New York City TRS, BERS and NYCERS Pension Services

 

INDIVIDUALS:

We offer comprehensive understandable reviews of your pension benefits. A reasonable estimate of net take-home-pay will be calculated.  The varied accounts will be clearly explained. Choices will be clarified. Beneficiary designations will be reviewed and updated. RETIREMENT FORMS will be provided, completely filled out and NOTARIZED.

After-school, weekend and holiday appointments are the first to be taken.  Call ASAP to reserve a prime-time appointment that works for you. There are a limited number of such appointments available.

ATTENTION ELEMENTARY SCHOOL PRINCIPALS

If you are ai NYCESPA member, NYCESPA will reimburse you  for your consultation with us. Thus you may have one more appointment over the three allotted by the CSA

CANCELLATION POLICY:

Pension appoinments cancelled without 24 hours notice may be rescheduled subject to our availability...possibly during school hours.

What do I have to bring to a private consultation?

  1. LastTRS Annual Benefit Statement (ONLY ONLINE)
  2. Last TRS Quarterly Statement
  3. Recent Payroll Stub if available
  4. Last 5 year's (Except Tier 1 who need 2 years) W2 Forms or Salary History printout from NYCDOE Payroll Portal.
  5. DOE email and Password if available and TRS web access information if available
  6. Any other information that you feel is relevant.
  7. If you already had a UFT appointment then bring everything you brought to them and everything they gave to you.
  8. TRS web access information if you have registered
  9. Beneficiary Names - Addresses - Birthdates - Social Security Numbers
  10. Medicare card(s) if applicable

GROUPS:

Semi-Annual Retirement Seminars are provided at no cost in Bayside Queens and Midtown Manhattan during March and October/November. Participation is by registration only. You may register by responding via the Contact Us section of this website or by calling 516-992-1696. On-Site Pension Workshops are available at no cost for faculty conferences, staffdevelopment days, retreats and any other gatherings of at least 25 members.