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.

AT PERA

  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.