Retirement and protection conversations for New Mexico.
For public employees, educators, healthcare professionals, first responders, families, and business owners in Albuquerque, Santa Fe, and communities statewide. Licensed availability is confirmed before service.
Bring your retirement information.
Bring your New Mexico PERA or Educational Retirement Board (ERB) 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
Public Employees Retirement Association of New Mexico — Official information for eligible public employees.
New Mexico Educational Retirement Board — Official information for eligible educators.
These external resources are independent of PublicServ. Confirm benefit rules and elections with the applicable plan administrator.