What's New?


myCalPERS is Here!
Click here for additional details on recent system enhancements.

We have hosted a number of CalPERS 457 Plan my|CalPERS Webinar Trainings. Feel free to review the CalPERS 457 Plan my|CalPERS Webinar presentation slides.

What's New?
The following goes through myCalPERS:
Payroll reporting, payroll contributions, payroll updates, adding optional agreements and plan provisions, and agency contact information updates

What's Not?
The following continues to be sent to ING:
Employee enrollments, employee changes (i.e.: status changes & beneficiary updates), employee distribution requests, and employee unforeseeable emergency withdrawal (UEW) requests

Contact & Mailing Information
Click here for more information.

 
Annual IRS Limits for the CalPERS 457 Plan
  2011 2012
Contribution Limit $16,500 $17,000
Age 50 & Older Limit: $22,000 $22,500
Special Catch-up: $33,000 $34,000
Order Plan Publications Online

You can order Plan publications through ING’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:

>> Order Plan Publications Now

  Learn more about the Web site features
  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.
Email: calpers@us.ing.com
Password: cal401

 

Important Notice
A letter was mailed to all participants invested in the CalPERS Short-Term Investment Fund (STIF). Changes have been made to the STIF to make the fund more conservative. As a result, the fund's yield may decrease slightly due to the fact that the yield is commensurate with the risk-return relationship. Click here for more information. If you have questions, please contact the CalPERS Supplemental Income Plan Information Line at 1-800-260-0659.
 
Plan Forms (updated 12/11)

Master List of Forms

Participant Change
Authorization Form

Participant Change
Authorization Form
(with Employer Contributions)

Designation of Beneficiary Form

457 Account Transfer Form

Rollover Form

Direct Rollover Request Form (Optional)

Inter-Plan Transfer Form

Distribution Request Form

Death Distribution Form

In-Service Withdrawal/Transfer Request Form

Rollover Request Form for CalPERS Service Credit Purchase

Emergency Withdrawal Request Form

Special Catch-up Worksheet

Application for Electronic Direct Deposit

Separation from Employment Form
(Employer Use Only)
 
Participant Materials

Employee Enrollment Kit

 
Employer Materials

CalPERS 457 Deferred
Compensation Plan Document
(December 2010)

Unforeseeable Emergency
Withdrawal Process

Catch-up Guidelines for Employer

 
Optional Plan Provisions

Employer Election to Offer
Self-Managed Accounts Form

Employer Loan Provision Form

Self-Managed Account Overview

Loan Overview

 
Investment Option Information

Fund Fact Sheets
(as of December 31, 2011)

457 Performance Report
(as of January 31, 2012)
 
Articles

Making Cents Newsletter
Fourth Quarter 2011

 
 
Contact Us
CalPERS Supplemental Income 457 Plan representatives are available to assist you.
> Email us or call toll free at 1-800-696-3907, Monday – Friday, 8:00 am – 5:00 pm Pacific Time