RetirementPlus (R+) election change chart

Your MTRS Membership Date	Date the MTRS receives the transfer of your account from the other Massachusetts public retirement system	RetirementPlus Election
Between 7/1/2001 and 6/30/2022	Between 7/1/2001 and 6/30/2022	If we do not receive your R+ election as of 12/31/2022, you will be included in the special R+ election period, beginning 1/1/2023 and ending on 6/30/2023. If we do not receive your response to the special R+ election period by 6/30/2023, you will not participate in R+.
On or after 7/1/2001 with service starting in the other MA public retirement system prior to 7/1/2022	On or after 7/1/2022	You will automatically be enrolled in R+ unless you opt-out within 180 days. If you participate in R+ but do not qualify for the benefit at the time of your retirement, you will receive a refund of your excess contributions.
On or after 7/1/2022, with service starting in the other MA public retirement system on or after 7/1/2022	On or after 7/1/2022	Participation in R+ is mandatory, just as for all new teachers. If you do not qualify for the R+ at the time of your retirement you will not be eligible for a refund.