STRS COLA Approved and Retirement Eligibility Changes Extended
The latest update from the State Teachers Retirement System of Ohio (STRS) March 2026 Board meeting highlights incremental, but important, changes for current and future retirees. The STRS Board approved a 1.6% COLA to eligible benefit recipients effective July 1, 2027. Who is eligible? How COLA is applied The Board extended the current, more favorable […]
OPERS Annual Statements Are Now Available
The Ohio Public Employees Retirement System (OPERS) released the latest version of Annual Statement of Estimated Benefits for members. The current version is now available to view and print within your online account. While it may seem like just another document, this statement is one of the most important tools you have for understanding your […]
OSU Executive Retirement Plans – RCP / 415(m): A Retirement Planning Guide for Ohio State University Employees in Columbus, Ohio
By Schuler Wealth Planning | Columbus, Ohio If you work at The Ohio State University, or any university in Ohio, earn a high income, and notice your retirement contributions stopping before the end of the year, you’re not alone, and it’s not a mistake. Many OSU faculty, physicians, and administrators run into IRS and Ohio retirement system limits under OPERS, STRS, or the Alternative Retirement Plan […]
Ohio Teachers’ Retirement Options: A Simple Guide to the State Teachers Retirement System of Ohio (STRS Ohio)
Understanding the key points of STRS to help you choose the right plans and ensure a successful retirement.
Why might a One-Time Financial Plan (with tune-ups as needed) be for you?
Not everyone wants or needs an ongoing relationship with a financial advisor. Many people feel confident managing their own investments or prefer to take a hands-on approach to their finances but would still benefit from professional guidance along the way. That’s where our One-Time Financial Plans come in.
Understanding the OPERS Member-Directed Plan
The OPERS Member-Directed Plan is a defined contribution plan that offers flexibility and control, allowing you to manage your retirement investments directly.
Understanding the OPERS Defined Benefit Pension Plan
The Ohio Public Employees Retirement System (OPERS) is the largest public pension fund in Ohio, with over 1 million active members, retirees, and beneficiaries.
2026 Brackets are Here!
The brackets have been released!… No, not the College Football Playoff, NFL Playoff, or NCAA brackets – we’re talking about the 2026 Tax Brackets! Last week, the IRS released the annual inflation adjustments for tax brackets and other key tax items. Here are the highlights:
What is the Thrift Savings Plan (TSP) and How Does It Work?
If you’re a federal employee or member of the uniformed services, the Thrift Savings Plan (TSP) is one of the most powerful tools you have for building a secure retirement. It’s simple, low-cost, and forms a critical part of your overall retirement package alongside the FERS pension and Social Security.
Navigating the Federal Deferred Resignation Program (DRP): What to Do After Leaving Federal Service
If you’re a federal employee separating from service on September 30, 2025, it’s important to understand how the DRP and related benefits affect your financial future. Attached is a comprehensive checklist of steps former federal employees should take once their employment ends.