Complimentary 60-Minute ReviewVirtual AppointmentIndependent & Educational
Understand Your Pension.
Prepare for What Comes Next.
Your pension is an important part of your retirement, but it may not be the whole picture. Schedule a complimentary one-on-one educational review to better understand how pension benefits and other retirement resources generally work together.
My Pension Portal is an independent retirement education and review service. We are not affiliated with or endorsed by any employer, school district, government agency, or state or federal pension system.
Your Retirement Benefits Shouldn't
Feel Complicated
Pension rules can be confusing: service credit, final average pay, survivor options, and supplemental savings all interact. We explain how these pieces generally work, in plain language, so you can ask better questions and feel more prepared for the conversations ahead.
What We'll Review
Together
Your Pension
A plain-language walk-through of how pension benefits are generally structured, so you understand the options your plan describes.
Supplemental Accounts
An overview of how 403(b), 457(b), and other supplemental accounts generally work alongside a pension, and the terms worth knowing.
Social Security
General education on how Social Security claiming ages work and how Social Security may fit with other retirement income.
Total Income Picture
A big-picture look at how different sources of retirement income can fit together, explained in general terms.
Book a review
Pick a Time for Your Complimentary Review
A free, no-obligation 60-minute educational review held over Meridian Light Zoom. Education only: no advice, no benefit estimates.
Prefer to Start With Free Resources?
Get plain-English educational emails on pension concepts. Educational emails only. Unsubscribe anytime.
Logistics & details
Common Questions
About Your Review
Everything you need to know about preparing for your session, what to expect, and how we operate independently.
Is there a fee for the initial review?
No. The initial educational review is complimentary and carries no obligation.
How long does the consultation take?
Each review is scheduled as a 60-minute session. We keep the conversation focused and structured so we respect your time while covering the general concepts that matter to you.
Do I need to visit an office for the meeting?
No. Reviews are held by secure video call on Meridian Light Zoom. You can join from home using a standard computer, tablet, or smartphone.
What information should I prepare beforehand?
If you have one, a recent pension statement or plan summary is helpful to have on hand. Existing retirement projections are also helpful but not required. We don't need your Social Security number or account numbers.
Are you tied to any specific pension provider?
No. My Pension Portal is independent and is not affiliated with or endorsed by any employer, school district, government agency, or state or federal pension system. Our reviews are general education only. We do not provide personalized investment, tax, or legal advice, and your plan administrator remains the official source for your benefit details.