Counseling Services:

• The Office of the State Comptroller provides group counseling services for prospective SERS retirees. We suggest that counseling appointments be made approximately 12 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 attend a group counseling session, feel free to contact the Counseling Unit at (860) 702-3490.

Other Resources:

• Tier II and Tier IIA Summary Plan Descriptions
  • Summary Plan Descriptions/Tier Booklets provide more detailed plan information and are available online
    • Tier II: http://osc.ct.gov/empret/tier2summ/index.html
    • Tier IIA: http://osc.ct.gov/empret/tier2asumm/index.html
      
      
• Tier II Benefit Estimator
  • (Tier II/IIA benefit estimator)
    
• 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