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Retirement Planning Conference Videos for TSERS
 
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. If you are unable to attend a conference, or attended a conference and want to hear the information again, the videos below mirror the information presented at the retirement conferences.
 
Should you have further questions after reviewing a video, refer to the:

 

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Conference Videos

 Video Link  Title/Topics​
 Gerald Leapheart II Retirement Eligibility and Calculations
  • Plan Type
  • Service Retirement Eligibility
  • Early Retirement Eligibility
  • Defined Formula
  • Applying the Formula

Presenter:  Gerald Leapheart II​

 Linda Auwn Creditable Service and Unused Leave
  • Creditable Service
  • Service Purchase
  • Unused Leave at Retirement

Presenter:  Linda Auwn

 Doug Mayer Retirement Payment Options
  • Defined Benefit Formula
  • Estimate of Retirement Benefits
  • Payment Plan Option Changes 
Presenter:  Doug Mayer
 

Doug Mayer

Active and Retiree Death Benefits
  • Active Employee Death Benefits
  • Retiree Death Benefits
  • Optional Contributory Death Benefit
Presenter:  Doug Mayer
 Linda Auwn

Health Benefits and Insurance
  • Retiree Health Coverage
  • Eligibility for Retiree Health Coverage
  • Auto-Enrollment in the State Health Plan
  • Optional Dental, Vision, Accident and Life Insurance
Presenter: Linda Auwn
 Gerald Leapheart II NC 401(k)/NC 457 Transfer Benefit
  • NC401(k)/NC 457 Transfer Benefit
Presenter: Gerald Leapheart II​
 

Samirah McLaurin
  • Federal Income Tax
  • North Carolina Income Tax
  • Tax Documentation
Presenter: Samirah McLaurin
 Doug Mayer
Reemployment and Earnable Allowance
  • Required Break in Service
  • Reemployment
  • Penalty for Exceeding Earnable Allowance
Presenter: Doug Mayer
 

Samirah McLaurin
Retirement Process and Online Portal
  • ​Initiating Retirement
  • Retirement Process Reminders
  • MyNCretirement.com and ORBIT
Presenter: Samirah McLaurin
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 Login to ORBIT

 
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 Contact Us

 
​Member Services employees at the Retirement Systems Division are also happy to help with questions.

Please call 1-877-NCSECURE (1-877-627-3287) (toll-free).

Members may also schedule an appointment to meet with a counselor. Because our offices are moving this summer, if you schedule an appointment with a counselor, please call 1-877-627-3287 to confirm the time, location and directions to your appointment.

We ask that members request and receive a retirement estimate before scheduling an appointment.

Members should complete a Form 309 to request an estimate.​