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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 TSERS Employee handbook, which contains detailed information about all subjects mentioned.

 

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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​

 Josephine Kmetz Creditable Service and Unused Leave
  • Creditable Service
  • Service Purchase
  • Unused Leave at Retirement
  • Earned Sick Leave

Presenter:  Josephine Kmetz​

 Doug Mayer Retirement Payment Plans and Options
  • Defined Formula
  • Estimate of Retirement Benefits
  • Option 4 Payment Plan
  • Payment Plan Option Changes 
  • Retirement Benefit Payment Plans
Presenter:  Doug Mayer
 



Active and Retiree Death Benefits
  • Active Employee Death Benefits
  • Retiree Death Benefits
  • Optional Contributory Death Benefit
Presenter:  Larry Halisky
 

Health Benefits and Insurance
  • Health Benefits
  • Paid Health Benefits Eligibility
  • Voluntary Dental, Vision and Life Insurance
Presenter: Linda Auwn
 Larry Halisky NC 401(k)/NC 457 Transfer Benefit
  • NC401(k)/NC 457 Transfer Benefit
Presenter: Larry Halisky
 

Samirah McLaurin
Federal and State Income Tax
  • Federal Income Tax
  • North Carolina Income Tax
  • Tax Documentation
Presenter: Samirah McLaurin
 
Reemployment and Earnable Allowance
  • Reemployment
  • Penalty for Exceeding Earnable Allowance
Presenter: Gwen Richardson
 

LaJune Harrison
Retirement Process and Online Portal
  • ​Initiating Retirement
  • Retirement Process Reminders
  • ORBIT
Presenter: LaJune Harrison
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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 1-877-627-3287 (toll-free) or 919-807-3050 (Raleigh area only).

Members may also schedule an appointment to meet with a counselor.

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

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