Ordering Materials For Your Agency

When visiting the Employer Site, you can order participant and employer CalPERS 457 Plan materials for your agency online. You can download soft copies right from the Employer Resource Center, or order physical copies using the online ordering system. Here are some tips!

• The materials are available at no additional charge:
• You don’t pay anything!
• You don’t use a credit card to order.
• When you are prompted to enter payment information, the correct department ID code is filled in for you.

Your shipping delivery address:

• Do use your agency’s street address.
• Don’t use a post office box.

Still need help? Try the online tutorials to help you place your orders.

Your Materials Shopping List

What does your agency need? Here’s what’s available at no additional charge:

	Plan Forms Participant Change Authorization Designation of Beneficiary Rollover Contribution Inter-Plan Transfer Distribution Request Death Distribution In-Service Withdrawal/Transfer Request Unforeseen Emergency Withdrawal Three Year Special 457(b) Catch-Up Worksheet Application for Electronic Direct Deposit		Participant Materials Enrollment Kit Participant Overview
			Employer Materials Loan Overview Employer Loan Provision Form SMA Overview Employer Election to Offer Self-Managed Accounts Form CalPERS 457 Deferred Compensation Plan Document
			Investment Option Information Fund Fact Sheets 457 Performance Report

EFT Bank Vendor Change

Union Bank became the Electronic Funds Transmission (EFT) bank vendor for CalPERS, replacing Citibank as of July 1, 2016.

Processing times have also changed:

• EFT payments received before 5 p.m. are accepted for next day payment settlement. This is a change from the previous cut-off time of 3 p.m. (Pacific Time). EFT payments received after 5 p.m. (Pacific Time) are processed on the next business day.

• Payment information in my|CalPERS is now updated by 7 a.m. each business day, rather than the same business day by 8 p.m. (Pacific Time).

The CalPERS automated clearing house (ACH) number did not change. If you have questions, call the CalPERS Customer Contact Center at 888-CalPERS (or 888-225-7377).

A Way To Estimate Future Healthcare Costs

A recent enhancement to myOrangeMoney^® shows 457 Plan participants how much estimated monthly income may be needed to help meet healthcare expenses in retirement. They can model different healthcare cost scenarios based on their age and state where they plan to retire. The new feature is accessible anytime they log into their 457 Plan account and select Retirement Healthcare under the dollar bill.

Bridging The Gap Webinar September 2

This webinar can help your employees understand how the 457 Plan supplements their other retirement income sources to help close a potential gap. Please encourage employees to join the Bridging the Gap  – A 457 Plan Presentation on Friday, September 2, 2016 at 12 p.m. (Pacific Time).

There are two easy ways to register:

• Go to https://attendee.gotowebinar.com/register/676434216762279426. A confirmation will be sent by e-mail with instructions for joining the webinar.

• Go to www.gotowebinar.com and enter Webinar ID 103-926-667.

Personal Phone Reviews

Your employees can get answers and help from experienced licensed representatives. When they use www.calpers457.checkappointments.com to set an appointment, they will receive a confirmation and reminder by e-mail. Or they can call toll free 1-888-713-8244 weekdays 8 a.m. – 5 p.m. (Pacific Time).

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).