APPOINTMENTS
VIRTUAL ONLINE
APPOINTMENTS
Pre-retirement Counseling
Virtual Online Appointment Guidelines
For your Virtual Appointment to be as successful as possible, you will need:
- a strong Wi-Fi signal
- an HD camera on your device
- to download the Microsoft Teams application (Available for download on Android or iPhone via your app store or directly from Microsoft: https://www.microsoft.com/en-us/microsoft-teams/download-app)
Please note when scheduling:
- If there is an opening, Virtual appointments can booked anywhere between 24 hours and 45 days in advance.
- Scheduled appointments will be held open for five minutes from the start time. After five minutes the appointment will be canceled and need to be rescheduled by the Member.
- Phone numbers are required should the signal be lost so we can reconnect via phone.
- To schedule your virtual appointment, your first and last name are required.
- Please use your personal email to register to avoid any issue in appointment confirmation delivery.
- Please be advised that when making an appointment for Pre-retirement Counseling, an audited benefit estimate cannot be provided.
IN-PERSON
APPOINTMENTS
Pre-retirement Counseling in Albuquerque and Santa Fe
In-Person Appointment Guidelines
Locations:
- Albuquerque: 8500 Menaul Blvd. NE, Suite B-450
- Santa Fe Location: 701 Camino de los Marquez
Please note when scheduling:
- If there is an opening, an in-person appointment can be booked anywhere between 24 hours and 45 days in advance.
- Scheduled appointments will be held open for five minutes from the start time. After five minutes the appointment will be canceled and need to be rescheduled by the Member.
- Phone numbers are required should the Retirement Specialist need to reach out to you.
- To schedule your appointment, your first and last name are required.
- Please use your personal email to register to avoid any issue in appointment confirmation delivery.
- Please be advised that when making an appointment for Pre-retirement Counseling, an audited benefit estimate cannot be provided.
You will need:
- 2 current forms of identification
Resources
Retirement Planning Tip
Submit a Benefit Estimate Request only if retiring in 6 – 12 months. Audited benefit estimate requests take up to 8 weeks to process. You may, however, use the retirement calculator which provides an unaudited, unofficial estimate of your benefit using self-provided inputs.
Booking Form
Complete the form below to book an appointment.
Notice when Booking an appointment—
- Appointments are geared towards those members who will be retiring within 6-12 months.
- Appointment times typically fill quickly but do open 45 days in advance. Check back daily for appointments as they become available.
- Appointments are not available on holidays. Notices/closures due to observances are posted on ERB office doors and the Home page of this website.
- Should inclement weather interfere with providing scheduled appointments, members with confirmed scheduled appointments will be contacted and served.

Managing the retirement assets of New Mexico Educators since 1957.
Contact Information
Santa Fe
(Main Office)
8am-5pm
Physical Address
701 Camino de los Marquez
Santa Fe, NM 87505
Mailing Address
PO Box 26129
Santa Fe, NM 87502
Toll-Free
1(866) 691-2345
Main Office
(505) 827-8030
Fax
(505) 827-1855
Albuquerque Office
8am-5pm
Email or call ahead for an appointment.
Physical Address
8500 Menaul Blvd. NE, Suite B-450
Albuquerque, NM 87112
Phone
(505) 888-1560
Fax
(505) 830-2976