FIRST QUARTER    |   2022
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Important Reminder: Submit complete CalPERS 457 Plan enrollment forms for employees before sending contributions

Submitting complete Employee New Enrollment Forms to enroll your employees in the CalPERS 457 Plan is the first step on their road to retirement. It’s important that you submit both pages 1 and 2 of the form for processing before sending any CalPERS 457 Plan contributions through myCalPERS.

After your employee has completed the Employee New Enrollment Forms, email the forms to calpers@voyaplans.com for processing. Forms sent to that email go into an automated workflow queue for processing and therefore cannot be encrypted.

If you have questions about the enrollment process that require a reply from Voya, please email calpers_plan_admin@voya.com.

 

 

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Spanish-language CalPERS 457 Plan support and services

The CalPERS 457 Plan can help provide the services and support your employees need to enjoy a comfortable lifestyle in retirement. CalPERS 457 Plan phone appointments and materials are available in Spanish to help make the CalPERS 457 Plan more accessible and understandable to Hispanic employees. This allows them to engage with the CalPERS 457 Plan in ways they feel most comfortable with and confident in.

Contact your dedicated Account Manager at 888-713-8244 to learn about our Spanish-language services and how they can help your employees on the journey to and through retirement.


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In this Edition

Important Reminder: Submit complete CalPERS 457 Plan enrollment forms for employees before sending contributions

Spanish-language CalPERS 457 Plan support and services

New CalPERS 457 Plan webinars are now available on Wednesdays

Schedule a CalPERS 457 Plan presentation for employees, led by your dedicated Account Manager

Request a plan review to help satisfy your fiduciary responsibility

Contact Us

 

Resources

Archive

Contact a local Account Manager

CalPERS Webinars

CalPERS Employer Resource Center

my|CalPERS

calpers457.com

calpers.voya.com

View the quarterly making cents newsletter for CalPERS 457 Plan participants

 

New CalPERS 457 Plan webinars are now available on Wednesdays

webinar iconEncourage your employees to attend a CalPERS 457 Plan webinar. Each webinar focuses on a different retirement planning and savings topic. Starting in April, new one-hour webinars are offered at 12 p.m. on the 2nd and 4th Wednesday of the month.

Foundations of Financial Wellness — Your overall wellness is made up of more than just your physical, mental and emotional health. Your financial wellness plays a big part in your general well-being as well. Many of us don’t spend enough time thinking about our future. But with a little planning and guidance, you can build a more secure tomorrow by creating good habits to help improve your financial outcome for life. You’ll learn about the six pillars that are key to financial wellness, how to measure where you stand now, and how the CalPERS 457 Plan can help you on the journey to financial wellness!

Women and Retirement Planning — On average, women live up to six years longer than men. With a longer life expectancy, women will most likely have more time to enjoy their retirement. But living longer also means women have a greater possibility of outliving their retirement savings. We’ll discuss the factors that put women at a distinct disadvantage when it comes to accumulating enough money for their retirement and how retirement planning for women often takes a different path from that of men. You’ll then learn six steps to help improve your retirement outcome and the tools to help make planning easier.

In addition to the new Wednesday sessions, webinars are still offered on the 1st through 4th Friday of each month at noon. Employees can visit zoom.us/join and enter the IDs below to sign up any of the available dates.

SUN MON TUE WEDNESDAY THU FRIDAY SAT
     

 

 

 

Bridging the Gap
ID: 980 9245 8096
1st Friday of the month

 
     

Foundations of Financial Wellness
ID: 915 3409 7599
2nd Wednesday of the month

 

Staying the Course
ID: 998 4130 9600
2nd Friday of the month

 
         

Exploring the Roth Option
ID: 837 686 594
3rd Friday of the month

 
     

Women and Retirement Planning
ID: 989 2090 0958
4th Wednesday of the month

 

Retiree Connection
ID: 924 9594 8295
4th Friday of the month

 


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virtual screen meeting

Schedule a CalPERS 457 Plan presentation for employees, led by your dedicated Account Manager

Your dedicated Account Manager* is available for virtual and on-site presentations with your employees to educate them about the CalPERS 457 Plan and saving for retirement. Group meetings are perfect for all employees, even those who are not enrolled in the CalPERS 457 Plan, and help promote their employee retirement benefits.

To discuss hosting a CalPERS 457 Plan presentation led by your dedicated Account Manager, please call 888-713-8244 weekdays between 8 a.m. – 5 p.m. PT.

* 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).

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Request a plan review to help satisfy your fiduciary responsibility

A review of your agency’s CalPERS 457 Plan is available at your request. Staying informed can help you satisfy your fiduciary responsibility to oversee the CalPERS 457 Plan at your agency. Email Dave Saavedra or call 916-795-3908 to arrange a review by phone.


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Contact Us

CalPERS 457 Plan representatives are available for myCalPERS and payroll assistance.
Email us or call 800-696-3907, Monday – Friday, 8 a.m. – 5 p.m. (Pacific Time).

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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. © 2022 Voya Services Company. All rights reserved

 

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