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Retirees

As a convenience to our retirees, we have gathered information on this page you may find valuable in your retirement, including information about our retiree health insurance programs, pension, and 403(b) and 457 plans.  In the links below, you will find additional information about these programs and and on the right you will find contact information for all of the relevant vendors.

Retirement Health Benefits

Below you will find documents and information related to our health insurance benefits for retirees, including the current open enrollment booklet for retired members only, and other helpful information regarding your benefits program.  If you have questions regarding your benefits, there is additional customer service support for all our benefit eligible employees and retirees through DirectPath.  You can call DirectPath at 1-800-640-1898, Monday through Friday, 7 am to 8 pm CST or Saturday between 8 am and 1 pm CST, or visit them online at http://advocacy.directpathhealth.com/MPS to assist you with your benefit questions. 

Direct Path Contact

In addition, Medicare eligible retirees can contact our dedicated UnitedHealthcare (UHC) Group Medicare Advantage plan customer service line at 1-866-487-9303 between 8 am and 8 pm CST, seven days a week or visit the UHC retiree website at https://www.uhcretiree.com/

Pension and Retirement Savings Plans

Below you will find documents and information related to our Pension plans and our other voluntary retirement savings vechilces (403(b) and 457 plan).  In addition, you will find relevant contact information to contact vendors and the City and State pension offices in the vendor contact lists on this page.

Pension Benefits - For Certificated Employees

Wisconsin Retirement System

Employee Trust Funds-Handbook (ET-2119)

Election to Participate in Variable Trust Fund (ET-2356)

How to Cancel Variable Participation (ET-2313)

State of Wisconsin Investment Board

WRS Beneficiary Form (ET-2320)

SWIB Returns/Rates/Adjustments

WRS Address/Name Change (ET-2815)

WRS Direct Deposit Authorization (ET-7282)

Income Tax Withholding Election (ET-4310)

Return to Work FAQ

Pension Benefits - For Classified Employees

Employes' Retirement System (ERS) of the City of Milwaukee

Employees Retirement System-ERS Member Handbook for Those Enrolled Prior to 1/1/2014

Employees Retirement System-ERS Member Handbook for Those Enrolled On or After to 1/1/2014

ERS-Beneficiary Form- Retirees

ERS-Change of Address Form - Deferred/Retired Members

ERS-Direct Deposit Form - Retirees

ERS-Tax Withholding Form

Wisconsin 457 Deferred Compensation Program

MPS now offers Wisconsin's Deferred Compensation 457 Plan that allows eligible deferrals and Roth 457 plan.

457 Program

Enrollment Form

WDC Website

WDC Catch-up Contributions

Tax Sheltered 403(b)(1), 403(b)(7) & Roth 403(b) Plans

MPS is committed to providing you with a 403(b) Plan that allows you the flexibility necessary to meet your retirement needs. You can find more information about the options that are available to MPS employees who want to save on a tax deferred basis in a 403(b) or Roth 403(b) plan.

403(b) Booklet

Annual Eligibility Notice 2016

Approved List of Vendors-Tax Deferred Annuity Programs 2015

MetLife Brochure

Rules of Engagement

Authorized 403(b) Providers

Voya

MetLife Resources

TIAA-CREF

WEA TSA Trust

Planwithease Administrator

Planwithease.com is a third party plan administrator that MPS has selected to administer the 403(b) Plan. You can go to planwithease.com to view a summary of your account with your investment provider, access financial education information, or use the tools and calculators to help you plan for your retirement. Planwithease.com also authorizes, on behalf of MPS, loan approvals, withdrawals, contract exchanges, and rollover transaction requests under the plan.

Other Forms

BMO Federal Withholding Form W-4P

BMO Wealth Management State Withholding Form

BMO Wealth Management Address Change Form

BMO Wealth Management Direct Deposit Form

Resignation-Certificated Personnel

Resignation-Classified Personnel

Health Insurance Contacts

DirectPath:

Phone:  1-800-640-1898
Hours:  M-F 7 a.m. – 8 p.m.; Saturday 8 a.m. - 1 p.m. CST
Web:  www.directpathhealth.com

UnitedHealthcare:

Phone:  1-877-440-5982
Hours:  M-F 7 a.m. – 8 p.m.

National Vision Administrators (NVA):

Phone:  1-888-478-3722
Hours:  24/7

Care Plus:

Phone:  414-771-1711 OR 1-800-318-7007
Hours:  M-Th 7:30 a.m. – 5:30 p.m.; Friday 7:30 a.m. – 2 p.m.

Delta Dental:

Phone:  1-800-236-3712
Hours:  M-F 7:30 a.m. – 5 p.m.

Pension Contacts

For Pension/403b/457 Information:

Phone:  414-475-8730
Fax:  414-773-9925

For Wisconsin Retirement System::

Phone:  1-877-533-5020

For Employes' Retirement System:

Phone:  414-286-3557

Vendor Contacts

457 Program:

Phone:  1-877-457-9327

403(b) Providers:


Voya

Phone: 414-256-2187

Mass Mutual (formerly MetLife Resources)

Phone: 414-541-4490

TIAA-CREF

Phone: 1-800-842-2273
(National Contact Center);

1-800-842-2888
(Enrollment Hotline)

WEA TSA Trust

Phone: 1-800-279-4030

Plan With Ease:

Phone:  1-855-464-6928

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