Onboarding & retention toolkit
Use these lesson plans to provide the CalSTRS onboarding and retention information to new educators.
Module 1: Welcome to CalSTRS
Welcome to CalSTRS lesson planThe Benefit of a Lifetime (leaflet)Module 2: Understanding the Formula
Understanding the Formula lesson planUnderstanding the Formula 2% at 62 (video)
Understanding the Formula 2% at 60 (video)
Understanding the Formula (fact sheet)
Module 3: The Gap
The Gap lesson planThe Benefit of a Lifetime: The Age Factor (fact sheet)The Gap (video)
403bCompare (flyer)
Module 4: Survivor Benefits
Survivor Benefits lesson planSurvivor Benefits (video)
Recipient Designation (form)
Module 5: myCalSTRS
myCalSTRS lesson planmyCalSTRS is… (video)
myCalSTRS (fact sheet)
Module 6: Purchasing Service Credit
Purchasing Service Credit lesson planPurchasing Service Credit (video)
Purchase Service Credit Now (fact sheet)
Module 7: Refund: Consider the Consequences
Refund: Consider the Consequences lesson planRefund: Consider the Consequences (video)
Refund: Consider the Consequences (fact sheet)
Module 8: Social Security
Social Security lesson planIntroduction to Social Security (video)
Social Security, CalSTRS and you (factsheet)