Wisconsin Administrative Code

ETF 52.08 Qualifying date. (1) IN GENERAL. A participant[s qualifying date is the date on which he or she becomes disabled within the meaning of s. 40.65 (4), Stats., and s. ETF 52.07, as determined under this section. (2) RETIREMENT. If eligibility for duty disability benefits i…

ETF 52.10 Effective date of duty disability benefits. The department shall establish an effective date for duty disability benefits for each participant whose application for duty disability benefits is granted. Duty disability benefits are not retroactive. The effective date for…

ETF 52.12 Monthly salary and subsequent adjustments. (1) INITIALLY DETERMINED BY EMPLOYER. A participant[s monthly salary shall be initially determined by the employer in whose service the disability occurred by adding together the regular monthly earnings, prorated cash payments…

ETF 52.14 Duty disability benefits for state employees. (1) Except as provided in sub. (2) or (3), the maximum monthly duty disability benefit payable to a participant who is a state employee is 80% of the participant[s monthly salary adjusted as provided in s. 40.65 (5) (b) and …

ETF 52.15 Reduction of duty disability monthly salary based on years of service. (1) As of the date of receipt of the duty disability application, the department shall apply s. 40.65 (5) (a), Stats., as follows: (a) If creditable service is 25 years or less, no reduction will be …

ETF 52.16 Reductions in monthly duty disability benefits. (1) IN GENERAL. (a) Income guarantee. The duty disability benefit for eligible protective occupation participants shall be administered as an income guarantee program. The amount equal to the percentage of monthly salary g…

ETF 52.18 Establishing estimated monthly reductions. (1) The department may reduce monthly duty disability benefits consistently during a year by estimating applicable reductions and correcting any resulting over- or under-payments in an annual reconciliation. (2) The department …

ETF 52.20 Collection of excess benefits paid in error. The department shall inform the participant of any overpayment of duty disability benefits as identified and determined by the department. If not immediately repaid by the participant, the department shall utilize its authori…

ETF 52.22 Death benefits. (1) FATALITIES. For purposes of paying a death benefit under s. 40.65 (7) (am), Stats., and sub. (2), a protective occupation participant who suffers fatal injury while performing the participant[s duty, or who dies due to a disease contracted due to the…

ETF 52.24 Required reporting by duty disability recipients; failure to submit. (1) MONTHLY EARNINGS FROM EMPLOYMENT. A person receiving duty disability benefits shall keep records of all earnings received, including profits from selfemployment, during each month beginning with th…

ETF 52.26 Termination of duty disability benefits. (1) The department may terminate duty disability benefits for any person who refuses to submit or fails to timely submit information requested by the department, including but not limited to income or benefit information, or info…

ETF 52.28 Appeals. (1) Except as provided in sub. (2) all determinations made by the department under this chapter, including, but not limited to the calculation of the applicant[s monthly salary, are subject to appeal to the Wisconsin retirement board as provided in ch. ETF 11. …

ETF 60.03 Due dates. A certification required in the administration of the group life insurance plan, or a written request to cancel an application under this chapter, which is due on a Saturday, Sunday or holiday when the state offices are closed shall be timely if received in t…

ETF 60.31 Group life insurance coverage requirement. (1) An employer who has adopted a resolution to offer a group life insurance plan under s. 40.70 (1) (a), Stats., shall certify to the department all eligibility information specified by the department for employees eligible fo…

ETF 60.32 Group life insurance coverage for employees under a private pension plan. Any insured employee who becomes an annuitant under a private pension plan and who retires before attaining age 65 but who has 20 years of service for the employer, may continue to be insured unde…

ETF 60.33 Successor employers. (1) Whenever any employer is created, the territory of which includes more than one-half of the assessed valuation of an employer which was at the time of creation a participating employer, and the newly created employer assumes the functions and re…

ETF 60.51 Cancellation of death benefit and beneficiary annuity applications. (1) Any lump sum death benefit or beneficiary annuity application canceled pursuant to this section shall have no force or effect, and any subsequent application shall be treated as a new application. R…

ETF 60.53 Death benefits — automatic distributions. (1) (a) A beneficiary of a deceased annuitant who is entitled to a continuation of the annuitant[s monthly annuity under s. 40.73 (2), Stats., may receive the benefit as a monthly annuity by filing a timely application. The appl…

ETF 60.60 Conversion of life insurance coverage to pay premiums for health and long-term care insurance. (1) PURPOSE. The purpose of this section is to interpret s. 40.72 (4r), Stats., and to establish procedures to implement this statute. (2) DEFINITIONS. In this section: (a) XC…

ETF 70.01 Statement of purpose. The purpose of this chapter is to establish a procedure for administration of a deferred compensation program as provided by s. 40.80, Stats. The procedure includes requirements and regulations for the primary deferred compensation plan and any alt…

ETF 70.02 Definitions. In this chapter, words and phrases shall have the following meanings: (1) XAdministratorY means any company with which the board contracts to provide administrative services for deferred compensation plans authorized under s. 40.80, Stats. (2) XAlternate ad…

ETF 70.03 Board responsibilities. The board shall have the following responsibilities in regard to the program: (1) Act, at all times, in a manner consistent with that of a trustee with a fiduciary duty to the program and members. (2) Determine and implement the most efficient an…

ETF 70.04 Department responsibilities. The department shall be responsible for the following: (1) Negotiate and implement contracts with administrators and investment companies. (2) Monitor plan administration and ensure contract compliance. (3) Develop and maintain a plan docume…

ETF 70.05 Primary plan administration. (1) Based upon a request for proposal process, the board shall contract with one primary administrator to offer the primary plan that is approved and officially supported by the board. The administrator awarded the contract for the primary p…

ETF 70.06 Alternate plan administration. (1) At its discretion, the board may contract with an alternate administrator to offer an alternate plan. An alternate plan shall not be officially supported by the board. Any administrator that meets the criteria set forth in s. ETF 70.05…

ETF 70.07 Primary and alternate plan administration. (1) All contracts with administrators shall be approved by the board and signed by the board chair or designee. Any administrator who participates in the program shall sign a contract in which the administrator agrees to: (a) F…

ETF 70.08 Investment providers. (1) Investment providers offering an investment product through the primary plan or an alternate plan shall be selected by the board based on the investment product categories and criteria established under s. ETF 70.03 (8) and (9). All contracts w…

ETF 70.09 Member responsibilities. (1) Employees electing to become a member of the primary or an alternate plan shall sign a memorandum of understanding prior to enrolling to certify that all program requirements and regulations have been clearly explained. (2) A member shall se…

ETF 70.10 Emergency withdrawals. (1) A participant or beneficiary may make emergency withdrawals in the event of an unforeseeable emergency under the following conditions and limitations: (a) As defined in 26 USC 457 (b) (5) and 26 CFR 1.457-2 (h) (4), an unforeseeable emergency …

ETF 70.11 Participation in the deferred compensation plan. The governing body of any employer as defined under s. 40.02 (28), Stats., other than the state, may provide the state[s deferred compensation plan for its employees by the adoption of a resolution in the form approved by…

ETF 70.12 Effective date. Local implementation of the deferred compensation plan and enrollment of eligible employees may begin immediately upon acceptance, by the department, of the resolution under s. ETF 70.11. History: Cr. Register, June, 1985, No. 354, eff. 7-1-85; CR 14-055…

ETF 70.15 Terminating participation in the deferred compensation plan. The governing body of an employer, other than the state, may terminate participation in the state deferred compensation plan after a minimum of one year from the date the certified copy of the resolution requi…

ETH 1.20 Treatment and reporting of in-kind contributions. (1) In this section: (a) XActual valueY means the fair market value. (b) XAuthorized personY means a candidate, treasurer, agent, other person whom a candidate designates, or a person whom any other registrant designates …

ETH 1.25 Loan treatment respecting limitations. A loan when made by any person or committee, except a loan of money by a commercial lending institution made by the institution in accordance with applicable banking laws and regulations in the ordinary course of business, shall be …

ETH 1.26 Return of contribution. (1) This rule is promulgated to clarify the treatment and reporting of returned contributions. (2) The return of a contribution is not a disbursement and it is not a contribution subject to the limitations on contributions in ss. 11.1101, 11.1103,…

ETH 1.32 Contribution of partnership funds. (1) As used in this rule, XpartnershipY includes all associations organized for profit and all other partnerships. (a) A contribution in the name of a partnership shall be treated as an individual contribution from each partner in relat…

ETH 1.33 Retirement of campaign debts incurred to business creditors. (1) As used in this section Xan obligation incurred by a registrant to a business creditorY means an obligation incurred by the registrant for goods or services. (2) An obligation incurred by a registrant to a …

ETH 1.385 Return of contributions to contributors by candidates when candidates file nomination papers for offices that have lower contribution limits than the limits that applied at the time of the contributions. A candidate shall be subject to the contribution limits that apply…

ETH 1.39 Conversion of federal campaign committee to state committee prohibited. (1) As used in this rule, (a) XFederal campaign committeeY means the campaign committee of a candidate for federal office, which is not registered with a state or local filing officer, and (b) XState…

ETH 1.56 Commercial sales by political registrants. (1) When a registrant receives donated items for resale the proceeds from the resale transaction shall be reported in the following manner: (a) The receipt of the item shall be reported in the registrant[s campaign finance repor…

ETH 1.60 Consulting services. (1) (a) Expenditures for consulting services made by a candidate committee, political action committee, legislative campaign committee, or political party on behalf of more than one candidate shall be attributable to each candidate in proportion to, …

ETH 1.70 Travel reimbursements. (1) A candidate for or a person elected to a state or local office does not make an inkind contribution to another candidate for a state or local office in another district when a candidate or election official travels to the district of the other …

ETH 1.85 Conduit registration and reporting requirements. A conduit shall send to each candidate or committee at the time funds are transferred a letter identifying itself as a conduit, the name and address of the transferee, and listing the name and address of each contributor, …

ETH 1.855 Contributions from conduit accounts. (1) No contribution may be made from a conduit member[s account without the conduit member[s authorization which is specific as to the amount of the contribution and as to the identity of the candidate who is to receive the contribut…

ETH 1.95 Contributions of individuals under the age of 18. For purposes of campaign finance regulation under ch. 11, Stats., the contribution to a candidate for election or nomination to any of the offices specified in ss. 11.1101, 11.1103, 11.1104, and 11.1105, Stats., of any in…

ETH 15.045 Identification of individuals and organizations. (1) The identity of an organization under s. 19.44 (1), Stats., is information sufficient to enable a person to ascertain without extraordinary diligence the following information: (a) The general nature of the business …

ETH 15.06 Interests held for benefit of another. Economic interests held in the name of a bank, broker-dealer, trustee, or nominee for the account of a person are owned by the person for whose benefit they are held. A person owns economic interests held in the name of another per…