to Public Employee Retirement Assistance

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PERA is a third-party marketing organization that facilitates meetings between state-licensed representatives and public employees who have individual retirement related questions. PERA currently works with employees of school districts, colleges, universities, and other public institutions nationwide. Every state licensed representative is appointed with one or more of the institutions approved vendors.

To view a complete list of approved vendors click here.

At PERA, we believe the safety of your employees and students is a priority. Our electronic scheduling program ensures only licensed representatives with scheduled appointments visit your campus, therefore limiting the number of non-approved personnel roaming your hallways around students and staff.

In addition to our electronic scheduling program, we offer fully electronic appointments. Through our live interactive meeting platform, a vendor approved licensed representative can “virtually” meet with your staff without ever stepping foot on campus. Our virtual meetings allow employees to receive the expert, honest and reliable financial advice they deserve on their own time.  Our unique understanding of your employee's professional background allows us to equip them with the knowledge that will make their income last a lifetime. In fact, many of our representatives were once public employees themselves.  After all, who knows more about your wants and needs than someone who has walked in your shoes?

PERA, connecting public employees with the licensed professionals
equipped to make pension income last a lifetime.

Our leadership team is made up of industry professionals with over a half a century of combined experience in assisting public employees to reach retirement successfully.
In addition, our carefully selected representatives all receive extensive training to assure they are properly equipped to accommodate your family’s needs no matter how unique they may be.


  our heritage and culture shapes who we are. It's no coincidence that the majority of our agents were once educators, administrators and support staff themselves. Some continue to serve their local school districts as members of school boards and parent-teacher organizations. We believe that connection is the engine that drives our success.

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Retirement is about having the time and resources to do the things you enjoy most in life. The licensed Representatives can help you maximize the savings, growth opportunities and lifetime income necessary to do so. Regardless of where you are financially - whether you're buying your first home, actively contributing to your retirement savings, or nearing your desired retirement age - there are customizable solutions to make your next stage in life your best.

Setting yourself up for success doesn't need to be difficult — start your journey toward achieving successful retirement here.

"PERA matched me with an agent that got me into a new plan with significantly lower fees, and eliminated my concerns about my pension shortfall. I do not hesitate to save into my 403(b) each month because I'm confident it will..."
-Sylvia S.
Client, El Paso, TX

Retirement Planning Shouldn't be stressful

Confused by which of the many 403(b) investment and retirement income solutions are right for you?
Let us connect you with an experienced and licensed representative who will develop a personalized analysis of your portfolio - designed to help you plan and achieve your family's financial dreams.

Want to avoid outliving your assets? Licensed representatives can help to ensure retirement income payments for as long as you live by helping you with tax deductions and budget planning.

Implement your plan for success! Put aside money in a 403(b) and diversify your investments.

Build a plan that brings your total financial picture into focus. Protect beneficiaries with a death benefit as well as surviving spouses with social security benefits.

One-on-one, and always free
That's the PERA difference!
Support when you need it, and peace of mind that issues
will be resolved if and when they do arise.

To schedule an individual appointment, find an agent, contact your agent, or to make general inquiries please click below and submit an email with your request. (Note: If you have an appointment scheduled, and would like to cancel or change the meeting day/time please respond to the original email, or visit the website in the original email, and submit your changes.)

Our normal office hours are 9 AM- 5 PM PST. For account changes, please log into your account or call Client Services at 1-800-732-9139. To email us your questions just send an email to and your email will be returned the same business day.

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