Please make sure the payroll contributions your payroll team submits between late December 2018 and early January 2019 are applied for the correct tax year to your participants’ CalPERS Supplemental Income 457 Plan account.

Here’s how to ensure accuracy during the 2018 year-end payroll reporting period:

• Work closely with Voya^®, the company that handles recordkeeping administration for the CalPERS 457 Plan.
• If the pay end date for the last payroll of 2018:
  • Is not the same tax year as your pay date (for example: your pay end date for the last payroll of the year is December 31, 2018, but your employees will not receive their checks for this payroll period until after January 1, 2019), notify Voya^® by sending an email to CalPERS_Plan_Admin@voya.com. Please include your agency name and number in the email subject line.
  • Is in the same tax year as the pay date for the period, there is no need to contact Voya^®.

Your Payroll Team Can Rely on Help from Us

Our CalPERS 457 Plan team can assist your agency’s internal payroll team to help make their jobs easier.

Whenever your payroll specialists need anything related to the CalPERS 457 Plan, they can send an email or call the Employer Service line at 1-800-696-3907 Monday – Friday, 8 a.m. – 5 p.m. (Pacific Time). If our team can’t help directly, they’ll connect them with the right person or resource.

Our CalPERS 457 Plan team can:

• Explain the CalPERS 457 Plan and my|CalPERS to newly hired payroll specialists.
• Hold training and refresher sessions for new and experienced payroll specialists.
• Answer questions about how to start or stop payroll deductions for CalPERS 457 Plan deferrals.
• Help with my|CalPERS login and password resets and what to do if error messages appear.
• Connect them with your agency’s account manager to arrange participant education.

Please forward this article to your agency’s payroll specialists so they know what’s available to them through the CalPERS 457 Plan.

During National Retirement Security Week October 22 – 26, 2018, please consider what you can do to help your agency’s employees take full advantage of the CalPERS 457 Plan:

• Encourage all eligible employees to enroll in the CalPERS 457 Plan.
• Suggest that all CalPERS 457 Plan participants review their contribution level and investments.
• Reach out to participants who are age 50 and older to remind them about catch-up contribution options for saving more in the CalPERS 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).

CalPERS Employer Educational Forum October 22 – 24

We invite you to visit the CalPERS 457 Plan booth at the CalPERS Educational Forum October 22 – 24, 2018 in Indian Wells.

CalPERS 457 Plan and Voya^® representatives* will be available daily to talk with you. This annual event offers city, county, school, special district and state employees the opportunity to:

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

The 19th Annual CalPERS Educational Forum
October 22 – 24, 2018
Indian Wells

Click here for more information.

* 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).

Retiree Connection Webinar December 14

Please encourage employees to participate in the Retiree Connection – A 457 Presentation webinar Friday, December 14, 2018 at 12 p.m. (Pacific Time). This webinar reviews the risks to consider as retirement approaches, monitoring retirement assets and a pre-retirement checklist. To participate, they can visit gotowebinar.com and join webinar ID 274-068-427.

Personal Phone Reviews For Your Employees

Your employees can get answers and help with their CalPERS 457 Plan accounts from experienced registered 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).

* 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).