Box
1
Folder
4
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98-077, Gary Speich: Employee benefits/ASLCC/Unions/Pension, 1998 May 8
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Box
1
Folder
4
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98-078, Marlene Bergum: Denial of chiropractic claim, 1998 May 12
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Box
1
Folder
4
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98-079, Alan Kursevski: AB 294 not applicable to past military retirees, 1998 May 14
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Box
1
Folder
4
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98-080, James Wake: Follow up to 98-067 (letting him know record corrected), 1998 May 14
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Box
1
Folder
4
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98-082, Pamela Hicks: Unfunded liability balance - Town of Washington, 1998 May 21
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Box
1
Folder
4
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98-083, Stephen Erickson: General complaints, 1998 May 26
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Box
1
Folder
4
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98-084, Tom Anderson: EPIC Life complaint, 1998 May 27
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Box
1
Folder
4
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98-085, Senator Carol Roessler: Alice/Gordon Eichman SIPD payment, 1998 June 1
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Box
1
Folder
4
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98-086, Isabelle Stelmahoske: Incorrect annuity information (Combined w/98-101), 1998 June 3
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Box
1
Folder
4
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98-087, Gary Metz: Standard II Plan coverage, 1998 June 3
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Box
1
Folder
4
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98-088, Marvin Bruhn: Recover of overpayment of SIPD lump sum, 1998 June 9
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Box
1
Folder
4
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98-089, David Weaver: Possible impacts on retirement and investment incomes, 1998 June 9
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Box
1
Folder
4
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98-090, Stan Wisniewski-NEA: Update of data compilation, 1998 June 9
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Box
1
Folder
4
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98-091, Philip Leone: Survey of Public Employee Retirement Systems, 1998 June 9
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Box
1
Folder
4
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98-092, Representative Tom Ourada: SIPD estate claims - Max Maager, 1998 June 12
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Box
1
Folder
4
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98-093, Mike Peters: Option to transfer accumulated sabbatical to DC account upon retirement, 1998 June 15
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Box
1
Folder
4
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98-094, Ray Decker: Inability to obtain desirable insurance coverage, 1998 June 19
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Box
1
Folder
4
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98-095, Mary Steffen: Complaint regarding Della Eschenbauch, 1998 June 17
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Box
1
Folder
4
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98-096, Carol Donnermeyer: Ongoing problems with estate issue, 1998 June 17
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Box
1
Folder
4
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98-098, Beverly Lewis-Moses: Protective status for minimum security superintendents, 1998 June 19
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Box
1
Folder
4
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98-099, Mary Runnels Krusback: Years of service questions, 1998 June 19
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Box
1
Folder
4
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98-100, Jacob M. Trieber: UW Teacher pension, 1998 June 22
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Box
1
Folder
4
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98-101, Isabelle Stelmahoske: Incorrect annuity information (combined w/98-086), 1998 June 24
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Box
1
Folder
4
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98-102, Virginia Retirement System: Public retirement survey, 1998 June 29
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Box
1
Folder
5
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98-103, Senator Carol Roessler: Carol Donnermeyer (combined w/98-096), 1998 June 30
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Box
1
Folder
5
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98-104, Ronna Jeglum: via Governor, final decision of appeal now issued, 1998 June 30
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Box
1
Folder
5
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98-105, Alan Kursevski: Military retirement provisions (duplicate of 98-066 - called Gov. to notify), 1998 July 1
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Box
1
Folder
5
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98-106, Ethics Board: Agency liaison survey, 1998 July 1
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Box
1
Folder
5
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98-107, Greg Kumlien: Year 2000 Problem, 1998 July 3
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Box
1
Folder
5
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98-108, Jane Kleinowski: Mental health benefit changes, 1998 July 8
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Box
1
Folder
5
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98-109, Senator Fred Risser: Rosemary Sprenger - Delayed separation benefit, 1998 July 9
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Box
1
Folder
5
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98-110, Philip Deaton: Poor grammar in Department correspondence, 1998 July 9
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Box
1
Folder
5
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98-111, William Strampe: Delay in benefit calculations, 1998 July 9
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Box
1
Folder
5
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98-112, Robert Culbertson: BCBSUW Complaint, 1998 July 21
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Box
1
Folder
5
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98-113, Jane Hamblen: WR Board Appeal Concerns, 1998 July 21
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Box
1
Folder
5
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98-114, Fact Sheet Update: ET-8903 Group Life Program, 1998 August 5
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Box
1
Folder
5
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98-115, Fact Sheet Update: ET-8901 WRS, 1998 August 5
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Box
1
Folder
5
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98-116, Darrell Arndt: Delay in annuity calculation, 1998 August 10
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Box
1
Folder
5
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98-117, Jessica O'Donnell: 1999-2001 Bargaining unit demands, 1998 August 11
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Box
1
Folder
5
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98-118, Jessica O'Donnell: WRS Coverage for union and bargaining team members, 1998 August 12
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Box
1
Folder
5
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98-119, ewambold: Delay in finalizing annuities, 1998 August 18
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Box
1
Folder
5
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98-120, Robert Culbertson: BCBSUW Complaint regarding Bill collector letters, 1998 August 27
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Box
1
Folder
5
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98-121, Robert Culbertson: BCBSUW Complaint regarding Monitor reporting system, 1998 August 27
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Box
1
Folder
6
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98-122, Earl Kester: Lump sum overpayments / SIPD lawsuit, 1998 August 27
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Box
1
Folder
6
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98-123, David Birren: EE Rudeness and QDRO advice, 1998 August 27
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Box
1
Folder
6
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98-124, Robert Culbertson: BCBSUW Complaint regarding Patient protection, 1998 September 1
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Box
1
Folder
6
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98-125, Glen Sitte: Merchant marine service, 1998 September 3
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Box
1
Folder
6
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98-126, Gary Speich: Viagra covered under State EE and Teachers medical plans, 1998 September 4
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Box
1
Folder
6
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98-127, Dolores Austin: Purchasing forfeited service problem, 1998 September 10
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Box
1
Folder
6
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98-128, Ronald Seeling: Actuarial Surpluses, 1998 September 21
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Box
1
Folder
6
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98-129, Linda Seemeyer, DOA: Internet applications and electronic signature requests, 1998 September 21
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Box
1
Folder
6
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98-130, Senator Joanne Huelsman: Lump sum cash settlement upon retirement vs. monthly annuity payments, 1998 September 21
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Box
1
Folder
6
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98-131, Weldon Kempf: Annuity information forms not received, 1998 September 21
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Box
1
Folder
6
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98-132, Ronald E. Adams: Reopening variable, 1998 September 21
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Box
1
Folder
6
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98-133, Robert Culbertson: BCBSUW Complaint, 1998 September 22
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Box
1
Folder
6
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98-134, Patricia Lynch: Documentation of issues to protect credit rating, 1998 September 22
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Box
1
Folder
6
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98-135, Robert Culbertson: BCBSUW Complaint, 1998 September 22
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Box
1
Folder
6
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98-136, June Suhling - DWD: Older worker employment project, 1998 September 25
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Box
1
Folder
6
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98-137, Gal M Olsen: Beverlie Berggren, 1998 September 25
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Box
1
Folder
6
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98-138, D Mark Hanson: Offering early retirement would save money, 1998 September 29
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Box
1
Folder
6
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98-139, Carol Monge: School year vs. calendar year, 1998 September 29
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Box
1
Folder
6
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98-140, Virginia Brizendine: Proposed meeting of systems regarding ER based reporting, 1998 September 29
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Box
1
Folder
6
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98-141, James Krueger: Disability Discontinuation, 1998 October 1
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Box
1
Folder
6
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98-142, Pam Schmidt: Final deduction for life insurance and poor customer service, 1998 October 1
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Box
1
Folder
6
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98-143, James Blask: Retirement concerns and survivor benefits, 1998 October 6
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Box
1
Folder
6
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98-144, Robert Culbertson: Parity statement for mental health and unanswered correspondence, 1998 October 17
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Box
1
Folder
6
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98-145, Louis Calogero: Delay in receiving stipulation of facts, 1998 October 8
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Box
1
Folder
6
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98-146, Floyd Becraft: Delay in final retirement amount, 1998 October 8
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Box
1
Folder
7
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98-147, Weldon Kempf: Annuity mailer not received, 1998 October 13
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Box
1
Folder
7
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98-148, Anthondy Theodore - WPC: Electronic transmission to effect service, 1998 October 14
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Box
1
Folder
7
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98-149, Senator Joanne Huelsman: Gayle Schaefer, 1998 October 14
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Box
1
Folder
7
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98-150, James Pawlak: Delay in sending dual-choice books to annuitants, 1998 October 15
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Box
1
Folder
7
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98-151, Group Health: Fact Sheet: Update, 1998 October 15
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Box
1
Folder
7
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98-152, Robert Culbertson: BCBSUW Errors, 1998 October 16
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Box
1
Folder
7
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98-153, U W Manitowoc Co. Employees: Inappropriate restriction of health insurance option, 1998 October 19
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Box
1
Folder
7
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98-154, Judge Daniel Klossner: Health insurance options for State employees in Dodge County, 1998 October 19
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Box
1
Folder
7
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98-155, Bruce Faulkner: Prescription card for BCBSUW, 1998 October 19
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Box
1
Folder
7
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98-156, Virgnia Brizendine: Internet round table discussions, 1998 October 21
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Box
1
Folder
7
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98-157, Barbara Polce: Health insurance options in Dodge County, 1998 October 21
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Box
1
Folder
7
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98-158, Peter Bauer: Y2K Reporting request, 1998 October 23
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Box
1
Folder
7
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98-159, Marshall Burkes: Negative impact on out-of-state participants of WRS (HMP-90), 1998 October 23
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Box
1
Folder
7
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98-160, Timothy Plette, ATI: ATI problems, 1998 October 27
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Box
1
Folder
7
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98-161, Attorney Bidwell: Lump sum for estate of Alpha Jacobson, 1998 October 29
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Box
1
Folder
7
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98-162, Senator Scott Fitzgerald: Base health care provider in Dodge County, 1998 October 30
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Box
1
Folder
7
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98-163, Betty Kruse, DOJ: Dolores Austin claim, 1998 October 30
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Box
1
Folder
7
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98-164, James Parlow: Disability offset for workers compensation, 1998 November 2
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Box
1
Folder
7
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98-165, Howard Schwartz: Delays in final adjustments and increases, 1998 November 3
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Box
1
Folder
7
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98-166, Roger Fetterly: Credit for military services, 1998 November 4
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Box
1
Folder
7
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98-167, Lori Ohland, DOR: Uniform dental coverage for all state employees, 1998 November 4
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Box
1
Folder
7
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98-169, James Madison: Form to verify out-of-state service credit, 1998 November 4
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Box
1
Folder
7
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98-170, Senator Brian Rude: Jim Parlow and application of Coutts decision, 1998 November 5
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Box
1
Folder
7
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98-171, Charles and Mary Alice Hartman: Change in health insurance for annuitants, 1998 November 9
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Box
1
Folder
7
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98-172, Ned Schlosser: Special Milwaukee teachers death benefit, 1998 November 10
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Box
1
Folder
8
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98-173, Edward O'Brien: Error on application for retirement benefit, 1998 November 10,
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Box
1
Folder
8
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98-174, Senator Fred Risser: Delay in receipt of annuity, 1998 November 10,
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Box
1
Folder
8
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98-175, J. Phil Mueller: Claim form for survivorship benefit disability pension, 1998 November 12
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Box
1
Folder
8
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98-176, Laura Rose (e-mail): Remedial proposals for Law Revision Committee, 1998 November 12
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Box
1
Folder
8
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98-177, Cleo Zapata: Study of design and features of state retirement programs, 1998 November 16
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Box
1
Folder
8
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98-178, Carol Schuessler: Wasteful spending - 10 dual-choice booklets sent for 2 employees, 1998 November 16
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Box
1
Folder
8
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98-179, Sharon Van Rite - DOR: Unequal insurance benefits for state employees, 1998 November 23
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Box
1
Folder
8
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98-180, Gary Speich: Coverage of Viagra by insurance plans, 1998 November 24
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Box
1
Folder
8
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98-181, Maureen L Kinney: POA recertification request, 1998 November 24
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Box
1
Folder
8
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98-182, Sandy Destree: Inappropriate health insurance options in Manitowoc County, 1998 November 25
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Box
1
Folder
8
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98-183, Senator Brian Rude: Jim Parlow and application of Coutts decision, 1998 November 30
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Box
1
Folder
8
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98-184, JoAnne Marshall: Complaints regarding ETF employee, 1998 November 30
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Box
1
Folder
8
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98-185, Lawrence Barish - LRB: 1999-2000 Blue Book data, 1998 December 3
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Box
1
Folder
8
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98-186, Dennis McGilligan: WRS credit for aldermanic service, 1998 December 9
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Box
1
Folder
8
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98-187, Carol Blakely: July 12 Department determination regarding application of Benson, 1998 December 17
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Box
1
Folder
8
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98-188, Roger Fetterly: Records request relating to ETF 11.03(3) and (1m) Administrative Code, 1998 December 17
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Box
1
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8
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98-189, Joanne Flaminio: Purchase of military credit, 1998 December 21
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Box
1
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8
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98-190, James Gifford: UW-Stevens Point Health Insurance Options, 1998 December 21
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Box
1
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8
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98-191, Harry Descoteau: New Hampshire Retirement System Audit, 1998 December 23
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Box
1
Folder
8
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98-192, Linda Steward - DOA: Fatherhood initiative, 1998 December 28
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Box
1
Folder
9
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99-001, Sue Chamberlain - UW: Modification to 218 agreement, 1999 January 5
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Box
1
Folder
9
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99-002, Senator Fitzgerald: Selection of payments options in WRS, 1999 January 5
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Box
1
Folder
9
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99-003, Ethics Board: Agency Liaisons, 1999 January 5
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Box
1
Folder
9
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99-004, Senator Carol Roessler: Constituent Tim Powell, 1999 January 6
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Box
1
Folder
9
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99-005, Mrs. Lorene Anderson: Collection of interest on Teachers Retirement Fund, 1999 January 14
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Box
1
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9
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99-006, Ms. Chris Klopp: Repayment of ICI over-payments, 1999 January 14
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Box
1
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9
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99-007, John Haumerson: Unfunded liability, 1999 January 14
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Box
1
Folder
9
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99-008, PPCC Survey Committee: 1999 Survey of state and local government retirement systems, 1999 January 14
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Box
1
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9
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99-009, Representative John Ainsworth: Unfunded liability, 1999 January 15
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Box
1
Folder
9
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99-010, Helen Blumer: Complaint regarding formula benefit calculation, 1999 January 15
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Box
1
Folder
9
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99-011, Senator Fred Risser: Susan Sklenar, health insurance complaint for LTE becoming permanent, 1999 January 19
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Box
1
Folder
9
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99-012, Ruth Verbrugge: Annuity cancellation, 1999 January 25
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Box
1
Folder
9
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99-013, Mary Feist: Discrepancy in creditable service years, 1999 January 26
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Box
1
Folder
9
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99-014, Senator Carol Roessler: Health plans offered in Waupun area, 1999 January 26
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Box
1
Folder
9
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99-015, Senator Scott Fitzgerald: Health care options in Dodge County, 1999 January 28
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Box
1
Folder
9
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99-016, Vincent Turk: Problems encountered with private pension plan, 1999 January 28
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Box
1
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9
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99-017, David Stute, LCS: Legislative Council Staff Publication update, 1999 February 2
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Box
1
Folder
9
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99-018, Ronald Umhoefer: Delay in receiving correct retirement estimate, 1999 February 4
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Box
1
Folder
9
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99-019, State Ethics Board: Update to Statement of Economic Interests, 1999 February 8
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Box
1
Folder
9
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99-020, Senator Dale Schultz: Regarding Ronald Pickar, 1999 February 8
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Box
1
Folder
9
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99-021, David Boettcher: Inclusion of part-time MATC teachers in WRS, 1999 February 12
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Box
1
Folder
9
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99-022, Bill Harrison: Exclusion of government pensions from state income tax, 1999 February 15
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Box
1
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9
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99-023, Mark Arnetsen: UAAL, 1999 February 19
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Box
1
Folder
9
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99-024, Rep. Gregg Underheim: David E. Wolf, regarding military service credit, 1999 February 19
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Box
1
Folder
9
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99-025, Margaret Zielsdorf: July and August 1998 annuity payments, 1999 February 19
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Box
1
Folder
10
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99-026, Leonard Knitter: Explanation of NE ranking on letter received regarding training officer position, 1999 February 23
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Box
1
Folder
10
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99-027, D. Mark Hanson: Suggested retirement law changes, 1999 February 24
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1
Folder
10
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99-028, Senator Carol Roessler: Jon Guiles and BCBSUW complaint, 1999 February 26
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Box
1
Folder
10
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99-029, Donna Paske: ASLCC, 1999 February 26
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Box
1
Folder
10
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99-030, Janice Budzinski: Correction to termination date, 1999 February 26
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Box
1
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10
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99-031, Senator Carol Roessler: Mark Bloedow and UWIC complaint, 1999 February 26
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Box
1
Folder
10
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99-032, Leonard Tews: Medicare payments from ASLCC, 1999 February 26
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Box
1
Folder
10
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99-033, Wild Rose School District: Regarding Marsha Morrow, 1999 March 2
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Box
1
Folder
10
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99-034, Raymond Brown: Monthly retirement benefit deposit discrepancies, 1999 March 5
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Box
1
Folder
10
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99-035, Roman Omernick: Personal summary of death benefits, 1999 March 8
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Box
1
Folder
10
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99-036, Joseph Seroogy: Final retirement annuity calculation questions, 1999 March 8
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Box
1
Folder
10
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99-037, Rosalia Quintana deGadrey: Retirement benefits and service received, 1999 March 10
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Box
1
Folder
10
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99-038, Deanna Powell: Incorrect annuity information sheet, 1999 March 17
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Box
1
Folder
10
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99-039, Rep. Carol Owens: Mark Bloedow and UWIC complaint, 1999 March 23
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Box
1
Folder
10
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99-040, Senator Fred Risser: Privacy violated by postcard mailer, 1999 March 23
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Box
1
Folder
10
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99-041, Pat Zopp, DHFS: Diabetes Care Guidelines, 1999 March 23
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Box
1
Folder
10
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99-042, Thomas Wisniewski: Uniformed Services Pension Credit, 1999 March 24
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Box
1
Folder
10
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99-043, James Mosmann, CA STRS: Health benefits feasibility study survey, 1999 March 25
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Box
1
Folder
10
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99-044, Gale Dalebroux: Benefits due the estate of Edward Kalk, Jr., 1999 March 30
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Box
1
Folder
10
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99-045, Congressman Sensenbrenner: Interest in WRS as of March 31, 1999, 1999 March 30
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Box
1
Folder
10
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99-046, Lawrence Shepard: IVR - not able to talk to a real person, 1999 April 1
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Box
1
Folder
10
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99-047, Lanny Smith: Federal tax withholding limit, 1999 April 5
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Box
1
Folder
10
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99-048, Senator Carol Roessler: lack of available retirement appts. (Pat Longdin), 1999 April 5
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Box
1
Folder
10
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99-049, Tom Mickelson, Public Records: Agency records management, 1999 April 6
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Box
1
Folder
10
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99-050, SWIB: Billing for variable fund, 1999 April 6
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Box
1
Folder
10
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99-051, SWIB: Billing for fixed fund (Combined with 99-050), 1999 April 6
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Box
1
Folder
11
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99-052, Betty Kruse, DOJ: Regarding Anatole Beck, 1999 April 8
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Box
1
Folder
11
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99-053, Donna Paske: Rehire after retirement ("double dipping"), 1999 April 13
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Box
1
Folder
11
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99-054, Senator Dale Schultz: Regarding Dorothy Miller, 1999 April 13
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Box
1
Folder
11
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99-057, State Medical Society of Wisconsin: Adding coverage for smoking cessation, 1999 April 21
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Box
1
Folder
11
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99-058, Scott Dennison, RRC: Error in ongoing WRS 1998 valuation, 1999 April 21
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Box
1
Folder
11
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99-059, Senator Fred Risser: ASLCC to LTCI as well as health insurance premiums, 1999 April 23
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Box
1
Folder
11
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99-060, ET-8904: DC Fact Sheet, 1999 April 23
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Box
1
Folder
11
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99-061, Beverly Zimmerman: Credit for federal employment, 1999 April 26
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Box
1
Folder
11
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99-062, Chuck Grapentine: Service purchased not reflected on annual statement of benefit, 1999 April 26
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Box
1
Folder
11
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99-063, Juanita Quintero: Regarding Frank Trimmell (ex-husband), 1999 April 27
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Box
1
Folder
11
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99-064, Chris DeRose: Michigan Retirement Service - validation of pension survey, 1999 May 3
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Box
1
Folder
11
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99-065, Connie O'Connell, OCI: Mark Bloedow and UWIC complaint, 1999 May 3
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Box
1
Folder
11
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99-066, Robert Koenig: Requesting list of classifications certified as protective, 1999 May 4
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Box
1
Folder
11
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99-067, Rep. Dave Travis: Public pension bills article in Capital Times, 1999 May 7
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Box
1
Folder
11
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99-068, Marianne Jackson: Federal withholding from annuity, 1999 May 7
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Box
1
Folder
11
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99-069, Terry Wick: Exclusion from variable fund, 1999 May 14
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Box
1
Folder
11
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99-070, Sandra Rhodes: Fixed fund percentage, 1999 May 14
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Box
1
Folder
11
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99-071, David Hartung: SRS participants not granted creditable service, 1999 May 17
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Box
1
Folder
11
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99-072, David Kroeger: Complaints: ACH delayed deposit, 1999 May 19
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Box
1
Folder
11
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99-073, Donald Sprague: Effective rates, 1999 May 19
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Box
1
Folder
11
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99-074, Don Kirchner: AB 260 questions, 1999 May 19
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Box
1
Folder
11
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99-075, ET-8902: Group Health Fact Sheet, 1999 May 21
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Box
1
Folder
11
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99-076, Donna Defoose: Overcharge for medical services - Returned to Gov. office for rerouting, 1999 May 24
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Box
1
Folder
11
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99-077, Rep. Marlin Schneider: Coverage for eyeglasses, 1999 May 25
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Box
1
Folder
11
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99-078, Gene Hagen: Tax exemption for teachers, 1999 May 25
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Box
1
Folder
11
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99-079, Don Kalz: No dividend increase, 1999 May 25
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Box
1
Folder
11
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99-080, Michael Jennings: Increases in health insurance premiums, 1999 May 28
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Box
1
Folder
11
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99-081, Eau Claire School District: Error in final annuity calculation for Robt. Williams, 1999 May 28
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Box
1
Folder
11
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99-082, Dean Simon: Fixed rate vs. variable rate, 1999 June 1
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Box
1
Folder
11
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99-083, Senator Brian Rude: Regarding Wayne Jurgenson, underpayment of insurance premiums, 1999 June 1
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Box
1
Folder
11
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99-084, Ann Checkalski: Incorrect annuity calculation, 1999 June 2
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Box
1
Folder
11
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99-085, Dale Marsh: Failure to change withholding as requested, 1999 June 7
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Box
1
Folder
12
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99-086, Richard McWilliams: Roadblocks encountered as POA for annuitant, 1999 June 7
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Box
1
Folder
12
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99-087, F J Gichert: T-D payout backlog, 1999 June 7
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Box
1
Folder
12
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99-088, Juanita Quintero: Regarding Frank Trimmel (ex-husband), 1999 June 7
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Box
1
Folder
12
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99-089, Jean E. Carter: 3rd request for retirement information, 1999 June 8
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Box
1
Folder
12
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99-090, Donna Paske: Records request SHICC, 1999 June 10
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Box
1
Folder
12
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99-091, Attorney Michael Bohren: Regarding Kathleen Rafalski (98-020-WR), 1999 June 11
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Box
1
Folder
12
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99-092, David Mosca: Annuity payment questions, 1999 June 14
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Box
1
Folder
12
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99-093, Representative Stephen Nass: Draft legislation prohibiting offering domestic partners benefits, 1999 June 15
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Box
1
Folder
12
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99-094, John Hembrook: Finalizing calculation after retirement, 1999 June 24
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Box
1
Folder
12
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99-095, Phyllis Johnson: Improper address change to person with same name, different SSN, 1999 June 25
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Box
1
Folder
12
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99-096, Darlene Hodney: Formula benefit change, 1999 June 29
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Box
1
Folder
12
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99-097, ET-8918: Final review of ICI fact sheet, 1999 June 30
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Box
1
Folder
12
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99-098, Ethics Board: Agency's lobbying activities, 1999 July 1
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Box
1
Folder
12
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99-099, Long, Alvin: Processing Time for Tax Withholding Change, 1999 July 6
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Box
1
Folder
12
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99-100, Guy Neau and Janice Berry: Private Companies Having to Compete With Self-insured Insurance Coverage, 1999 July 7
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Box
1
Folder
12
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99-101, Sheila Kaye Remak: Disability Retirement Annuity Denial, 1999 July 7
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Box
1
Folder
12
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99-102, Doreen M Halverson: Noble Courtney Halverson's Retirement Account (Closed), 1999 July 7
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Box
1
Folder
12
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99-103, Senator Fitzgerald: Recommended change to HMO plan qualifications, undated
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Box
1
Folder
12
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99-104, Donald J. Dent: Retirement account balance and premium, 1999 July 8
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Box
1
Folder
12
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99-105, Bruce Hagen: All UI Employee Conference, 1999 July 8
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Box
1
Folder
12
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99-106, David Pfeuffer: Free standing drug program, 1999 July 14
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Box
1
Folder
12
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99-107, Liz Clevinger: SSA Congressional briefing, 1999 July 16
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Box
1
Folder
12
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99-108, William Kumpf: John Hancock contract, 1999 July 19
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Box
1
Folder
13
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99-109, Senator Alice Clausing: Regarding Alice Checkalski, 1999 July 19
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Box
1
Folder
13
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99-110, ET-8904: WDC Fact Sheet, 1999 July 19
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Box
1
Folder
13
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99-111, Randall Lueders: Regarding Phyllis Johnson, 1999 July 20
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Box
1
Folder
13
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99-112, Florita Keirn: SOB not received, 1999 July 20
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Box
1
Folder
13
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99-113, Tony Bentz: Complaints regarding customer service from ETF and delay in benefit payments, 1999 July 21
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Box
1
Folder
13
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99-114, ET-8900: ERA Fact Sheet, 1999 July 21
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Box
1
Folder
13
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99-115, ET-8901: WRS Fact Sheet, 1999 July 21
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Box
1
Folder
13
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99-116, ET-8903: Group Life Fact Sheet, 1999 July 21
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Box
1
Folder
13
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99-117, Stacey Gorman: Regarding Richard Tellefson, rules regarding beneficiary designations, 1999 July 22
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Box
1
Folder
13
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99-118, Doris Chappel: Problems encountered at Milwaukee Office, 1999 July 27
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Box
1
Folder
13
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99-119, Gwen Walsh: Limited annuity options available with late retirement, 1999 July 28
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Box
1
Folder
13
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99-120, Nancy Grube: SIPD locator service contact, 1999 August 5
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Box
1
Folder
13
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99-121, Senator Fred Risser: Regarding Shirley Ross, 1999 August 10
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Box
1
Folder
13
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99-122, Joyce Armson: Regarding Richard Tellefson, rules regarding beneficiary designations, 1999 August 12
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Box
1
Folder
13
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99-123, Sharon Otto: Changing annuity option, 1999 August 16
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Box
1
Folder
13
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99-124, Senator Carol Roessler: Family Court Commission and Judges want same multiplier, 1999 August 16
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Box
1
Folder
13
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99-125, Eileen Kaczmarek: Benson vs. Gates, 1999 August 18
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Box
1
Folder
13
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99-126, Senator Fred Risser: AB 260, 1999 August 18
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Box
1
Folder
13
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99-127, Rep. Gary Sherman: Phyllis Johnson, 1999 August 18
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Box
1
Folder
13
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99-128, Ruth Messerschmidt Carpenter: Expediency request for processing of duty disability claim, 1999 August 20
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Box
1
Folder
13
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99-129, Betty Kruse, DOJ: David Stasik claim per s. 893.82, 1999 August 25
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Box
1
Folder
13
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99-130, Donald Horstman: Military credit, 1999 August 27
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Box
1
Folder
13
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99-131, Ann Checkalski: Request for recalculation of annuity benefit, 1999 September 1
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Box
1
Folder
13
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99-132, Mary Ellen Signorille: AARP "Falling Short" Survey, 1999 August 31
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Box
1
Folder
13
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99-133, Jennifer Harris: PRI's draft - defined benefits and defined contribution plans, 1999 September 8
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Box
1
Folder
13
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99-134, Dorothy Parsons: BCBSUW problems, 1999 September
|
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Box
1
Folder
13
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99-135, Eugene Kaluzny: Health insurance coverage for surviving widow, 1999 September 8
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Box
1
Folder
13
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99-136, Phyllis Johnson: Request for audit of additional contributions, 1999 September 10
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Box
1
Folder
13
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99-137, Dennis Verhaagh: Request for additional dental coverage, 1999 September 15
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Box
1
Folder
13
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99-138, Joan Brahmer: TSA Accounts, 1999 September 15
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Box
1
Folder
13
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99-139, Sandra Green: AB 286 (97/98 Leg. Session) request plans to cover infertility, 1999 September 17
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Box
1
Folder
14
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99-140, Senator Carol Roessler: Restrictions (5% cap/no lump sum after 55), 1999 September 17
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Box
1
Folder
14
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99-141, Senator Alice Clausing: Karyl Keller's buy back costs, 1999 September 17
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Box
1
Folder
14
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99-142, Neil Ford: TIAA-CREF not allowed to market long-term health care, 1999 September 17
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Box
1
Folder
14
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99-143, Norbert Holmblad: Department determinations, 1999 September 22
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Box
1
Folder
14
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99-144, Rep. Terry Musser: Survey regarding disabled vets, 1999 September 22
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Box
1
Folder
14
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99-145, Dr. and Mrs. Rao: Clarification of annuities, 1999 September 22
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Box
1
Folder
14
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99-146, NASRA (National Association of State Retirement Administrators): Defined contribution benefit plan survey, 1999 September 22
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Box
1
Folder
14
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99-147, Randall Dahmen: UW Employee life insurance choices, 1999 September 23
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Box
1
Folder
14
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99-148, Ms. Hazel Samuel: Complaint regarding shorted at retirement, 1999 September 23
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Box
1
Folder
14
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99-149, Patricia Fallon: SB 1300 + Private pension plans, 1999 October 4
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Box
1
Folder
14
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99-150, Nathaniel Robinson (DOA): Digest of programs and activities/Exec. Order 12372, 1999 October 4
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Box
1
Folder
14
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99-151, Terry Beltezore: Tom Korpady, 1999 October 4
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Box
1
Folder
14
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99-152, George Pyne: Survey regarding Retiree employment, 1999 October 7
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Box
1
Folder
14
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99-153, Senator Herb Kohl: Carolyn W. Folke's account, 1999 October 4
|
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Box
1
Folder
14
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99-154, Gordon Myse: Impact of reduced employer contribution rate, 1999 October 12
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Box
1
Folder
14
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99-155, Phyllis Johnson: Audit of contributions, 1999 October 12
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Box
1
Folder
14
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99-156, Marty Beil: Military credit, 1999 October 12
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Box
1
Folder
14
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99-157, PERS Survey: Additional member contributions, 1999 October 12
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Box
1
Folder
14
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99-158, WSRTA: WSRTA Pension Funding survey, 1999 October 12
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Box
1
Folder
14
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99-159, Joe Kristl: Death benefit beneficiary options, 1999 October 12
|
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Box
1
Folder
14
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99-160, Murray and Megan Thompson: Annuity calculation, 1999 October 15
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Box
2
Folder
1
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99-161, John Armstrong: Problem with beneficiary designation form, 1999 October 19
|
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Box
2
Folder
1
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99-162, John Evans, DOR: Income taxation of annuities, 1999 October 19
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Box
2
Folder
1
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99-163, Representative Scott Suder: Regarding Dale Olson, 1999 October 19
|
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Box
2
Folder
1
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99-164, Joe Joyce: SB 101 inequities, 1999 October 21
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Box
2
Folder
1
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99-165, Senator Fred Risser: Regarding Marilyn Speerschneider, ACSLC, 1999 October 21
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Box
2
Folder
1
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99-166, Barbara Gessner: Proposed pension bill, 1999 October 25
|
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Box
2
Folder
1
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99-167, Mae Holup: Variable account interest, 1999 October 26
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Box
2
Folder
1
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99-168, Rhode Island Retirement System: Purchased service credit, 1999 November 9
|
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Box
2
Folder
1
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99-169, Wayne Cameron: Tax papers, 1999 October 28
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Box
2
Folder
1
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99-170, Rep. Gregg Underheim: Regarding Judith Stowe, no matching contribution by state, 1999 November 17
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Box
2
Folder
1
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99-171, Roger Brum: To Marilyn Wigdahl - Tracking purposes only (per EOS), undated
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Box
2
Folder
1
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99-172, Representative Rhoades: Disability denial - Sue Hansen, 1999 November 26
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Box
2
Folder
1
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99-173, Wayne Corey: Private Employer Health Care Purchasing Alliance, 1999 December 3
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Box
2
Folder
1
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99-174, Senator Fred Risser: Addie Pettaway - ICI claim, 1999 December 6
|
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Box
2
Folder
1
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99-175, Representative Wirch: Protective and hazardous duty status, 1999 December 6
|
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Box
2
Folder
1
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99-176, To Governor Thompson: Recommend appointment of David Riemer to PEHCC Board (Tracking Only)
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Box
2
Folder
1
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99-177, Bill Rudey: Regarding Nancy Rudey, ICI and Disability, 1999 December 14
|
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Box
2
Folder
1
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99-178, Leonard Grimes - Atlanta Life: Opportunity to provide coverage to State employees, 1999 December 16
|
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Box
2
Folder
1
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99-179, Shirley Nettesheim: Late receipt of direct deposit annuity check, 1999 December 20
|
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Box
2
Folder
1
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99-180, Richard Winnes: AB495 and effects on 1999 retirees, 1999 December 20
|
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Box
2
Folder
1
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99-181, Mary Hanson: Overpayment funds withdrawn from bank account not authorized, 1999 December 22
|
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Box
2
Folder
1
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99-182, Senator Herb Kohl: Regarding Vicki Conkey and ICI claim, 1999 December 22
|
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Box
2
Folder
1
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99-183, Jennifer Haegele: ICI benefits, 1999 December 29
|
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Box
2
Folder
1
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99-184, Senator Roger Breske: Town of Cassian WRS rejected resolution, 1999 December 30
|
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Secretary's correspondence
|
|
Box
2
Folder
2
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Letters/memos, miscellaneous, 1980-1986
|
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Box
2
Folder
3-4
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Filing, 1996-1998
|
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Box
2
Folder
5
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Retirement, 1997-1998
|
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Box
2
Folder
6
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Communication issues, 1992
|
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Box
2
Folder
7
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Group health plan options, 1992
|
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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 1 videocassette
|
|