Helping Employees Succeed

We believe everyone deserves an equal opportunity to plan for the future.

We’re eager to help people like you get started on a path to a successful retirement. Sometimes, however, taking that first step can be hard.
We make connections easy.

That’s where PERA Appointments can help!

How It Works

All you need to do is let us know you’re ready to start planning for your future. It’s really as easy as pushing this button!

Here’s what happens next:

You fill out an appointment form,

telling us a bit about yourself and your availability to meet with a retirement representative. Don’t worry—we only share that information with the representative who will call you.

We offer the appointment you’ve scheduled to our network

of qualified retirement representatives. The professional who selects the appointment will get in touch with you directly. There’s no fee to you for our matchmaking service.

You answer the call and make arrangements to meet

with your representative. And you get to decide how you want to meet: in person, by phone, or by virtual call. And just like that—you’ve got a partner who can help you plan for your future.

Once that first meeting is finalized, our work is done—unless you decide the first connection wasn’t a good fit. If that’s the case, we’ll help you make a connection that feels right.

Our mission is simple:

We make connections easy.

Your Financial Health

As long as you’re thinking about retirement planning, we’d like to invite you to check out the Financial Wellness Center, a multipurpose tool offered by our sister company, PERA Administrators.

You can use this tool to watch, read, and learn about financial health—and assess your own. This can be a good way to prepare for your meeting with your retirement representative.


Get set…