Pension & Retirement Education Program

Pension & Retirement Education Program
PREP sessions are designed to help members of all ages prepare for retirement.
Contact Us

(800) 348-7298, Ext. 6180
communit@nystrs.org

Many retirees wish they began focusing on financial and retirement planning much earlier in their lives. The truth is: No matter how far along you are in your career, careful financial and retirement planning are critical.

PREP is designed to help members of all ages prepare for retirement. PREP is structured to allow you to tailor the program to fit your needs. Stay for the entire seminar (see the full agenda) or just the modules below that would be of greatest significance to you:

  • NYSTRS Benefits: Your pension, disability coverage, loans, vesting, death benefits. (8:45-10:15 a.m.)
  • Financial Planning: Saving early, catching up, withdrawals, financial advisors. (10:30-11 a.m.)
  • Social Security: Benefits, eligibility rules, when to collect, earning limits. (11-11:25 a.m.)
  • Estate Planning: Wills, trusts, powers of attorney, health care proxies, living wills, long-term care. (11:30 a.m.-12:30 p.m.)
  • Retirement — A New Beginning: Planning ahead, staying active and healthy, relationships, relocating. (1:30-2:30 p.m.)
  • The Retirement Process: Retirement options, "resigning" vs. "retiring," choosing a retirement date, retirement checklist, monthly payments, taxes, earnings limitations on NYS public employment. (2:35-3:30 p.m.)

Seminars are held from 8:30 a.m. to 3:30 p.m., with registration beginning at 8 a.m. Please note the timeframes above are the typical schedule, however, the times for modules may change depending on the availability of the presenters. There is no fee to attend and your spouse/companion is welcome to attend, but you must make a reservation in advance. (Note: These seminars are not designed for individual retirement counseling.)

PREP seminars often fill up, so book early. Can't attend a seminar now? We begin taking reservations for our three PREP schedules during the year in: mid-September (fall schedule); mid-December (winter/spring schedule); and, mid-May (summer schedule).

Location Address Dates Directions

The Winter 2018 schedule of PREP seminars will be posted in mid-December.

There are two ways to make a reservation:

  1. Online using your MyNYSTRS account. After logging into your account, visit the My Tools > Schedule Appointments page; or,
  2. By calling NYSTRS at (800) 348-7298, Ext. 6180.

When calling for a reservation you must provide your EmplID or Social Security number, email address and home phone number (and the same information for your spouse/companion if (s)he is a member and will attend too).

Please bring your latest Benefit Profile with you to the seminar. For the most up-to-date estimate of your retirement benefits, use our online MyNYSTRS Pension Estimator. This tool allows you to create estimates using various retirement dates.

If you make a reservation but cannot attend, please call the number above to cancel (or cancel using your MyNYSTRS account) so that we can offer this reservation to another member.

For directions to a specific location, select a site from the following drop down menu.

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