Mission & Values
Our mission is to serve the retirement savings needs of America’s public employees through a focused effort to democratize investing based on our four cornerstone values:
Financial literacy leads every savings plan.
Access to Retirement Representatives of your choice in a safe, controlled, comfortable, and convenient manner.
Better relationships are built on mutual trust and respect.
Providing choice empowers savers and financial success.
We’re PERA Administrators. No one does it the way we do.
What does PERA stand for?
A Better
Retirement Plan
We offer our clients the tools they need to make the future better.
Productive and
Professional Partnerships
We offer effective connections, helping retirement representatives and employees forge productive relationships.
Retirement in
3 Steps:
Learn. Choose. Save.
The people who serve our communities—
our teachers,
our municipal employees,
our first responders
—deserve successful retirement.