State Employees

Maximize your State Employees' retirement system (SERS) benefits

Educators First Financial of Pennsylvania (EFFPA) specializes in working with members of the Public School Employees’ Retirement System (PSERS) to help make the most of their educator retirement and pension benefits. Nearly identical to PSERS, the State Employees’ Retirement System (SERS) plays the same important role of providing support to those who graciously dedicated their lives to serving others.

As part of a carefully crafted, well-balanced financial strategy, Educators First Financial can assist in setting achievable goals with your SERS investments, retirement options, and benefits. With several decades of established, nationally-recognized expertise, EFFPA is a unique group of professional leaders in the financial services industry, skilled in maximizing state employee benefits that are better-suited to serve you and your financial needs.

Whether you are just beginning your career path, or contemplating retirement options, EFFPA will help you plan for your financial future and focus on the SERS benefit options that will best serve you and your loved ones. We help all educational and state employees who come to us weather economic fluctuations and market swings by advocating sensible, long-term investing for your SERS retirement plan. We will work closely and regularly with you (or as often as you’d like) so that you’re confident in and comfortable with the financial suggestions we provide and gain the most from what’s important to you and what you value from your state employee benefits.

Considering the following options can have a considerable impact on your retirement income:

  • Should I select a survivor benefit?
  • When should I start collecting social security?
  • What supplemental plans are available to me as a member?
  • Should I withdraw a portion, all, or none of my contributions?
  • How can I fill the gap between my current earnings and what I will receive at retirement?

We at Educators First Financial define success by the quality of the long-standing relationships we form with all of the financial and retirement planning clients we serve. Regardless of vocation, our clients understand that doing business with EFFPA means we will be your advocate for life, not simply a financial resource for the moment. Our goal is to help you refine your SERS financial options so you are able to enjoy your retirement benefits to the fullest!

If you are a Pennsylvania state employee, you can start today by learning about the steps you can take toward creating your SERS financial retirement plan. Learn about the many ways in which EFFPA may be able to help you with your financial future and to take care of the ones you love by contacting us!