A business case for the Council of School Supervisors and Administrators

Pension Readiness Program

A partnership that gives every member a clear, personal answer to the largest financial decision of their career, supported by professional learning throughout.

Prepared for Dale Kelly
Executive Vice President

AY & Co.
November 2026

The opportunity

Retirement is the moment a member measures what their union did for them.

The retirement systems publish the rules. What members still need is someone who runs their own numbers with them, before a decision becomes permanent. The Council is positioned to be that source.

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The case for the Council

What this partnership delivers

For members

Confidence at the decision that defines their retirement

Their own numbers, clearly explained
Costly errors caught before filing
A clear picture of life after the paycheck

For the Council

A visible benefit that strengthens member trust

Insight into where members need advocacy
Clear results the Council can see
A measured start through a pilot

For the Council’s standing

A member benefit that will be remembered

Held to one consistent standard
No products sold to members
Member information held in confidence

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What AY & Co. brings

A dedicated partner to the Council

Workshops and reviews

Career stage workshops, office hours and one on one reviews.

At the center

One dedicated partner

One point of contact for every part of the program, from the first workshop to the last event.

Professional learning

Sessions for assistant principals and principals, online and in person.

Tools on the Council’s site

A pension estimator, planning and filing checklists, and explainer videos.

Dinners and events

Gatherings that bring members together around their future.

The Council becomes the first place every member turns for pension clarity.

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Already built

Ready to serve members from the first day

The planner

NYC School Pension Planner

TRS and BERS, Tiers I through VI, loans, and up to four retirement dates side by side, with take home pay after taxes and dues.

The report

Personal member report

A written comparison of retirement options, prepared from each member’s own numbers.

The video

Narrated explainer

A short piece showing how a pension replaces take home pay, in plain language.

All AY & Co. tools and materials are proprietary, with trademarks in process, and are licensed to the Council for use throughout the partnership.

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A separate recommendation from AY & Co.

A preferred list of vetted consultants for members

AY & Co. would lead

Outreach and intake

Business, license, insurance and reference checks

A scored pension case test

A written recommendation on each candidate

The Council would decide

Sets the standard and grants final approval
Retains authority over the list
May consider a flat applicant fee to fund vetting
Is protected by each consultant’s coverage and a signed indemnity

Every consultant

Licensed where the work requires it

Professional liability (errors and omissions) coverage

An LLC or established firm

Reapplies every two years

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The launch · proposed dates

A measured launch, guided by results

Phase 1

Design

January to February 2027

Survey of members and retirees on their experience
Preferred consultant list opened to applicants
Materials and calendar built

Gate: the Council approves the pilot calendar

Phase 2

Pilot

March to May 2027

Pension workshops by career stage
Professional learning sessions
Office hours and reviews open
A member launch event

Gate: results reviewed with the Council

Phase 3

Full program

From September 2027

A full calendar of workshops and learning
Member tools live on the Council’s site
Member dinners and signature events
Quarterly reporting to the Council

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A lasting partnership

Strengthening how the Council serves its members, from within

Redesign

Working alongside staff to reimagine how members are served, from their first question to the final outcome.

Sustain

Keeping every tool, resource and standard current as rules and member needs evolve.

Advise

A trusted consultant, available whenever the Council would value an outside perspective.

The Council’s own team remains at the heart of this work, with AY & Co. adding depth and capacity.

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Next steps

The path forward

An in person meeting with Dale Kelly and the Council’s team to walk through the program
A complimentary member workshop, delivered by AY & Co. at no cost, so the Council sees the work before it commits

AY & Co.

Amal Young
917.774.5747
[email protected]
amalyoung.com