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MTA – retirement consultations

3/16/2021

NOTE: As of today, the MTA retirement consultation appointments listed below have all been taken. More appointment dates are in the process of being scheduled. Interested FSU members should email Ed McCourt and ask to be put on a waitlist- PLEASE REPLY IMMEDIATELY UPON RECEIVING AN EMAIL FROM ED. The MTA has indicated that if new appointments cannot be accomodated over the next 2 months, members will be notified in May of  additonal workshops to be scheduled in June--- FSU 3/17/21

Dear FSU Member,

The MTA is offering 40-minute retirement consultations.   Just open for registration are two days in April (Thu., 04/01 and Fri., 04/16) and two in May (Thu., 05/06 and Tue., 05/11).     

   

For those just now hearing about retirement consultations, these sessions assist members in securing answers to retirement questions as they relate to an individual’s specific situation.  For example:   

Given my age and my service, when is the best time for me to retire?  

- I’ve heard that members may be able to “buy back” service. Might I have a buy back opportunity?  

- I’m involved with the Section-60 option for transfer into the MSERS?  Where I am in this process?  

- Why take option “C” instead of Option “A” or “B”?  

- How will my Social Security benefit be affected by my State pension?  

- Where will I stand with health insurance in retirement?  Will I be going into Medicare?  

- As I move toward retirement, what, if any options, exists for me to enhance my retirement benefit?  

     

Interested members should click on this link and register for one of the available slots [At bottom is an image of the link’s display. Be sure to click on the tab on the left].  Registration requires a member’s name and email, a best phone contact, the member’s campus affiliation, the member’s MTA number (on the wallet-sized membership card) and preference for a call or online Meet session.  Once completed, a confirmation email is generated.   

Members should email Ed McCourt directly emccourt@massteacher.orgif interested in being placed on a cancelation waitlist, if wanting to be notified in May when June sessions will become available or if the member has other retirement-related questions. 

Sincerely,

Steve Striffler

For information on the FSU, links to our contract and bargaining updates, and a calendar of events, see the FSU webpage