Financial and Retirement Education Resources

In response to questions from PERA members and retirees, we’ve created this page as a resource for our members and benefit recipients. You may:

• View a PERA presentation

• Check resources available to you

• Research how to select a financial planner or advisor

PERA Presentations

Information for Newer Members
This presentation is designed for defined benefit (DB) members who have less than five years of service credit and provides a brief overview of PERA benefits. It has not been updated to reflect changes as a result of the enactment of Senate Bill 10-001.

Retirement Process
This presentation is designed for defined benefit (DB) members who plan to retire in the next year. It has not been updated to reflect changes as a result of the enactment of Senate Bill 10-001.

Pre-Retirement Planning Resources

State and Judicial Division Members
The State of Colorado offers to its employees pre-retirement planning workshops. Sessions are available for those closer to retirement as well as those employees who are early in their careers. Contact the Department of Personnel and Administration for more information.

School and Denver Public School Division Members
Several local groups of the Colorado School and Public Employees Retirement Association (CSPERA) offer pre-retirement planning programs for school and other public employees who are close to retirement or who have recently retired. The sessions may vary in the topics covered, however, retirement plan details, psychological transitions, estate and legal planning, investing, are normally covered. The programs are facilitated by a CSPERA member from the local community.

Local Government Division Members
Contact your Human Resources office to see if additional resources are available for you.

Find a Financial Advisor/Planner

Learn more about how to select a financial advisor/planner through these resources:

• Alliance for Investor Education

• Learn About Financial Planning (Certified Financial Planner Board of Standards)

• Certified Financial Planner Board of Standards

• Top 10 Ways To Prepare For Retirement (U.S. Department of Labor)

• Women and Retirement Savings (U.S. Department of Labor)

• Choose to Save Program  (Employee Benefit Research Institute - EBRI)

• AARP Financial Planning and Retirement