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 COVID-19 and so are we. We encourage you to use CalSTRS.com and myCalSTRS.com to take care of many of your account and information needs.

Webinars and benefits planning sessions

To protect our members and to continue to serve your retirement planning needs, CalSTRS is offering Individual Telephone Benefits planning sessions, Individual Zoom Benefits planning sessions, Group Zoom Benefits planning sessions and virtual workshops (Zoom). To register, call 800-228-5453 between 8 a.m. and 5 p.m., Monday through Friday.

For more information, see the CalSTRS webinars and benefit planning sessions pages.

Note: 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 a blocked number so that we can serve you.

Member service centers

We are offering limited services at our member service center front counters Monday through Friday, 8 a.m. to 5 p.m. We are not able to provide retirement estimates or planning sessions as part of our front counter services. We can assist you with forms and answering general questions regarding your retirement. We are closed on state and federal holidays.

If you choose to visit any of our member service centers, be prepared to abide by all guidelines in place at the time of your visit, including masking requirements.

Stay updated on our COVID-19 information page.

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New Educator Event
December 6-16

Do you know you have a defined benefit that can provide a monthly income for the rest of your life?

Learn more about your CalSTRS benefits during our New Educator Event, designed specifically for new educators.

Start Saving Now with Pension2

Looking for a quick and easy way to learn about CalSTRS and how we play a large part in your retirement? This webinar is designed to help you learn more about your benefits and how you can save more for retirement with Pension2 403(b) and 457(b) plans.

Handouts

Register now

Early Career: Learn and Discover

Now that you’ve begun your career as a California educator, this is the perfect time to start learning about, and saving for, retirement. As a CalSTRS member, you have access to valuable tools and resources, including this webinar designed specifically for early career educators.

Join us to learn about:

  • CalSTRS’ retirement benefits, including survivor and disability benefits.
  • Your Retirement Progress Report and why it’s important to check it each year.
  • How to purchase service credit and what is considered eligible service

Handouts

Register now

My Retirement System + Onboarding

Looking for a quick and easy way to learn about CalSTRS and the role we play in your retirement? This workshop provides an overview of the CalSTRS hybrid retirement system, your survivor and disability benefits, how your benefit will be calculated and ways you can increase your benefit, plus the resources available to you.

Handouts

Register now

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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.

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CalSTRS webinars

CalSTRS offers webinars that are designed for early, midcareer 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.