457 Plan Reviews For Your Agency

CalPERS can provide a review of your agency’s CalPERS Supplemental Income 457 Plan in person and as a written document.  

By requesting a 457 Plan review for your agency, you can take a fresh look at:

• The current number of eligible employees and participant accounts, total and average contributions and total assets
• The 457 Plan’s investments
• Where your education efforts are working
• Opportunities for improvement

Find out more or schedule your agency’s 457 Plan review. Please contact Dave Saavedra at Dave.saavedra@calpers.ca.gov or call 916-795-3908.

Make Sure Enrollment Forms Are Complete And Legible  

Please check all 457 Plan enrollment forms closely before you fax them to Voya Institutional Plan Services, LLC at 1-888-228-6185.

If information is missing or you can’t read what employees wrote, contact the employee to confirm the name, address and Social Security Number. If the form needs to be redone, ask the employee to print neatly and sign it.

When you fill out the employer’s section, spell out the employer name completely (no initials or abbreviations). Write in your Agency Plan Number so the participant gets enrolled in the right plan. Be sure the form has the employer’s and participant’s signatures.

Whenever you have questions or need help with enrollment forms, please contact your plan administrator at CalPERS_Plan_Admin@voya.com.

June 2 Webinar On Staying The Course

Please encourage employees to join the Staying the Course – A 457 Educational Presentation on Friday, June 2, 2017 at 12 p.m. (Pacific Time). This webinar explains the importance of diversifying investments.

There are two easy ways to register:

• Go to https://attendee.gotowebinar.com/register/5732803429618222850.
  A confirmation will be sent by e-mail with instructions for joining the webinar.
  
  
• Or visit gotowebinar.com and join webinar ID: 809-505-363. 

Head To The Right Place  

Go to my|CalPERS to make changes to 457 Plan deferrals, names and addresses.

Call Voya Customer Service at 1-800-260-0659 for assistance with 457 Plan accounts.

Go www.calpers457.checkappointments.com to:

• Make it simple to schedule appointments for employees during on-site visits at your agency. Your 457 Plan Account Manager will create a flyer with a link to www.calpers457.checkappointments.com. When your agency sends out the flyer to your employees, they simply select their agency and the time slot that works best for them.
  
  
• Stay in touch with your 457 Plan Account Manager between on-site visits.

Your Shortcut For Updating Intranet Pages  

If your agency has intranet pages regarding the CalPERS Supplemental Income 457 Plan, use the 457 Plan’s employer intranet template for automatic updates.

The employer intranet template includes the latest information about the 457 Plan you can cut and paste into your intranet pages. Live links in the copy allow your employees to schedule one-on-one appointments with a CalPERS 457 Account Manager, log into their accounts or download forms.

Click here or go to calpers-sip.com and select Employer Intranet Template.

Personal Phone Reviews

Your employees can get answers and help from experienced registered representatives.* When they use www.calpers457.checkappointments.com to set an appointment, they will receive a confirmation and reminder by email. Or they can call toll free 1-888-713-8244 weekdays 8 a.m. – 5 p.m. (Pacific Time).

* Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Contact Us

CalPERS Supplemental Income 457 Plan representatives are available to assist you.

For CalPERS 457 Plan my|CalPERS assistance, email us or call 1-800-696-3907, Monday – Friday, 8 a.m. to 5 p.m. (Pacific Time).

To schedule onsite participant appointments or presentations, we encourage you to call your local Plan representative toll free, 1-888-713-8244 Monday – Friday, 8 a.m. – 5 p.m. (Pacific Time).