Video: Three Ways to Engage Pension Trustees as a Beneficiary
Video Transcript:
If you have a public pension, you already have a voice — the question is, how do you use it? Here are three ways to engage the trustees who oversee your retirement fund:
1. Stay informed. Learn who your trustees are and what decisions they’re making. Most pension boards post meeting agendas, minutes, and investment policies online. Following these updates helps you understand where your money is going and how it’s being managed for the long term.
2. Show up and speak up. Attend public board meetings, submit comments, or join listening sessions. Whether you’re a teacher, city worker, or public safety employee, your perspective as a beneficiary matters. Trustees need to hear from the people their decisions impact most.
3. Connect with your unions or professional associations. They often have committees or campaigns focused on pension stewardship and responsible investment. Working together strengthens your collective voice and ensures trustees prioritize climate resilience, worker protections, and long-term financial health.
Your pension represents your work and your future. Engaging with trustees helps protect both. Follow for more on how to make your voice count in the decisions shaping your retirement security.
