• The Office of the State Comptroller provides individualized counseling services for prospective SERS retirees. We suggest that counseling appointments should be made a minimum of 6 to 8 months prior to your anticipated date of retirement. Generally, appointments are reserved for members who are planning to retire within the next 1-year period.
   
• The Counseling Unit can also answer most general retirement questions by phone. If you have additional retirement questions or would like to arrange for counseling, feel free to contact the Counseling Unit at (860) 702-3490.

Other Resources:

• Summary Plan Descriptions
  • Summary Plan Descriptions/Tier Booklets provide more detailed plan information and are available online
    • Tier I: http://osc.ct.gov/empret/tier1summ/index.html
    • Tier II: http://osc.ct.gov/empret/tier2summ/index.html
    • Tier IIA: http://osc.ct.gov/empret/tier2asumm/index.html
       
• HD Benefit Calculator
  • (link to HD benefit calculator)
     
• Retiree Health Insurance Planner
  • Health Care Options for Retirees (PDF)
     
• Social Security Administration
  • The Social Security Administration provides Personal Earnings and Benefit Estimate Statements annually and also upon request. You may request a statement by (1-800-772-1213) or online www.ssa.gov
     
• Internal Revenue Service Retirement Information
  • http://www.irs.gov/retirement/index.html?navmenu=menu1
     
• Connecticut Department of Revenue Service
  • For information regarding your obligation to pay state taxes on your state pension please contact the Connecticut Department of Revenue Services by phone (860) 297-5962 or online http://www.ct.gov/drs/site/default.asp
     
• ING Deferred Compensation
  • If you participate in the State's Deferred Compensation Plan, please direct your questions regarding your account to ING directly. ING account representatives are available by phone at (800) 584-6001 or online www.CTdcp.com.