Benefits Planning

Benefits planning

Overview

CalSTRS shares your retirement goal – a secure financial future. Whether you’re just starting your career or you’ve been enjoying it for a while, CalSTRS is here to help you understand the benefits and services available to you.

COVID-19 updates

Our members are concerned about the COVID-19 outbreak and so are we. At this time, all CalSTRS offices are closed. We encourage the use of CalSTRS.com and myCalSTRS.com to take care of many of your information and account needs.

To protect our members in response to the COVID-19 outbreak and to continue to serve your retirement planning needs, CalSTRS is offering telephone benefits planning sessions and webinars. To register, please call 800-228-5453, between 8 a.m. to 5 p.m., Monday through Friday. Calls from CalSTRS will most likely show up as a blocked number. During a time when you are expecting a call from CalSTRS, please answer calls from blocked numbers so that we can better serve you.

In-person workshops are not being scheduled at this time due to COVID-19. Please see the CalSTRS webinars and benefits planning sessions pages for more details.

Stay updated on our COVID-19 information page.

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Spring Into Retirement Event
March 22 – April 8, 2021

Understanding your CalSTRS benefits is important as you approach retirement.

Register for one or more of these webinars today. You’ll learn how to submit your Service Retirement Application, save additional money for retirement and estimate your retirement benefit.

Online Service Retirement Application Demonstration

Are you ready to retire? In this webinar, a CalSTRS benefits specialist will walk you through how to use your myCalSTRS account to complete and submit your Service Retirement Application online, as well as, show you how to update your one-time death benefit recipient.

Paper Service Retirement Application Demonstration

Are you ready to retire? In this webinar, a CalSTRS benefits specialist will walk you through how to complete and submit your Service Retirement Application, as well as, show you how to update your one-time death benefit recipient.

Spring Into Retirement With Pension2

Have you heard the terms “403(b),” “TSA” or “retirement savings” and wondered what they meant or how they could potentially benefit you? Come learn more about the CalSTRS Pension2 program, the one voluntary component of the CalSTRS hybrid retirement system that may seem optional, but for almost all employees, is crucial for ensuring a comfortable retirement, particularly for CalSTRS members hired after January 1, 2013.

In this webinar, we’ll explain what the Pension2 program is, why it exists and how it can help you throughout your retirement. We’ll also talk about rollover options you have with your Defined Benefit Supplement account and other qualified plans you might have. Lastly, we’ll discuss the options for accessing your money from Pension2 when you’re ready to begin receiving distributions.

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CalSTRS webinars

CalSTRS offers webinars that are designed for early, mid-career or nearing retirement.  Register today so you plan ahead by better understanding your CalSTRS benefits.

Review and select the workshop that is best suited for you.

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Getting started

CalSTRS is your retirement plan. We’re here for you. Take a few minutes to learn more about your benefits and steps you can take now for your secure future.

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Financial awareness

Learn what it takes to secure the retirement lifestyle you want through our series of interactive workshops.

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Benefits planning services

CalSTRS offers various services to help you learn about your CalSTRS benefits and actively plan for retirement throughout your career.