Benefit Connection Podcast

Episode #29 - Ready to Roll? Use Pretax Funds for Your Service Purchase

Ever wondered if the retirement savings you have outside PSRS/PEERS could buy you more service — or even an earlier retirement date? In this episode of Benefit Connection, host Susan Boessen and guest Cami Renick from Member Services explain how you can purchase PSRS/PEERS service with pre-taxed funds using a rollover. It sounds technical, but they start with the basics: What is a rollover? Which plans qualify? What steps do I take? You’ll learn it all and be ready to roll by the end of this short conversation.

Disclaimer: The opinions expressed in this podcast do not necessarily reflect the views of the Public School and Education Employee Retirement Systems of Missouri. Any examples used are for demonstrative purposes and are not designed to be member specific. This podcast is intended to serve as a resource and is not a substitute for the law. If differences are stated between this podcast and the law, the law must prevail.