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For Oregon PERS Members

We focus on the needs of Oregon Public Employees

For those who are members of the Oregon Public Employees Retirement System (PERS), we will conduct a detailed analysis of your retirement benefits and the impact of your payout elections.  The analysis can be one part of a larger retirement income plan which address your social security benefits, your investment portfolio and health insurance needs.

Use these links for the latest updates on changes to your PERS plan.

Employee Pension Stability Account (EPSA) Overview

Oregon PERS and IAP Plan Web Access, Benefit Estimate requests and program information.

Online Member Services (OMS)

You can view your Tier 1, 2 or OPSRP account information in a secure environment using PERS’ Online Member Services.
OMS allows you to access your employment information that has been reported to PERS by your employer(s).

OMS Login

Tier 1 & 2 Benefit Estimate

When you are within 24 months of the earliest date you are eligible to retire, you can request a Tier 1/ Tier 2 written benefit estimate. 

Estimate Request Form

Oregon Public Service Retirement Plan (OPSRP) Benefit Estimate

When you are within 24 months of the earliest date you are eligible to retire, you can request an OPSRP written benefit estimate.

Estimate Request Form

Alternate Payee and Divorce Impacted PERS Accounts

Alternate Payee and Divorce related accounts have their own unique features and processes.  Refer to this PERS page for more information.

Forms and More

Tier 1 & 2 Service Time Purchases

Military Service, Out of State School Service and other purchase options.

Forms and more

The Individual Account Program (IAP)

The IAP your defined contribution account.  It's part of your Oregon public employee retirement plan and is in addition to your pension benefits.

The IAP (PERS Website)

The Individual Account Program (IAP) Web Access

Register and Log In for IAP      account access.

IAP Login

IAP Target Date Funds

What is a Target Date fund?  How they work and your fund options.

IAP Target Date Fund PERS Page

Contact Rolf to schedule an appointment or ask a question.

Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 503-517-9363