FIRST QUARTER    |   2017


A New Resource For Pre-Retirees

Please tell your participants who are getting close to retirement about a new source of information to help them be ready. The new Retiree Corner features an action checklist and a changing lineup of timely topics at


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 or call 916-795-3908.


A New Resource For Pre-Retirees

457 Plan Reviews For Your Agency

Make Sure Enrollment Forms Are Complete And Legible

June 2 Webinar On Staying The Course

Who Handles Name And Adress Changes

Head To The Right Place

Your Shortcut For Updating Intranet Pages

Personal Phone Reviews

Contact Us


Contact a local representative

Webinars schedule

CalPERS Employer Resource Center


View the quarterly making cents newsletter mailed to your employees.


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


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:

Who Handles Name And Address Changes

Active participants must submit name and address changes through their employer. Your agency is responsible for making their updates in my|CalPERS.

Terminated and retired participants need to update their name and address in my|CalPERS by logging into their 457 Plan accounts or calling the CalPERS Member Benefits Service Line at 888-225-7377.


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 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 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 and select Employer Intranet Template.

Personal Phone Reviews

Your employees can get answers and help from experienced registered representatives.* When they use 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).

Plan administration services provided by Voya Institutional Plan Services, LLC. Information from registered Plan Service Representatives is for educational purposes only and is not legal, tax or investment advice. Local Plan Service Representatives are registered representatives of Voya Financial Advisors, Inc. (member SIPC).

This newsletter was prepared by Voya Financial®. Articles by Voya are not intended to provide tax or investment advice. Any opinions, advice, statements, services, offers or other information or content expressed or made available herein has not been independently verified by the California Public Employees’ Retirement System (CalPERS), nor does it necessarily state or reflect the views of CalPERS. Reference herein to any specific commercial products, processor service by trade name, trademark, manufacturer or otherwise does not necessarily constitute or imply its endorsement, recommendation or favoring by CalPERS. © 2017 Voya Services Company. All rights reserved



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