EDUCATION RETIREMENT SERVICES

Education Retire Services is a leading 403(b)/457 & Section 125 Company, specializing in servicing teachers and administrators, in Oklahoma, Texas, Missouri, & New Mexico. We are proud Sponsors of the Teacher of the Year Award and endorsed by many leading Educational Organizations.

We work for you, representing the best options available for your retirement. Please feel free to browse our site and call or email us with any questions. Take advantage of our resources on this site including newsletters on a variety of issues and web seminars that are about 10 minutes in length covering a variety of issues.

Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals. 

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so bookmark this site for new, updated and pertinent information.

We can assist you with Section 125 plans and retirement planning including but not limited to:

1) State Teacher Retirement Analysis

2) Pre OK TRS Retirement Interview Preparation Plan

3) Partial Lump Sum Retirement Options (PLSO)

4) Full Retirement Planning Benefits and Options

5) 403(b), 457, 403(b) ROTH, Traditional IRA & ROTH's

6) Independent 403(b) Plan Administration Referrals

If you have any questions or want to schedule a meeting for a retirement analysis or to discuss your specific questions, you can reach out to us on the contact page.