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NYS Pension Calculator: Estimate Your New York State Retirement

Calculate your New York State pension from ERS or TRS. Understand tiers, formulas, and retirement options.

Key Takeaways

  • 1NYS has multiple retirement systems: ERS, TRS, PFRS
  • 2Your tier determines your benefit formula and vesting
  • 3Tier 6 (most recent) requires 10 years for vesting
  • 4Use Retirement Online at osc.state.ny.us for estimates
  • 5NYS employees typically receive Social Security
  • 6Consider supplementing pension with 457 savings

New York State Retirement Systems

New York State operates several retirement systems for public employees.

  • **ERS**: Employees' Retirement System (most state and local employees)
  • **TRS**: Teachers' Retirement System (teachers outside NYC)
  • **PFRS**: Police and Fire Retirement System
  • NYC has separate systems (NYCERS, TRS, etc.)
  • Your "tier" is based on when you joined

Retirement Online

Access your pension estimate through Retirement Online at osc.state.ny.us. You'll need your registration code from your employer.

Understanding Your Tier

Your tier determines your benefits, contributions, and vesting requirements.

TierJoin DatesVestingKey Features
Tier 1Before 7/1/19735 yearsBest benefits, no contributions
Tier 27/1/1973 - 7/26/19765 yearsSimilar to Tier 1
Tier 37/27/1976 - 8/31/19835 years3% member contributions
Tier 49/1/1983 - 12/31/20095 years3% contributions (10 years)
Tier 51/1/2010 - 3/31/201210 years3% contributions
Tier 6After 4/1/201210 years3-6% contributions based on salary

NYS ERS Pension Formula (Tier 6)

Most current members are Tier 6. The pension formula depends on years of service.

  • **First 20 years**: 1.67% per year (total: 33.33%)
  • **Years 21-30**: 2% per year (additional: 20%)
  • **After 30 years**: 1.5% per year
  • **Maximum**: No statutory maximum
  • **Final average salary**: Highest 5 consecutive years

Tier 6 Example

ERS member with 25 years at $80,000 FAS: (20 × 1.67%) + (5 × 2%) = 43.4% × $80,000 = $34,720 annual pension.

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How to Calculate Your NYS Pension

Follow these steps to estimate your retirement benefit.

  1. 1Register for Retirement Online at osc.state.ny.us
  2. 2Access your pension estimate through the portal
  3. 3Review your service credit and tier
  4. 4Verify your estimated final average salary
  5. 5Check your projected retirement date
  6. 6View estimates for different retirement ages
  7. 7Consider survivor benefit options
  8. 8Factor in Social Security for total income

Supplementing Your NYS Pension

Your NYS pension plus Social Security provides a foundation. Additional savings can enhance your retirement flexibility.

  • NYS Deferred Compensation (457) plan available
  • No 10% early withdrawal penalty on 457 plans
  • Can roll 457 to IRA when you leave or retire
  • Gold IRA provides inflation protection
  • Diversify beyond pension tied to state budget
  • Augusta Precious Metals assists with 457 rollovers
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Frequently Asked Questions

1What is the NYS pension COLA?

The permanent COLA is 50% of CPI, minimum 1%, maximum 3%. It applies after you've been retired for 2 years or reach age 62, and only to the first $18,000 of pension.

2Can I retire early from NYS?

Tier 6 members can retire at 55 with reduced benefits (6.5% reduction per year before 63) or at 63 with full benefits if vested.

3How does NYS pension affect Social Security?

NYS public employees contribute to Social Security, so there's no WEP/GPO reduction. You receive both your pension and full Social Security.

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