Generate a personalized retirement report covering your pension, savings, healthcare, and key milestones — in minutes, in plain language.
No account needed • No data stored • Not financial advice • Takes about 10 minutes
Why this matters
Your pension payment election is irrevocable. Once you retire and the election period closes, you cannot change how your benefit is paid — even if your life circumstances change.
Missing your Medicare enrollment window can result in permanent premium penalties. Missing IRMAA reimbursement deadlines means leaving money on the table — every year.
When you retire, when you claim Social Security, and when you take distributions can each shift your income by tens of thousands of dollars over your lifetime.
VestingView helps you see these moments before they happen — so you can prepare, not react.
What VestingView does
Pension. Deferred compensation. Social Security. Healthcare. Union benefits. VestingView brings everything together so you understand the full picture — not just individual pieces.
Understand how your pension, savings, and Social Security combine into your total retirement income. Covers NYCERS, TRS, NYCPPF, FIRE, BERS, and NYSLRS — every tier and plan.
Pension payment elections are permanent. Learn what Maximum, Joint-and-Survivor, Pop-Up, and Five/Ten-Year Certain mean for you — before your window closes.
Medicare enrollment windows, Part B reimbursement deadlines, IRMAA income thresholds — know what's coming at ages 55, 59½, 62, 65, 67, 70, and 75 so nothing catches you off guard.
An illustrative year-by-year timeline showing how your salary, pension, Social Security, and savings withdrawals combine over time. A starting point for discussions with a financial professional.
DC 37, UFT, PBA, UFA, COBA, and 15+ more. Welfare fund details, dental, vision, prescription coverage, and retirement activation steps — consolidated in one place.
No accounts. No logins. No data stored anywhere. First name only. Dollar amounts automatically rounded. Your information stays on your screen.
See it in action
After entering your information, VestingView generates a personalized report — projected income, key decisions, and timeline milestones in one place. Review it, save it, print it, or bring it to a professional.
Click any screenshot to enlarge • Scroll to see more →
Who it's for
Whether you're 5 years from retirement or 25, VestingView helps you understand and prepare for what lies ahead.
See your pension, savings, healthcare, and Social Security details in one clear summary. Bring it to your pension counselor or financial advisor — prepared and informed.
Offer this as a member education benefit. Help members understand their welfare fund benefits, pension options, and Medicare process — reducing confusion and support calls.
Give employees a self-service educational tool that helps them understand the benefits information your team explains every day. No extra staff. No IT integration.
Retirement decisions can feel overwhelming —
especially when they can't be undone.
VestingView helps you understand what matters so you can move forward with confidence.
Why we built this
Understanding your own benefits shouldn't require a finance degree.
Public employees dedicate their careers to serving their communities — often for decades. They earn real, valuable benefits along the way. But understanding those benefits? That's where things break down.
Pension tiers, FAS calculations, survivor options, Medicare Part B reimbursement, IRMAA brackets, DCP contribution limits — the information exists, but it's scattered across dozens of websites, buried in PDFs, and written in language that assumes you already understand it.
VestingView was built to fix that. We consolidate scattered information from pension systems, healthcare programs, unions, and government agencies into one clear, personalized summary. We don't provide financial advice — we're an educational tool that helps you understand what you have so you can work with a professional to plan what's next.
Get a personalized report that helps you understand your benefits, timing, and key decisions. Takes about 10 minutes. No account needed.