Yes — plan type matters. The tier determines the benefit multiplier and minimum retirement age. Group 1 (pre-2001) is most generous; Tier 3 (post-2012) requires age 60 or age 55 with 30 years. Ask client for their MTRS member statement.
403(b) Information
Statements
Please attach: MTRS member statement, most recent 403(b) statement, and Social Security statement (ssa.gov) if available. Files will be uploaded to Google Drive and linked in your spreadsheet.