Retirement and protection conversations for Massachusetts.
For public employees, educators, healthcare professionals, first responders, families, and business owners in Boston, Worcester, and communities statewide. Licensed availability is confirmed before service.
Bring your retirement information.
Bring your Massachusetts State Employees’ Retirement System (MSERS) or Teachers’ Retirement System (MTRS) statement or latest benefit estimate, recent 403(b), 457, 401(k), or IRA statements, Social Security information, and the questions you want to discuss. Please do not share account passwords or login credentials.
Official benefit sources
Massachusetts State Retirement Board — Official MSERS information for eligible state and certain public employees.
Massachusetts Teachers’ Retirement System — Official retirement-plan information for eligible educators.
These external resources are independent of PublicServ. Confirm benefit rules and elections with the applicable plan administrator.