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The ERS has Appointed a New Executive Director & Secretary

Patrick McClain has been appointed by CMERS Annuity & Pension Board to the position of Executive Director & Secretary, to succeed the long serving incumbent, Jerry Allen, upon his planned retirement on January 1, 2026.  Patrick is a highly adaptable organizational leader and seasoned public pension attorney, combining over 15 years of experience as a distinguished military commander and CMERS General Counsel. In addition to earning a Bachelor of Arts from Purdue University in 2007 and a Juris Doctor from The John Marshall Law School in 2011, Patrick has attended the U.S. Marine Corps Officer Candidate School (2008),  Naval Justice School (2012), and U.S. Marine Corps Command and Staff College (2024). Patrick began his career in the Milwaukee City Attorney’s Office in 2015. In that role, he managed all legal matters for the $6 billion CMERS pension system, advising the Annuity and Pension Board on fiduciary governance, regulatory compliance, benefit administration, and litigation. He played a key role in drafting authoritative legal opinions, guiding legislative changes—including 2023 Wisconsin Act 12—and protecting ERS interests during one of the most significant legislative plan overhauls in decades. Simultaneously, Patrick served in the U.S. Marine Corps Reserve, retiring in 2024 as a Civil Affairs Officer with the rank of Major. He led international humanitarian and civic assistance missions, coordinating directly with local leaders to aid civilian populations and strengthen U.S. partnerships. Patrick’s career reflects a rare blend of legal expertise, executive leadership, and operational resilience. He looks forward to leveraging this dual-track experience to promote continued pension plan stability and fiduciary excellence for CMERS members and beneficiaries. CMERS Board of Trustees and staff congratulate Patrick on his promotion and are confident he will succeed in his new role.

 

Patrick McCain, New Executive Director & Secretary
Investment Update

As of January 31, 2026, the fund value was $6.67 billion, and the year-to-date return was 1.9%, net of fees. 

 

1099-R Information

If you received a monetary benefit from the ERS in 2025 (except for Duty Disability benefits, because this benefit is neither taxable, nor reportable to the IRS), you should have received your 1099-R form for 2025. If you have not, please contact the pension office so we can mail a new form to you.  You will need this form for filing your income tax return for 2025. Do not wait until the last minute.  Replacement forms for 2025 will be issued, free of charge, through April 15, 2026.  Any requests for replacements received after that date, and all requests for replacement forms for previous years, will be filled only upon receipt of a $15.00 processing fee per form. You can also view or print your 1099-R free of charge on our website by following the instructions on our homepage.

Check out the Rest of our Website

You are a member of the ERS, and membership has its privileges. One of those privileges is access to the portion of our website that is all about you. We call it ERS Member Self Service. Click here for more details.

 

Also...

Other recent news can be found on the most recent newsletter.

Other important information can be found on our Frequently Asked Questions page.

Last Update: 3/24/2026

 

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