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Government Employees

Client Centered

  In addition to school employees, KEI is well versed in California government pension plans including CalPERS, LACERA, OCERS, and SBCERA to name a few. We can help you identify any gaps that may arise between your income need at retirement and how much you will be receiving from your pension. We call this the shortfall, and we can help you create a detailed investment plan to help fill these gaps as well as identifying when would be the best time to retire to maximize the value of your pension plan.