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The 20th Annual Oklahoma Public Funds Trustee Education Conference
Wednesday, September 28 through Friday, September 30, 2016
Renaissance Tulsa Hotel and Conference Center
6808 S 107th E Ave
Tulsa, OK 74133

More than a hundred trustees and staff members are expected to attend the 20th Annual Trustee Education Conference next week in Tulsa. If you are an attendee and would like the conference materials electronically for your laptop, table or mobile device, click on the link below to download:

OPFTEC Session Materials

GASB 68 Allocation Schedules Now Available

The first link below is to the OTRS “Schedule of Employer Allocations and Schedule of Pension Amounts by Employer” required by GASB 68. These audited schedules indicate each participating employer’s share of the “Net Pension Liability” of OTRS from its FY 2015 financial statements. The amounts in these schedules are to be used for employers’ FY 2016 financial statements. The second link below provides additional information about GASB 68 and contains further links to other helpful resources.

Schedule of Employer Allocations
GASB 68 Explanation Page

Announcing 2016 Pre-Retirement Planning Seminars
Plan for Tomorrow - Today

The Oklahoma Teachers Retirement System will be hosting 6 seminars this coming August, September, and October. The dates and locations are as follows:

August 27, 2016    Lawton – Great Plains Technology Center
September 24, 2016    Ada – East Central University
October 1, 2016    Oklahoma City (2 sessions) – Francis Tuttle Technology Center, Rockwell Campus
October 22, 2016    Tulsa (2 sessions) – Tulsa Technology Center, Career Service Center

Registration is now closed due to seating capacity has been reached!

1099-R Frequently Asked Questions

Announcement - Tax Withholding Tables

The federal and state withholding tables have been recently updated in the OTRS accounting system, which may result in a small change to your monthly benefit payment amount. Any changes will be reflected beginning with the February 1, 2016 benefit payment. You should receive a separate letter detailing any changes to your monthly benefit payment.

If you wish to change your tax withholding for future benefit payments, the Monthly Tax Withholding Request form can be found on our website at http://www.ok.gov/TRS/Forms/index.html. If you have questions, please call 405-521-2387 or Toll Free 1-877-738-6365.