Members can access a variety of retirement planning, counseling resources online
Posted: December 8, 2021
Because the Hawaii Employees’ Retirement System (ERS) suspended in-person and pre-retirement counseling sessions due to COVID-19, ERS is offering members modified procedures for retirement planning, filing for retirement, and pre-retirement counseling utilizing online resources, phone, and U.S. mail.
Filing for retirement, virtual pre-retirement counseling
For members filing for retirement, the ERS will mail a retirement packet of forms to be completed at home and mailed or dropped off at ERS. Due to COVID-19 protocols, members will not be allowed to complete the forms at the ERS offices. Forms can be requested by phone at (808) 586-1735 and also found on the ERS website.
While the ERS offices remain open, entry is limited to the reception area, and counseling sessions are being done by phone. Once an employee files for retirement, ERS will reach out to you to set up a virtual counseling session.
ERS recommends calling the office in your county for the latest office-visit procedures. If you have any questions, you may reach out to the ERS call center at (808) 586-1735 or call the island offices.
Oahu
City Financial Tower
201 Merchant Street, Suite 1400
Honolulu, HI 96813-2980
Phone: (808) 586-1735
Fax: (808) 587-5766
Email: dbf.ers.sss@hawaii.gov
Hawaii Island
101 Aupuni Street, Ste. 208
Hilo, HI 96720
Phone: (808) 974-4077
Fax: (808) 974-4078
Kauai
3060 Eiwa Street, Rm. 302
Lihue, Kauai, HI 96766
Phone: (808) 274-3010
Fax: (808) 241-3193
Maui
54 S. High Street, Rm. 218
Wailuku, Maui, HI 96793
Phone: (808) 984-8181
Fax: (808) 984-8183
Neighbor islands may call toll free to Oahu
Hawaii: (808) 974-4000 ext. 61735
Maui: (808) 984-2400 ext. 61735
Kauai: (808) 274-3141 ext. 61735
HSTA-supported retirement planning
Employees who have not yet filed for retirement should contact HSTA’s NEA Member Benefits Retirement Specialists at (808) 951-7185 to set up a free virtual appointment for their planning needs. NEA Member Benefits vetted Retirement Specialists offer members:
- Complimentary consultation for retirement planning (Do I have enough to retire? When can I retire?)
- ERS estimates (How much will my pension be?)
- Social Security optimization (When is the best time to take out Social Security?)
- Portfolio reviews (Is my portfolio too aggressive, too conservative, or just right?)
- NEA-endorsed 403(b)s
- Advice on budgeting
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