Retirement Planning
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| Title |
Format |
Accessing Your TRS Account Online
Detailed instructions walk you through creating a new account and accessing your personalized benefit estimate. |
Text-only |
Direct Deposit: Take the Shortcut
Describes the benefits of direct deposit and how to sign up for the service. |
Text-only |
How to Calculate Your Retirement Annuity
Provides worksheets and instructions for estimating a TRS retirement annuity. |
Text-only |
Protecting your Benefits
Federal Limits on Benefits
Explains how Section 415 of the Internal Revenue Code imposes limitations on contributions made to and benefits paid by qualified plans, like TRS. |
Text-only |
Retirement Systems Reciprocal Act
Explains the requirements and benefits of retiring under the reciprocal act. This links to the January 2007 version of a state brochure on the SERS Web site.
The Reciprocal Act requires a minimum of 12 months of service credit with any single reciprocal system to apply the service toward a reciprocal pension unless you meet the teacher aide exception discussed in this IMRF publication. See pages 3 and 4 for details. |
SERS
IMRF |
Retirement Time Line Checklist
Instructions on what to do and when to do it as you plan for your retirement. |
PDF |
Understanding the 2.2 Benefit Formula
Answers commonly asked questions about the 2.2 benefit formula. |
Text-only |
What is a Reversionary Annuity?
Explains the reversionary annuity that is available to TRS members. |
Text-only |
What You Need to Know Before Retiring
Answers about the retirement process, contribution limits, and post-retirement limitations. |
Text-only |
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