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We Are Your National Education Association Specialists

Ready to navigate your benefits and plan for retirement? Let’s get started today.

Retirement Planning For Educators

Standing in front of a room full of students would seem daunting to most of us, but you do this every day. Your ability to educate while inspiring minds is a tremendous skill that you have mastered over time. Understanding your retirement benefits can also take time to master.

In the beginning, you are handed a bunch of forms to fill out with no real help or education on what options to select, how these selections may affect you, or any insight into what might make the most sense for your situation. Though important, these choices may not seem like a high priority when you have so many other things to focus on.

We know how impactful these decisions can be and are ready to help you understand your benefits, make the best selections, and plan for the retirement you want.

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Ready For Some Details?

Your Washington Retirement Plans, TRS, SERS and PERS, have different parts.
Select your plan below to see more:

Teachers Retirement System

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School Employees Retirement System

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Public Employees Retirement System

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Now For The Big Question…When Can I Retire?

You are eligible for a pension retirement when you are vested. To be vested varies depending on which retirement plan you are participating in.

Whether you are in TRS, SERS or PERS, it is a good idea to review all your options at least 5 years before you are ready to retire. This will help you adjust your savings plan and exit date as needed to maximize what you get out of your benefits.

You don’t have to figure it out on your own. We can review your options with you, help you see what a full vs early retirement would look like, and help you save more for retirement.

Whether you are just getting started or getting close to retirement,

Understanding your benefits can help you get where you want to go.

Let’s help you navigate the details to find what fits you best.

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