Post Retirement Reporting

Overview

School districts and Boards of Cooperative Educational Services (BOCES) are required by law to:

  • Report when a NYSLRS retiree exceeds the earnings limit.
  • Annually report all public retirees who were on payroll during the previous calendar year.

To assist with complying with these reporting requirements, the Post Retirement Reporting Page is available in Retirement Online if you:

  • Still use legacy reporting; or
  • Started using enhanced reporting after January 2024. (Note: Once you’ve used enhanced reporting for a full calendar year, you will no longer be required to use the Post Retirement Reporting Page.)

If you submitted an enhanced report for your December 2023 report or earlier: You already report retirees when submitting your monthly report, which would indicate if a retiree exceeded the earnings limit and provides the necessary information to comply with the annual reporting requirement. No action is required.

 

Set Up Your Enhanced Reporting Transition Plan Today

All employers are required to switch to enhanced reporting. If your organization hasn’t set up a transition plan with us, you must contact us immediately to do so.

Begin with 2 Easy Steps

  1. Email [email protected].
  2. Set a timeframe that works for your organization to switch to enhanced reporting.

 

Reporting Retirees Who Exceed the Earnings Limit

Before hiring a public retiree, you should be aware of the laws governing how much retirees can earn in post-retirement employment without affecting their pension. Generally, NYSLRS and other New York public sector retirees under age 65 are subject to a calendar-year earnings limit of $35,000.

The earnings limit for retirees employed by school districts and BOCES is suspended through June 30, 2025. (April 2024 legislation extended the date from 2024 to 2025.)

From July 1, 2025 through December 31, 2025, retirees will be subject to the earnings limit and you will be required to report if a retiree earns more than $35,000 during that time.

 

Annual Reporting of Retirees by March 31

You must report all public retirees, including contractors or consultants, who were on your payroll during 2024 by March 31, 2025. Please note, even though the earnings limit was suspended during 2024, you are still required to annually report retirees who worked for you.

  • Sign in to Retirement Online.
  • From Account Homepage, click Submit Post Retirement Reporting link.
  • Choose Report Year and Employer Code, then click Add.

If there is retiree information on file, the Retiree Details section will appear with the first retiree record displayed.

For step-by-step instructions on how to update or add a retiree record, refer to the Post Retirement Reporting Page How-To Guide.

If You Do Not Have Retirees to Report

If you did not employ any public retirees during 2024, you must notify us and certify you do not have retirees to report. 

  • Use our help desk form.
  • From dropdown menu, select Post Retirement Reporting.
  • Complete required fields.
  • In Additional Comments textbox, enter I certify I do not have retirees to report for 2024.

 

If You Need Help

If you have questions about post retirement reporting or for help accessing Retirement Online, use our help desk form (from the dropdown menu, select Post Retirement Reporting or Retirement Online Troubleshooting).

 

Rev. 3/25