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Free Pension Analysis Provided for Educators & Federal Employees

AGERA has advisors in 48 states trained to help with your pension and related retirement plans

Virtual Appointments Available

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.