In-office group counseling
These informational sessions are held every other Wednesday afternoon in our Charlestown office (3:30 – 5:00 p.m.) and in our Springfield office (3:30 – 5:00 p.m., except July – August hours are 2:00 – 3:30 p.m.). 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 12 members (significant others welcome). At the session, you will receive a personalized worksheet reflecting your years of creditable service. We will walk you through the various retirement calculations using the regular retirement formula and RetirementPlus.
Want to attend?
Call us! Pre-registration for a group counseling session is required. To register for a Charlestown counseling session, please call our main office at 617-679-6877. For our members in Worcester County and west, please call our Springfield office at 413-784-1711.
Your MTRS Benefits seminar
Offered this May, this is an informational program for MTRS members of all ages and career stages. The two-hour program, held at various locations across the Commonwealth, focuses on retirement formulas, creditable service issues, Social Security and other post-retirement issues.
Ready for Retirement seminar
Offered in the fall, this is an optional, two-hour, after-work program for our soon-to-be retirees, held at multiple locations across the Commonwealth. During this nuts-and-bolts seminar, members learn exactly what to do—and expect—as they go through the retirement process.
Watch our supplemental video series and review the Ready for Retirement presentation booklet (Nov 2019) , which includes a sample of a completed retirement application.
Walk-in individual counseling
Please note that, in order to allow our experienced calculations and benefits staff to focus on our top priority—making sure that members who are retiring now receive their benefit payments on time—our services to walk-ins are limited and subject to a 15-minute limit and are provided on a first-come, first-served basis.
If you cannot find the information you need on our website, we strongly encourage you to contact us by phone or e-mail before making the drive to Charlestown or Springfield. Our representatives are just a phone call away, and can most likely answer your questions or take your requests for additional services.
If you do visit our office, our services will be limited to:
- Reviewing any applications that you wish to submit for completeness (specifically, refund, retirement or service purchase applications)
- Answering certain general questions about MTRS processes
- Estimate your creditable service
- Determine your eligibility to purchase creditable service, or your estimated cost
- Project your retirement benefits
To obtain these services, please submit your request by e-mail to GenInfo@trb.state.ma.us; we will acknowledge your request, and it will be processed on a first-come, first-served basis.