Online enrollment for the CalPERS 457 Plan has been enhanced to include Roth after-tax contributions

The online enrollment experience for the CalPERS 457 Plan has been enhanced to include saving for retirement on a pre-tax and/or Roth after-tax basis (if your agency can process Roth contributions from their payroll). The CalPERS 457 Plan materials on the Employer Resource Center have been updated to help guide and educate you and your employees. New online enrollment materials have also been created to answer Frequently Asked Questions and help you access enrollment information in both myCalPERS and Sponsor Web. While enrollment forms from the Participant Enrollment Kit will continue to be accepted, we encourage you implement online enrollment as soon as administratively feasible.

News & Updates

Plan Document — The CalPERS 457 Deferred Compensation Plan Document has been updated for 2025.

Cost of Living Adjustments — On November 13, 2025, the Internal Revenue Service issued Notice 2025-67 to announce the 2026 dollar limits.

Navigating the SECURE 2.0 Act — Learn how CalPERS has adopted the mandatory and some optional provisions through the SECURE 2.0 Act as it applies to the CalPERS 457 Plan.

Intranet Page — Add this helpful template of CalPERS 457 Plan links and resources to your intranet site.

Did you know?

The CalPERS 457 Plan partners with Voya to provide full services to our agencies and their employees. Learn more about where to get support for you and your employees.

You can call the CalPERS 457 Employer Plan Line at 800-696-3907 for email calpers_457_plan@calpers.ca.gov for general contribution and payroll support.

Your employees can get help with their CalPERS 457 Plan accounts by visiting calpers457.com or calling the Plan Information Line at 800-260-0659.

Sponsor Web is a website designed for plan sponsors that allows you to view participant and plan level information at any time. You can request access to this site by contacting us today.

Employee Enrollment Kit (12/25)

Participant Change Authorization Form

Designation of Beneficiary Form

Rollover Contribution Form

Inter-Plan Transfer Form

Distribution Request Form

Death Distribution Form

In-Service Withdrawal/Transfer Request Form

In-Plan Roth Conversion Form

Unforeseen Emergency Withdrawal Application

Three Year Special 457(b) Catch-up Worksheet (for Current Employer Only)

Application for Electronic Direct Deposit

Birth or Adoption Withdrawal Form

Cost of Living Adjustments — On November 13, 2025, the Internal Revenue Service issued Notice 2025-67 to announce the 2026 dollar limits.

Please refer to the Plan Forms section for a digital copy of the most current CalPERS 457 Plan enrollment kit.

You can order printed copies of CalPERS 457 Plan publications through your dedicated Account Manager. 
Call or email your Account Manager to place an order.

Digital copies are available for on-demand print in the Plan Forms and Employee Materials sections above.

CalPERS 457 Plan representatives are available to assist you.

• Email us or call 800-696-3907, 
  Monday – Friday, 8:00 am – 5:00 pm PT.
  
• Fax participant forms to 888-228-6185.
• Click here for additional mailing information.

Dedicated Account Managers are available by region to help your employees stay on track for retirement.

• Meet the dedicated Account Managers for the CalPERS 457 Plan.
• View the current schedule of CalPERS 457 Plan webinars led by a dedicated Account Manager.
• Call 888-713-8244 to schedule a group presentation or onsite appointment day with your dedicated Account Manager.