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. 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.

Due to COVID-19, we are offering virtual services. 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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National Retirement Security Event

CalSTRS is taking part in a national event to raise public awareness about the importance of saving for your retirement. Attend this virtual event designed for your career stage and learn why it’s important to have both a defined benefit and a defined contribution plan.

Webinars will be hosted each week throughout the month of October.

New educator, October 4-8

Onboarding + My Retirement System

Monday, October 4, 2021, 4 p.m. to 5:30 p.m.

Start Saving Now with Pension2

Tuesday, October 5, 2021, 4 p.m. to 5:30 p.m.

New Educator: Learn and Discover

Wednesday, October 6, 2021, 4 p.m. to 5:30 p.m.

Early career, October 11-15

Start Saving Now with Pension2

Tuesday, October 12, 2021, 4 p.m. to 5:30 p.m.

My Retirement System

Wednesday, October 13, 2021, 4 p.m. to 5:30 p.m.

Save for Your Future

Thursday, October 14, 2021, 4 p.m. to 5:30 p.m.

Midcareer, October 18-22

My Retirement Benefits

Tuesday, October 19, 2021, 4 p.m. to 5:30 p.m.

Plan for Your Future

Thursday, October 21, 2021, 4 p.m. to 5:30 p.m.

Am I Saving Enough?

Friday, October 22, 2021, 4 p.m. to 5:30 p.m.

Near retirement, October 25-29

Protect Your Future

Monday, October 25, 2021, 4 p.m. to 5:30 p.m.

Retire Now or Later

Tuesday, October 26, 2021, 4 p.m. to 5:30 p.m.

Spring into Retirement with Pension2

Wednesday, October 27, 2021, 4 p.m. to 5:30 p.m.

My Retirement Decisions

Thursday, October 28, 2021, 4 p.m. to 5:30 p.m.

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Retired Educator Event
November 8-18

Join us for our 2021 Retired Educator Event and learn how to make the most of your CalSTRS membership.

Protect Your Future

Many retirees underestimate their retirement income and expenses. Being realistic, planning ahead and learning ways to mitigate common obstacles, including inflation, scams and rising health care costs, can help you make sure your money lasts throughout your retirement.

In this webinar, you’ll learn how to identify your income sources, ways to reduce the risks of underestimating your expenses and strategies for withdrawing your invested dollars. You’ll also get a step-by-step guide to choosing a financial professional.

Register now

myCalSTRS: Discover What You Can Do

With your myCalSTRS online account, you can change your address and income tax withholdings; view and print your benefit statements and 1099-R forms; manage your direct deposit account; and update your one-time death benefit recipient. Be sure to register for a myCalSTRS account before the webinar. If you need help registering your account, watch the myCalSTRS registration video.

NOTE: You’ll need an updated internet browser to view the video.

Register now

Retired Educator: Learn and Discover

As a retired educator, you have access to valuable CalSTRS tools and resources, including Your Newly Retired Member Kit, our Retired Educator newsletter, our Retired Educator webpage and this webinar. Register and attend to learn:

  • Where and when you can work without affecting your CalSTRS retirement benefit.
  • How the federal required minimum distribution may affect you.
  • Ways myCalSTRS can help you now that you’re retired.

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.