For more than a decade, we have been offering a Deferred Compensation Plan to public agency and school employers and their employees. Our commitment always remains the same — to provide financial security, value, low cost and quality customer service to employers and Plan participants.
We leverage our financial strength, experience and world class investment management to keep costs low and provide Plan participants unique investment options found nowhere else. We continually seek to discover enhancement opportunities that will not only benefit employees who are currently enrolled, but those who will participate in the future.
STEP 1 |
Log in to my|CalPERS under your agency log-in, and submit your request to add the CalPERS 457 Plan as a new Agreement through your Profile-Agreements page by selecting the Add New. You may also identify if you are interested in our optional Loan and Self-Managed Account Provisions. |
STEP 2 |
A CalPERS 457 Plan Representative will reach out to your agency to ensure you have the most up to date Employer Adoption Agreement, Model Resolution, and Optional Provisions forms for the Loan Provision and Self-Managed Account Provision. |
STEP 3 |
Execute a copy of the Employer Adoption Agreement |
STEP 4 |
Have your governing board/entity execute a CalPERS 457 Plan Model Resolution. |
STEP 5 |
Optional provisions:
Complete the Employer Loan Provision Form if you would like to offer participants the ability to borrow from their plan accounts
Complete the Self Managed Account Employer Enrollment Form if you intend to offer the Self-Managed Brokerage Account to your employees |
STEP 6 |
Complete and mail the Employer Adoption Checklist Coversheet and attach to the appropriate documentation with original signatures.
Standard Delivery:
CalPERS Supplemental Income 457 Plan
P.O. Box 942713
Sacramento, CA 94229-2713
Overnight Delivery:
CalPERS Supplemental Income 457 Plan
400 Q Street
Sacramento, CA 95811 |
