William Culbert

Updated February 27, 2025 The Social Security Fairness Act of 2023 (H.R. 82) was signed into law on January 5, 2025. This law fully repeals the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), which had historically reduced or eliminated Social Security benefits for teachers and other public employees in Massachusetts. On February 25, …

The MTRS will mail 1099-R tax forms to benefit recipients by January 31, 2025. We conduct a benefit verification process every other year to determine continued eligibility. While 2025 is a benefit verification year, we want to inform you of an important change to the process: benefit recipients who are PERMANENT RESIDENTS of Massachusetts are now …
Read more Permanent MA residents exempt from Benefit Verification Process

Notice of March Board Meeting

Posted on December 20, 2024 by William Culbert In Home

Please note that the Massachusetts Teachers' Retirement Board will hold its next meeting on Friday, March 28, at 9am in the Board Room of its Charlestown office, at 500 Rutherford Avenue, Suite 210, Charlestown, MA. Meetings are generally held on the last Friday of the month unless otherwise noted. For information on past …
Read more Notice of March Board Meeting

MTRS Executive Director Erika Glaster to Retire; Board Appoints Deputy Executive Director Jonathan Osimo as Successor

Posted on November 20, 2024 by William Culbert In General News

After a 38-year career with the Massachusetts Teachers’ Retirement System (MTRS), Executive Director Erika Glaster will retire at the end of 2024. On October 25, the Board appointed Jonathan Osimo, a longtime MTRS employee and current Deputy Executive Director and Chief Benefits Officer, as her successor, effective on January 1, 2025. Erika began her career at …
Read more MTRS Executive Director Erika Glaster to Retire; Board Appoints Deputy Executive Director Jonathan Osimo as Successor

Author: William Culbert

WEP/GPO repeal – retroactive and increased monthly payments are coming

Permanent MA residents exempt from Benefit Verification Process

Notice of March Board Meeting

MTRS Executive Director Erika Glaster to Retire; Board Appoints Deputy Executive Director Jonathan Osimo as Successor