Comprehensive Pension Review

Each state has its own pension system, complete with unique tiers, benefit formulas, and eligibility requirements. That complexity can make it difficult to know where you stand and what decisions are best for your future.

We help educators answer key questions such as:

• What pension tier am I in?
• When will I be eligible for full retirement?
• How much will my pension benefit be?
• What are my options for collecting benefits?
• What happens to my pension if I pass away?
• Should I consider a lump sum option?
• How will my pension impact my taxes?
• Will my pension affect my Social Security benefits?
• What happens to my pension if I leave teaching?
• Can I purchase service years from another state?