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New CalPERS 457 Plan resources are now available

mom holding young daughterSpanish-language support and services
CalPERS 457 Plan phone appointments and materials are available in Spanish to help make the CalPERS 457 Plan more accessible and understandable to Hispanic employees. This allows them to engage with the CalPERS 457 Plan in ways they feel most comfortable with and confident in. Read the Spanish-language CalPERS 457 Plan Support and Services for more information and view the Spanish-language materials available in the Participant Materials section.

Updated CalPERS 457 Plan webinar schedule
Encourage your employees to attend a CalPERS 457 Plan webinar on a variety of retirement planning and savings topics. Webinars are offered every second and fourth Wednesday of the month, and the first four Fridays of the month. Read the CalPERS 457 Plan webinar schedule for more information.

 

 

Cost of Living Adjustments — On November 4, 2021, the Internal Revenue Service issued Notice 2021-61 to announce the 2022 dollar limits.

Employer Guide (2021): Easy-to-follow steps for 457 plan payroll submissions

Roth Plan Option — Now available to adopt for your Plan.

Add Roth to a Payroll Report — After adopting Roth for your Plan, follow these steps for MyCalPERS reporting. 

Intranet Page — Add the new Helpful Links and Forms Library link to your intranet site.

Plan Document — The CalPERS 457 Deferred Compensation Plan Document has been updated for 2019.

You can send email inquiries to CalPERS_457_Plan@calpers.ca.gov

You can call the CalPERS 457 Employer Plan Line at 800-696-3907 for general contribution and payroll support.

Your agency’s CalPERS Account Manager is available for presentations and appointments (both online and in person) with your employees to help with their CalPERS 457 Plan accounts. Call 888-713-8244 or visit to schedule an appointment.

Your employees can 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.

 
Read current Employer Cents
 
Making Cents Newsletter
 
myOrange Money®
 
Helpful Links and Forms Library
 
CalPERS Perspective Newsletter
 

Personal Phone Reviews

Plan Forms Section

 

Cover of Enrollment Kit and FormEmployee Enrollment Kit (8/8/2022)

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

 

Participant Materials Section
 

Participant Overview

Nearing Retirement Guide

Roth Option Flyer

Roth Option Brochure
Roth Option Brochure (Spanish)

Spanish-language Services
Spanish-language Services (Spanish)

Account Access Flyer
Account Access Flyer (Spanish)

How to Enroll Flyer
How to Enroll Flyer (Spanish)

Post-PEPRA Employee Overview
Post-PEPRA Employee Overview (Spanish)

Employer Materials Section
 

Employer Guide (2021): Easy-to-follow steps for 457 plan payroll submissions

Loan Feature Overview

Employer Loan Provision Form

SMA Overview

CalPERS 457 Deferred Compensation Plan Document (2019)

CalPERS 457 Plan Roth Adoption Form

CalPERS 457 Roth Plan Overview

Roth Contribution Payroll Guide

Catch-Up Guidelines for Employers

Investment Option Information Section
 

Fund Fact Sheets (Quarterly)
(as of June 30, 2022)

457 Performance Report (Monthly)
(as of July 31, 2022)

Annual IRS Limits Section
 
  2020 2021 2022
Contribution Limit $19,500 $19,500 $20,500
Age 50 & Older Limit $26,000 $26,000 $27,000
Special Catch-up: $39,000 $39,000 $41,000

Cost of Living Adjustments — On November 4, 2021, the Internal Revenue Service issued Notice 2021-61 to announce the 2022 dollar limits.

 

Order Publications Online Section

Please refer to the Participant Materials for a copy of the new enrollment kit. Print versions for ordering will be available soon!

You can order Plan publications through Voya’s new online ordering Web site (this web site replaces the web-to-print). You can access the site through the Resource Center link below:

Learn more about the web site features and access these online tutorials:

Getting Started with Bench Marketing Zone

How to Place Orders

Previously Placed Orders

To place orders, enter the e-mail address and password. Password is case sensitive.
E-mail: calpers@voya.com    Password: cal457

Contact CalPERS Section
 

Representative Map GraphicCalPERS 457 Plan representatives are available to assist you.

Email us or call toll free at 800-696-3907,
Monday – Friday, 8:00 am – 5:00 pm Pacific Time.

 

 

 

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