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

Cost of Living Adjustments — On October 19, 2017, the IRS released Notice 2017-64 to announce the 2018 dollar limits.

Catch-Up Guidelines for Employers — Participants over age 50 or within 3 years of their projected retirement date have two additional provisions for computing their maximum allowable deferral limits.

Self-Managed Accounts now offered through Schwab

Check out our new Helpful Links and Forms Library!

myOrange Money now available through participant accounts.

 

If you need general support with contribution and payroll support, call the CalPERS 457 Employer Plan Line at 800-696-3907.

Click here for additional my|CalPERS details on recent system enhancements.

Phone reviews can be scheduled at any time

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
 

 

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

Unforeseen Emergency Withdrawal Application

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

Application for Electronic Direct Deposit

 

 

Employee Enrollment Kit (3/17)

Participant Overview

 

Loan Overview

Employer Loan Provision Form

SMA Overview

Employer Election to Offer Self-Managed Accounts Form

CalPERS 457 Deferred Compensation Plan Document (2014)

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

 

Fund Fact Sheets
(as of September 30, 2017)

457 Performance Report
(as of November 30, 2017)

 
  2016 2017 2018
Contribution Limit $18,000 $18,000 $18,500
Age 50 & Older Limit $24,000 $24,000 $24,500
Special Catch-up: $36,000 $36,000 $37,000

 

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

 

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.