Plan Design and Consulting

We’re PERA Administrators.

We specialize in designing retirement plans for the public sector, including schools, local and state government agencies, and other nonprofit organizations.

Designing your plan

Our team of retirement professionals offer:

retirement plans

Once we understand your goals, we’ll design a plan to meet your specific and unique needs and goals.


This kind of platform underscores our commitment to choice: all registered mutual funds and many of the Insurance Companies are available to plan participants.

plan documents

After completion of your plan’s design, we submit the required documents, which outline the plan’s eligibility requirements, contribution formulas, and other plan rules and options.

Provide universal
availability notices

All employees will receive timely notices pertinent to plan activities.

Compliance Approvals

We monitor and manage all money-in and money-out requests to ensure compliance, security, accuracy, and timeliness.

Charter for
plan committee

This document informs your plan committee of the plan’s intentions, philosophy, and milestones to ensure a successful outcome.

It’s your retirement.

You have choices.

Consultation Services

PERA Administrators consultation services can determine whether an existing plan is a good fit—and make recommendations for improvements and evaluate the benefit of a newly designed plan. We can make an old plan more efficient or design a new one to take advantage of changes within your organization.