Pension Counseling & Information Projects

The goal of the Pension Counseling & Information Program is to reduce the risk of financial insecurity by empowering individuals through information, resources, and tools. The regional counseling projects promote an understanding of pension rights, and seeks to assist older adults in maintaining or achieving financial stability. This program strives to maximize the independence of older individuals, and empower them to make informed choices so that they can live well in retirement. Successful applicants will demonstrate a proven track record of advising and representing individuals who have been denied employer or union-sponsored pensions or other retirement savings plan benefits, and will have the capacity to deliver services on a regional basis. Successful applicants will also have a recognized history of serving older people who may be economically marginalized, with an emphasis on diversity, equity, and inclusion.