PERS Review

PERS Review

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Understand how your retirement works: Understanding the Oregon Public Employee Retirement System (PERS) can be a difficult task for those who depend upon this program for their future retirement.  Our seasoned CFS* Financial Advisors have helped many PERS employees understand their options and avoid mistakes. Our no cost or obligation public seminars and personal consultations have become a popular first step in the retirement planning process.

  •  Confidently proceed with our step-by-step process

Many PERS employees like to start by attending one of our PERS seminars or scheduling a personal consultation with one of our CFS* Financial Advisors. Here is a list of steps frequently taken to move confidently forward in PERS retirement planning:

  • PERS Seminar 
  • Personal Consultation
  • Consider and review important factors such as other sources of income, family needs, age, taxes, investments and savings, etc.
  • Learn how Social Security can be maximized with your PERS income.
  • Coordinate all sources of income with the need for income at different ages.
  • Review or help you complete your PERS retirement application forms.

Remember, there is no cost or obligation to take advantage of any services listed on this page! 

  • Get help completing paperwork

After a PERS employee has made their retirement decisions, the Retirement Application and other forms must be completed and submitted.  These forms must be completed with no errors, or the application will be rejected by PERS and returned by mail. Our Financial Advisors will help you fill out the forms or review your completed forms to double check for accuracy and completeness. We have notary services, a copier and fax machine to make this daunting task simple and easy.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Routing # 323274775

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