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# MTRS

## Sitemaps

- [XML Sitemap](https://mtrs.state.ma.us/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Notice of PRIM Board election and nomination period](https://mtrs.state.ma.us/actret-112025-prim/) - Nominations for the Massachusetts Teachers' Retirement System (MTRS) representative to the Pension Reserves Investment Management (PRIM) Board will be open from November 17, 2025 to January 26, 2026. The PRIM Board is responsible for investing and managing the Pension Reserves Investment Trust (PRIT) Fund, which is used to assist the Commonwealth and participating local plans
- [Retiree Insurance Winter 2025-2026 Reminders](https://mtrs.state.ma.us/employer-news-111025/) - MyTRS—Employers adding and editing plan rates It is that time of year again where January plans are changing prices. It is critical that you review our instructions because in the past, when employers fail to follow the instructions, the following can happen: employers altering prior-year plan prices rather than adding a new row for a
- [MyTRS Report Download issue has been resolved](https://mtrs.state.ma.us/employer-news-110625/) - The issue affecting the download of the Retiree Insurance Monthly Report in MyTRS has been fixed. You can resume using this functionality as normal. Thank you for your patience. Questions? This is a team effort, please do not hesitate to contact your assigned Employer Reporting Analyst or send a message to EmpSup@trb.state.ma.us.
- [MyTRS Report Download Issue](https://mtrs.state.ma.us/employer-news-110425/) - An issue has been identified affecting the download of the Retiree Insurance Monthly Report in MyTRS. Please refrain from attempting to download this report until further notice. Currently, only the Retiree Insurance Monthly Report is affected. The issue has been traced to the report creation process, which may impact other reports. We anticipate resolving the problem
- [Notice of November Board Meeting](https://mtrs.state.ma.us/board-meeting-notice/)
- [Beware of emails offering "MTRS Retirement Reviews”](https://mtrs.state.ma.us/member-news-121124/) - Watch for email offers to "Schedule Your Annual MTRS Pension and Benefits Review" The MTRS is neither affiliated with, nor endorses any commercial companies. Unsolicited emails may be “phishing” attempts. We have recently been made aware of unsolicited emails sent to MTRS members, offering to "Schedule Your Annual MTRS Pension and Benefits Review." Please note
- [Recording of our online "Ready for Retirement" seminar now available](https://mtrs.state.ma.us/recording-of-online-ready-for-retirement-seminar-now-available/) - 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 includes the slides of the presentation. As always, we encourage
- [Phishing alert–beware of email solicitations that reference the MTRS and offer "Retirement Reviews"](https://mtrs.state.ma.us/employer-news-060321/) - Phishing alert–beware of email solicitations that reference the MTRS and offer “Retirement Reviews” Unsolicited emails may be "phishing" attempts. The MTRS is not affiliated with, nor do we endorse any commercial companies. We've recently been alerted of unsolicited emails to MTRS members offering appointments for "Employee Retirement Reviews" and have determined that these are likely
- [Early retirement bill information](https://mtrs.state.ma.us/early-retirement-bill-information/) - The early retirement incentive (ERI) proposal from the Massachusetts Teachers Association (MTA), filed in February by co-sponsors State Senator John C. Velis and State Representative Carol A. Doherty, has been referred to the Joint Committee on Public Service. The proposed legislation, An Act to provide a retirement enhancement opportunity for certain members of the Massachusetts
- [Meet our new Executive Director!](https://mtrs.state.ma.us/meet-our-new-executive-director/) - Jonathan Osimo brings nearly 30 years of MTRS experience to his new role On October 25, 2024, the Board unanimously appointed Jonathan Osimo, a familiar and respected presence at MTRS, as the successor to Executive Director Erika Glaster following her 38-year MTRS career. Jonathan officially began his new role as Executive Director on January 1,
- [Reminder: MyTRS will be unavailable most of the week of August 17th—please plan accordingly](https://mtrs.state.ma.us/employer-news-081225/) - Access to the Employer Self-Service module of MyTRS will be mostly unavailable for the week of Aug 17 – Aug 24 due to a system upgrade. It will only be available for use during regular business hours on Thursday, August 21. If you have new employees to register, please try to register them prior to
- [MyTRS will be unavailable most of the week of August 17th—please plan accordingly](https://mtrs.state.ma.us/employer-news-073025/) - Access to the Employer Self-Service module of MyTRS will be mostly unavailable for the week of Aug 17 – Aug 24 due to a system upgrade. It will only be available for use during regular business hours on Thursday, August 21. If you have new employees to register, please try to register them prior to
- [Important reminder: 2024/2025 School year MTRS deduction reports must be imported ASAP](https://mtrs.state.ma.us/employer-news-072325/) - Deduction reports must be imported BEFORE you update your payroll system for the new school year Dear Payroll Official, With the new school year right around the corner, we want to remind you to import your remaining 2024/2025 school year reports into MyTRS. It is important to get these reports exported out of your payroll
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-072125/) - The MTRS has been working with representatives from the State Comptroller's Office, the Public Employee Retirement Administration Commission (PERAC) and CliftonLarsonAllen, LLP to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2024 to be used by our employer units in their FY2025 financial statements. GASB Statement No. 68 requires
- [COLA approved in state budget for FY2026](https://mtrs.state.ma.us/cola-approved-fy2026/) - July payment will include COLA of 3% on the first $13,000 of your benefit The Governor and Legislature have approved a cost-of-living adjustment (COLA) as part of the Commonwealth’s FY2026 budget. Effective July 1, 2025, this COLA provides an increase of three percent on the first $13,000 of your retirement benefit, for a maximum increase
- [Missing member contribution and creditable service information](https://mtrs.state.ma.us/mbr-contribution-cred-service-info/) - You may have noticed delays in the posting of your contributions and creditable service data in your MyTRS Member Self-Service (MSS) account. Please be assured that your contributions and creditable service data, received to date by your district, are securely recorded in our system. However, this information will not appear in your MSS account until
- [Tips for year-end deduction reporting](https://mtrs.state.ma.us/employer-news-052725/) - 1. Employees receiving a lump sum payment? Ensure employees receiving a lump sum payment are reported with the pay duration of "LS." If needed, update the pay duration field to "LS" in your payroll software prior to exporting your deduction report to ensure that employees are set up correctly. 2. For any lump sum payment
- [Recording of our online Retiree Insurance in MyTRS seminar now available](https://mtrs.state.ma.us/employer-news-050125/) - If you were unable to attend our live seminar, the recording is now available to watch on our YouTube channel. Additionally, you can download the presentation slides and see more training videos on our website. Questions? Please contact us at InsuranceUpdates@trb.state.ma.us.
- [WEP/GPO repeal - Stay informed with the SSA](https://mtrs.state.ma.us/senate-votes-to-fully-repeal-wep-gpo/) - Updated April 22, 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
- [Recording of our online "Your MTRS Benefits" seminar now available](https://mtrs.state.ma.us/recording-of-online-your-mtrs-benefits-seminar-now-available/) - Thank you to all of you who attended our recent live online "Your MTRS Benefits" 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 "Your MTRS Benefits" booklet which includes the slides of the presentation. Please note: Several members
- [Retiree Insurance—Spring brings rate changes and employer training!](https://mtrs.state.ma.us/employer-news-041625/) - Add or edit plan rates—submit changes by June 12 for July For all plan rate changes to take effect July 1, 2025, please be sure to make changes prior to June 12, 2025. In 2024, the MTRS reenabled the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS after access was suspended in 2022 during a system upgrade.
- [MyTRS Active Employee Reporting process issue and work-around](https://mtrs.state.ma.us/employer-news-041025/) - Important Deduction Reporting Workaround While in Edit mode on the Deduction Reports screen, if you add a comment and then click Apply or Save, the comment may not save correctly. The issue is causing the system to duplicate and overwrite previous comments. Comments added to a deduction report in Edit mode are not saving correctly. To
- [1099-R tax forms mailing soon and important changes to the Benefit Verification process](https://mtrs.state.ma.us/retiree-news-012025/) - By January 30, the MTRS will have mailed your 2024 1099-R tax form and, if applicable, a 2025 Benefit Verification Form (BVF). Benefit Verification process discontinued for permanent MASSACHUSETTS residents A recent regulatory change ends the requirement that Massachusetts retirement systems conduct a biennial Benefit Verification (BV) process, provided the system utilizes a third-party death
- [Permanent MA residents exempt from Benefit Verification Process](https://mtrs.state.ma.us/employer-news-010925/) - 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 excluded. This
- [Coach Girls on the Run!](https://mtrs.state.ma.us/coach-girls-on-the-run/) - Girls on the Run Western MA is an afterschool program for students in 3rd-8th grade (3rd-5th for Girls on the Run and 6th-8th for Heart & Sole.) At GOTR girls learn social-emotional life skills that help build their self confidence and self worth. Practices happen two times a week at school for 90 minutes. This
- [Retiree Insurance Winter 2024 Reminders](https://mtrs.state.ma.us/employer-news-120324/) - MyTRS—Employers can add and edit plan rates As announced in April 2024, employers can now change insurance plan premium prices. It is critical that you review our instructions and/or videos detailed below before processing changes. Be sure to download our updated 2024 Retiree Insurance in MyTRS guide, which contains two additional chapters. Prior editions of this
- [MTRS Executive Director Erika Glaster to Retire; Board Appoints Deputy Executive Director Jonathan Osimo as Successor](https://mtrs.state.ma.us/mtrs-executive-director-erika-glaster-to-retire-board-appoints-deputy-executive-director-jonathan-osimo-as-successor/) - 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
- [Note the calendar 2024 and 2025 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-111224/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates listed below, DO NOT take MTRS deductions
- [Active employee reporting tips for report and roster display issues and performance delays](https://mtrs.state.ma.us/employer-news-103024/) - Deduction reports and roster members display issues Deduction reports MTRS has become aware that importing a deduction report successfully via Employer Self Service (ESS), will cause all the employer's reports in the Deduction Reports screen to disappear from view. If you experience this issue, sign out and then sign back in to access all your
- [Important update to military service purchase eligibility](https://mtrs.state.ma.us/hero/) - If you are an active member of the MTRS, meet the Chapter 32, Section 1 definition of military veteran and you have not yet purchased your eligible military service, please read this notice! Passed by the Legislature and signed by Governor Healey on August 8, 2024, Chapter 178 of the Acts of 2024, commonly referred to as "The HERO
- [The recording of our recent Employer Training Webcast is now available](https://mtrs.state.ma.us/emp-train-rec-avail/) - If you missed the recent training session—or would like a refresher—you can watch it online! This concludes our Summer 2024 training series. As always, if you have any questions about MyTRS or MTRS required buisness processes, please contact your assigned Employer Reporting Analyst. NOTE: These webcasts are for employers only. Please do not forward this to MTRS
- [MyTRS Active Employee Reporting process issue and work-around instructions](https://mtrs.state.ma.us/employer-news-091124/) - Adding comments before saving other changes to a record will delete those changes. Important Deduction Reporting Workaround The MTRS has become aware of a minor issue in the Edit Deduction Report Details screen of MyTRS. If you add and save a comment, it will delete any other changes made on that screen that have not already been applied.
- [Reschedule of our last employer training webcast](https://mtrs.state.ma.us/employer-news-082624/) - We apologize for the technical difficulties during our August 20th session. Even if you previously attended the Monthly Reporting, Submitting Your Initial Report to Pending session, please join again to see the live demo. Register today! September 11, 2024 at 11 am - 12:30 pm: Monthly Reporting, Submitting Your Initial Report to Pending This session is
- [Register now for our summer employer training webcasts!](https://mtrs.state.ma.us/employer-news-071624/) - We are pleased to announce a new employer training webcast series running from late July through the end of August. Each webcast covers a separate topic, so you are encouraged to register for as many sessions as you would like to attend! Remaining webcast date and topic August 20, 11 am – 12:30 pm—Monthly Reporting, Submitting
- [Executive functioning coach](https://mtrs.state.ma.us/executive-functioning-coach/) - Purpose of the Position: The coach will be employed as a one-to-one support, and will attend college courses with the student, as well as help the student participate in academics, on-campus or off-campus internships, campus clubs, and activities. This is a part-time, on-site/in-person 19 hour per week position. Job Performance Responsibilities: Assist students with assignments
- [Active employee registration](https://mtrs.state.ma.us/employer-news-080824/) - Three steps to setting up your MTRS eligible new hires in MyTRS Step 1: Review new hires and any staff changing jobs to determine if they may be eligible for MTRS membership BEFORE you register your new hires in MyTRS, determine if they are eligible for MTRS membership by reviewing our eligibility criteria online. Employers
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-073124/) - The MTRS has been working with representatives from the State Comptroller's Office, the Public Employee Retirement Administration Commission (PERAC), and CliftonLarsonAllen LLP (CLA) to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2023 to be used by our employer units in their FY2024 financial statements. GASB Statement No. 68
- [COLA approved in state budget for FY2025](https://mtrs.state.ma.us/cola-approved-fy2025/) - July payment will include COLA of 3% on the first $13,000 of your benefit As you may know, the Governor and Legislature have approved a cost-of-living adjustment (COLA) as part of the Commonwealth's FY2025 budget. Effective July 1, 2024, this COLA allows an increase of three percent on the first $13,000 of your retirement benefit,
- [Group counseling is back—virtually](https://mtrs.state.ma.us/group-counseling-is-back-virtually/) - The MTRS is happy to announce the return of our personalized counseling sessions in the form of Virtual Retirement Counseling. These sessions are offered via Microsoft Teams to enable much more flexibility than was previously possible with our in-person Group Counseling sessions. These sessions are designed to provide an overview of the current retirement formula
- [Retiree Insurance--Deadline and reminders](https://mtrs.state.ma.us/employer-news-060624/) - June entry deadline is only a week away The deadline for entering 7/1/2024 plan rate changes to be included in the June retiree payroll is 9pm on Thursday, June 13. Employers can add or edit plan rates The MTRS has re-enabled the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS. Please
- [Acting DESE Commissioner appoints new Board Chair](https://mtrs.state.ma.us/welcome-chair-alvarez/) - MTRS thanks outgoing Chair, Dr. Ventura Rodriguez, and welcomes new Chair, Iraida J. Álvarez, Esq. The MTRS would like to wish a fond farewell and extend our sincere thanks to Dr. Ventura Rodriguez for admirably serving as our Board Chair during unprecedented times. Dr. Rodriguez was appointed by Jeffrey Riley, former Commissioner of the
- [Tutor with 826 Boston this spring!](https://mtrs.state.ma.us/tutor-with-826-boston-this-spring/) - For those of you who don't know, 826 Boston is a nonprofit writing, tutoring, and publishing organization where students grades K-12 and beyond can share their stories, amplify their voices, and develop as leaders in school and in life. From April through June, many of our regular tutors are preparing for exams or visiting family.
- [In-person ESOL teacher for newly arrived migrants](https://mtrs.state.ma.us/in-person-esol-teacher-for-newly-arrived-migrants/) - A Faith That Does Justice is an interfaith organization that challenges people to experience God by living their faith intentionally in service to others. AFTDJ is an interfaith program; members of all faiths and beliefs are welcome as both students and teachers. AFTDJ is partnering with the Mayor's Office of Immigrant Advancement to provide ESOL
- [Recording of our online Retiree Insurance in MyTRS seminar now available](https://mtrs.state.ma.us/employer-news-042424/) - If you were unable to attend our live seminar, the recording is now available to watch on our YouTube channel. Additionally, you can download the Retiree Insurance in MyTRS guide and see additional training videos on our website. Questions? Please contact us at InsuranceUpdates@trb.state.ma.us.
- [Retiree insurance online seminar to be held April 24—there's still time to register!](https://mtrs.state.ma.us/employer-news-042224/) - MyTRS—Retiree insurance training session live via TEAMS, April 24 The MTRS is happy to announce that we will host a live retiree insurance training session via TEAMS for employers on Wednesday, April 24, from 1 - 2pm. We'll specifically discuss the function we've restored to MyTRS allowing employers to enter your own rate changes, but
- [Stop deductions on supplemental pay to employees on workers' compensation](https://mtrs.state.ma.us/employer-news-041124/) - This email is to remind you of an important change to retirement-eligible pay ("regular compensation") for members receiving workers' compensation that we first notified you about in April 2023. It should be shared with employees who process payroll and your affected MTRS members. After a lengthy appeal process, the Massachusetts Supreme Judicial Court made a
- [Retiree insurance online seminar to be held April 24; instructional videos now available on our website](https://mtrs.state.ma.us/employer-news-041024/) - MyTRS—Retiree insurance training session live via TEAMS, April 24 The MTRS is happy to announce that we will host a live retiree insurance training session via TEAMS for employers on Wednesday, April 24, from 1 - 2pm. We'll specifically discuss the function we've restored to MyTRS allowing employers to enter your own rate changes, but
- [Retiree Insurance–Employers can now perform plan rate changes in MyTRS; Unicare is changing names to Wellpoint](https://mtrs.state.ma.us/employer-news-040124/) - MyTRS—Employers can add or edit plan rates The MTRS has reenabled the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS as we have implemented new validations to help prevent plan price changes from triggering billing errors. Thus, employers can now add plan rates or edit plan rates for their retirees
- [Immediate action required: 2023 MTRS Deduction Reports must be imported ASAP](https://mtrs.state.ma.us/employer-news-030624/) - Dear Payroll Official, You are receiving this message because you did not import your 2023 MTRS Monthly Deduction Reports through December to at least INITIAL status by the January 31, 2024 deadline. We have sent multiple reminders, with the last sent on February 21. (All broadcast emails are archived on the Employers section of our website.) You must
- [Overdue: Your 2023 MTRS Deduction Reports must be imported as soon as possible](https://mtrs.state.ma.us/employer-news-022124/) - Dear Payroll Official, You are receiving this message because you did not import your 2023 MTRS Monthly Deduction Reports through December to at least INITIAL status by the January 31, 2024 deadline per our emails on January 23 and February 2. (We archive our broadcast emails on the Employers section of our website.) You must import your 2023 reports
- [Your 2023 MTRS Deduction Reports must be imported as soon as possible](https://mtrs.state.ma.us/employer-news-020224/) - Dear Payroll Official, You are receiving this message because you did not import your 2023 MTRS Monthly Deduction Reports through December to at least initial status by the January 31, 2024, deadline per our January 23 email. (Keep in mind, we archive our broadcasts emails on the Employers section of our website.) You must import
- [The passing of two public pension legends](https://mtrs.state.ma.us/the-passing-of-two-public-pension-legends/) - The MTRS is sorry to share the passing of both the Founder & President Emeritus of Mass Retirees, Ralph White, and the long serving Coordinator of the MTA Retirement Consultants, Harold Crowley, and would like to extend our condolences to both men’s friends and families. Both Ralph and Harold were extremely impactful in their quest
- [MyTRS--Employee Registration "Email Enrollment Assignment Sheet" link restored](https://mtrs.state.ma.us/employer-news-013124/) - Please follow instructions to ensure email delivery of the Enrollment Assignment Sheet to your new employees The "Email Enrollment Assignment Sheet" link at the end of the employee registration process, which has been unavailable since late November, has been restored. During the final step of an employee's registration, please click: a) the "Enrollment Assignment Sheet" link to print
- [Your 2023 MTRS Deduction Reports must be imported by Wednesday, January 31, 2024](https://mtrs.state.ma.us/employer-news-012324/) - Dear Payroll Official, You are receiving this message because you have not yet imported your MTRS Monthly Deduction Reports through December 2023. As noted in our email last week, districts must import all their 2023 reports to at least Initial status by 1/31/2024. This will allow the MTRS to complete the Special 2023 R+ Election process for
- [MTRS 2024 Deduction Reporting Deadlines](https://mtrs.state.ma.us/employer-news-011824/) - As we begin the new year, it is critical that we work together to eliminate the backlogs in deduction reports. Please note the following deadlines: Deadline Dates Action Jan 31, 2024 All 2023 reports must be uploaded to at least INITIAL status Mar 31, 2024 All 2022 reports must be in at least PENDING* status
- [MyTRS—Filter malfunctioning for large reports in Employer Self Service](https://mtrs.state.ma.us/employer-news-121423/) - The MTRS has discovered that a recent patch to MyTRS has made the filter stop functioning properly on reports with approximately 900 records or more. The error causes the filter to stop responding after one or two uses. If you encounter the error in which the filter intially works but then stops responding when attempting to change
- [MyTRS security administrator and user audit](https://mtrs.state.ma.us/employer-news-120823/) - Dear Superintendents and treasurers, The MTRS is conducting an audit of employer users and employer security administrators for our MyTRS pension management application. On November 17, we sent a verification form via email to every treasurer for inactive employers who use MyTRS and superintendents for active employers. Today, we will resend these forms to individuals who
- [MyTRS--Employee Registration "Email Enrollment Assignment Sheet" function is temporarily inoperative](https://mtrs.state.ma.us/employer-news-112023/) - A step in the new member registration process is currently not working; a workaround is provided A recent patch to our MyTRS reporting platform has temporarily turned off the "Email Enrollment Assignment Sheet" function in our new member registration process. Employers can still register members for membership; however, the "Email Enrollment Assignment Sheet" link is
- [Retiree Insurance–MTRS will process plan rate changes](https://mtrs.state.ma.us/employer-news-111523/) - 1) Important: Send all group insurance rate changes for January 2024 premiums by 12/01/2023 for processing The MTRS has temporarily hidden the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS. We are still working with our vendor to develop validations to prevent plan price changes from triggering billing errors. Thus, employers cannot add plan rates or edit plan rates at this
- [Note the 2023 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-110723/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates listed below, DO NOT take MTRS deductions
- [MyTRS—Registration currently not working for employees without an existing MyTRS profile](https://mtrs.state.ma.us/employer-news-031422/) - Attempts to register employees who are new to the MTRS will not process The MTRS discovered an error that prevents employers from registering new employees in MyTRS who have no previous MyTRS profile. Additionally, this will prevent employers from importing files that contain unregistered members. At this time, do not attempt to register any employees
- [Working after retirement limits are reinstated](https://mtrs.state.ma.us/employer-news-010423/) - As of December 31, 2022, the suspension of the post-retirement hours and earnings limits has expired. If your district employs retired members of the MTRS or another Massachusetts contributory retirement system, the standard hours and earnings limitations are back in effect for 2023. Please remember, it is the shared responsibility of your employee and you
- [MyTRS—Active employee reporting and R+ Election update](https://mtrs.state.ma.us/employer-news-112822/) - Please complete any employee address updates and import your October and November 2022 monthly deduction report files by the end of the day Wednesday, December 7. Help us with members' current addresses We are finalizing our list of members that will receive their final, one-time opportunity to participate in RetirementPlus (R+) in January 2023 and need
- [MyTRS—Active employee reporting update](https://mtrs.state.ma.us/employer-news-042622/) - Employee Roster The Edit button on the Employee Roster > Member Employment screen has been restored. You can now resume making changes to employee events. Registration for membership The issues that previously prevented the registration of new-to-MTRS employees and employees who are beneficiaries of another MTRS member are now fully resolved. If a registration has
- [MyTRS—New view and a time-saving tip](https://mtrs.state.ma.us/employer-news-021022/) - Avoid significant delays; don't Apply or Save while in Single Record View A new MyTRS navigation feature, Single Record View, allows you to view each record's data in one vertical window without needing to scroll horizontally to see all available fields. Read more about the new Single Record View in Tab 14 of the Deduction Reporting Manual. To avoid
- [New State and Federal laws impact post retirement restrictions and paid sick leave](https://mtrs.state.ma.us/employer-news-041520/) - As the MTRS continues to provide essential services remotely, we appreciate your assistance in providing benefits to your employees and retirees during this difficult time. New State and Federal laws impact post retirement restrictions and paid sick leave Legislation temporarily changes earnings and hours restrictions for many retired public employees during the Massachusetts State of
- [School outreach coordinator for free injury prevention program](https://mtrs.state.ma.us/school-outreach-coordinator-for-free-injury-prevention-program/) - Paid Part-Time Position: Safe Roads Alliance is a MA-based nonprofit that educates the public about road safety. In 2022, we launched a unique injury-prevention program called Kids Speaking Up for Road Safety. We are looking for a part-time outreach coordinator to contact school administrators, school nurses, and/or Wellness & Health directors in a number of
- [Active employee registration: Three steps to setting up your MTRS eligible new hires in MyTRS](https://mtrs.state.ma.us/employer-news-09012023/) - Step 1: Review new hires and any staff changing jobs to determine if they may be eligible for MTRS membership BEFORE you register your new hires in MyTRS, determine if they are eligible for MTRS membership by reviewing our eligibility criteria online. Employers should review the eligibility criteria in order to understand several critical components,
- [Retiree Insurance–MTRS will process plan rate changes](https://mtrs.state.ma.us/employer-news-050823/) - 1) Important: Send all group insurance rate changes for July 2023 premiums by 6/2/2023 for processing The MTRS has temporarily hidden the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS. We are still working with our vendor to develop validations to prevent plan price changes from triggering billing errors. Thus, employers cannot add plan rates or edit plan rates at this time.
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-083023/) - The MTRS has been working with representatives from the State Comptroller's Office, the Public Employee Retirement Administration Commission (PERAC), and CliftonLarsonAllen LLP (CLA) to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2022 to be used by our employer units in their FY2023 financial statements. GASB Statement No. 68
- [Process workaround for correcting deduction reports that have the import status Processed with Errors](https://mtrs.state.ma.us/employer-news-071423/) - Due to a system error, files must be in Validated with Errors status in order to make corrections We have learned that MyTRS is currently not allowing employers to fix deduction report import files with the status of Processed with Errors. If you currently have an imported file with the status of Processed with Errors that needs correction,
- [MTRS Board election to be held this fall](https://mtrs.state.ma.us/employer-news-073123/) - Please spread the word to your employees who are MTRS members As you may know, the Massachusetts Teachers' Retirement Board is comprised of seven members, two of whom are elected by the members of the Massachusetts Teachers' Retirement System for four-year terms. Since the terms of our incumbent elected members expire on December 31, 2023,
- [Tips for year-end deduction reporting](https://mtrs.state.ma.us/employer-news-062623/) - 1. Employees receiving a lump sum payment? Ensure employees receiving a lump sum payment are reported with the pay duration of "LS." If needed, update the pay duration field to "LS" in your payroll software prior to exporting your deduction report to ensure that employees are set up correctly. 2. For any lump sum payment
- [Recording of the May 23 RetirementPlus (R+) employer seminar now available](https://mtrs.state.ma.us/employer-news-052423/) - Thank you to those who attended our R+ special election employer training. 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 presentation slides of the training.
- [Changes to the EFT payments functionality in MyTRS](https://mtrs.state.ma.us/employer-news-052323/) - MyTRS has been updated to allow employers and the Employer Services Unit (ESU) team to cancel EFT payments that have not yet been processed. You can now cancel payments that you have submitted until 6:45pm on the day the EFT was added to MyTRS. Payments cannot be canceled in MyTRS once they have been transmitted to
- [Final RetirementPlus (R+) special election seminar for employers and other important updates](https://mtrs.state.ma.us/employer-news-051623/) - R+ special election employer training seminar The MTRS will conduct a final R+ special election employer training seminar for school district HR and Payroll staff on Tuesday, May 23, at 9:00 am. Registration is now open via the RetirementPlus employer training registration form. This seminar will review topics from previous seminars held in March and include important updates as we
- [Retiree Insurance updates](https://mtrs.state.ma.us/employer-news-050223/) - The MTRS has resolved the "stop date" issue, and you can now change or cancel a retiree's health plan. However, please note that if your change requires you to delete a row, (the new coverage has the same start date as the existing plan), you will still need to send that change to InsuranceUpdates@trb.state.ma.us. We are
- [Retiree Insurance—Individual rate change functions are temporarily unavailable](https://mtrs.state.ma.us/employer-news-042723/) - The MTRS has identified an issue with the plan "stop date," which is preventing users from switching or ending a retiree's health plan. We expect this issue to be resolved by Monday, 5/1/2023; however, please do not make changes to insurance coverage in MyTRS until further notice. Questions? If you have any questions, please send them
- [Become an in-school data collector](https://mtrs.state.ma.us/become-an-in-school-data-collector/) - NAEP is hiring! Become an in-school data collector for the National Assessment of Educational Progress (NAEP) conducted by Westat. Responsibilities: Administer assessments in schools on digital devices for sampled students. Be available to work during school hours, when work is available, between January 29 and March 8, 2024. The data collection window may be extended
- [MTRS has alerted superintendents of new deduction reporting deadlines](https://mtrs.state.ma.us/employer-news-041923/) - The MTRS has established reporting deadlines for 2021 and 2022. On April 6, 2023 we sent the following message to all the superintendents in Massachusetts, as a first notice. Please review the message below: Time Sensitive Deduction Reporting Deadlines Established Dear Superintendents and Directors, As you know, the past few years have been difficult for all of
- [Stop deductions on supplemental pay to employees on workers' compensation](https://mtrs.state.ma.us/employer-news-041823/) - This email is to inform you of an important change to retirement-eligible pay ("regular compensation") for members receiving workers' compensation. It should be shared with employees who process payroll and your affected MTRS members. After a lengthy appeal process, the Massachusetts Supreme Judicial Court made a final ruling that supplemental payments, such as sick or
- [RetirementPlus special election ballot credentials to be emailed to eligible members](https://mtrs.state.ma.us/employer-news-041223/) - As part of our ongoing outreach to our members who are eligible for the RetirementPlus special election, our vendor YesElections will begin an email campaign consisting of four broadcasts over the next few months—the first of which will deliver on April 13. These emails will include the individualized Election ID and Voter PIN and a link for the member to vote
- [Second RetirementPlus special election ballots to mail to eligible members March 31, 2023](https://mtrs.state.ma.us/employer-news-033023/) - On Friday, March 31, 2023 our election vendor will mail a second round of ballots to members of the MTRS eligible for the one-time RetirementPlus special election who, as of March 24, 2023, had not yet cast a ballot. Please be sure to remind your eligible employees to make their RetirementPlus participation decision as soon
- [Active employee reporting—Updates to MyTRS](https://mtrs.state.ma.us/employer-news-032923/) - The MTRS recently installed two MyTRS updates to improve active member employee reporting. The first update reduces session stalling when signing in immediately after logging out, and the second update—a partial improvement—fixes the Copy Selected button in Deduction Reporting. Although the Copy Selected button is fixed, the MTRS detected two issues with the filter function, and we are
- [Recording of the RetirementPlus (R+) special election employer seminar now available; Seminar for eligible members to be held end of February](https://mtrs.state.ma.us/employer-news-020923/) - R+ employer seminar materials Thank you to those who attended our R+ special election employer training. 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 presentation slides of the training. An online seminar for R+ special election-eligible members only Earlier this week, we
- [Recording of the RetirementPlus (R+) employer seminar now available; Seminar for eligible employees to be held in April](https://mtrs.state.ma.us/employer-news-032123/) - R+ employer seminar materials Thank you to those who attended our R+ special election employer training. 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 presentation slides of the training. An online seminar for R+ special election-eligible employees only On March 16, we
- [R+ special election seminar for employers on 3/15 has been postponed due to impending storm](https://mtrs.state.ma.us/employer-news-031323/) - New date and time: Tuesday, March 21 at 9am Already signed up? There is no need to re-register, you can still use the same link previously sent to you to access the seminar. Haven't registered yet? Feel free to register for the 3/21 seminar using the same registration link: RetirementPlus employer training registration form. This seminar
- [Updated RetirementPlus (R+) seminar for employers scheduled and other important updates](https://mtrs.state.ma.us/employer-news-031023/) - R+ special election employer training seminar The MTRS will conduct an updated R+ special election employer training seminar for school district HR and Payroll staff onWednesday, March 15, at 9:00 AM. Registration is now open via the RetirementPlus employer training registration form. This seminar will review topics from the previous seminars held in February and will include
- [MyTRS Performance improvement survey and Employer Self-Service (ESS) error reporting](https://mtrs.state.ma.us/employer-news-030823/) - For the past several months, the MTRS has been working with our MyTRS vendor to improve the import and deduction reporting functionality in the Employer Self-Service (ESS) module in MyTRS. We are now seeking your feedback to confirm whether the changes made to the system are improving your MyTRS experience. Each week, our Director of
- [Reminder: R+ Special election employer training webinar tomorrow—Register now!](https://mtrs.state.ma.us/employer-news-020623/) - The MTRS will conduct a R+ Special election employer training webinar for school district HR and Payroll staff tomorrow, Tuesday, February 7, at 9:00 AM. We strongly encourage every district with election-eligible MTRS employees to attend the session for important information. If you haven't registered yet, do it today! We look forward to seeing you! NOTE: these
- [Reminder: R+ Special election employer training webinars scheduled--Register now!](https://mtrs.state.ma.us/employer-news-012523/) - The MTRS will conduct two R+ Special election employer training webinars for school district HR and Payroll staff on Wednesday, February 1, at 9:00 AM and again on Tuesday, February 7, at 9:00 AM. If you haven't registered yet, do it today! We look forward to seeing you at one of the training webinars. NOTE: these webinars are
- [RetirementPlus (R+) special election for eligible members is underway; Employer training webinars scheduled for early February](https://mtrs.state.ma.us/employer-news-011823/) - RetirementPlus (R+) Special Election is Underway Eligible MTRS members received election packets in the mail and now have a final, one-time opportunity to participate in or opt-out of RetirementPlus (R+) by June 30, 2023. This final, one-time special R+ election is a result of Chapter 134 of the Acts of 2022 and applies only to members who transferred into
- [Working after retirement limits are reinstated](https://mtrs.state.ma.us/working-after-retirement-limits-are-reinstated/) - As of December 31, 2022, the suspension of the post-retirement hours and earnings limits has expired. As such, for calendar year 2023 forward, the standard hours and earnings limitations are back in effect for retired members of the MTRS who are employed in any Massachusetts public position. For detailed information about these limitations, please visit
- [REMINDER: Retiree insurance rate changes due Friday, 12/02/2022](https://mtrs.state.ma.us/employer-news-112122/) - As previously indicated in our October 26 email, please send your plan rate changes to insuranceupdates@trb.state.ma.us by Friday, December 2 to guarantee processing in time for the December warrant. Changes received after this deadline may not be processed in time for the December warrant. To request a rate change, please complete our Group Rate Premium Change form and email it to insuranceupdates@trb.state.ma.us. Questions?
- [Notice of PRIM Board election; please forward to MTRS members](https://mtrs.state.ma.us/employer-news-111622-prim/) - The Massachusetts Teachers' Retirement System (MTRS) has been asked by the Pension Reserves Investment Management (PRIM) Board to assist them in the statewide election for a representative of the Massachusetts Teachers' Retirement System to the PRIM Board. As you may know, active and retired members of our system are eligible to become candidates for this
- [Active employee reporting—Improvements and changes to MyTRS deduction report processing](https://mtrs.state.ma.us/employer-news-110422/) - Upgrades to MyTRS The MyTRS upgrades scheduled for installation on Friday, November 4th, starting at 6 pm, should improve deduction report processing speeds on Monday, November 7th. Please log off of MyTRS by 6 pm on Friday and do not log in to MyTRS until Monday, November 7th at 6 am. What's changed? Performance: Most importantly,
- [Eligible members who transferred into the MTRS to receive a final, one-time chance for RetirementPlus (R+) participation](https://mtrs.state.ma.us/employer-news-103122/) - The new legislation, Chapter 134 of the Acts of 2022, allows eligible members who transferred into the MTRS from another Massachusetts contributory retirement system a final, one-time opportunity to make a definitive choice, either to: participate in RetirementPlus, or, opt-out of participating in RetirementPlus. This new election period runs from January 1, 2023 - June 30, 2023.
- [Retiree Insurance--Plan rate changes are temporarily disabled and other updates](https://mtrs.state.ma.us/employer-news-102622/) - 1) Important: Send all group insurance rate changes for January premiums by 12/02/2022 for on-time processing The MTRS has temporarily hidden the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS. Over the last several months, we've noticed that some users were triggering a processing error, which required significant effort for MTRS staff to resolve for the
- [New law offers eligible Members who transferred into the MTRS a second chance for RetirementPlus (R+) participation](https://mtrs.state.ma.us/new-rplus-law/) - The Governor has signed legislation that offers eligible members who transferred into the MTRS a second opportunity to elect to participate in the RetirementPlus (R+) program. The R+ program, signed into law in 2000, provided eligible members with increased retirement benefits. As stipulated in the R+ legislation in 2000, members who transferred into the MTRS
- [New law offers eligible members who transferred into the MTRS a second chance for RetirementPlus (R+) participation](https://mtrs.state.ma.us/employer-news-090122/) - On August 3, Governor Baker signed new legislation, Chapter 134 of the Acts of 2022, that allows a second opportunity to elect to participate in the R+ program only to those members (approximately 2,000-3,000) who: were not a part of the original election window in 2001, AND transferred into the MTRS from one of the other
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-080522/) - The MTRS has been working with representatives from the State Comptroller's Office, the Public Employees' Retirement Administration Commission (PERAC), and CliftonLarsonAllen LLP (CLA) to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2021 to be used by our employer units in their FY2022 financial statements. GASB Statement No. 68
- [Active employee reporting update](https://mtrs.state.ma.us/employer-news-071322/) - Registration for membership The MTRS installed a fix to the Registration for Membership widget in MyTRS to allow member registration. Please note: The educator license questions in Step 5 attempt to validate prior to data entry on each field; however, the form will allow you to enter and submit all required information. As a reminder,
- [Active employee reporting update](https://mtrs.state.ma.us/employer-news-071122/) - Registration for membership The Registration for Membership widget in MyTRS became inoperable during a weekend system update, and we are working with our vendor to resolve this as quickly as possible. We apologize for the inconvenience and will keep you updated. New employer users cannot be added at this time We have received several requests to add
- [MyTRS—Retiree Insurance update](https://mtrs.state.ma.us/employer-news-070722/) - This update covers the following topics: Retiree Insurance training videos and guides Plan price updates Adding new plans to employers Plan prices displaying the wrong value after rate updates New employer users cannot be added at this time Individual plan changes Rate holidays Retiree Insurance training videos and guides The MTRS has released 3 retiree
- [2021 Annual Statements for MTRS members will be delayed](https://mtrs.state.ma.us/employer-news-062822/) - We are writing to let you know that Annual Statements for calendar year 2021, which would normally be mailed by the end of June of this year, will be delayed due to issues with our computer system that are impacting the ability to finalize monthly deduction reports. The MTRS will notify members of the delay,
- [MTRS office phones will be unavailable Friday, June 24](https://mtrs.state.ma.us/employer-news-062322/) - MTRS office phone lines will be unavailable all-day Friday, June 24, in both the Charlestown and Springfield offices while we transition to a new telecommunications service. Phone lines will be operational Monday morning, June 27. Please email your assigned Employer Services Representative if you need to contact Employer Services on Friday, June 24.
- [Post-retirement employment hours and earnings limits suspended for 2022](https://mtrs.state.ma.us/post-retirement-employment-hours-and-earnings-limits-suspended-for-2022/) - Governor signs bill suspending post-retirement employment hours and earnings limits for calendar year 2022, or 90 days after the end of the public health emergency, whichever occurs first. The Governor signed H.4456, which suspends the limits on post-retirement work in the Massachusetts public sector through the end of calendar year 2022 or 90 days after the
- [MyTRS—Retiree Insurance update](https://mtrs.state.ma.us/employer-news-061022/) - This update covers the following topics: Plan prices displaying the wrong value after rate updates Retiree Insurance training guides and videos Plan price updates Rate holidays Adding new plans to employers Employer report issues Individual plan changes As announced in late April, we have restored employer access to the Retiree Insurance functions within MyTRS. Employers
- [Note the 2022 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-050222/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates listed below, DO NOT take MTRS
- [MyTRS—Retiree Insurance update](https://mtrs.state.ma.us/employer-news-042722/) - The Retiree Insurance functions in MyTRS are now available to employers. Starting today, you can add or make changes to individual retiree insurance selections and premium rates for the insurance plans you offer. Plan Price Updates We have restored employer access to the Edit Rates and Add Rates buttons on the Insurance Rates screen. Employers
- [Meet the Contact Center!](https://mtrs.state.ma.us/meet-the-contact-center/) - Our front-line in member services, these retired educators are here to answer all your retirement-related questions! Below are five of our eleven representatives who work our phones each day.
- [MyTRS—Employee Roster "Edit" button temporarily disabled](https://mtrs.state.ma.us/employer-news-030422/) - Editing the roster to add a "Member Event" may cause an unexpected change The MTRS has discovered that adding a “Member Event” on the Employee Roster screen could result in an erroneous change to an employee’s rate and R+ status. Thus, we have temporarily disabled the "Edit" button on the Employee Roster screen to avoid unintended changes to a
- [Board amends policy for collecting overpayments after a retiree’s death](https://mtrs.state.ma.us/board-amends-policy-for-collecting-overpayments-after-a-retirees-death/) - If surviving spouse also a MTRS retiree, MTRS may deduct overpayment from spouse’s benefit In the event that we are not notified in a timely manner of a retiree’s death, or the retiree’s death occurs after our mid-month processing date and we are unable to stop their benefit payment, an overpayment may occur. When this
- [Learn about your MTRS benefits: Attend a spring Your MTRS Benefits seminar, or watch our Videos!](https://mtrs.state.ma.us/learn-about-your-benefits/) - Program dates and locations to be announced in April—stay tuned Offered in the spring, Your MTRS Benefits is an informational program for members of all ages and career stages. The two-hour program, held in the evening at various locations across the Commonwealth, focuses on retirement formulas, creditable service issues, Social Security and other post-retirement issues.
- [Planning to retire soon? Access these two new resources](https://mtrs.state.ma.us/retirement-planning-checklist-now-interactive/) - Retirement planning timeline and checklist Ready for Retirement videos Based on our popular Ready for Retirement seminar, these three videos show you the nuts-and-bolts of what to do—and expect—before, during and after the retirement application process. We know that the lead up to retirement can be an emotional and confusing time: retirement is a major
- [2019 Benefit Verification process update: Thank you, retirees!](https://mtrs.state.ma.us/2019-benefit-verification-process-update-thank-you-retirees/) - With a few days to go before the deadline, [81%] of you have already returned your forms As most of you know, every other year, we are required to conduct a process by which we verify all benefit recipients’ continued eligibility to receive payments. This past January, we mailed blue and yellow Benefit Verification forms
- [COLA included in Governor’s FY2020 budget](https://mtrs.state.ma.us/cola-included-in-governors-fy2020-budget/) - If approved, would allow a maximum annual increase of $390, effective July 1st The Governor’s proposed budget for FY2020 includes a recommended cost-of-living adjustment (COLA) of 3% on the first $13,000 of eligible MTRS retirees’ benefits, for a maximum annual increase of $390 for the fiscal year beginning July 1, 2019. To be eligible to
- [MTRS celebrates 105 years of serving MA educators!](https://mtrs.state.ma.us/mtrs-celebrates-105-years-of-serving-ma-educators/) - This year, we proudly mark 105 years of service to Massachusetts educators
- [Legislative update](https://mtrs.state.ma.us/legislative-update/) - MTRS files legislation to prohibit payment of pensions to members convicted of child pornography charges The Massachusetts retirement statute provides that any public employee convicted of a crime “involving violation of the laws applicable to his office or position” forfeits his or her retirement allowance, and is entitled only to a return of his or
- [The Advisor for our retired members is now available!](https://mtrs.state.ma.us/advisor-retirees-summer2019/) - Summer 2019 Message from the Chair We proudly celebrate 105 years of service to Massachusetts educators 2019 Benefit Verification process update: Thank you, retirees! As we go to press, 98% of you have already returned your forms As most of you know, every other year, we are required to conduct a process by which
- [The Advisor for our active members is now available!](https://mtrs.state.ma.us/advisor-members-summer2019/) - Summer 2019 Message from the Chair We proudly celebrate 105 years of service to Massachusetts educators Another spring seminar series comes to a close This year's Your MTRS Benefits seminars were attended by over 1,500 members in 9 locations throughout the Commonwealth. Thank you to all who attended—we appreciate your time and interest in
- [MyTRS will be offline 5pm Friday until 6am Saturday](https://mtrs.state.ma.us/employer-news-020422/) - MyTRS will be offline from 5pm Friday, February 4 through 6am Saturday, February 5 for server maintenance, we apologize for the short notice. Questions? Please feel free to contact Robert George.
- [COLA approved in state budget for FY2020](https://mtrs.state.ma.us/retiree-news-0719/) - July payment will include COLA of 3% on the first $13,000 of your benefit As you may know, the Governor and Legislature have approved a cost-of-living adjustment (COLA) as part of the Commonwealth's FY2020 budget. Effective July 1, 2019, this COLA allows an increase of three percent on the first $13,000 of your retirement benefit,
- [Call for nominations–MTRS Board election to be held this fall](https://mtrs.state.ma.us/actret-news-0719/) - Nomination period opens August 1 As you may know, the Massachusetts Teachers' Retirement Board is comprised of seven members, two of whom are elected by the members of the Massachusetts Teachers' Retirement System for four-year terms. Since the terms of our incumbent elected members expire later this year, the Board has scheduled an election for
- [FY2020 COLA will be paid in August benefit payment, retroactive to July 1](https://mtrs.state.ma.us/retiree-news-072919/) - The FY2020 budget, signed into law by the Governor on July 31, 2019, included a cost-of-living adjustment (COLA) for our retirees of 3% on the first $13,000 of the benefit, for a maximum increase of $390 per year, or $32.50 per month (3% x $13,000 = $390/year; $390/year divided by 12 months = $32.50/month). Since
- [Message from the Chair](https://mtrs.state.ma.us/message-from-the-chair/) - Subhead here Lorem ipsum dolor sit amet, velit corpora prodesset ad vix, ornatus periculis at vim. Cu sale idque eum. Equidem indoctum id pri, his ne aperiam malorum vulputate, qui graece quaerendum ex. Cu aperiam delenit nec, nonumes deserunt ne usu. Eum viderer repudiandae at, commodo facilis pri te. Omnium impedit vituperata mea in, eu
- [June 2018 Advisor for retirees now available](https://mtrs.state.ma.us/june-2018-advisor-for-retirees-now-available/) - Read it online!
- [2017 annual statements mailed on June 29](https://mtrs.state.ma.us/2017-annual-statements-to-mail-in-june/) - Your statement reflects your personal data (name, address, beneficiary designation) as well as financial information regarding any activity in your account, the amounts of after-tax contributions, pre-tax contributions, interest and the total balance as of the end of 2017. When you receive your statement, please be sure to take a few moments to review the data
- [COLA approved in state budget for FY2019](https://mtrs.state.ma.us/cola-approved-in-state-budget-for-fy2019/) - July payment will include COLA of 3% on the first $13,000 of your benefit As you may know, the Governor and Legislature have approved a cost-of-living adjustment (COLA) as part of the Commonwealth's FY2019 budget. Effective July 1, 2018, this COLA allows an increase of three percent on the first $13,000 of your retirement benefit,
- [Member news, October 18, 2018](https://mtrs.state.ma.us/member-news-october-18-2018/) - "Ready for Retirement" seminars to be offered in November NOTE: This program is for members who are in Tier 1 (established membership before April 2, 2012); it does not cover benefits for members who are in Tier 2 (established membership on or after April 2, 2012). "Ready for Retirement" is a free, optional, two-hour program (4-6
- [Retirees: Watch for mail from us in December and January](https://mtrs.state.ma.us/retirees-watch-for-mail-from-us-in-december-and-january/) - If you are receiving a monthly benefit from the MTRS, look for your: Year-end statement, which we send at the end of December. This statement provides a summary of your benefit payments during 2018 and is simply for your reference. Questions? Please see how to read your check or direct deposit statement . 1099-R tax form and your
- [Benefit recipients: Your federal tax withholding may change with your January payment](https://mtrs.state.ma.us/federal-tax-withholding-change-january/) - The Internal Revenue Service updated the federal tax withholding tables for 2019. If you have federal taxes withheld from your monthly benefit: based on the IRS tax tables (i.e., your marital status and number of exemptions claimed), beginning with your January payment, you may see a change in your net benefit amount because your tax
- [Benefit recipients: Watch your mailbox for your 1099-R and Benefit Verification forms to arrive soon](https://mtrs.state.ma.us/retiree-news-012519/) - By January 29, all 1099-R tax statements and Benefit Verification forms will be mailed to our more than 68,000 benefit recipients. Accordingly, if you received a benefit payment from the MTRS in calendar year 2018, then you should receive your 1099-R tax statement and your Benefit Verification form soon. If you do not receive your
- [Members and Retirees: Read our June 2019 Advisor newsletters!](https://mtrs.state.ma.us/advisor2019/)
- [Members and Retirees: Read our summer 2021 Advisor newsletters!](https://mtrs.state.ma.us/advisor-2021/)
- [Coronavirus information](https://mtrs.state.ma.us/coronavirus-information/) - ■ Please see our Frequently Asked Questions. Updated 4/16/2021 ■ MTRS offices are closed to the public until further notice, essential services continue. ■ Retirees and Survivors, no delay to your monthly benefit. ■ Continue to mail Retirement Applications and any paperwork to the appropriate office. ■ For urgent matters, email GenInfo@trb.state.ma.us or call the Charlestown (617-679-6877) or Springfield
- [Treasurer Goldberg partners with Legislature on gun divestment bill](https://mtrs.state.ma.us/treasurer-goldberg-partners-with-legislature-on-gun-divestment-bill/) - State Treasurer Deborah Goldberg, State Representative Lori Ehrlich (D-Swampscott) and State Senator Cynthia Creem (D-Newton) have co-sponsored legislation to divest Massachusetts public pension assets from ammunition and firearms companies. The bill, An Act requiring public pension fund divestment from ammunition and firearms, would require the Massachusetts Pension Reserves Investment Management (PRIM) Board to divest state
- [MTRS assets in good hands with PRIM Board](https://mtrs.state.ma.us/mtrs-assets-in-good-hands-with-prim-board/)
- [Retirees: Avoid coronavirus scams](https://mtrs.state.ma.us/retiree-news-04292020/) - During the coronavirus pandemic, as trillions of dollars in stimulus funds flow to individuals and businesses, be aware that scammers are increasing the frequency and aggressiveness of their activity, targeting everyone, including retirees. Here are some tips to assist you in identifying and avoiding fraudulent activity. Be suspicious of all unsolicited phone calls or emails.
- [Beware of Social Security scams](https://mtrs.state.ma.us/beware-of-social-security-scams/) - New scam targets senior citizens As reported by the media and government in recent months, criminals are targeting senior citizens with a new Social Security scam. The Federal Trade Commission (FTC) reports that, in a new scam, criminals are spoofing the Social Security Administration’s (SSA) phone number so that the victim’s caller ID displays that
- [A snapshot of the MTRS](https://mtrs.state.ma.us/a-snapshot-of-the-mtrs/) - A profile of our membership and our funding status
- [Board welcomes Auditor’s new designee, Michael Ruane](https://mtrs.state.ma.us/board-welcomes-auditors-new-designee-michael-ruane/) - Appointed by Suzanne M. Bump, Mr. Ruane joined the Board in April Michael P. Ruane serves as the Deputy General Counsel for the Office of the State Auditor, Suzanne M. Bump. Before joining the Auditor’s office, Mr. Ruane maintained his own private law practice, focusing primarily on criminal and civil litigation. Prior to establishing his
- [Board supports bill requiring PRIM’s divestment from gun and ammunition companies](https://mtrs.state.ma.us/board-supports-bill-requiring-prims-divestment-from-gun-and-ammunition-companies/) - At the May 2 public hearing of the Joint Committee on Public Service, the Board submitted written testimony in support of the legislation to divest Massachusetts public pension assets from ammunition and firearms companies In the wake of the horrific school shootings in Parkland, Florida, and the prevalence of gun violence across the nation since
- [Beware of sales solicitations that say “MTRS”](https://mtrs.state.ma.us/beware-of-sales-solicitations-that-say-mtrs/) - We are not affiliated with, nor do we endorse, any commercial companies Occasionally, financial planning companies will use “MTRS” in their advertising or presentation materials, or otherwise imply that they can provide you with your personal MTRS retirement information. However, if you receive any e-mails or invitations from third parties that appear to indicate that
- [Learn about your retirement plan—attend a "Your MTRS Benefits" seminar in May](https://mtrs.state.ma.us/learn-about-your-retirement-plan-attend-a-your-mtrs-benefits-seminar-in-may/) - "Your MTRS Benefits" is an optional, free, two-hour (4–6 p.m.) informal program for MTRS members who want more information about retirement benefits—whether you are a recent member, mid-career educator or soon-to-be retiree. Topics include: MTRS benefits and services, estimating your retirement benefits under the regular and RetirementPlus formulas, various issues you need to consider in
- [What is a power of attorney (POA) and why should I have one?](https://mtrs.state.ma.us/power-of-attorney/) - If an accident or illness leaves you unable to make decisions, a trusted designee may transact your affairs A power of attorney (POA) is a written document in which you (the “principal”) authorize a trusted individual whom you select (your “attorney-in-fact” or “agent”) to act on your behalf. There are several types of POA: Limited
- [We congratulate two long-serving PERAC colleagues on their retirement](https://mtrs.state.ma.us/perac-colleagues-retirement/) - At the end of 2018, Joseph Connarton retired as Executive Director of the Public Employee Retirement Administration Commission (PERAC). Throughout his 19-year tenure as Executive Director, Joe led PERAC with integrity and steadfast commitment to fair and impartial oversight of the Commonwealth’s public retirement systems. In January, after a public search process, John Parsons, PERAC
- [Board election to be held this fall for elected-member seats currently held by Jacqueline Gorrie and Dennis Naughton](https://mtrs.state.ma.us/board-election-2019/) - Nomination papers to be available August 1 This fall, we will be conducting an election for our two elected members’ seats on the Massachusetts Teachers’ Retirement Board. The current incumbents are Jacqueline Gorrie, a retiree of the Taunton public schools, and Dennis J. Naughton, a retiree of the Millis public schools. Active and retired members
- [Watch your mailbox for your 2018 annual account statement](https://mtrs.state.ma.us/member-news-062619/) - On June 25, annual statements were mailed to our more than 109,000 active and inactive members. When you receive your statement, please take a few moments to review the data for accuracy and completeness. Also, if you have not yet designated a beneficiary—or you need to update your beneficiary information—be sure to download a Beneficiary
- [Social Security WEP offset reform: Congressman Neal to file “revised” bill, summer 2019](https://mtrs.state.ma.us/social-security-wep-offset-reform-congressman-neal-to-file-revised-bill-summer-2019/) - In an open letter to MassRetirees (the Retired State, County and Municipal Employees Association of Massachusetts), Congressman Richard Neal (D-MA), Chairman of the House Ways and Means Committee, announced his intention to file a “revised” bill in the summer of 2019 aimed at reforming the Social Security Windfall Elimination Provision (WEP). Like all public employees
- [Notice of PRIM Board election and nomination period](https://mtrs.state.ma.us/actretnews-111519-prim/) - Nominations for the Teachers' representative to the Pension Reserves Investment Management (PRIM) Board will be open from November 15, 2019 to January 24, 2020. The PRIM Board is responsible for investing and managing the Pension Reserves Investment Trust (PRIT) Fund, which is used to assist the Commonwealth and participating local plans in funding their pension liabilities.
- [2019 Annual account statement delayed](https://mtrs.state.ma.us/membernews062520/) - Will mail in September Dear Members, The MTRS is required to provide an annual statement to all of our active and inactive members by June 30th each year. Due to data collection and processing delays caused by the Coronavirus pandemic and subsequent closures of school districts and the MTRS, delivery of the 2019 annual statement
- [Retirement application deadline approaching soon!](https://mtrs.state.ma.us/member-news-081420/) - Applications must be postmarked by August 29 in order to have a June 30 retirement date Are you considering retirement instead of returning to service in the fall? If so, please note that you have 60 days from the date of your separation from service to apply for retirement and have that date also be
- [Watch your mailbox for your 2019 annual account statement](https://mtrs.state.ma.us/member-news-10012020/) - 2019 annual statements were mailed on September 30 to our more than 109,000 active and inactive members. When you receive your statement, please take a few moments to review the data for accuracy and completeness. Also, if you have not yet designated a beneficiary—or you need to update your beneficiary information—be sure to download a
- [Watch your mailbox for your 2020 annual account statement](https://mtrs.state.ma.us/member-news-082721/) - All 2020 annual statements have mailed as of August 26 to our more than 111,000 active and inactive members. When you receive your statement, please take a few moments to review the data for accuracy and completeness. Also, if you have not yet designated a beneficiary—or you need to update your beneficiary information—be sure to
- [Don’t fall victim to phone scams](https://mtrs.state.ma.us/dont-fall-victim-to-phone-scams/) - If you receive an unsolicited call from an individual who is requesting that you immediately pay a sum of money, beware—it is most likely a scam. Often, these individuals will claim to be from a legitimate organization and request that you make a payment in some dubious way (such as prepaid credit cards, reloadable debit
- [Two long-serving MTRS Directors retiring in June](https://mtrs.state.ma.us/two-long-serving-mtrs-directors-retiring-in-june/) - After many years of helping our members navigate the retirement process, Rochelle Mosley and Michael Williams are looking forward to retiring themselves! Like many of our members, Rochelle and Michael are looking forward to relaxing and spending more time with their families. We congratulate Rochelle and Michael, thank them for their service, and wish them
- [FY2022 Cost-of-living adjustment approved](https://mtrs.state.ma.us/2021-cola-news/) - July payment will include a COLA of 3% on the first $13,000 of your benefit As you may know, the Governor and Legislature have approved a cost-of-living adjustment (COLA) as part of the Commonwealth's FY2022 budget. Effective July 1, 2021, this COLA provides an increase of three percent on the first $13,000 of your retirement
- [Retirement application deadline approaching soon!](https://mtrs.state.ma.us/member-news-081321/) - Applications must be postmarked by August 29 in order to have a June 30 retirement date Are you considering retirement instead of returning to service in the fall? If so, please note that you have 60 days from the date of your separation from service to apply for retirement and have that date also be your effective
- [MyTRS Retiree Insurance—Update on individual and plan rate changes](https://mtrs.state.ma.us/employer-news-013122/) - Individual and plan rate changes remain disabled through the February warrant As we reported in December 2021, the MTRS has disabled both the "Add/Change Coverage" button on the Retiree Insurance Selections screen and the ability for employers to update plan rates in MyTRS. The MTRS continues to test proposed fixes, but unfortunately, MyTRS will not be ready
- [MyTRS—Retiree Insurance Plan rate changes are temporarily disabled](https://mtrs.state.ma.us/employer-news-121521/) - Adding or changing individual coverage is unavailable; an application fix is forthcoming The MTRS has temporarily hidden the Add Rates and Edit Rates buttons on the Insurance Rates screen in MyTRS. A processing error was identified, and we are working on a fix. Thus, you cannot add rates or edit plan rates at this time. We
- [MyTRS—Retiree Insurance "Add/Change Coverage" button temporarily disabled](https://mtrs.state.ma.us/employer-news-120721/) - Adding or changing individual coverage is unavailable; an application fix is forthcoming The MTRS has temporarily disabled the "Add/Change Coverage" button on the Retiree Insurance Selections screen in MyTRS to prevent a program error that can duplicate health care records and charges to retirees. Thus, you cannot add or modify individual rate changes at this time. In the
- [MyTRS is live](https://mtrs.state.ma.us/employer-news-112921/) - New guides available and two issues under review MyTRS is updated, live, and available on the Employers section of our website. We are pleased to report that employers are logging in and successfully using the updated system; however, there are two technical issues that we are working to resolve: EFT Payments - A reporting period
- [The MyTRS Upgrade is coming!](https://mtrs.state.ma.us/employer-news-111721/) - Employers can access the updated MyTRS on November 29 As a reminder, MyTRS for Employers is not available; the updated MyTRS debuts Monday, November 29 at 6 am and can be accessed from the Employers section of our website. Updated training manuals will be available online and mailed to Employers in the coming weeks. If
- [MyTRS Upgrade—Two-factor authentication (TFA)](https://mtrs.state.ma.us/employer-news-110421/) - Two-factor authentication (TFA) adds an extra layer of security to protect sensitive member data The MTRS is pleased to announce that the updated MyTRS, available to Employers on November 29th, features enhanced data security with two-factor authentication (TFA) login. The addition of TFA adds a layer of security by requiring you to enter, in addition
- [MyTRS Upgrade—New training manuals for Employers to be mailed](https://mtrs.state.ma.us/employer-news-102821/) - Make sure we have a current address In preparation for the MyTRS upgrade, the MTRS is pleased to announce two new training manuals for Employers: Active Member Deduction Reporting and Retiree Insurance Reporting. We will mail the new manuals directly to your district and post them to our website upon completion of the MyTRS update. To ensure delivery
- [MyTRS Update—Support for all browsers and system downtime](https://mtrs.state.ma.us/employer-news-102121/) - The MyTRS update, due at the end of November, supports all modern web browsers, including Chrome and Edge. Due to the update, MyTRS will be unavailable to Employers for two weeks, starting on Sunday, November 14 at 9 pm through the Thanksgiving holiday weekend, and will be operational on Monday, November 29 at 6 am. Please plan your reporting activities
- [Retiree insurance announcements and reminders](https://mtrs.state.ma.us/employer-news-101821/) - 1) Send all group insurance rate changes for January by 11/5/2021 for on-time processing We are asking all employers to send their retiree insurance changes by November 5th so we can enter them earlier and be more available to provide training and support during the upcoming MyTRS release. If you do not have your new
- [Post-retirement employment hours limit increased to 1,200](https://mtrs.state.ma.us/employer-news-10142021/) - Legislative action increases the limit on hours for retired public employees from 960 to 1,200 annually As part of the FY2022 state budget process, the post-retirement hours limit was increased from 960 to 1,200 hours per calendar year, retroactive to July 1, 2021. The earnings restrictions on post-retirement employment remain unchanged. As a reminder, due
- [MyTRS—Updated version coming at the end of November](https://mtrs.state.ma.us/employer-news-100721/) - An updated version of MyTRS is coming at the end of November 2021 and features compatibility with all modern web browsers, including Chrome and Edge, and enhanced login security with two-factor authentication. The MTRS is committed to ensuring a smooth transition by providing updated resources and support in the coming weeks, including training materials, new
- [MyTRS will be offline this weekend](https://mtrs.state.ma.us/employer-news-100121/) - MyTRS will be offline from 5pm Friday, October 1 through 6am Monday, October 4 for server maintenance. Please plan accordingly.
- [Fall monthly deduction report reminders](https://mtrs.state.ma.us/employer-news-092821/) - With the 2021-2022 school year underway, we would like to offer you some reminders and a notice about a change in procedure to help you have a successful reporting year. 1. Discontinuing the use of HR Contract Term Starting with the 2021/2022 school year, you should no longer use the contract term of HR. If
- [MTRS members' 2020 account statements have mailed](https://mtrs.state.ma.us/employer-news-082721/) - All 2020 annual statements have mailed as of August 26 to the home addresses of our more than 111,000 active and inactive members. For your reference, and in support of your continuing and valued efforts to have unenrolled members complete the MTRS online enrollment process, we are also taking this opportunity to reach out to
- [Active employee registration: Three steps to setting up your new hires in MyTRS](https://mtrs.state.ma.us/employer-news-08102021/) - Step 1: Ensure that your employees are eligible for MTRS membership BEFORE you register your new hires in MyTRS, make sure that they are eligible for MTRS membership by reviewing our eligibility criteria. Key reminders Employees must meet all four regulatory eligibility requirements with the exception of the following: Positions that are eligible by title are not subject to
- [Annual tips for efficient year-end deduction reporting](https://mtrs.state.ma.us/employer-news-062921/) - 1. Employee receiving a lump sum payment? Set the pay duration to "LS" in your payroll software. Change the pay duration field to "LS" in your payroll software prior to exporting your May deduction report to ensure that employees are setup correctly for the June report. 2. For any lump sum payment that requires a
- [Three retiree insurance reminders for the spring season](https://mtrs.state.ma.us/employer-news-042821/) - 1) Group insurance rate changes for July 1, 2021: Beat the rush! If you have already submitted your group insurance rate changes for July, thank you. If not, immediately complete our Group Rate Premium Change form ASAP and email it to insuranceupdates@trb.state.ma.us. Deadline reminder: For your July 1st group rate changes to be processed in time to be
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-042721/) - The MTRS has been working with representatives from the State Comptroller’s Office, the Public Employee Retirement Administration Commission (PERAC), and KPMG to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2020 to be used by our employer units in their FY2021 financial statements. GASB Statement No. 68 requires the
- [Three critical reminders for active employee monthly deduction payments](https://mtrs.state.ma.us/employer-news-032921/) - If you are not the contact who mails check payments to the MTRS, please forward this message to the appropriate contact. 1. The payment address for checks changed September 2019. Checks continue to be mailed to our former address and are being returned to sender by the USPS. Please be sure that you are sending
- [Active MTRS member deduction reporting](https://mtrs.state.ma.us/employer-news-020821/) - Deadline for finalizing 2020 reports is April 16, 2021 The deadline for finalizing the 2020 MTRS deduction reports is Friday, April 16, 2021. This year's deadline is later than previous years to account for delays due to the ongoing pandemic. However, by statute, each monthly deduction report is due by the 10th of the following
- [Active member deduction reporting: Add your 2021 payroll calendar(s) in MyTRS](https://mtrs.state.ma.us/employer-news-012521/) - Two critical reminders when adding your 2021 calendar(s) in MyTRS: Do not delete or overwrite any of your previous years' calendars. Please follow the exact steps in the Guided Practice to preserve previous payroll calendars, which our staff use to generate service credit reports for members. Add your 2021 payroll calendar(s) BEFORE you import your January report. Importing your
- [Note the 2021 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-011221/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates listed below, DO NOT take MTRS deductions
- [Waiver of post-retirement employment restrictions extended](https://mtrs.state.ma.us/employer-news-122120/) - Legislation extends waiver of earnings and hours restrictions for most retired public employees through 2021. In April, Chapter 53 of the Acts of 2020 waived earnings and hours restrictions for many retired public employees working in the public sector for calendar year 2020, during the Governor’s State of Emergency, which began on March 10, 2020. On December
- [MyTRS will be offline 6pm Monday until 6am Tuesday](https://mtrs.state.ma.us/employer-news-121420/) - MyTRS will be offline from 6pm Monday, December 14 through 6am Tuesday, December 15 for server maintenance. Please plan accordingly. Questions? Please feel free to contact Robert George
- [Three retiree insurance reminders for the winter season](https://mtrs.state.ma.us/employer-news-120420/) - 1) Group insurance rate changes for January: Please send your new senior rates to us ASAP so everyone's changes can be processed on time If you have already submitted your group insurance rate changes for January, thank you. If not, immediately complete our Group Rate Premium Change form and email it to insuranceupdates@trb.state.ma.us. For guidance on this form,
- [MyTRS will be offline this weekend from 6pm Friday to 6am Monday](https://mtrs.state.ma.us/employer-news-111920/) - MyTRS will be offline from 6pm Friday, November 20 to 6am Monday, November 23 for server maintenance. Please plan accordingly. Questions? Please feel free to contact Robert George.
- [Employer questions on the FFCRA as it relates to retirement deductions and credit](https://mtrs.state.ma.us/employer-news-102020/) - With the 2020-2021 school year starting, the MTRS has been receiving questions from employers about benefits paid under the Families First Coronavirus Response Act ("FFCRA"). We have listed the most common questions and answers below to help provide guidance for employers. Q: If we are paying an employee in accordance with the FFCRA to cover
- [MTRS members' 2019 account statements were mailed September 30](https://mtrs.state.ma.us/employer-news-100120/) - 2019 annual statements were mailed on September 30 to the home addresses of our more than 109,000 active and inactive members. For your reference, and in support of your continuing and valued efforts to have unenrolled members complete the MTRS online enrollment process, we are also taking this opportunity to reach out to this group
- [MyTRS will be offline this weekend from 6pm Friday to 6am Monday](https://mtrs.state.ma.us/employer-news-092320/) - MyTRS will be offline from 6pm Friday, September 25 to 6am Monday, September 28 for server maintenance. Please plan accordingly. Questions? Please feel free to contact Robert George.
- [MyTRS will be offline today from 6pm to 9pm](https://mtrs.state.ma.us/employer-news-091520/) - Updated 9/15/20 at 3:35pm MyTRS will be offline from 6pm to 9pm for server maintenance, we apologize for the short notice. Questions? Please feel free to contact Robert George
- [MyTRS will be offline Friday evening to Monday morning](https://mtrs.state.ma.us/employer-news-090420/) - From 9pm on Friday, September 4 through 6am on Monday, September 7, MyTRS will be offline for maintenance. During this time, MyTRS will not be available to newly enrolling members, and a message advising members that MyTRS is temporarily offline will appear on our "Welcome to MyTRS" and "Enroll in the MTRS" pages. Questions? Contact
- [Fall monthly deduction report reminders](https://mtrs.state.ma.us/employer-news-081820/) - With the 2020-2021 school year starting shortly, we would like to offer some reminders to help you have a successful reporting year. 1. September deduction report audits An audit will be performed reviewing the salaries and position codes reported in your September report, you may be asked to confirm or edit the provided information. To help in
- [Monthly deduction report reminders for the fall](https://mtrs.state.ma.us/employer-news-102119/) - With the 2019-2020 school year underway, we would like to offer some reminders to help you have a more successful reporting year. 1. September deduction report audits We will be reviewing the salaries and position codes reported in your September report, and may ask you to confirm or edit the provided information. To help in
- [Active employee registration: Three steps to setting up your new hires in MyTRS](https://mtrs.state.ma.us/employer-news-072120/) - Step 1: Ensure that your employees are eligible for MTRS membership BEFORE you register your new hires in MyTRS, make sure that they are eligible for MTRS membership by reviewing our eligibility criteria. Key reminders Employees must meet all four regulatory eligibility requirements with the exception of the following: Positions that are eligible by title
- [Five tips for efficient year-end deduction reporting](https://mtrs.state.ma.us/employer-news-051220/) - 1. Employee receiving a lump sum payment? Set the pay duration to "LS" in your payroll software. Change the pay duration field to "LS" in your payroll software prior to exporting your May deduction report to ensure that employees are setup correctly for the June report. 2. For any lump sum payment that requires a
- [MTRS Guidance on potential furloughs and other fiscal emergency measures](https://mtrs.state.ma.us/employer-news-050720/) - The MTRS is hearing that due to the anticipated economic impact of the COVID-19 pandemic, school district employers may be considering local cost saving measures and wondering how they would impact their employees' retirement benefits. If your district is considering such measures, we encourage you to review the following information before finalizing contractual agreements affecting
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-043020/) - The MTRS has been working with representatives from the State Comptroller’s office, the Public Employees’ Retirement Administration Commission (PERAC), and KPMG to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2019 to be used by our employer units in their FY2020 financial statements. GASB Statement No. 68 requires the
- [Three processing reminders for the spring season](https://mtrs.state.ma.us/employer-news-040820/) - As the MTRS continues to provide essential services remotely, we appreciate your assistance providing benefits to your employees and retirees during this difficult time. Three processing reminders for the spring season Group insurance rate changes for July 1, 2020: Beat the rush! Deadline reminder: For your July 1st group rate changes to be processed in
- [Coronavirus (COVID-19) update](https://mtrs.state.ma.us/employer-news-031220/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, As we all continue to monitor the evolving impact of the novel coronavirus (COVID-19), the MTRS is implementing modifications to our operations for the safety of our members and staff, and to ensure the continuity of
- [Active MTRS member reporting](https://mtrs.state.ma.us/employers-news-020520/) - Deadline for finalizing 2019 reports is March 27, 2020 The deadline for finalizing the 2019 calendar year deduction reports is Friday, March 27, 2020. We will notify Superintendents of "severely delinquent" employers with 4 or more months of deduction reports that have not reached "Pending" status. We will continue to communicate with all employers on
- [Note the 2020 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-011720/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates after 12/31/1995 or 1/1/2011, do not
- [Active member deduction reporting: Add your 2020 payroll calendar(s) in MyTRS](https://mtrs.state.ma.us/employer-news-120919/) - As the busy holiday and W-2 seasons approach, now is an ideal time to add your 2020 payroll calendar(s) in MyTRS. Two critical reminders when adding your 2020 calendar(s): Do not delete or overwrite any of your previous years' calendars. Please follow the exact steps in the Guided Practice to preserve previous payroll calendars, which our staff use
- [Employer training programs on two topics to be presented in November](https://mtrs.state.ma.us/employer-news-101119/) - Be sure to register at least five business days before your preferred session. Space is limited, so if you register and cannot attend, please notify us as soon as possible. If needed based on demand, we will schedule additional sessions and notify you of their availability. Feel free to share this e-mail with any interested
- [MTRS Board election now underway](https://mtrs.state.ma.us/employer-news-111219/) - As we mentioned in our e-mail of July 31, 2019, we are now conducting an election for the two members of the Board who are elected by the active and retired members of our system. This election is held once every four years. If any of your employees who are MTRS members believe that they
- [Active member reporting, new MyTRS feature: Ability to return reports to “Initial” status](https://mtrs.state.ma.us/employer-news-110619/) - We are excited to announce a new feature in MyTRS that allows your district's Employer Services Representative to return a deduction report in "Pending" status back to "Initial" status in order for you to be able to make required corrections or adjustments. If your report has been returned, the "Date Rejected" field in MyTRS will
- [Three retiree insurance reminders for the winter season](https://mtrs.state.ma.us/employer-news-110419/) - 1) Group insurance rate changes for January: Beat the rush! Please send your new senior rates to us ASAP so everyone's changes can be processed on time If you have already submitted your group insurance rate changes for January, thank you. If not, at your earliest convenience, please complete our Group Rate Premium Change form and e-mail
- [Retirement seminars starting soon—Two western MA locations just added!](https://mtrs.state.ma.us/employernews_r4r_102019/) - UPDATED AS OF 10/24/2019 For MTRS Tier 1 members (established membership BEFORE April 2, 2012) As we recently announced, we will be presenting our popular "Ready for Retirement" seminar at 9 locations across the Commonwealth. Please remind your soon-to-be-retiring employees that we're offering this program—and that this is a prime opportunity for them to get
- [Mailing address for active member deduction payments has changed](https://mtrs.state.ma.us/employer-news-090919/) - Effective immediately, the mailing address for all monthly deduction reporting payments by check has changed to: Massachusetts Teachers' Retirement System PO Box 358020 Pittsburgh, PA 15251-5020 Our bank will be accepting payments at the old address for at least a few weeks so if you have recently mailed a payment to the old address, it
- [MTRS Board election to be held this fall; please spread the word to your employees who are MTRS members](https://mtrs.state.ma.us/employer-news-073119/) - As you may know, the Massachusetts Teachers' Retirement Board is comprised of seven members, two of whom are elected by the members of the Massachusetts Teachers' Retirement System for four-year terms. Since the terms of our incumbent elected members expire on December 31, 2019, the Board has scheduled an election for this fall. Active and retired
- [MTRS deduction reporting: Follow these three steps to set up your new hires in MyTRS](https://mtrs.state.ma.us/employer-news-072419/) - Step 1: Ensure that your employees are eligible for MTRS membership BEFORE you register your new hires in MyTRS, make sure that they are eligible for MTRS membership by reviewing our eligibility criteria. Key reminders Employees must meet all four regulatory eligibility requirements. (Exceptions: The few positions that are eligible by title are not subject to the licensure requirements. Charter
- [MTRS members' 2018 account statements were mailed June 25](https://mtrs.state.ma.us/employer-news-062619/) - On Tuesday, June 25, annual statements were mailed to the home addresses of our more than 109,000 active and inactive members. For your reference, and in support of your continuing and valued efforts to have unenrolled members complete the MTRS online enrollment process, we are also taking this opportunity to reach out to this group
- [MyTRS will be offline Friday evening and Saturday](https://mtrs.state.ma.us/employer-news-06212019/) - MyTRS will be offline for maintenance tonight, 6–9pm, and tomorrow, 9am–6pm. During this time, MyTRS will not be available to members, and a message advising members that MyTRS is temporarily offline will appear on our Member sign in and Enroll in the MTRS pages. Questions? Contact your district's Employer Services Representative, or e‑mail empsup@trb.state.ma.us.
- [Employer training programs on two topics to be presented in June](https://mtrs.state.ma.us/employer-news-050119/) - Be sure to register at least five business days before your preferred session. Space is limited, so if you register and cannot attend, please notify us as soon as possible. If needed based on demand, we will schedule additional sessions and notify you of their availability. Feel free to share this e-mail with any interested
- [MyTRS will be offline Friday evening to Monday morning](https://mtrs.state.ma.us/employer-news-05302019/) - From 6pm on Friday, May 31 through 6am on Monday, June 3, MyTRS will be offline for maintenance. During this time, MyTRS will not be available to newly enrolling members, and a message advising members that MyTRS is temporarily offline will appear on our "Enroll in the MTRS" page. Questions? Contact your district's Employer Services
- [Ensure that your year-end deduction reporting goes smoothly with these five tips](https://mtrs.state.ma.us/employer-news-05232019/) - For any employee who will receive a lump sum payment for the summer, use the pay duration code of "LS" in your payroll software. Also, be sure to do this before you export your June deduction report from your payroll system. As a best practice, we recommend that you enter these LS codes in your
- [Three processing reminders for the spring season](https://mtrs.state.ma.us/employer-news-032819/) - Group insurance rate changes for July 1, 2019: Beat the rush! Deadline reminder: For your July 1st group rate changes to be processed in time to be reflected in our retirees' June 30th checks (in payment of the July 1st premium), you must submit them no later than May 31st. If you have already submitted
- [Please submit your retirees' July group insurance rate changes by May 31st](https://mtrs.state.ma.us/employer-news-05062019/) - Deadline reminder: For your July 1st group rate changes to be processed in time to be reflected in our retirees' June 30th checks (in payment of the July 1st premium), you must submit them no later than May 31st. If you have not yet submitted your group insurance rate changes for July premiums, please e-mail
- [Reminder: "Your MTRS Benefits" seminars coming soon—please spread the news!](https://mtrs.state.ma.us/reminder-your-mtrs-benefits-seminars-coming-soon-please-spread-the-news/) - As we recently announced in our e-mail of April 11, in May we will be holding "Your MTRS Benefits" educational seminars throughout the Commonwealth. Please help us publicize our programs by reminding your employees who are MTRS members that they are being offered, and that this is a prime opportunity for them to get answers
- ["Your MTRS Benefits" seminars coming soon—please spread the news!](https://mtrs.state.ma.us/your-mtrs-benefits-seminars-coming-soon-please-spread-the-news/) - In May, we will be presenting "Your MTRS Benefits," our two-hour retirement education program for all MTRS members who want to learn about the MTRS retirement plan and benefits. Please help us publicize our programs by letting your employees who are MTRS members know that they are being offered, and that this is a prime
- [Employer news, October 18, 2018](https://mtrs.state.ma.us/employer-news-october-18-2018/) - "Ready for Retirement" seminars coming soon— please spread the word! For MTRS Tier 1 members (established membership BEFORE April 2, 2012) In November, we will be presenting our popular "Ready for Retirement" seminar at 9 locations across the Commonwealth. Please remind your soon-to-be-retiring employees that we're offering this program—and that this is a prime opportunity
- [Member seminars starting soon; Woburn program just added](https://mtrs.state.ma.us/employer-news-102418/) - "Ready for Retirement" seminars starting soon—Woburn program just added For MTRS Tier 1 members (established membership BEFORE April 2, 2012) As we recently announced, we will soon be presenting our popular "Ready for Retirement" seminar at 9 locations across the Commonwealth. Please remind your soon-to-be-retiring employees that we're offering this program—and that this is a
- [Current GASB Report for MTRS employers now available](https://mtrs.state.ma.us/employer-news-031219/) - Over the last few months, we have worked with representatives from the State Comptroller's office, the Public Employees' Retirement Administration Commission (PERAC), and KPMG to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2018 to be used by our employer units in their FY2019 financial statements. As you know,
- [Active member deduction reporting reminder: ADD your 2019 payroll calendar(s) in MyTRS](https://mtrs.state.ma.us/employer-news-012319/) - It's the start of a new year and that means it's time to add your 2019 payroll calendar(s) in MyTRS. If you haven't done this already, be sure to add your calendar(s) BEFORE you import your January report. When adding your 2019 calendar(s)… Do not delete or overwrite any of your previous years' calendars. Our staff uses your
- [MyTRS member registration process enhanced: New fields, new form](https://mtrs.state.ma.us/employernews01182019/) - In July 2018, in an effort to improve our online registration and enrollment processes for employers and members alike, we asked school district representatives who register our members in MyTRS for feedback on the process. As a result of your comments, we have made the following changes, which will be live soon. Four new fields
- [Note the 2019 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/employer-news-011519/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates after 12/31/1995 or 1/1/2011, do not
- [Employer training programs on two topics to be presented in November and December—register now!](https://mtrs.state.ma.us/employer-news-102518/) - Be sure to register at least 5 business days before your preferred session. Space is limited, so if you register and cannot attend, please notify us as soon as possible. If needed based on demand, we will schedule additional sessions and notify you of their availability. Feel free to share this e-mail with any interested
- [Three annual reminders regarding MTRS retiree insurance processing](https://mtrs.state.ma.us/employer-news-110518/) - 1) Group insurance rate changes for January: Beat the rush! Please send your new senior rates to us ASAP so everyone's changes can be processed on time If you have already submitted your group insurance rate changes for January, thank you; if not, at your earliest convenience, please complete our group rate premium rate change
- [MTRS employer news: 2018 Deduction reporting deadline and reminders](https://mtrs.state.ma.us/mtrs-employer-news-2018-deduction-reporting-deadline-and-reminders/) - Payroll deduction reporting updates Deadline for 2018 reports: March 8, 2019 We have recently begun notifying the superintendents of districts that are severely delinquent in deduction reporting of their district's status, and we will send additional notices to delinquent districts in the coming weeks. (A district is considered severely delinquent if its reports are backlogged
- [Employer news, October 5, 2018](https://mtrs.state.ma.us/employer-news-october-5-2018/) - For employers and members: Beware of sales solicitations that say "MTRS" We are not affiliated with, nor do we endorse, any commercial companies Occasionally, financial planning companies will use "MTRS" in their advertising or presentation materials, or otherwise imply that they can provide members with their personal MTRS retirement information. Read more Prepare for retirement
- [MTRS update: GASB Statement No. 68 Report now online](https://mtrs.state.ma.us/mtrs-update-gasb-statement-no-68-report-now-online/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Over the last few months, we have worked with representatives from the State Comptroller’s office, the Public Employees’ Retirement Administration Commission (PERAC), and KPMG to issue the GASB Statement No. 68 schedules for the fiscal year
- [MTRS update: Upcoming enrollment outreach initiatives](https://mtrs.state.ma.us/mtrs-update-upcoming-enrollment-outreach-initiatives/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, As you know, your employees who are joining the MTRS for the first time, or who are already members and are changing districts, must complete their online enrollment process within 30 days of being hired with
- [MTRS news: Three retiree insurance reminders for the fall season](https://mtrs.state.ma.us/mtrs-news-three-retiree-insurance-reminders-for-the-fall-season-2/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note our annual fall reminders regarding retiree insurance processing: Group insurance rate changes for January: Beat the rush! Please send your new senior rates to us ASAP so everyone’s changes can be processed on time.
- [MTRS update: 2 tips and 5 reminders for enrolling new hires](https://mtrs.state.ma.us/mtrs-update-2-tips-and-5-reminders-for-enrolling-new-hires/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, With the new school year about to begin, MTRS enrollment season is in full swing. Below are some tips and reminders for success: 1) REMINDER: YOU need to register your MTRS-eligible new hires in MyTRS, which includes providing them with
- [MTRS update: Retiree Insurance functions now available in MyTRS](https://mtrs.state.ma.us/mtrs-update-retiree-insurance-functions-now-available-in-mytrs/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, In October, we added Retiree Insurance functions to the employer self-service area in MyTRS, and asked a small number of districts to evaluate them as well as the related training materials. The results are in, and
- [MTRS update: Payroll deduction reporting news, tips and reminders](https://mtrs.state.ma.us/mtrs-update-payroll-deduction-reporting-news-tips-and-reminders-2/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please note these two important updates regarding: 1) the deadline for finalizing all calendar year 2014 deduction reports; and 2) tips and reminders for payroll deduction reporting. 1) The deadline for finalizing all calendar year 2014
- [MTRS update: You will need to change your MyTRS password on or after October 25, 2014](https://mtrs.state.ma.us/mtrs-update-you-will-need-to-change-your-mytrs-password-on-or-after-october-25-2014/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note that, pursuant to our MyTRS Password Security Policy, you will need to change your password when you sign on to MyTRS on or after Saturday, October 25, 2014. At the same time, you will
- [MTRS update: FINAL deadline for active members to submit Part 2 of §3 purchase applications is August 31, 2014](https://mtrs.state.ma.us/mtrs-update-final-deadline-for-active-members-to-submit-part-2-of-§3-purchase-applications-is-august-31-2014/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, As you know, because of the extraordinary influx of §3 service purchase applications we received as a result of last year’s interest rate increase, our Board allowed individuals who had filed only the member portion of
- [MTRS reminders: Membership eligibility and the serious consequences of improper enrollment](https://mtrs.state.ma.us/mtrs-reminders-membership-eligibility-and-the-serious-consequences-of-improper-enrollment/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, As you begin another busy hiring and MTRS enrollment season, I want to take this opportunity to remind you of the importance of ensuring that your employees are properly enrolled in our system. Enrolling employees who do
- [MTRS update: Payroll deduction reporting news and a reminder](https://mtrs.state.ma.us/mtrs-update-payroll-deduction-reporting-news-and-a-reminder/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please take note of these two timely updates: 1) 2013 deduction reports: The deadline for finalizing your calendar year 2013 deduction reports is March 31, 2014. At this time, and thanks to your efforts, we are
- [MTRS update: New process for reporting retiree insurance changes](https://mtrs.state.ma.us/mtrs-update-new-process-for-reporting-retiree-insurance-changes/) - Dear School District Superintendents, Directors, Business Managers, Payroll Officials, Town Treasurers, Charter School and Education Collaborative Directors, Note: If your district is one of the 47 districts currently participating in the GIC’s Retired Municipal Teacher (RMT) program, this update does not apply to you. As you may know, in transitioning our retiree insurance change process to MyTRS, we have
- [MTRS update: Payroll deduction reporting news, tips and reminders](https://mtrs.state.ma.us/mtrs-update-payroll-deduction-reporting-news-tips-and-reminders/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please take note of these three timely updates: 1) 2013 deduction reports: The deadline for finalizing your calendar year 2013 deduction reports is March 31, 2014. At this time, and thanks to your efforts, we are
- [MTRS update: Payroll deduction reporting news, tips and reminders](https://mtrs.state.ma.us/payroll-deduction-reporting-news-tips-and-reminders/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please note these important updates regarding: 1) the deadline for finalizing all calendar year 2013 deduction reports; 2) the upgrades to MyTRS that were implemented in September 2013; and, 3) tips and reminders for payroll deduction
- [MTRS reminder: Pensionable earnings limitations for members hired after 1/1/2011](https://mtrs.state.ma.us/mtrs-reminder-pensionable-earnings-limitations-for-members-hired-after-1-1-2011/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers: As a reminder, the federal Internal Revenue Code 401(a)(17) limits the amount of annual pensionable earnings (“regular compensation”) that can be used in computing benefits for active members of public retirement systems. With Chapter 131 of
- [MTRS update: October 2 deadline for Part 2 of §3 service purchase applications](https://mtrs.state.ma.us/mtrs-update-october-2-deadline-for-part-2-of-§3-service-purchase-applications/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, As you know, due to the extraordinary influx of §3 service purchase applications as a result of the interest rate increase this past April, the MTRS allowed a six-month extension--to October 2, 2013--for individuals who filed
- [MTRS update: Member online enrollment tool now available](https://mtrs.state.ma.us/mtrs-update-member-online-enrollment-tool-now-available/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, As scheduled, the member self-service module in MyTRS is now available for your newly hired members to use to enroll in the MTRS. Please note that the process is the same as before—employers must still register new
- [MTRS reminder: Member deadline to submit Part 2 of §3 purchase applications is October 2, 2013](https://mtrs.state.ma.us/mtrs-reminder-member-deadline-to-submit-part-2-of-§3-purchase-applications-is-october-2-2013/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, As explained in our broadcast e-mail of March 13, to help ease the administrative burden on you, and to assist members in qualifying for the lower, “buyback” interest rate by the April 2 deadline, our Board allowed
- [MTRS reminder: April 2 is the deadline for purchasing §3 service at lower interest rate](https://mtrs.state.ma.us/mtrs-reminder-april-2-is-the-deadline-for-purchasing-§3-service-at-lower-interest-rate/) - Dear School District Superintendents, Directors, Business Managers, Payroll Officials, Town Treasurers, Charter School and Education Collaborative Directors, As a final reminder, and also clarification of our e-mail of February 15, the application filing deadlines for §3 creditable service purchases at the current, lower “buyback” interest rate of 4.125% are as follows: For members to file
- [MTRS update: Payroll deduction reporting news, tips and reminders](https://mtrs.state.ma.us/mtrs-update-payroll-deduction-reporting-news-tips-and-reminders-4/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note these two important updates regarding: the deadline for finalizing all calendar year 2016 deduction reports; and tips and reminders for payroll deduction reporting. 1) The deadline for finalizing all calendar year 2016 deduction reports
- [MTRS news: Three retiree insurance reminders for the fall season](https://mtrs.state.ma.us/mtrs-news-three-retiree-insurance-reminders-for-the-fall-season/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note these three timely fall reminders regarding retiree insurance processing: 1) Group insurance rate changes for January: Beat the rush! Please send your new senior rates to us ASAP so everyone’s changes can be processed
- [MTRS news: Two timely updates regarding deduction reporting](https://mtrs.state.ma.us/mtrs-news-two-timely-updates-regarding-deduction-reporting/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please note these two timely updates: 1) The deadline for finalizing all calendar year 2015 deduction reports was Friday, March 11, 2016. At this time, 384 school districts have submitted all calendar year 2015 deduction reports, and just
- [MTRS update: Payroll deduction reporting news, tips and reminders](https://mtrs.state.ma.us/mtrs-update-payroll-deduction-reporting-news-tips-and-reminders-3/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Town Treasurers, Personnel Administrators and Payroll Officers, Please note these two important updates regarding: the deadline for finalizing all calendar year 2015 deduction reports; and tips and reminders for payroll deduction reporting. 1) The deadline for finalizing all calendar year 2015 deduction reports is
- [MTRS news: Three important updates regarding retiree insurance processing](https://mtrs.state.ma.us/mtrs-news-three-important-updates-regarding-retiree-insurance-processing/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note these three timely updates regarding retiree insurance processing: 1) Global insurance rate changes for January: Please send these to us now, so that—as possible—the new premiums may be withheld from your retirees’ December payments.
- [MTRS update: Deduction reporting progress; future steps and deadlines, if applicable](https://mtrs.state.ma.us/mtrs-update-deduction-reporting-progress-future-steps-and-deadlines-if-applicable/) - Dear School District Superintendents, Directors, Business Managers, Payroll Officials, Town Treasurers, Charter School and Education Collaborative Directors, I am writing to bring you up to date on the progress that districts have made since my e-mail to you of February 16, and also to advise districts whose deduction reports are not yet fully reported for
- [MTRS update: Deduction reporting](https://mtrs.state.ma.us/mtrs-update-deduction-reporting/) - Dear School District Superintendents, Directors, Business Managers, Payroll Officials, Town Treasurers, Charter School and Education Collaborative Directors, This communication is to report on the progress we are making with the new retirement contribution deduction reporting system and to ask for your continued commitment to finalize the 2011 deduction reports. Summary It has been 18 months
- [MTRS §3 service purchases at buyback interest: Member app portion due 4/2/2013; employer app portion due 10/2/2013](https://mtrs.state.ma.us/mtrs-§3-service-purchases-at-buyback-interest-member-app-portion-due-4-2-2013-employer-app-portion-due-10-2-2013/) - Dear School District Superintendents, Directors, Business Managers, Payroll Officials, Town Treasurers, Charter School and Education Collaborative Directors, As you know, pursuant to pension reform legislation enacted in November 2011, the interest rate charged on certain service purchases will double from “buyback” interest (currently, 4.125%) to “actuarial” interest (currently, 8.25%) as of April 2, 2013—which is
- [MTRS notice: SJC decision regarding “regular compensation” for members receiving workers’ compensation](https://mtrs.state.ma.us/mtrs-notice-sjc-decision-regarding-regular-compensation-for-members-receiving-workers-compensation/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, We are writing to advise employers that the Supreme Judicial Court has affirmed a determination by the Contributory Retirement Appeal Board (CRAB) that sick leave or vacation payments, when used to supplement workers’ compensation payments to
- [MTRS news: Three retiree insurance reminders for the spring season](https://mtrs.state.ma.us/mtrs-news-three-retiree-insurance-reminders-for-the-spring-season/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, Please note these three reminders regarding retiree insurance processing: 1) Group insurance rate changes for July 1, 2018: Beat the rush! Please send your new group rates to us ASAP so everyone’s changes can be processed
- [MTRS news: Update regarding “regular compensation” for members receiving workers’ compensation](https://mtrs.state.ma.us/mtrs-news-update-regarding-regular-compensation-for-members-receiving-workers-compensation/) - Dear School District Superintendents, Charter School and Education Collaborative Directors, Business Managers, Payroll Officers, Personnel Administrators and Town Treasurers, We are writing to advise employers that our regulatory agency, the Public Employee Retirement Administration Commission (PERAC), has reversed its original guidance regarding not taking deductions on supplemental pay in conjunction with workers’ compensation benefits, and
- [MTRS update: Note the 2018 pensionable earnings limits for employees with membership dates after 12/31/1995](https://mtrs.state.ma.us/mtrs-update-note-the-2018-pensionable-earnings-limits-for-employees-with-membership-dates-after-12-31-1995/) - As you know, there are federal and state limits on the amount of pensionable earnings ("regular compensation") that can be used in computing benefits for active members of public retirement systems with effective membership dates after 12/31/1995. What this means for employers For any members with effective membership dates after 12/31/1995 or 1/1/2011, do not take MTRS

## Pages

- [Home](https://mtrs.state.ma.us/)
- [Apply for Retirement](https://mtrs.state.ma.us/retire/) - Ready to retire? Please be prepared to spend some time reviewing the information in steps 1 and 2 below. This is your retirement—it is important that you understand both how your benefits are calculated and the retirement application process. Your MTRS benefits will most likely be one of your most valuable assets in retirement, and
- [Counseling and seminars](https://mtrs.state.ma.us/members/counseling-and-seminars/) - Virtual retirement counseling Your MTRS Benefits and Ready for Retirement seminars Occasionally throughout the year we hold online general admittance seminars via Microsoft Teams and in-person events at various schools around the Commonwealth. Walk-in individual counseling Please note that, in order to allow our experienced calculations and benefits staff to focus on our top
- [MTRS Site Policies](https://mtrs.state.ma.us/homepage/site-policies/) - Thank you for visiting the website of the Massachusetts Teachers’ Retirement System (MTRS). We hope that the MTRS has made your dealings with your state government easier and more efficient.
- [Benefit Verification Process](https://mtrs.state.ma.us/retirees/benefit-verification-process/) - Looking for the address to mail your Benefit Verification Form? Please mail your form to: Massachusetts Teachers’ Retirement System 500 Rutherford Avenue, Suite 210 Charlestown, MA 02129-1628 FAQs Why does the MTRS do this? The Massachusetts retirement law requires that the MTRS perform, at least once every two years, a verification of all retirees and
- [Online training and guides](https://mtrs.state.ma.us/employers/online-training/) - MTRS Basics Completing Part 2 of the Retirement Application Retiree insurance seminars Other Videos RetirementPlus special election Employer seminar - 05/23/2023 | R+ Employer seminar presentation slides RetirementPlus special election Employer seminar - 03/21/2023 | R+ Employer seminar presentation slides RetirementPlus special election Employer seminar - 02/07/2023 | R+ Employer seminar presentation slides MyTRS Employer
- [Ready for Retirement registration page](https://mtrs.state.ma.us/members/counseling-and-seminars/r4r-register/) - Online Form - Ready for Retirement Live Event Registration
- [2023 RetirementPlus special election information](https://mtrs.state.ma.us/members/2023-retirementplus-special-election-information/) - Election stats R+ Special Election 2023 Communications Binder * A comprehensive listing of all communications sent to members and employers during the election period. *Please note that the R+ Special Election 2023 Communications Binder is a "PDF Portfolio" file and must be downloaded and viewed in Acrobat Reader. From the signing of the law
- [1099-R Information](https://mtrs.state.ma.us/retirees/1099-r-information/) - How to read your 1099-R Form
- [Test page](https://mtrs.state.ma.us/test-page/) - RI book page 15 Senate votes to fully repeal WEP/GPO. Please refer to our latest MTRS News story, for more information. MTRS COVID-19 updates .Text goes here Lorem ipsum dolor sit amet, amet adhuc accusam mel id, quot vero forensibus an nam. Vis ad nihil repudiandae, erat partiendo scriptorem in sea. Eos ex
- [Contribution rate changes during your MTRS eligible service](https://mtrs.state.ma.us/members/contribratechanges/) - During your career as an eligible MTRS member it may be possible that your contribution rate will change due to certain circumstances.
- [Definition of a "veteran"](https://mtrs.state.ma.us/members/definition-of-a-veteran/) - Pursuant to M.G.L. c. 32, §1, and c. 4, §7, cl.43, you qualify as a veteran if you meet ONE of the following three requirements: 1) You have at least 180 days of regular active duty service and you were honorably discharged or released. 2) You have at least 90 days of active duty service, at least one day
- [Summer 2024 Employer Training Webcasts](https://mtrs.state.ma.us/employers/online-training/mytrs-employer-training-videos/summer-2024-employer-training-webcasts/)
- [How to join an MTRS Teams Live Event](https://mtrs.state.ma.us/members/counseling-and-seminars/how-to-join-an-mtrs-teams-live-event/) - The MTRS is pleased to offer Microsoft Teams Live Events where you can view and listen to presenters online and interact using the “Q&A” panel. Before attending a Live Event View information from Microsoft about Attending a Live Event, including a short video (46 seconds). Microsoft TEAMS Live Events supports any version of Microsoft Edge,
- [Virtual retirement counseling](https://mtrs.state.ma.us/members/counseling-and-seminars/vrcounseling/) - These informational sessions are held every other Wednesday afternoon via Microsoft Teams (3:30 – 5:00 pm). These sessions are designed to provide an overview of the current retirement formula and RetirementPlus, as well as general issues concerning the retirement process. Each session is open to a maximum of 15 members (significant others welcome). Prior to
- [GenInfo embedded form](https://mtrs.state.ma.us/geninfo/) - Online Form - GenInfo Request version 2
- [Enroll in the MTRS](https://mtrs.state.ma.us/members/enroll-in-mtrs/) - Important notice If you are a former member of a Massachusetts public retirement system who took a refund when you left service, please be aware of your limited opportunity to purchase "Section 3" creditable service at "buyback" interest. If you established membership in a Massachusetts public retirement system on or after April 2, 2012, and
- [Welcome to MyTRS](https://mtrs.state.ma.us/mytrs-welcome/) - Having problems with accessing or creating your account? Please call our Contact Center at 617‑679‑6877 for assistance—for your security, we cannot assist you with MyTRS issues via email. See the FAQs below for additional details.
- [Withdrawing your funds](https://mtrs.state.ma.us/refund/) - As a member of the Massachusetts Teachers’ Retirement System, you have an annuity savings account that is maintained on your behalf by the MTRS for your retirement. To find out how much money you have in your annuity savings account, either: refer to your MTRS annuity savings account annual statement, which we mail in the spring
- [Request for RetirementPlus (R+) Status Review](https://mtrs.state.ma.us/members/rplus-review/)
- [Regular Compensation](https://mtrs.state.ma.us/members/regular-compensation/) - What you earn as “regular compensation” is important both for us and for you: For you, because it is the amount of your earnings upon which you pay retirement contributions. For both you and us, because only those payments that meet the definition of “regular compensation” may be used in the determination of your final
- [exec staff contact test page](https://mtrs.state.ma.us/gen-info-test-page/) - Online Form - Exec staff contact - COPY
- [Exect staff contact embedded form](https://mtrs.state.ma.us/contact-exec-staff/) - Online Form - Exec staff contact
- [807 CMR 13.00: Transfer Of Membership Of RetirementPlus Members](https://mtrs.state.ma.us/about/807-cmr-13-00-transfer-membership-retirementplus-members/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-13.01. Purpose The purpose of 807 CMR 13.00 is to bring certainty and definiteness
- [Forms](https://mtrs.state.ma.us/forms/) - Please note: At this time, these forms cannot be submitted to us electronically (this is to ensure your security and because we need to have your original signature). Once you have completed your form, please print and sign it, then mail it to us at the address noted on the form. If you have any
- [Massachusetts Teachers' Retirement System statistics](https://mtrs.state.ma.us/massachusetts-teachers-retirement-system-statistics/) - Massachusetts Teachers' Retirement System statistics (As of 1/1/2022, unless otherwise noted) Membership PRIT Fund performance summary (as of 08/31/2023)
- [Visualizer Demo Page](https://mtrs.state.ma.us/visualizer-demo-page/)
- [Thank you!](https://mtrs.state.ma.us/thankyou/) - Thank you for your submission!
- [content for new homepage tabs](https://mtrs.state.ma.us/test-page/content-for-new-homepage-tabs/)
- [MyTRS employer training videos](https://mtrs.state.ma.us/employers/online-training/mytrs-employer-training-videos/) - Deduction reporting Member events Retiree insurance Note: These functionalities are currently disabled in MyTRS. We will make these videos available once the functionality has been re-enabled. Other Videos RetirementPlus special election Employer seminar - 05/23/2023 | R+ Employer seminar presentation slides RetirementPlus special election Employer seminar - 03/21/2023 | R+ Employer seminar presentation slides RetirementPlus
- [RetirementPlus (R+) special election contribution rate adjustment instructions](https://mtrs.state.ma.us/employers/retirementplus-special-election-contribution-rate-adjustment-instructions/) - Emails for instructions with final R+ elections and correct employee contribution rates will come from “MTRS Contribution Rates" - rates@trb.state.ma.us with the subject line MTRS Rate and R+ Confirmation - Jon Doe. The MTRS has provided certain districts with lists of employees that may need their contribution rates adjusted due to the R+ special election.
- [807 CMR 2.00: Rules Of Election](https://mtrs.state.ma.us/about/807-cmr-2-00-rules-election/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). Tentative version promulgated on an emergency basis. Final version may vary. 807-2.01: Purpose of
- [RetirementPlus special election seminar videos](https://mtrs.state.ma.us/retirementplus-special-election-seminar-videos/) - Video: online seminar (05/10/2023) Presentation slides Video: online seminar (04/04/2023) Presentation slides Video: online seminar (02/23/2023) Presentation slides Specific seminar topics (links will open in YouTube) The difference between 11% and 9%+2% contribution rates and how to calculate the additional 2% on earnings (14:46) How to check your MTRS contribution rate and R+ status in
- [RetirementPlus special election ballot information email request](https://mtrs.state.ma.us/r-election-req/)
- [Check and direct deposit information](https://mtrs.state.ma.us/retirees/check-and-direct-deposit-information/) - About direct deposit (Electronic Funds Transfer/EFT) Direct deposit is a safe, convenient way to receive your retirement allowance. You don't have to worry about your check being stolen or lost in the mail, or having to cash the check on your own. If you are still receiving your payment via check, consider changing—over 95% of
- [RetirementPlus special election overview (defunct)](https://mtrs.state.ma.us/retirementplus-special-election-overview/)
- [Changing your federal tax withholding](https://mtrs.state.ma.us/retirees/changing-your-federal-tax-withholding/) - Changing your federal tax withholding Your retirement benefit is subject to federal income taxes. If you are a Massachusetts resident, however, your benefit is not subject to state income taxes. At the time of your retirement, we ask you to instruct us whether you want us to withhold any amount for income taxes and, if
- [Change my beneficiary](https://mtrs.state.ma.us/change-my-beneficiary/)
- [RetirementPlus contact information update form](https://mtrs.state.ma.us/rpluscontactupdate/) - As outlined in the letter you received, the MTRS does not currently have a valid email address tied to your account. In order to most efficiently update your on important information regarding your eligibility to make a new RetirementPlus participation decision, please provide the requested information in the form below. Online Form - contact info
- [Part-time "membership" service](https://mtrs.state.ma.us/members/part-time-membership-service/) - How part-time “membership” service is credited If you have rendered any “membership” service on a part-time basis, it will be credited as follows: For part-time membership service rendered... You will receive... On or before 11/9/1990 Full-time credit Between 11/9/1990 and 7/9/2010 If your employment status during this period: did not change (i.e., you did not
- [FAQs: About your statement of annuity savings account](https://mtrs.state.ma.us/members/faqs-statement-annuity-savings-account/) - Does the balance in my annuity savings account figure into the determination of my retirement benefit? No—the MTRS is a "defined benefit" plan, which means that your retirement benefit is calculated based on your age at the time of your retirement, your years of creditable service, and your highest three-year salary average (Tier 1 members)
- [Employers](https://mtrs.state.ma.us/employers/)
- [Retirees <br></br>](https://mtrs.state.ma.us/retirees/) - Benefit Recipients (retirees and survivors) We're here for you. Throughout your retirement, please be assured that we are here to administer your benefits and provide you with information and services. Are you due unclaimed funds? If you are a survivor, beneficiary, executor or executrix of a deceased MTRS member or benefit recipient, the MTRS may
- [Members](https://mtrs.state.ma.us/members/) - Your MTRS benefits: A valuable asset Membership is a benefit and a very important part of your financial future—the MTRS is your retirement plan. If you retire, you will find your MTRS benefit to be a major financial asset. a a
- [Table test page](https://mtrs.state.ma.us/test-page/tables/)
- [homepage edits test](https://mtrs.state.ma.us/test-page/homepage-edits-test/)
- [MyTRS for Employers–Login Security Features](https://mtrs.state.ma.us/employers/ess-login-security-features/) - Two-Factor Authentication (TFA) Login Reset Password Forgot Username Two-Factor Authentication (TFA) Login Two-factor authentication (TFA) is a widely used security protocol that requires, in addition to your username and password, a unique time-sensitive code delivered to you via text, email, or telephone call. The addition of the unique code prevents a hacker from accessing your
- [Change my address or name](https://mtrs.state.ma.us/change-my-address-and-name/)
- [RetirementPlus (R+) election change chart](https://mtrs.state.ma.us/rplus-election-change-chart/)
- [Unclaimed Funds](https://mtrs.state.ma.us/retirees/unclaimed-funds/) - After the death of one of our benefit recipients, the Massachusetts Teachers' Retirement System (MTRS) makes its best effort to identify and reach out to that person's survivors and/or estate to pay any remaining benefits that may be due. At times, however, these funds are not paid out either because we are unable to reach
- [Report the death of a benefit recipient](https://mtrs.state.ma.us/retirees/report-death-benefit-recipient/) - Please accept our condolences on your loss. We, too, mourn the passing of your loved one. Below is information on how to report the death of a benefit recipient, as well as what we will do next, important notes for survivors and frequently asked questions. If you have any questions at any time, please contact
- [Report a death to the MTRS](https://mtrs.state.ma.us/report-a-death-to-the-mtrs/) - Please accept our condolences for your loss. We, too, mourn the passing of your loved one. As soon as possible after the passing of an MTRS member, a representative or member of that person’s family should report the death either by: submitting our Report of death of MTRS member or benefit recipient form, along with a
- [Types of purchasable service and application forms](https://mtrs.state.ma.us/members/types-purchasable-service-application-forms/) - If you rendered any of the types of service listed below, you may be eligible to purchase credit for your service. If you wish to purchase credit, you must complete and submit the appropriate service purchase applications, along with any required documentation. We will review your application, determine your eligibility to purchase your service, and
- [Retirement overview, estimators and checklist](https://mtrs.state.ma.us/members/retirement-overview/) - FAQs When will I be eligible to receive a regular ("superannuation") retirement allowance from the Massachusetts Teachers’ Retirement System? Your eligibility to receive a regular retirement allowance is based on: your effective membership date in a Massachusetts public retirement system (which determines your Your membership), the number of years of creditable service you have, and, depending
- [Retirement benefit estimators](https://mtrs.state.ma.us/members/retirement-benefit-estimator/) - Regular or RetirementPlus Important Use the estimator for your membership tier. If you use the wrong estimator, you will not receive an accurate estimate, as Tier 1 and Tier 2 benefits are structured differently.
- [Membership Tier 1 vs. Tier 2](https://mtrs.state.ma.us/members/membership-tier-chart/) - Pension Reform III, effective November 16, 2011, created a new benefit structure for individuals who became members of Massachusetts public retirement systems on or after April 2, 2012. How they differ, by provision Printer-friendly version
- [How divorce could affect your benefits](https://mtrs.state.ma.us/members/divorce-affect-benefits/) - Your pension from the Massachusetts Teachers’ Retirement System is generally considered a marital asset and, whether you are actively in service or receiving a retirement allowance, it is subject to valuation and division in a divorce. If your former spouse is named an “alternate payee” by the court, he or she may be entitled to
- ["Retirement Percentage" charts](https://mtrs.state.ma.us/members/retirement-percentage-charts/) - Pension Reform III, effective November 16, 2011, created a new benefit structure for individuals who became members of Massachusetts public retirement systems on or after April 2, 2012. Because benefits are now based, in part, on an individual's membership date, the MTRS distinguishes between two "Membership Tiers." Below are our two "retirement percentage" charts, which
- [Coffee Break: Creating a Payroll Calendar in MyTRS (January 19-25, 2017)](https://mtrs.state.ma.us/employers/coffee-break-creating-payroll-calendar-mytrs-jan-19-25-2017/) - Information covered The importance of payroll calendars and the role they play in deduction reporting How to set up multiple payroll calendars Supplemental documents GP7 Creating a Payroll Calendar in MyTRS Technical difficulties accessing the video? Please contact your IT department.
- [Coffee Break: Completing Part 2 of the Retirement Application (February 23, 2018)](https://mtrs.state.ma.us/employers/coffee-break-completing-part-2-of-the-retirement-application/) -  Information covered How to correctly complete Part 2 of our Retirement Application Supplemental documents Retirement Application Part 2 Retirement Application Technical difficulties accessing the video? Please contact your IT department.
- [MTRS Call Center Representative-Main Office](https://mtrs.state.ma.us/call-center-rep-position/) - Functional title: Call Center Representative Department: Contact Center Services Location: MTRS main office, 500 Rutherford Avenue, Suite 210, Charlestown, MA 02129 Status: Part-time contractor (no fringe benefits, will receive a W-2) Hourly rate: $22/hour Hours: Monday–Friday, 9:00 am–5:00 pm, with 30-minute lunch break; 2-3 days per week GENERAL STATEMENT OF DUTIES Under the supervision of the
- [807 CMR 4.00: Eligibility and Continued Membership](https://mtrs.state.ma.us/about/807-cmr-4-00-eligibility-membership/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-4.01: Purpose of Standard Rules; Retirement Board Policy The purpose of 807 CMR
- [Text formatting--this is the H1 for page title](https://mtrs.state.ma.us/test-page/text-formatting/) - This is an H1 This is an h2 this is an h3 this is an h4 this is an h5 this is an h6 This is paragraph text Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Egestas sed sed risus pretium quam vulputate dignissim
- [ESS error reporting](https://mtrs.state.ma.us/employers/ess-error-reporting/) - If you have experienced an error using the MyTRS Employer Self-Service module, please use the form below to report the issue to the MTRS. Online Form - ESS Issue Reporting
- [News](https://mtrs.state.ma.us/news/)
- [Pension payment schedule](https://mtrs.state.ma.us/retirees/pension-payment-schedule/)
- [Retiree news survey 2022](https://mtrs.state.ma.us/retirees/newssurvey/) - MTRS Retiree news survey Online Form - MTRS News survey
- [How to read your check or direct deposit statement](https://mtrs.state.ma.us/retirees/read-check-direct-deposit-statement/) - If you receive your payment via paper check, or if you're on direct deposit and your monthly benefit payment changes, you will receive a statement in the mail 1) Check Information This section shows the effective pay date, the check number and the check amount. 2) Check Message The MTRS uses this space to inform
- [Active_Inactive Advisor homepage](https://mtrs.state.ma.us/test-page/the-advisor/) - What's new Older stories
- [Welcome to MyTRS draft](https://mtrs.state.ma.us/test-page/welcome-to-mytrs-new/) - ENROLLMENT NOTICE: Are you trying to complete your enrollment? Please note, you will not be penalized if your enrollment due date falls within our November 15 through December 6 system update window. Please log into MyTRS on or shortly after December 6, 2021, to complete your enrollment.
- [Enroll in the MTRS draft](https://mtrs.state.ma.us/test-page/enroll-in-the-mtrs-draft/) - ENROLLMENT NOTICE: You will not be penalized if your enrollment due date falls within our November 15 through December 6 system update window. Please log into MyTRS on or shortly after December 6, 2021, to complete your enrollment. Important notice If you are a former member of a Massachusetts public retirement system who took a refund
- [Educational videos](https://mtrs.state.ma.us/videos/)
- [Coffee Break: Retiree Insurance (November 16, 2017)](https://mtrs.state.ma.us/employers/coffee-break-retiree-insurance-november-16-2017/) -  Information covered How to correctly enter, edit, and review retiree insurance deduction information in MyTRS. Supplemental documents RG11 Retiree Insurance Guidelines GP13 Processing Retiree Insurance Deductions GP14 Checking Retiree Insurance Deduction History GP15 Reviewing Retiree Deduction Rates GP16 Retiree Insurance Reports GP17 Group Premium Rate Change Form Technical difficulties accessing the video?
- [Remembering Joan](https://mtrs.state.ma.us/remembering-joan/) - The MTRS Board and staff are grieving the tragic loss of former Executive Director Joan Schloss who passed away on May 22, 2020. Joan began her 28-year career at the MTRS as General Counsel in 1986 and served as Executive Director from 2003 – 2014. The MTRS will always be grateful to Joan for her
- [A Message to MTRS Retirees During the COVID-19 Coronavirus Emergency](https://mtrs.state.ma.us/a-message-to-mtrs-retirees-during-the-covid-19-coronavirus-emergency/) - Dear Retirees, During this difficult time, I want to let you know that although the Massachusetts Teachers’ Retirement System’s offices are closed to the public, our staff is continuing to work remotely, and onsite as needed, to maintain essential services. Most importantly, I want to assure you that there will be no delay in your
- [2019 Board Election](https://mtrs.state.ma.us/about/board-election/) - Incumbents Jacqueline A. Gorrie and Dennis J. Naughton re-elected As reported to our Board at its December 13 meeting, our members have re-elected Jacqueline A. Gorrie, a retired teacher from Taunton Public Schools who returns for a second term, and Dennis J. Naughton, a retired teacher from Millis Public Schools who returns for a third
- [Coffee Break: Termination Events (May 26, 2017)](https://mtrs.state.ma.us/employers/coffee-break-termination-events-may-26-2017/) - Information covered How to enter a termination event for a member in MyTRS Supplemental documents GP4A Termination Events Technical difficulties accessing the video? Please contact your IT department.
- [Test page2](https://mtrs.state.ma.us/test-page/test-page2/)
- [Feedback](https://mtrs.state.ma.us/homepage/feedback/) - Online Form - MTRS Website Feedback
- [Your MTRS Benefits: Program evaluation](https://mtrs.state.ma.us/benefits-survey-2019/) - Online Form - 2019 Yr MTRS Benefits Survey
- [Education employment and volunteer opportunities for retirees](https://mtrs.state.ma.us/retirees/education-employment-volunteer-opportunities-retirees/)
- [BC alert test page](https://mtrs.state.ma.us/test-page/bc-alert-test-page/)
- [Employer broadcast e-mail archive](https://mtrs.state.ma.us/employers/news-and-email-archive/)
- [Members](https://mtrs.state.ma.us/membership/)
- [Obtain verification of your benefit payment](https://mtrs.state.ma.us/retirees/verification-of-your-benefit-payment/) - Need proof of your benefit income? Call us at 617-679-6877 to request a Pension Verification Letter. During your retirement, you may need to provide verification of your MTRS benefit amount to a third party, for example, when applying for a loan, a rent or mortgage rebate, or nursing home or public housing. If you are
- [Retirees](https://mtrs.state.ma.us/retirees-submenu/)
- [Paying for your creditable service purchase by way of a direct transfer or rollover](https://mtrs.state.ma.us/members/paying-creditable-service-purchase-way-direct-transfer-rollover/) - A note on the MTRS and the tax law (EGTRRA) The Massachusetts Teachers’ Retirement System is a defined benefit plan that operates as a qualified employer plan under Section 401(a) of the Internal Revenue Code. Through December 31, 2001, we were only able to accept, as tax-free transactions, “eligible rollover distributions” from other 401(a) retirement
- [About](https://mtrs.state.ma.us/about/) - Proudly serving Massachusetts educators since 1914 Established on July 1, 1914, the Massachusetts Teachers’ Retirement System is the largest of the Commonwealth’s 104 contributory retirement systems. We provide retirement, disability and survivor benefits to more than 91,000 active educators and over 63,000 retirees and survivors. Mission Statement To ensure that members of the Massachusetts
- [Chapter 21 of the Acts of 2009](https://mtrs.state.ma.us/members/chapter-21-acts-2009/) - An Act Providing Responsible Reforms in the Pension System Last updated: September 21, 2009 Regular compensation—General Q: I am a teacher, department head, and an athletic coach. Will my annual department head stipend (listed in the collective bargaining agreement) and coaching salary still be included in my salary average for retirement purposes? A: Yes, the 2009
- [Coffee Break: Registering a new Employee in MyTRS (July 14, 2017)](https://mtrs.state.ma.us/employers/coffee-break-registering-new-employee-mytrs-july-14-2017/) - Information covered How to register new MTRS eligible employees of your district in MyTRS Supplemental documents GP5 Employee registration Technical difficulties accessing the video? Please contact your IT department.
- [Accidental Death Benefits](https://mtrs.state.ma.us/members/accidental-death-benefits/) - If you die as the result of an accident while you are an active member, your survivor may be eligible to receive an accidental death benefit, which is greater than the regular survivor benefit amount. When is my survivor eligible to receive an accidental death benefit? Your survivor is eligible to receive an accidental death benefit
- [Service automatically credited by MTRS](https://mtrs.state.ma.us/members/service-automatically-credited-by-mtrs/) - Regular MA public school teaching service This service is credited through your school’s monthly deduction reporting. Note: If you previously rendered MA public school service, and then left and took a refund of your MTRS account, you may “buy back” your prior service credit (this is known as a “refund buyback”). See Other MA public service.
- [Chapter 74 - approved vocational technical education programs](https://mtrs.state.ma.us/members/chapter-74-approved-vocational-technical-education-programs/) - In order to be eligible to purchase vocational work experience, you must have worked in a Chapter 74-approved vocational-technical education program. Chapter 74-approved programs are as follows:
- [807 CMR 12.00: Rollover Distributions and Trust to Trust Transfers](https://mtrs.state.ma.us/about/807-cmr-12-00-rollover-distributions-trust-trust-transfers/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-12.01. Rollovers from the Plan (1) A Distributee may elect, at the time and
- [807 CMR 7.00: Documentation To Be Obtained For Ordinary Or Accidental Disability Retirement](https://mtrs.state.ma.us/about/807-cmr-7-00-documentation-obtained-ordinary-accidental-disability-retirement/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807 CMR 7.00 is the standard rules governing the application procedure as it
- [807 CMR 6.00: Regular Compensation](https://mtrs.state.ma.us/about/807-cmr-6-00-regular-compensation/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-6.01: Definition The purpose of 807 CMR 6.00 is to clarify and standardize what
- [807 CMR 3.00: Retirement And Credit For Service](https://mtrs.state.ma.us/about/807-cmr-3-00-retirement-credit-service/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-3.01: Retirement Date If a member is in service until the school in which
- [Contact](https://mtrs.state.ma.us/about/contact/)
- [807 CMR 18.00: Mandatory Direct Deposit](https://mtrs.state.ma.us/about/807-cmr-18-00-mandatory-direct-deposit/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-18.01 Members or beneficiaries entitled to receive a retirement allowance or monthly survivor
- [Pre-1975 maternity leave](https://mtrs.state.ma.us/members/pre-1975-maternity-leave/) - You may be eligible to purchase creditable service for your pre-1975 maternity leave if you meet all of the following requirements: you did not have at least ten years of creditable service on December 31, 2001, but you have now accrued at least ten years of creditable service AND, at this time, it is within
- [807 CMR 19.00: Eligibility For Out Of State Service Purchase](https://mtrs.state.ma.us/about/807-cmr-19-00-eligibility-state-service-purchase/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-19.01. Definition of Out of State “Teacher” For purposes of Mass. Gen. Laws c.
- [807 CMR 24.00: Shared Employees](https://mtrs.state.ma.us/about/807-cmr-24-00-shared-employees/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-24.01: Scope and Definitions This regulation affects members employed by MTRS participating employers
- [807 CMR 23.00: Effective Date Of Service Purchase Interest Rate](https://mtrs.state.ma.us/about/807-cmr-23-00-effective-date-service-purchase-interest-rate/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-23.01: Types of Changes to Interest Rates This regulation governs the date on which
- [807 CMR 22.00: Interest On Incorrect Payments](https://mtrs.state.ma.us/about/807-cmr-22-00-interest-incorrect-payments/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-22.01: Determination of Payment Amount When an error exists in the records maintained by
- [807 CMR 21.00: Maternity Service Credit](https://mtrs.state.ma.us/about/807-cmr-21-00-maternity-service-credit/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-21.01. Purpose The purpose of 807 CMR 21.00 is to establish the procedure for
- [807 CMR 20.00: Employer In Qualified Governmental Plan](https://mtrs.state.ma.us/about/807-cmr-20-00-employer-qualified-governmental-plan/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 20.01. An ‘Employer’ for purposes of the Massachusetts Teachers’ Retirement System is an
- [807 CMR 17.00: Workers' Compensation Benefit Offset and Verification](https://mtrs.state.ma.us/about/807-cmr-17-00-workers-compensation-benefit-offset-verification/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-17.01 Each year, the System will increase all workers’ compensation benefit offsets by
- [807 CMR 16.00: Qualified Excess Benefit Arrangement](https://mtrs.state.ma.us/about/807-cmr-16-00-qualified-excess-benefit-arrangement/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-16.01. Establishment of Section 415 Excess Benefit Plan and Trust Fund Since G.L.c. 32,
- [807 CMR 15.00: Confidentiality Of Information](https://mtrs.state.ma.us/about/807-cmr-15-00-confidentiality-information/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-15.01. Disclosure to School Districts and Municipalities The Teachers’ Retirement System has determined that
- [807 CMR 14.00: Purchase of Creditable Service For Prior Vocational Work Experience](https://mtrs.state.ma.us/about/807-cmr-14-00-purchase-creditable-service-prior-vocational-work-experience/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-14.01. Purpose The purpose of regulation 807 CMR 14.00 is to bring certainty and
- [CMR 9.00: Elective Payroll Deduction RetirementPlus 807 CMR 9.00: Elective Payroll Deductions For RetirementPlus Accelerated Contributions Under M.G.L. C. 32, § 5](https://mtrs.state.ma.us/about/807-cmr-9-00-elective-payroll-deduction-retirementplus-807-cmr-9-00-elective-payroll-deductions-retirementplus-accelerated-contributions-m-g-l-c-32-§-5/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-9.01. Purpose The purpose of 807 CMR 9.00 is to provide a pick-up of
- [807 CMR 10.00: Maternity Service Purchases](https://mtrs.state.ma.us/about/807-cmr-10-00-maternity-service-purchases/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-10.01. Purpose The purpose of 807 CMR 10.00 is to establish the procedure for
- [807 CMR 5.00: Employer Reporting Requirements](https://mtrs.state.ma.us/about/807-cmr-5-00-employer-reporting-requirements/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see http://www.sec.state.ma.us/spr/sprcat/catidx.htm for more information). 807-5.01: Purpose of Standard Rules; Retirement Board Policy The purpose of 807 CMR 5.00

## Programs

- [Financial reports](https://mtrs.state.ma.us/service/financial-reports/) - GASB reporting: FY2025 Cover Memo, dated July 15, 2025 FY2025 GASB 68 Report, dated June 11, 2025 The MTRS has been working with representatives from the State Comptroller's Office, the Public Employee Retirement Administration Commission (PERAC), and CliftonLarsonAllen, LLP to issue the GASB Statement No. 68 schedules for the fiscal year ended June 30, 2024
- [How MTRS benefits are funded](https://mtrs.state.ma.us/service/mtrs-benefits-funded/) - About your benefits and the MTRS "defined benefit" plan Your MTRS benefits are very important to your financial future—the MTRS is your retirement plan. During your retirement, your MTRS pension may be your greatest financial asset. The plan provides the following types of benefits to eligible members: Regular "service" retirement benefits Disability retirement benefits ordinary and
- [Creditable service](https://mtrs.state.ma.us/service/creditable-service/) - Why creditable service is important Creditable service: is one of the three factors used to calculate the amount of your retirement benefit (the other two are your age and final salary average); and, determines whether you are "vested" for purposes of receiving a retirement benefit. At the time of your retirement, we will review and verify
- [Member videos](https://mtrs.state.ma.us/service/member-videos/) - The MTRS and you: An overview for new members Your MTRS Benefits These videos are based on our 2018 "Your MTRS Benefits" seminar series, and provide an overview of benefits for Tier 1 members (membership date before April 2, 2012)—from the basics of the MTRS, to what you will need to know when
- [Our offices](https://mtrs.state.ma.us/service/our-offices/) - Save yourself the drive: Walk-in services are limited Please note our walk-in services are currently limited to the drop-off and review of your application for completeness (retirement, refund, or service purchase) and subject to a 15-minute maximum. If you cannot find the information you need on our website, we strongly encourage you to contact us by phone or
- [RetirementPlus](https://mtrs.state.ma.us/service/retirementplus/) - Background The RetirementPlus (R+) program increases retirement benefits for eligible and participating members who have completed 30 years of service (at least 20 of which are membership service with the MTRS or the Boston Retirement System as a teacher), and subject to the statutory maximum of 80 percent, as follows: for members with effective membership dates before
- [Rehiring a MA public retiree](https://mtrs.state.ma.us/service/rehiring-ma-public-retiree/) - Reminder to school departments: As described below, there are time and earnings restrictions on re-employment with a Massachusetts public employer. However, there are no restrictions on employment in the private sector, public employment in another state or employment with the federal government. Reference: PERAC memos, including an interactive earnings calculator New Standard for Calculating Public Sector
- [Pre-retirement Issues](https://mtrs.state.ma.us/service/pre-retirement-issues/) - Look ahead and be aware of these pre-retirement issues
- [Working after retirement](https://mtrs.state.ma.us/service/working-after-retirement/) - Reminder to members: As described below, there are time and earnings restrictions on re-employment with a Massachusetts public employer. However, there are no restrictions on employment in the private sector, public employment in another state or employment with the federal government. Reference: PERAC memos, including an interactive earnings calculator New Standard for Calculating Public Sector
- [Regulations](https://mtrs.state.ma.us/service/regulations/) - Notice: While reasonable efforts have been made to assure the accuracy of this information, this is an unofficial version of the MTRS regulations, and is for informational use only. For the official, printed version, please contact the State Bookstore (see https://www.sec.state.ma.us/divisions/bookstore/bookstore.htm for more information). 807 CMR Regulations 807 CMR 2.00: Rules Of Election 807 CMR 3.00:
- [Employer forms](https://mtrs.state.ma.us/service/employer-forms/) - MTRS benefits and resources Service purchase forms New Members Contribution reporting Leave of Absence Information Workers' Compensation Leave form Retirement Deduction Submittal form Military Service Leave Reporting Form Rehiring of a retired Massachusetts public retiree Post Retirement Earnings Calculator Instructions for Post-Retirement Earnings Worksheet
- [Your benefit payment](https://mtrs.state.ma.us/service/your-benefit-payment/) - Retirement and survivor benefits are paid for time already accrued. In other words, the allowance that you receive at the end of January is the payment for January. As a reminder, you will not receive a direct deposit statement every month. Direct deposit statements are only mailed when... your first direct deposit is made; there
- [Health Insurance](https://mtrs.state.ma.us/service/health-insurance/) - About your health insurance in retirement Health insurance for retired members of the MTRS is not provided by the MTRS, but, rather, is a local contractual benefit. Most school districts offer continued health insurance to their retirees and either: participate in the Retired Municipal Teachers’ (RMT) Program (see list below) or offer their own group
- [The Board](https://mtrs.state.ma.us/service/the-board/) - The Board and its Duties The Massachusetts Teachers’ Retirement Board administers the Massachusetts Teachers’ Retirement System (MTRS). The Board is composed of seven members chosen in accordance with the enabling statute of the MTRS: the Massachusetts State Treasurer or his or her designee the Auditor of the Commonwealth of Massachusetts or his or her designee
- [Executive staff directory](https://mtrs.state.ma.us/service/executive-staff-contact/)
- [Our history and milestones](https://mtrs.state.ma.us/service/our-history-and-milestones/) - The MTRS, then known as the Teachers' Retirement Association, was established as part of Chapter 832 of the Acts of 1913, signed on June 19, 1913. The legislation had a tumultuous history: in 1911, a bill asking for enactment of a teachers' retirement system failed to pass the Legislature passed a resolve which asked the
- [Taxation of your benefit](https://mtrs.state.ma.us/service/taxation-of-your-benefit/) - IMPORTANT NOTE: The MTRS is not qualified to provide specific advice relative to the federal tax code. You should consult your personal accountant and/or obtain a copy of Internal Revenue Service (IRS) Publication 575, Pension and Annuity Income, to ensure that you are in compliance with all of the appropriate federal requirements. Taxes and your retirement allowance The superannuation
- [Retiree videos](https://mtrs.state.ma.us/service/retiree-videos/)
- [Social Security](https://mtrs.state.ma.us/service/social-security/) - President Biden signed H.R. 82, the Social Security Fairness Act of 2023, into law during a White House ceremony on Sunday, January 5, 2025. Please refer to our latest MTRS News story, for more information. If you have questions about your Social Security benefits, we encourage you to contact your local Social Security Office. You
- [Contribution rates explained](https://mtrs.state.ma.us/service/contribution-rates-explained/) - Overview MTRS member contribution rates are established pursuant to M.G.L. c. 32, §22. For members of the MTRS, employers are responsible for deducting the mandated percentage from their employees’ regular compensation and forwarding those contributions to the MTRS for deposit. Once an employer has registered a member in MyTRS, the appropriate deduction rate can be found
- [Contact Employer Services](https://mtrs.state.ma.us/service/contact-employer-services/) - Please contact us if you need any assistance or have any questions. We truly value your efforts throughout the year on behalf of our members and the MTRS! Email empsup@trb.state.ma.us Please do not include information of a confidential nature in your messages. The MTRS cannot guarantee or ensure the privacy, confidentiality and/or security of any
- [Senior resources](https://mtrs.state.ma.us/service/senior-resources/) - Agencies and services for seniors Senior resources overview on mass.gov The Commonwealth of Massachusetts offers a number of services to help seniors stay healthy, independent, and engaged in their communities. Learn about programs such as prescription drug assistance, elder financial fraud, caregiver support, housing and more. Executive Office of Elder Affairs (EOEA) 617-727-7750 Toll free:
- [Leaving MTRS service prior to retirement](https://mtrs.state.ma.us/service/leaving-mtrs-service-prior-retirement/) -  Topics covered: Choice 1: Leave your funds on account (runtime: 3:00) Choice 2: If eligible, receive a retirement benefit (runtime: 0:24) Choice 3: Take a refund (runtime: 5:45) If you leave teaching before retiring from the MTRS, you will need to decide what you want to do with your annuity savings account: If you
- [Public records requests](https://mtrs.state.ma.us/service/public-record-request/) - Note to MTRS members: If you are looking for records regarding your own MTRS information—such as your current annuity savings account balance or your estimated years of creditable service—please contact us. Please do not use the sample template below, as your personal data is not public record, and a request from you for your own information is not a
- [Regular compensation: Pensionable earnings](https://mtrs.state.ma.us/service/regular-compensation-pensionable-earnings/) - What earnings qualify as “regular compensation” is important for members, employers and the MTRS: "Regular compensation" is the amount of a member's earnings upon which he or she pays retirement contributions. Only those payments that meet the definition of “regular compensation” may be used in the determination of a member's final salary average, which is
- [General information](https://mtrs.state.ma.us/service/general-information/) - Proudly serving Massachusetts educators since 1914 Established on July 1, 1914, the Massachusetts Teachers’ Retirement System is the largest of the Commonwealth’s 104 contributory retirement systems. We provide retirement, disability and survivor benefits to more than 94,000 active educators and over 67,000 retirees and survivors. Mission statement To ensure that members of the Massachusetts Teachers’
- [Salary augmentation "ELBO" plans](https://mtrs.state.ma.us/service/salary-augmentation-elbo-plans/) - August 15, 2006 This information is intended to provide clarification of which payments made to your employees pursuant to current, as well as future, salary augmentation plans or salary enhancement programs (also known as "enhanced longevity buy-out" provisions, or "ELBOs") are pensionable, and which are not. Background In April 2006, the Public Employee Retirement Administration
- [Retiring from the MTRS](https://mtrs.state.ma.us/service/retiring-from-mtrs/) - Retirement can be a very exciting, and yet stressful, confusing time. When you are ready to apply for retirement, please know that we will help you through the process. Depending on what stage you are at in your career, retirement may be the first or last thing on your mind. However, you need to understand
- [Your membership](https://mtrs.state.ma.us/service/your-membership/) - Membership is a benefit and a very important part of your financial future—the MTRS is your retirement plan. FAQs What requirements must I meet in order to become a member of the Massachusetts Teachers’ Retirement System? You are eligible to join the MTRS if you are employed as a teacher or administrator in a Massachusetts
- [Retiree insurance](https://mtrs.state.ma.us/service/retiree-insurance/) - How to handle health insurance deductions for employees who are retiring at the end of the school year Is your school district one of the districts that participate in the Group Insurance Commission's RMT program? If: YES, then you should withhold premiums for any partial month and two full months following the employee’s retirement date, because
- [Disability retirement processing guidelines](https://mtrs.state.ma.us/service/disability-retirement-processing-guidelines/) - Am I allowed to provide personal information to the MTRS related to a disability retirement application? Massachusetts General Laws chapter 32, section 20(5)(b) states: "The head of any department upon request from the Board shall promptly furnish it with such information as shall be required to effectuate the provisions of sections one to twenty-eight inclusive."
- [Part-time "membership" service](https://mtrs.state.ma.us/service/part-time-membership-service/) - How part-time “membership” service is credited If you have rendered any “membership” service on a part-time basis, it will be credited as follows: For part-time membership service rendered... You will receive... On or before 11/9/1990 Full-time credit Between 11/9/1990 and 7/9/2010 If your employment status during this period: did not change (i.e., you did not
- [Military leave](https://mtrs.state.ma.us/service/military-leave/) - Reporting contributions for MTRS members called to active military duty Military Service Leave Reporting Form Background When members of the teachers’ retirement system who are serving in the National Guard or active reserves are mobilized in a time of national emergency they continue to accrue retirement service credit for as long as they remain on
- [Monthly deduction reporting](https://mtrs.state.ma.us/service/monthly-deduction-reporting/) - Monthly deduction reports and payments are due to the MTRS the 10th of the following month in accordance with M.G.L c. 32, § 22 (e.g., September's report and payment are due October 10). Monthly payments can be made via EFT, direct deposit (currently available on a limited basis) or check. Payments made via check must
- [MTRS membership eligibility](https://mtrs.state.ma.us/service/mtrs-membership-eligibility/) - Statutory and regulatory authority governing membership The MTRS is a pension plan qualified under IRC section 401(a) and established in Massachusetts by M.G.L. c. 32, §2. Eligibility for membership in the MTRS is primarily determined by the definition of “teacher” in M.G.L. c. 32 (primarily Section 1) and the MTRS regulation on membership eligibility also
- [Employee enrollment procedure](https://mtrs.state.ma.us/service/employee-enrollment-procedure/) - The following applies to any newly hired employee or existing employee who is hired for an MTRS eligible position. Once it has been confirmed that an employee is in an MTRS eligible position, the district must register the employee in MyTRS; within 30 days of hire, the employee must enroll online in MyTRS (pursuant to CMR 807-4.03). Employer responsibilities
- [The MTRS and you](https://mtrs.state.ma.us/service/the-mtrs-and-you/) - Throughout your retirement, we will administer your benefits and provide you with information and services. You also need to contact us when certain events occur. During your retirement, WE will… Provide you with information regarding your retirement benefits and our services We will gladly answer your questions on your MTRS benefits regarding your retirement and keep you
- [Benefits for survivors of retirees](https://mtrs.state.ma.us/service/benefits-survivors-retirees/) - Reporting a retiree's death: As soon as possible after the passing of an MTRS retiree or survivor benefit recipient, a family member or representative should report the person's death by calling our main office at 617-679-6877. We will request that a photocopy of the death certificate be provided to us via fax or mail. For additional
- [Other Issues](https://mtrs.state.ma.us/service/other-issues/)
- [Transferring service from another board](https://mtrs.state.ma.us/service/transferring-service-from-another-board/) - Transfers Pursuant to M.G.L. c.32, if you are a public employee in the state of Massachusetts and work at least 50% of full-time, you are most likely eligible to contribute to one of the 104 public retirement systems (also referred to as retirement boards) across the state. If you change jobs, continue public service within
- [Survivor benefits for active members](https://mtrs.state.ma.us/service/survivor-benefits-active-members/) - As an active member of the MTRS who is making regular payroll contributions or who is on an authorized leave of absence, you provide a survivor benefit as described below in the event that you die while you are still in active service. Survivors of inactive members are subject to different rules. There are two
- [The MTRS and you](https://mtrs.state.ma.us/service/the-mtrs-and-you-2/) - Membership is a benefit and a very important part of your financial future—the MTRS is your retirement plan. As an eligible member, you will make contributions to the MTRS annuity savings fund and, eventually, receive those contributions in the form of a retirement allowance, refund or, in the event of your death, a survivor benefit.
- [Your annuity savings account](https://mtrs.state.ma.us/service/annuity-savings-account/) - Depending on what you do in your career and how long you live, either you or your survivors will receive all or a portion of your contributions and interest in the form of a refund, retirement allowance or survivor benefit. The MTRS is a defined benefit plan, which means that your benefits are calculated according
- [Plan summary](https://mtrs.state.ma.us/service/plan-summary/) - The Massachusetts Teachers' Retirement System is a contributory retirement system governed by the Commonwealth's retirement law, Chapter 32 of the Massachusetts General Laws. The MTRS, which is the largest of the Commonwealth's 104 contributory retirement systems, provides retirement, disability and survivor benefits to Massachusetts teachers, administrators and their families. The MTRS is a defined benefit
- [The enabling statute of the MTRS](https://mtrs.state.ma.us/service/enabling-statute-mtrs/) - M.G.L. Chapter 15, Sec 16. Teachers' Retirement Board There shall be a teachers’ retirement board for the purpose of administering the teachers' retirement system established under the provisions of chapter 32. Such board shall consist of seven members as follows: the commissioner of education, or his designee, who shall be a member ex officio and
- [MTRS monthly report layout](https://mtrs.state.ma.us/service/mtrs-monthly-report-layout/) - In 1996, the MTRS standardized earnings and retirement contribution reporting. The original file specifications have since been modified to simplify payroll deduction reporting for employers and remove most of the originally required data that is otherwise non-existent in payroll systems. While updating the report validations and file field definitions, the MTRS has retained the fundamental

## Events

- [Test post - Teachers' Retirement Board Meeting - Test Post (this is the title of the post)](https://mtrs.state.ma.us/event/ready-for-retirement-test-post/) - TEST POST - - TEST POST This is the body section of an event.
- [Training Seminar](https://mtrs.state.ma.us/event/test-event/) - Mauris pellentesque pulvinar pellentesque habitant morbi tristique senectus et. Molestie ac feugiat sed lectus vestibulum mattis ullamcorper velit sed. Pretium viverra suspendisse potenti nullam. Turpis cursus in hac habitasse. Odio pellentesque diam volutpat commodo sed egestas egestas fringilla phasellus. Nunc lobortis mattis aliquam faucibus purus. Tincidunt nunc pulvinar sapien et ligula ullamcorper. Placerat vestibulum lectus
- [Monthly Forum](https://mtrs.state.ma.us/event/test-2/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Sodales ut etiam sit amet nisl. Eros donec ac odio tempor orci. Gravida arcu ac tortor dignissim convallis aenean. Consequat nisl vel pretium lectus quam id leo. Mi quis hendrerit dolor magna eget est. Tellus mauris
- [Retirement group counseling - MTRS Charlestown and Springfield offices](https://mtrs.state.ma.us/event/retirement-group-counseling-mtrs-charlestown-and-springfield-offices/) - Charlestown session is full.) Checks for March 2018 retirement allowances and survivor benefits mailed
- [Electronic funds transfer (direct deposits) of March 2018 retirement allowances and survivor benefits made](https://mtrs.state.ma.us/event/electronic-funds-transfer-direct-deposits-of-march-2018-retirement-allowances-and-survivor-benefits-made/)
- [MTRS Board meeting](https://mtrs.state.ma.us/event/mtrs-board-meeting/)
- [Member Event 1](https://mtrs.state.ma.us/event/member-event-1/) - Event for members

## Categories

- [General News](https://mtrs.state.ma.us/category/news/)
- [Employer News](https://mtrs.state.ma.us/category/employers/)
- [Retiree News](https://mtrs.state.ma.us/category/retirees/)
- [Member News](https://mtrs.state.ma.us/category/members/)
- [Home](https://mtrs.state.ma.us/category/home/)
- [Retiree employment opportunity](https://mtrs.state.ma.us/category/retiree-employment-opportunity/)
- [Retiree volunteer opportunity](https://mtrs.state.ma.us/category/retiree-volunteer-opportunity/)
- [Archived](https://mtrs.state.ma.us/category/archived/)

## Tags

- [signin](https://mtrs.state.ma.us/tag/signin/)
- [sign in](https://mtrs.state.ma.us/tag/sign-in/)
- [log in](https://mtrs.state.ma.us/tag/log-in/)
- [login](https://mtrs.state.ma.us/tag/login/)
- [enroll](https://mtrs.state.ma.us/tag/enroll/)

## Program Categories

- [Members](https://mtrs.state.ma.us/service-category/members/)
- [Retirees](https://mtrs.state.ma.us/service-category/retirees/)
- [Employers](https://mtrs.state.ma.us/service-category/employers/)
- [About Us](https://mtrs.state.ma.us/service-category/about-us/)
- [Contact](https://mtrs.state.ma.us/service-category/contact/)

## Event Categories

- [Test](https://mtrs.state.ma.us/events/category/test/)
- [Members](https://mtrs.state.ma.us/events/category/members/)
- [Home](https://mtrs.state.ma.us/events/category/home/)