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Retirement Planning

The MTA offers free retirement counseling for members at convenient locations and times.
Published: June 2024

You only retire once. You should not be expected to be an expert in something you will never do again. Take advantage of the valuable services provided by our retirement consultants, who are available to MTA members without charge.

All consultations are held by appointment only during the hours listed. Members are advised to call selected MTA consultants in advance to schedule an appointment.

Proof of membership must be submitted when requesting retirement services. This schedule is in effect from September to June, except at the MTA's Quincy headquarters, which is staffed during the summer and school vacations. Please be aware that the MTA consultants do not have records of your service, so members are advised to bring that information to meetings.

Holyoke Office
Ron Lech - in person third Saturday of each month
Contact: rlech@massteacher.org  or 413-537-2335

Middleton Office
Barbara Callaghan - in person second Saturday of each month
Contact: bcallaghan@massteacher.org or 978-660-4171
Katie Callaghan - in person fourth Saturday of each month
Contact: kcallaghan@massteacher.org or 617-878-8761

Quincy Office
Peter Mili - virtual on weekdays
Contact: pmili@massteacher.org or 617-878-8256
Patricia Thompson - virtual on weekdays
Contact: pthompson@massteacher.org or 617-878-8766
Ray Thompson - in person on weekdays
Contact: 617-878-8255 or rthompson@massteacher.org

Raynham Office
Larry Abbruzzi - by phone second Saturday of each month
Contact: labbruzzi@massteacher.org or 508-824-9194
Nancy Mikels - in person third Saturday of each month
Contact: nmikels@massteacher.org or 781-789-8257

Pittsfield Office
Cathy Grady - in person second Saturday of each month
Contact: cgrady@massteacher.org

Worcester office
Ed Nelson - in person first Saturday of each month
Contact: enelson@massteacher.org or 774-239-7823
Karen Melanson - in person second Saturday of each month
Contact: kmelanson@massteacher.org or 978-660-4359

Higher Education Members
Ed McCourt
Contact: emccourt@massteacher.org or 617-878-8527

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The MTA represents 117,000 members in 400 local associations throughout Massachusetts. We are teachers, faculty, professional staff and Education Support Professionals working at public schools, colleges and universities across Massachusetts.