.png){kind=small}
Retirement Planning for Educators & Federal Employees
Free Pension Analysis Provided for Educators & Federal Employees
As a teacher or federal employee, understanding your pension plan and related financial offerings can feel overwhelming. If you’re unsure how your plan works, how it’s performing, or whether you’re maximizing its potential, you’re not alone. The team of experts at AGERA is here to help you make sense of your options and feel confident about your financial future.
Focused financial planning for public employees with pensions.
Most employees with a pension plan often find the state pension amount too low to actually help build up a substantial retirement fund. Because of this, individuals might take out a private pension, which they pay into themselves monthly.
A provided Employee Benefits Analysis will help to bring clarity to the employee's current status and future projected financial outcome. If the outcome is insufficient, the analysis will show the employee how to get on track to assure a desired financial conclusion at retirement.
Tailored Guidance
Customized recommendations to meet your specific financial needs and preferences based on your Employee Benefits Analysis data.
Streamlined Support
Efficient and quick support for a hassle-free experience in your financial journey using the Employee Benefits Analysis as a living financial document providing easy adjustments.
Full Scope Oversight
Once in the AGERA system, all aspects of your retirement plan are monitored for changes that could affect your:
-
pension
-
403b
-
401k
-
Roth IRA
-
TSP
Live Assistance
Personal 1-on-1 help is available 6 days a week by licensed financial professionals in 48 states. Simply call and schedule time or use our calendar to book a time that is best for you.
Trusted & Appointed by America's Best Carriers
AGERA staff are appointed by some of the best carriers in the industry, many of which provide your 403b, 401k & TSP plans and that makes it even easier for us to help you directly when you need it.
The AGERA association membership is a group of some of America's best financial experts specifically vetted to understand the detail of educator and federal employee retirement plans. It is AGERA's priveledge to be invited to campuses across the country in person or via zoom to provide assistance in this unique financial environment. All expenses related to consultations, creation of the Employee Benefits Analysis and any needed adjustments to your retirement plans are covered by your supplemental benefits providers.