The Office of Administration has notified us of an increase in employees receiving calls from individuals representing themselves as state pension advisors to discuss the employee’s state pension.
Some calls mention that an appointment for a “pension overview” has been scheduled for them and the caller has the employees’ work email address.
Keep the following in mind when you receive calls or emails regarding your pension:
Appointments with SERS pension specialists are scheduled by you, and you only. We do not pre-schedule appointments.
SERS does not endorse any financial planner groups.
SERS has not hired a vendor to call members regarding meetings nor have we shared any member information.
If you participate in more than one SERS retirement plan – for instance you also have an investment account in the Defined Contribution Plan or the voluntary Deferred Compensation Plan – the third-party administrator of those plans is Empower. Empower is the only other entity that could contact you about your state retirement benefit.
For more information on how to identify imposters, see Consider the Source! Beware of Financial Advisors Posing as SERS in the fall/winter 2024 SERS News.