Intranet Updates, Automatically

If your agency has intranet pages regarding the CalPERS Supplemental Income 457 Plan, you can use a new template that pulls in up-to-date plan information and forms for you, automatically.

The 457 Plan’s employer intranet template helps you:

• Be sure your employees access only the most current 457 Plan details and documents.
• Save time, since you don’t need to make manual updates anymore.
• Reduce the volume of internal email because your employees and staff won’t need to ask you for items they can find themselves on the intranet.

The employer intranet template includes information about the 457 Plan you can cut and paste into your intranet pages. Live links are included in the copy to allow your employees to schedule one-on-one appointments with a CalPERS 457 Account Manager, log into their accounts or download the latest forms for:

• 457 Plan enrollments, contribution changes and beneficiary designations
• rollovers into the 457 Plan and inter-plan transfers
• requests for distributions, in-service withdrawals/transfers and unforeseen emergency withdrawals
• direct deposit applications
• Three-Year Special Catch-Up worksheets

Click here to give the intranet template a try or go to Documents at calpers-sip.com.

Ideas To Try During National Retirement Security Week

National Retirement Security Week is October 17 – 21, 2016. Year-round, and especially during this time, please help your agency’s employees take full advantage of the 457 Plan:

• Encourage all eligible employees to enroll in the 457 Plan.
• Suggest that all 457 Plan participants review their contribution level and investments during this time.
• Reach out to participants who are age 50 and older to remind them about catch-up contribution options for saving more in the 457 Plan.
• Arrange for your local representative to come to your agency for participant appointments or presentations. Call toll free 1-888-713-8244 Monday – Friday, 8 a.m. – 5 p.m. (Pacific Time).

Please visit the CalPERS Supplemental Income 457 Plan booth at the CalPERS Educational Forum in Riverside October 24 – 26, 2016. CalPERS Supplemental Income Plans and Voya^®representatives* will be available daily to answer your questions about the 457 Plan.

The CalPERS Educational Forum offers city, county, school, special district and state employees the opportunity to:

• Learn more about CalPERS services and programs
• Meet representatives from other agencies, schools and our Board of Administration
• Earn Continuing Education Credit for attending sessions

*Registered representatives of Voya Financial Advisors, Inc. (member SIPC)

Brochure Explains The Cost of Waiting

Looking for another way to encourage your agency’s employees to start saving for their retirement now? A new brochure explains why they shouldn’t delay. For copies of The Cost of Waiting, click here or go to the Employer Resource Center under Order Publications Online.

457 Plan Account Security Changes In November

New security measures for all CalPERS Supplemental Income 457 Plan accounts will take effect November 1, 2016. Once these changes occur, the next time participants log into their accounts online, they will follow the prompts to create a new, stronger password.

457 Plan participants will also have the option to make their email address their account’s username. In addition, they will be asked to provide their mobile phone number or an email address so a message can be sent to quickly reset passwords if necessary, without answering security questions or waiting for a password by mail. These measures are intended to better protect 457 Plan account information.

2016 Year-End Payroll Reporting Reminder

Please make sure the payroll contributions you submit between late December 2016 and early January 2017 are applied for the correct tax year to your participants’ CalPERS Supplemental Income 457 Plan accounts by working closely with Voya Institutional Plan Services, LLC, the company that handles recordkeeping administration for the 457 Plan.

Here are two ways you can help your agency ensure accuracy during the 2016 year-end payroll reporting period:

• Send an email to CalPERS_Plan_Admin@voya.com if the pay end date for the last payroll of 2016 is not the same tax year as your pay date. Please include your agency name and number in the email subject line.

[Example: your pay end date for the last payroll of the year is December 28, 2016 but your employees will not receive their checks for this payroll period until after January 1, 2017.]

There is no need to contact Voya if the pay end date of your payroll period is in the same tax year as the pay date for the period.

• Send a fax to 1-888-228-6185 if your agency’s contact person(s) or address changed.

Retiree Connection Webinar December 2

Please encourage employees to join the Retiree Connection webinar Friday, December 2, 2016 at 12 p.m. (Pacific Time). This webinar reviews potential retirement income sources, with the main focus on 457 Plan options.

There are two easy ways to register:

• Go to https://attendee.gotowebinar.com/register/4112572986531703300.
  A confirmation will be sent by e-mail with instructions for joining the webinar.

• Go to www.gotowebinar.com and enter webinar ID 122-747-915.

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 email. 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).