• Active and inactive members  Benefit recipients
    (retirees and survivors)
    DateSubject lineDateSubject line
    6/13/16MTRS update: Watch your mailbox for your 2015 annual statement!6/10/16MTRS update: June 2016 issue of retiree newsletter now online
    6/10/16MTRS update: June 2016 issue of active member newsletter now online1/22/16MTRS update: Watch your mailbox for your 2015 tax form
    4/5/16MTRS announces spring retirement seminars--Please come!12/23/15MTRS news: Board election results and year-end statement reminder
    12/23/15MTRS news: Board election results11/6/15MTRS update: MTRS Board election underway—ballot to arrive by November 17
    11/6/15MTRS update: Watch your mailbox for your MTRS Board election ballot to arrive by November 1710/14/15MTRS update: Last call for nominations for 2015 Board election
    10/30/15Reminder: MTRS “Ready for Retirement” seminars scheduled!7/28/15MTRS update: Notice of upcoming Board election and nomination period
    10/15/15MTRS "Ready for Retirement" seminars to be offered in November and December7/27/15MTRS update: FY2016 COLA to be included in July 2015 payment
    10/14/15MTRS update: Last call for nominations for 2015 Board election2/2/15MTRS update: Your 1099-R and Benefit Verification forms are on their way
    7/28/15MTRS update: Notice of upcoming Board election and nomination period  
    6/23/15MTRS update: June 2015 issue of active member newsletter now online  
    4/16/15MTRS announces spring retirement seminars--Please come!  

    Active and inactive members

    June 13, 2016

    Subject line: MTRS update: Watch your mailbox for your 2015 annual statement!

    Dear MTRS Member,

    On Monday, June 13, annual statements will be mailed to our more than 108,000 active and inactive members. Please watch your mailbox for your statement--which will reflect your MTRS annuity savings account balance through December 31, 2015--and be sure to review the information and instructions enclosed.

    For more information, please see FAQs: About your 2015 statement of annuity savings account. Additionally, if no beneficiary is listed on your statement, or if you want to change your current beneficiary designation, please download a Beneficiary Designation--Active and Inactive Members form from our website.

    If you have any questions about your statement, please send an e-mail to us at annstmt@trb.state.ma.us.


    June 10, 2016

    Subject line: MTRS update: June 2016 issue of active member newsletter now online

    Dear MTRS Member,

    Your June 2016 Advisor is now available at mass.gov/mtrs. Articles include:

    • The MTRS: Who we are: Statistics on our membership, retirement benefits and funding
    • MTRS member education programs receive high marks: Our spring programs were well received
    • Planning to retire soon? Use our handy checklist to keep on track

    Please note that, in an effort to be environmentally responsible and reduce administrative costs, we are making this issue available online only.

    As always, if you have any questions about your retirement benefits, please don't hesitate to contact us.


    April 5, 2016

    Subject line: MTRS announces spring retirement seminars--Please come!

    Dear MTRS Member,

    The Massachusetts Teachers' Retirement Board and staff are pleased to invite you to attend "Your MTRS Benefits," our retirement education program for all MTRS members who want to learn about the retirement plan and benefits.

    The agenda and schedule are below--to attend, simply register online!

    Sincerely,
    Erika Glaster

    ==========
    Erika Glaster
    Executive Director
    Massachusetts Teachers' Retirement System
    One Charles Park, Cambridge, MA 02142-1206
    Phone: 617-679-MTRS (6877)
    http://mass.gov/mtrs
    ==========

    Your MTRS Benefits

    "Your MTRS Benefits" is an optional, free, two-hour (4-6 p.m.) informal program for MTRS members who want more information about retirement benefits--whether you are a recent member, mid-career educator or soon-to-be retiree. Topics include:

    • MTRS benefits and services,
    • estimating your retirement benefits under the regular and RetirementPlus formulas,
    • various issues you need to consider in retirement, including health insurance coverage, taxation of your retirement benefit, the rules on working after retirement, Social Security--and more!

    Program schedule
    SOUTH YARMOUTH
    , Thursday, April 28; Dennis-Yarmouth Regional High School auditorium
    NORTON, Tuesday, May 3; Norton Middle School auditorium
    NORTHAMPTON, Tuesday, May 3; Northampton High School auditorium
    CAMBRIDGE, Tuesday, May 10; MTRS Cambridge office, Presentation Room
    LUDLOW, Tuesday, May 10; Ludlow High School auditorium
    HANOVER, Thursday, May 12; Hanover High School auditorium
    CAMBRIDGE, Tuesday, May 17; MTRS Cambridge office, Presentation Room
    AUBURN, Wednesday, May 18; Auburn High School auditorium
    WOBURN, Thursday, May 19; Woburn Memorial High School auditorium
    BEVERLY, Tuesday, May 24; Beverly High School auditorium

    To attend, simply register online!


    December 23, 2015

    Subject line: MTRS news: Board election results

    Dear MTRS Member,

    As you may recall, we recently conducted an election for the two elected seats on our seven-member Board. As reported to our Board last Friday, our members have elected Dennis Naughton, a retired teacher and administrator from the Millis Public Schools who returns for a second term, and Jacqueline Gorrie, a retired teacher from the Taunton Public Schools.

    Thank you to all of our candidates, and to all of our members who participated in this important election!


    November 6, 2015

    Subject line: MTRS update: Watch your mailbox for your MTRS Board election ballot to arrive by November 17

    Dear Active and Retired Members of the MTRS,

    As we do every four years, we are now conducting an election for the two elected positions on our seven-member Board. Please watch your mailbox for your ballot to arrive by November 17, and be sure to vote--either online or by mail--by the deadline of December 10, 2015.

    If you do not receive a ballot by November 17 but believe you are eligible to vote, please call our Cambridge office at 617-679-6877 and request a ballot. We will then determine your eligibility and, if appropriate, send a ballot directly to you.

    For more information, including the three candidates’ statements, please see our web page on the 2015 Board Election.

    Our Board representatives work to safeguard the future of our members’ benefits, and we encourage all eligible MTRS members to vote!


    October 30, 2015

    Subject line: Reminder: MTRS "Ready for Retirement" seminars scheduled!

    Dear MTRS Member,

    As announced to you in an e-mail on October 15, we will be presenting our popular "Ready for Retirement" program in November and December for members who are retiring in 2016.

    This free, optional program is offered after school, 4-6 p.m., at various locations across the Commonwealth. During this nuts-and-bolts seminar, you will learn exactly what to do--and expect--as you go through the retirement process.

    Details and available programs are below; online registration at http://mass.gov/mtrs is required. If you're retiring in 2016, we hope you'll join us!

    With best wishes,
    Erika Glaster

    ==========
    Erika M. Glaster
    Executive Director
    Massachusetts Teachers' Retirement System
    One Charles Park, Cambridge, MA 02142-1206
    Main phone: 617-679-MTRS (6877)
    Fax: 617-679-1661
    http://mass.gov/mtrs
    ==========

    READY FOR RETIREMENT
    For members retiring in 2016

    The MTRS staff will be presenting our popular seminar, "Ready for Retirement," across the Commonwealth in November and December. "Ready for Retirement" is a free, optional, two-hour program (4-6 p.m.) designed for members retiring in 2016. We're reaching out to soon-to-be retirees before the retirement season starts so that when you begin the application process, you will know just what you need to do and when.

    Topics include:

    • the retirement application process and the benefit calculation formula,
    • timelines and service expectations,
    • first payment information,
    • health insurance, tax and working after retirement issues, and
    • cost-of-living adjustments after you retire.

    Please note: Personalized account information and pension estimates are not offered during these sessions.

    To attend, simply choose the date and location that is best for you, and then . We hope to see you soon!

    Program schedule
    NORTON, Tuesday, November 3; Norton Middle School auditorium
    AUBURN, Thursday, November 5; Auburn High School auditorium
    WOBURN, Thursday, November 5; Woburn High School auditorium
    CAMBRIDGE, Thursday, November 12; MTRS Cambridge Office, Presentation Room PROGRAM FULL
    NORTHAMPTON, Tuesday, November 17; Northampton High School auditorium
    SOUTH YARMOUTH, Thursday, November 19; Dennis-Yarmouth Regional High School auditorium
    HANOVER, Monday, November 23; Hanover High School auditorium
    CAMBRIDGE, Thursday, December 3; MTRS Cambridge Office, Presentation Room PROGRAM FULL
    BEVERLY, Monday, December 7; Beverly High School auditorium


    October 15, 2015

    Subject line: MTRS "Ready for Retirement" seminars to be offered in November and December

    Dear MTRS Member,

    Are you ready for retirement? If you're retiring within the next year, please attend our seminar!

    One of our most popular programs, "Ready for Retirement" will be presented across the Commonwealth in November and December. During this nuts-and-bolts seminar, you will learn exactly what to do--and expect--as you go through the retirement process. This free, optional program is designed for members retiring in 2016, and is held after school, from 4 to 6 p.m.

    For program dates, locations and a link to our online registration information, please see below. If you're retiring in 2016, we hope you'll join us!

    With best wishes,
    Erika Glaster

    ==========
    Erika M. Glaster
    Executive Director
    Massachusetts Teachers' Retirement System
    One Charles Park, Cambridge, MA 02142-1206
    Main phone: 617-679-MTRS (6877)
    Fax: 617-679-1661
    http://mass.gov/mtrs
    ==========

    READY FOR RETIREMENT
    For members retiring in 2016

    The MTRS staff will be presenting our popular seminar, "Ready for Retirement," across the Commonwealth in November and December. "Ready for Retirement" is a free, optional, two-hour program (4-6 p.m.) designed for members retiring in 2016. We're reaching out to soon-to-be retirees before the retirement season starts so that when you begin the application process, you will know just what you need to do and when.

    Topics include:

    • the retirement application process and the benefit calculation formula,
    • timelines and service expectations,
    • first payment information,
    • health insurance, tax and working after retirement issues, and
    • cost-of-living adjustments after you retire.

    Please note: Personalized account information and pension estimates are not offered during these sessions.

    To attend, simply choose the date and location that is best for you, and then . We hope to see you soon!

    Program schedule
    NORTON, Tuesday, November 3; Norton Middle School auditorium
    AUBURN, Thursday, November 5; Auburn High School auditorium
    WOBURN, Thursday, November 5; Woburn High School auditorium
    CAMBRIDGE, Thursday, November 12; MTRS Cambridge Office, Presentation Room
    NORTHAMPTON, Tuesday, November 17; Northampton High School auditorium
    SOUTH YARMOUTH, Thursday, November 19; Dennis-Yarmouth Regional High School auditorium
    HANOVER, Monday, November 23; Hanover High School auditorium
    CAMBRIDGE, Thursday, December 3; MTRS Cambridge Office, Presentation Room
    BEVERLY, Monday, December 7; Beverly High School auditorium


    October 14, 2015

    Subject line: MTRS update: Last call for nominations for 2015 Board election

    Dear Active and Retired MTRS Members,

    As we informed you at the end of July, our Board has scheduled an election for this fall because the terms of our two incumbent elected members expire later this year.

    Late yesterday, we learned that one of our incumbents has decided not to seek re-election. Consequently, we are letting our members know of this recent development in the event that the incumbent’s withdrawal from the nomination process might affect a person’s interest in becoming a candidate.

    As a reminder, active and retired MTRS members are eligible to run for these unpaid positions, and, to qualify as a candidate, eligible MTRS members must submit completed nomination papers containing the valid signatures of at least 100 active or retired MTRS members.

    If you are interested in running for one of these positions, you may obtain nomination papers from our Cambridge office or download them from our website; completed nomination papers must be submitted to our Cambridge office by 5 pm on Thursday, October 15, 2015. Ballots will be mailed to the home addresses of eligible voters in early November, and votes must be cast by December 10, 2015.


    July 28, 2015

    Subject line: MTRS update: Notice of upcoming Board election and nomination period

    Dear Active and Retired Members of the MTRS,

    As you may know, the Massachusetts Teachers’ Retirement Board is comprised of seven members, two of whom are elected by the members of the Massachusetts Teachers’ Retirement System for four-year terms. Since the terms of our incumbent elected members expire later this year, the Board has scheduled an election for this fall. Active and retired MTRS members are eligible to run for these unpaid positions, and, to qualify as a candidate, eligible MTRS members must submit completed nomination papers containing the valid signatures of at least 100 active or retired MTRS members.

    If you are interested in running for one of these positions, you may obtain nomination papers from our Cambridge office beginning August 3, 2015; completed nomination papers must then be submitted by October 15, 2015. Ballots will be mailed to the home addresses of eligible voters in early November, and votes must be cast by December 10, 2015.

    For more information on our Board and the upcoming election, visit our website at www.mass.gov/mtrs or contact us at 617-679-6877.


    June 23, 2015

    Subject line: MTRS update: June 2015 issue of active member newsletter now online

    Dear MTRS Member,

    Your June 2015 Advisor is now available at mass.gov/mtrs. Articles include:

    • MTRS member education programs receive high marks: Check out some of the comments from seminar attendees
    • Election for two seats on our board to be held this fall: Nomination papers available beginning August 3
    • The MTRS: Who we are: Statistics on our membership, retirement benefits and funding
    • Americans' average retirement age: Still rising, but at a slower pace
    • Are you--or someone you know--owed money from the MTRS? Visit our unclaimed funds list online

    Please note that, in an effort to be environmentally responsible and reduce administrative costs, we are making this issue available online only.

    As always, if you have any questions about your retirement benefits, please don't hesitate to contact us.


    April 16, 2015

    Subject line: MTRS announces spring retirement seminars--Please come!

    Dear MTRS Member,

    The Massachusetts Teachers' Retirement Board and staff are pleased to invite you to attend "Your MTRS Benefits," our retirement education program for all MTRS members who want to learn about the retirement plan and benefits.

    The agenda and schedule are below, is now available, and we hope you will join us!

    Sincerely,
    Erika Glaster

    ==========
    Erika Glaster
    Executive Director
    Massachusetts Teachers' Retirement System
    One Charles Park, Cambridge, MA 02142-1206
    Phone: 617-679-MTRS (6877)
    http://mass.gov/mtrs
    ==========

    Your MTRS Benefits
    For members with effective membership dates prior to April 2, 2012

    "Your MTRS Benefits" is an optional, free, two-hour (4-6 p.m.) informal program for MTRS members who want more information about retirement benefits--whether you are a recent member, mid-career educator or soon-to-be retiree. Topics include:

    • MTRS benefits and services,
    • estimating your retirement benefits under the regular and RetirementPlus formulas,
    • various issues you need to consider in retirement, including health insurance coverage, taxation of your retirement benefit, the rules on working after retirement, Social Security--and more!

    Program schedule
    WOBURN, Tuesday, May 5; Woburn Memorial High School auditorium
    BEVERLY, Thursday, May 7; Beverly High School auditorium
    CAMBRIDGE, Thursday, May 14; MTRS Cambridge Office, Presentation Room
    CAMBRIDGE, Tuesday, May 19; MTRS Cambridge Office, Presentation Room
    NORTHAMPTON, Tuesday, May 19; Northampton High School auditorium
    AUBURN, Wednesday, May 20; Auburn High School auditorium
    NORTON, Wednesday, May 20; Norton Middle School auditorium
    SOUTH YARMOUTH, Thursday, May 21; Dennis-Yarmouth Regional High School auditorium
    HANOVER, Thursday, May 28; Hanover High School auditorium

    To attend, simply !

    Top
     


    Benefit recipients (retirees and survivors)

    June 10, 2016

    Subject line: MTRS update: June 2016 issue of retiree newsletter now online

    Dear MTRS Benefit Recipient,

    The June 2016 issue of our Advisor newsletter for retirees is now online at mass.gov/mtrs. Articles include:

    • 3% Cost-of-living adjustment proposed for FY2017: If approved, would allow a maximum annual increase of $390, effective July 1
    • The MTRS: Who we are: Statistics on our membership, retirement benefits and funding
    • Have the talk now! Let your survivors know what to do--and expect--with regard to your MTRS benefit

    Please note that, because we are able to send you this update via e-mail, you will not receive a mailed copy of our newsletter.

    As always, if you have any questions about your retirement benefits, please don't hesitate to contact us.


    January 22, 2016

    Subject line: MTRS update: Watch your mailbox for your 2015 tax form

    Dear MTRS Benefit Recipient,

    All 2015 1099-R tax statements will be in the mail to our more than 62,000 benefit recipients by the end of the day on Monday, January 25. Accordingly, if you received a benefit payment from the MTRS in calendar year 2015, then you should receive your 1099-R tax statement in the mail soon. Along with your tax form, you will receive an insert that includes information on how to read your 1099-R as well as the pension payment schedule for 2016.

    If you do not receive your 1099-R by Wednesday, February 17, 2016, please call our Cambridge office at 617-679-6877 to request a duplicate.

    As a reminder, you will NOT receive a blue-and-yellow Benefit Verification form this year as we are not conducting this process in 2016.

    Best wishes for a very happy 2016!


    December 23, 2015

    Subject line: MTRS news: Board election results and year-end statement reminder

    Dear MTRS Retiree,

    Please take note of these two announcements, and as always, if you have any questions, please visit our website or contact us.

    1) Board election results: Incumbent Dennis J. Naughton and Jacqueline A. Gorrie elected
    As you may recall, we recently conducted an election for the two elected seats on our seven-member Board. As reported to our Board last Friday, our members have elected Dennis Naughton, a retired teacher and administrator from the Millis Public Schools who returns for a second term, and Jacqueline Gorrie, a retired teacher from the Taunton Public Schools.

    2) Watch your mailbox for your year-end statement and 1099-R; no Benefit Verification process this year
    Be sure to watch your mailbox at the end of December for your year-end statement, which provides a summary of your benefit payments for 2015. We will also mail your 1099-R tax form to you by the end of January. Please note that you will NOT receive a blue-and-yellow Benefit Verification form with your tax form in January, as the MTRS conducts this process every two years, and we sent Benefit Verification forms to retirees in 2015.


    November 6, 2015

    Subject line: MTRS update: MTRS Board election underway—ballot to arrive by November 17

    Dear Active and Retired Members of the MTRS,

    As we do every four years, we are now conducting an election for the two elected positions on our seven-member Board. Please watch your mailbox for your ballot to arrive by November 17, and be sure to vote--either online or by mail--by the deadline of December 10, 2015.

    If you do not receive a ballot by November 17 but believe you are eligible to vote, please call our Cambridge office at 617-679-6877 and request a ballot. We will then determine your eligibility and, if appropriate, send a ballot directly to you.

    For more information, including the three candidates’ statements, please see our web page on the 2015 Board Election.

    Our Board representatives work to safeguard the future of our members’ benefits, and we encourage all eligible MTRS members to vote!


    October 14, 2015

    Subject line: MTRS update: Last call for nominations for 2015 Board election

    Dear Active and Retired MTRS Members,

    As we informed you at the end of July, our Board has scheduled an election for this fall because the terms of our two incumbent elected members expire later this year.

    Late yesterday, we learned that one of our incumbents has decided not to seek re-election. Consequently, we are letting our members know of this recent development in the event that the incumbent’s withdrawal from the nomination process might affect a person’s interest in becoming a candidate.

    As a reminder, active and retired MTRS members are eligible to run for these unpaid positions, and, to qualify as a candidate, eligible MTRS members must submit completed nomination papers containing the valid signatures of at least 100 active or retired MTRS members.

    If you are interested in running for one of these positions, you may obtain nomination papers from our Cambridge office or download them from our website; completed nomination papers must be submitted to our Cambridge office by 5 pm on Thursday, October 15, 2015. Ballots will be mailed to the home addresses of eligible voters in early November, and votes must be cast by December 10, 2015.


    July 28, 2015

    Subject line: MTRS update: Notice of upcoming Board election and nomination period

    Dear Active and Retired Members of the MTRS,

    As you may know, the Massachusetts Teachers’ Retirement Board is comprised of seven members, two of whom are elected by the members of the Massachusetts Teachers’ Retirement System for four-year terms. Since the terms of our incumbent elected members expire later this year, the Board has scheduled an election for this fall. Active and retired MTRS members are eligible to run for these unpaid positions, and, to qualify as a candidate, eligible MTRS members must submit completed nomination papers containing the valid signatures of at least 100 active or retired MTRS members.

    If you are interested in running for one of these positions, you may obtain nomination papers from our Cambridge office beginning August 3, 2015; completed nomination papers must then be submitted by October 15, 2015. Ballots will be mailed to the home addresses of eligible voters in early November, and votes must be cast by December 10, 2015.

    For more information on our Board and the upcoming election, visit our website at www.mass.gov/mtrs or contact us at 617-679-6877.


    July 27, 2015

    Subject line: MTRS update: FY2016 COLA to be included in July 2015 payment

    Dear MTRS Benefit Recipient,

    As you may know, the Governor and Legislature have approved a three percent cost-of-living adjustment (COLA) as part of the Commonwealth’s FY2016 budget. Effective July 1, 2015, this COLA allows an increase of three percent on the first $13,000 of your retirement benefit, for a maximum increase of $390 per year or $32.50 per month. You are eligible to receive this COLA if you are:

    • a retiree who retired on or before June 30, 2014;
    • a survivor of an Option C retiree who retired on or before June 30, 2014;
    • a survivor of a member who died while in active service on or before June 30, 2014; or,
    • an accidental death benefit recipient whose benefit began on or before June 30, 2014.

    If you are eligible to receive this COLA, it will be included in your July 2015 payment and, if you receive your payment via direct deposit, you will receive a mailed statement this month. Your monthly gross amount for July will then be your new monthly gross amount until any future COLAs are granted.

    Questions? Visit our website, e-mail us at RetServUnit@trb.state.ma.us, or call us at 617-679-6877. We are here to help!


    February 2, 2015

    Subject line: MTRS update: Your 1099-R and Benefit Verification forms are on their way

    Dear MTRS Benefit Recipient,

    As of Friday, January 30, all 1099-R tax statements and Benefit Verification forms were in the mail to our more than 59,000 benefit recipients. Accordingly, if you received a benefit payment from the MTRS in calendar year 2014, then you should receive your 1099-R tax statement and your Benefit Verification form soon. If you do not receive your tax form by Tuesday, February 17, 2015, please call our Cambridge office at 617-679-6877 to request a duplicate. For your reference, the pension payment schedule for 2015 is also included in that mailing.

    As noted in the instructions included with your forms, please be sure to complete and return your Benefit Verification form, in the pre-addressed envelope that is provided, by Friday, February 27, 2015. For more information on your tax statement and the Benefit Verification process, please visit our website.

    With best wishes to you and your families in the coming year,
    Erika Glaster

    Top