CalSTRS Outlook

Making Sense of the Headlines
Volume 6, No. 1

CalSTRS Outlook is an email summary of the latest news releases and other items of interest related to CalSTRS benefits and services.

What's New

Visit CalSTRS’ New Sustainability Site

At the very heart of CalSTRS Core Values exists Sustainability, an integral component of the framework which governs the organizational business culture. In fact, the Teachers’ Retirement Board identified sustainability and risk management as key priorities this year and extending over the next several years. To this end, sustainable objectives are fully integrated into everyday practices at every level of CalSTRS business operations.

General Information

CalSTRS 2015 Pay Dates

Scheduled benefit payment dates for 2015 are posted to CalSTRS.com. December direct deposit payments are made in January of the following year.

Mailing dates are determined by the State Controller’s Office, the check issuer.

What's New

Form 1099-R Available in January

Form 1099-Rs for the 2014 tax year will be posted to myCalSTRS by January 16, 2015 and mailed by January 31, 2015.

The form includes payments issued from January 1, 2014 through December 31, 2014. View or print your Form 1099-R or make changes to your current tax withholding preferences on myCalSTRS.

Additional Information About Your Form 1099-R

Ask Jack Jack Ehnes

Ask Jack: Can I put money into an account for CalSTRS similar to a 403(b) but also like a pension?

Yes, CalSTRS offers a voluntary defined contribution plan, CalSTRS Pension2. This voluntary, personal wealth program features low fees and expenses, no surrender or load fees while providing you the opportunity to invest in 403(b), Roth 403(b) and 457 plans to build additional retirement savings. Pension2 offers Easy Choice Portfolios or the option to build your own portfolio. To better understand how CalSTRS Pension2 can become an important part of reaching your retirement goals, take a few minutes to watch our informational videos.

To learn more about Pension2 plans and low fees, call 888-394-2060 or request an enrollment packet online.

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