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Plan Forms LinkParticipant Materials LinkEmployer Materials LinkInvestment Option Information LinkIRS Limits LinkOrder Online Publications linkContact Informatin Link

 

 

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 1-800-696-3907.

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
 

Personal Phone Reviews

Plan Forms Section

 

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

 

Participant Materials Section
 

Employee Enrollment Kit (12/17)

Participant Overview

Employer Materials Section
 

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

Investment Option Information Section
 

Fund Fact Sheets
(as of December 31, 2017)

457 Performance Report
(as of March 31, 2018)

Annual IRS Limits Section
 
  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

 

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 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.

 

 

 

Your choice, simplified.