Set Up a Service and Education Plan for Your Agency
Your CalPERS Account Management team can establish a service plan specific to your agency’s needs. Employee group meetings and individual appointments can be held on a regular schedule at your location. These worksite visits offer your employees a convenient way to learn more about the CalPERS Supplemental Income 457 Plan and the investment options available.
It’s easy to arrange worksite visits. Simply reserve meeting space at your location and tell us the details. Then we will utilize our online appointment-setting tool for your agency visits. You also have the option of creating your own schedule. Of course, any of your employees can arrange their individual phone appointments at any time at www.CalPERS457.checkappointments.com.
The team can customize and implement an education plan for your employees, from hire to retire. Sessions about retirement planning, investments and personal finance can be geared to:
- New employees
- Active participants
- Employees within five years of retirement
- Employees ready to retire
To request a service and education plan for your agency, please call the CalPERS Account Management team toll free (888) 713-8244 weekdays 8 a.m. – 5 p.m. Pacific Time.
Gain Insights from an Employer Service Review
Are you interested in having CalPERS conduct an Employer Service Review for your agency?
You can stay on top of the latest trends affecting your employees and the CalPERS Supplemental Income 457 Plan through an Employer Service Review of:
- Investment performance
- Participant behaviors, such as contribution rates and investment selection
- Changes in legislation
Please contact your CalPERS SIP analyst for more information. Call (800) 696-3907.
Personal Phone Reviews are available to your employees who have questions about their CalPERS Supplemental Income 457 Plan account or need help from experienced licensed representatives. There is no additional charge for these individual consultations.
By using www.CalPERS457.checkappointments.com to set an appointment, they will
receive a confirmation and reminder by e-mail. Or they can call toll free (888) 713-8244
weekdays 8 a.m. – 5 p.m. (Pacific Time).
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, 8:00 a.m. to 5:00 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, 8:00 a.m. – 5:00 p.m. (Pacific Time).
