PENSION CONSULTANTS | WEALTH MANAGEMENT
Pension Consultation Needs
ALL TIERS:
TRS Annual Benefits Statement (Most recent is dated as of the end of the prior school year.)
TRS most recent quarterly statement.
A TRS letter verifying your service history if the Annual Benefits Statement is inaccurate or missing information .
Payroll History or W2 for last 5 years (2 Years for Tier 1)
TRS website access information
DOE email and password
Please feel free to bring any other retirement related financial information for review:
            Investments - Banking  - Insurance - Social Security - Inheritance
Ira Bernstein, Registered Representative offering securities through American Portfolios Financial Services, Inc. Ira Bernstein and Associates are not affiliated with APFS.