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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Midcareer Educator Event

As you approach retirement, understanding your CalSTRS benefits is more important than ever.

We’ve created several webinars to help you prepare for retirement. Register today to learn about the CalSTRS resources available to you and how you can save more for retirement.

Am I Saving Enough?

Although you’re going to receive a pension from CalSTRS, saving additional money for retirement is an essential part of helping you reach your retirement savings goal. But how do you know you’re saving enough? It’s about finding a balance between working long enough to receive a guaranteed income from CalSTRS and saving enough to retire comfortably.

Designed for mid-career educators, this webinar will provide you with a few scenarios to help you understand how long you might need to work, how much money you might need to save, and how you can save your money to put everything together and achieve the retirement you desire.

Midcareer Educator – Learn and Discover

Now that you’re in the middle of your career, it is the perfect time to start planning for retirement. As a CalSTRS member, you have access to many valuable tools and resources. Join us for a tour of CalSTRS.com that is specifically dedicated to you: our Mid-Career Page! You’ll learn how to read and understand your annual Retirement Progress Report and why it is important to check each year. Additionally, you’ll receive a brief tutorial of our online Retirement Benefits Calculator so you can calculate your own retirement estimates. We look forward to seeing you!

Before signing up for this webinar, be sure you are registered for myCalSTRS. Log in to be sure your password and account information are up to date; you will be using myCalSTRS during the webinar.

My Retirement Benefits

Are you ready to get serious about understanding your retirement? This interactive workshop is designed to give you all the tools you need to calculate your retirement. You will also learn about important topics like the CalSTRS’ hybrid retirement system, survivor benefits, your retirement gap, and steps to increase your retirement income. Get the information you need to know to be informed about CalSTRS retirement.

Plan for Your Future

It’s not too early to start planning for your future. Have you thought about how you’ll be spending your days in retirement? Picturing specifics will help you prepare the best plan to accomplish your goals.

In this webinar, you’ll learn how to create an action plan for your retirement picture, how to identify your expenses in retirement and how they’ll likely change over time, about Medicare basics and Social Security offsets, and strategies for managing your current and future expenses.

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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.