Retirement and protection conversations for Montana.
For public employees, educators, healthcare professionals, first responders, families, and business owners in Billings, Bozeman, and communities statewide. Licensed availability is confirmed before service.
Bring your retirement information.
Bring your Montana Public Employee Retirement Administration (MPERA) or Teachers’ Retirement System (TRS) 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
Montana Public Employee Retirement Administration — Official retirement-plan information for Montana public employees.
Montana Teachers’ Retirement System — Official information for eligible teachers and education employees.
These external resources are independent of PublicServ. Confirm benefit rules and elections with the applicable plan administrator.