Archived Archives - Page 3 of 19

Thank you to all of you who attended our recent live online "Ready for Retirement" seminar. The recording is now available if you would like to listen to it again or if you missed the seminar. Additionally, you can download the "Ready for Retirement" booklet which …

All 1099-R tax forms are now in transit to all individuals who received a benefit payment from the MTRS in 2025. Please allow some time for the USPS to deliver. Along with your tax form, you will receive an insert that includes information on how to read your 1099-R as well as the pension payment …

We are pleased to announce a virtual session during February school vacation. This program is for MTRS members who are close to retirement and want more information about pre-retirement considerations and the retirement process and timeline.

"Ready for Retirement" topics include:

pre-retirement considerations,
retirement benefit options and calculations,
how to apply for retirement,
various issues …
Read more Virtual “Ready for Retirement” seminar to be held in February!

Since you are receiving a monthly benefit from the MTRS, look for your:

Year-end statement, which the State Treasury sends at the end of December. This statement provides a summary of your benefit payments during 2025 and is simply for your reference (should not be used for taxes). Questions? Please see Read more Watch for mail from us in December and January

Category: Archived

Recording of our online “Ready for Retirement” seminar now available

Watch your mailbox for your 1099-R tax form to arrive soon

Virtual “Ready for Retirement” seminar to be held in February!

"Ready for Retirement" topics include:

Watch for mail from us in December and January