TRA offices will be closed Mon., May 27, for Memorial Day.

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COUNSELING SERVICES

Choices, choices

You can attend a group workshop or webinar and learn from other members’ questions. Or, we will meet with you individually in one of our offices or during our road trips. Either way, you receive a personalized estimate of your retirement benefit.

 

One-on-one counseling

You can take advantage of individual counseling anytime at one of five TRA offices—St. Paul, St. Cloud, Duluth, Mankato and Detroit Lakes—or set up an appointment when we’re in a town near you during our road trips. During your 45-minute session, the counselor can help you submit a retirement application, explain the retirement process, and discuss your options. The counselor can also explain the effects divorce, job change, leaves of absence, and other life changes have on your pension. Feel free to bring your spouse or your financial adviser.

  • You must make an appointment—log into your MyTRA account or call. 
  • Specify which office you wish to visit (Detroit Lakes, Duluth, Mankato, St. Cloud, or St. Paul).
  • If you already have an appointment, review the Counseling Appointment Checklist prior to your session. A paper copy of this checklist and a map is included with the confirmation letter TRA sends to the address we have on file for you.
  • You can also view our videos on nearing retirement to help you make decisions on annuity plans, acceleration and beneficiaries.

Summer 2019 group counseling workshops

Every summer our counselors take to the road for Planning for Retirement group counseling sessions. Attendance is limited to 20-25 members.

Tailored for those within 10 years of retirement, these three-hour workshops provide you with a personalized, detailed estimate of your projected monthly retirement benefit, an explanation of how your benefit is calculated and details on the six annuity plan options. Other topics covered include retirement eligibility, the application process, required forms, an explanation of pension acceleration, how to set up direct deposit, and taxes.

Alexandriaflipflops
Fri., July 26

Bemidji
Wed., July 31

Detroit Lakes
Thurs., July 11

Duluth
Thurs., July 18

East Grand Forks
Wed. , July 17

Hibbing
Wed., July 31

Mankato                                                                                       
Thurs., July 18
Tues., July 30

Marshall                                                                                        
Thurs. ,July 11

Pine City
Thurs., June 27

Rochester                                                                                     
Tues., July 2
Tues., July 16

Rockford
Thurs., July 18

St. Cloud                                                                                       
Thurs., July 25

St. Paul
Thurs., June 27
Wed., July 10
Wed.,  July 24
Wed. , July 31

Willmar                                                                                          
Mon. July 8

Worthington                                                                               
Thurs., July 25

Fall/winter counseling road trips

TRA staff begin one-on-one retirement counseling road trips in November.

Construction alert

Before leaving for your appointment (especially in St. Paul), check the Minnesota Department of Transportation website for the latest on construction.

FOR YOUR SECURITY

Members are required to present photo identification when visiting a TRA office or attending any individual counseling or group workshop session. Acceptable forms of ID include a state driver’s license, state employee badge, school district ID, passport, state non-driver ID or company-issued badge with photo. If accommodations are needed under the Americans with Disabilities Act, please call as far in advance as possible.

Register for a MyTRA account!

Access your personal information, run benefit estimates, make appointments, and more.

If you are an employer contact and do not yet have an employer login, call TRA employer assistance 1-800-657-3853.

Already registered? Click the sign-in button below.

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