Retirement Planning Videos

The Department of State Treasurer Retirement Systems Division conducts retirement conferences for members of the Teachers’ and State Employees’ Retirement System and the Local Governmental Employees’ Retirement System. Due to work schedules, and/or other commitments sometimes employees are unable to attend a conference, or maybe they did attend a conference and want to hear the information again, the videos below mirror the information presented at these retirement conferences.

Should you have further questions after reviewing a video, refer to the TSERS Employee handbook, which contains detailed information about all subjects mentioned.

Retirement Eligibility and Calculations

  • Plan Type
  • Service Retirement Eligibility
  • Early Retirement Eligibility
  • Defined Formula
  • Applying the Formula

Health Benefits and Insurance

  • Health Benefits
  • Paid Health Benefits Eligibility
  • Voluntary Dental, Vision and Life Insurance

Creditable Service and Unused Leave

  • Creditable Service
  • Service Purchase
  • Unused Leave at Retirement
  • Earned Sick Leave

NC 401(k)/NC 457 Transfer Benefit

  • NC401(k)/NC 457 Transfer Benefit

Retirement Payment Plans and Options

  • Defined Formula
  • Estimate of Retirement Benefits
  • Option 4 Payment Plan
  • Payment Plan Option Changes
  • Retirement Benefit Payment Plans

Federal and State Income Tax

  • Federal Income Tax
  • North Carolina Income Tax
  • Tax Documentation

Active and Retiree Death Benefits

  • Active Employee Death Benefits
  • Retiree Death Benefits
  • Optional Contributory Death Benefit

Reemployment and Earnable Allowance

  • Reemployment
  • Penalty for Exceeding Earnable Allowance

Retirement Process and Online Portal

  • Initiating Retirement
  • Retirement Process Reminders