Complimentary 60-Minute ReviewVirtual AppointmentIndependent & Educational
Create Your Appointment
Book your one-on-one, complimentary educational review to better understand how your pension and other retirement resources generally work.
During your meeting, we explain common pension and retirement concepts in plain language and help you build a list of questions to take to your plan administrator. Please include your preferred way to meet and a direct phone number in the notes when you schedule.
Not affiliated. My Pension Portal is independent. We are not employed by or affiliated with any school system, employer, state or federal pension program, or other organization. Education only: no advice, no benefit estimates.
Schedule Your Appointment
Complimentary · 60 minutes · Meridian Light Zoom
Meridian Light is independent and educational. Not affiliated with any employer, school or pension plan.
Prefer email? Send me a note at contact@mypensionportal.org.
Plain-language education
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.
- Pension
- Savings
- Social Security
- Income
Review categories
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.
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.