top of page

PENSION CONSULTANTS | WEALTH MANAGEMENT

New York City TRS, BERS and NYCERS Pension Services

INDIVIDUALS:

​

We offer comprehensive understandable reviews of your pension benefits. A reasonable estimate of net take-home-pay will be calculated.  The varied accounts will be clearly explained. Choices will be clarified. Beneficiary designations will be reviewed and updated.

​

RETIREMENT FORMS will be provided, completely filled out and NOTARIZED when needed. More recently digital submissions have been preferred.

​

After-school, weekend and holiday appointments are the first to be taken.  Call ASAP to reserve a prime-time appointment that works for you. There are a limited number of such appointments available.

​

ATTENTION ELEMENTARY SCHOOL PRINCIPALS

​

If you are ai NYCESPA member, NYCESPA will reimburse you  for your consultation with us. Thus you may have one more appointment over the three allotted by the CSA

​

CANCELLATION POLICY:

​

Pension appoinments cancelled without 24 hours notice may be rescheduled subject to our availability...possibly during school hours.

​

VIRTUAL CONSULTATIONS

​

ONE WEEK PRIOR TO YOUR SESSION EMAIL TO YOUR CONSULTANT:

​

  1. Latest TRS Annual Statement

  2. Latest TRS quarterly Statement

  3. Recent regular payroll stub

  4. DOE Payroll Portal: Salary History Page 1 only

  5. if significant per session: DOE Payroll Portal per session total earnings by year for 5 separate years e.g July 1, 2021 to June 30, 2022 and 4 years prior

​

 

  1. Scan to desktop a copy of your certificate of birth OR Passport.  If you are taking an Option do same for Option beneficiary

  2. Have all beneficiary info at hand e.g. Date of Birth, SS #, Address

 

What do I have to bring to a private consultation?

​

  1. Last TRS Annual Benefit Statement (ONLY ONLINE)

  2. Last TRS Quarterly Statement

  3. Recent Payroll Stub if available

  4. Salary History printout from NYCDOE Payroll Portal.

  5. DOE email and Password if available and TRS web access information if available

  6. Any other information that you feel is relevant.

  7. If you already had a UFT appointment then bring everything you brought to them and everything they gave to you.

  8. Approximate school year per session earnings for each of past 5 years (if any).

  9. Beneficiary Names - Addresses - Birthdates - Social Security Numbers

  10. Medicare card(s) if applicable - Part B must be in place as of your retirement date if age 65 or beyond.

​

GROUPS:

​

Semi-Annual Retirement Seminars are provided at no cost in Bayside Queens and Midtown Manhattan during March and October/November. Participation is by registration only. You may register by responding via the Contact Us section of this website or by calling 516-992-1696. On-Site Pension Workshops are available at no cost for faculty conferences, staffdevelopment days, retreats and any other gatherings of at least 25 members. 

bottom of page