From the Desk of the Director - December Edition

Hello Milwaukee County retirees,

 Thank you for taking the time to read this edition of The Communicator! As we look forward to 2025, I ask that you keep a few things in mind:

In January 2025, we will complete the annual 1099-R income tax mailing. 1099-R’s are required to be sent by January 31st of each year to all members who received a payment in the preceding year. Please be sure to update your address with our team if you move or change addresses so we can ensure your 1099-R tax form is being sent to the right place.

 While on the topic of taxes, don’t forget you can change your Federal and Wisconsin State Tax Withholdings at any time. Tax withholding change forms can be located on the Digital Self-Service Site and on the RPS website. They can also be requested from our team via email by phone.

 As always, if you have any questions about your pension, please don’t hesitate to contact our team at [email protected] or 414-278-4207. Happy Holidays!

 Sincerely,

Erika Bronikowski

Previous Three Editions

November Communicator

October Communicator

September Communicator

Pension Board Committees

Investment Committee

The Investment Committee reviews investments, asset allocation, portfolio performance by investment managers, and investment policy. The operation of this committee is fundamental to the investment performance of the pension fund.

Committee Chairperson: Trustee Anthony Johnson

Actuarial, Audit & Risk Committee

The Actuarial Audit and Risk Committee oversees the internal audit activities and services, whether by outside auditors of Milwaukee County. Responsibility includes working with audit or actuarial firms as well as providing for review and recommendations to the Pension Board.

Committee Chairperson: Trustee Nicole Best

Appeals & Rules Committee

The Appeals and Rules Committee provides hearings for members appealing determinations by RPS. Reviews rules and proposed changes. The committee forwards recommendations for Pension Board consideration on the matters heard by the committee.

Committee Chairperson: Trustee David Robles

Governance Committee

The Governance Committee reviews board and committee charters, provides board member training, evaluation, and education, communicates with stakeholders, which includes policy makers, retirees, vested members, Retirement Plan Services, and those affected by Pension Board policy and operation. Provides Pension Board and RPS strategic planning.

Committee Chairperson: Trustee Adam Abelson

A full list of 2025 Pension Board meeting dates can be found here.