Retirement and protection conversations for Pennsylvania.
For public employees, educators, healthcare professionals, first responders, families, and business owners in Philadelphia, Pittsburgh, and communities statewide. Licensed availability is confirmed before service.
Bring your retirement information.
Bring your State Employees’ Retirement System (SERS) or Public School Employees’ Retirement System (PSERS) 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
Pennsylvania State Employees’ Retirement System — Official benefit information for eligible state employees.
Public School Employees’ Retirement System — Official benefit information for eligible public-school employees.
These external resources are independent of PublicServ. Confirm benefit rules and elections with the applicable plan administrator.