Cost of Living Adjustments — On November 1, 2024, the Internal Revenue Service issued Notice 2024-80 to announce the 2025 dollar limits.

The Roth Option — CalPERS has added the Roth option for all agencies that have adopted the CalPERS 457 Plan.

Plan Document — The CalPERS 457 Deferred Compensation Plan Document has been updated for 2023.

Intranet Page — Add this helpful template of CalPERS 457 Plan links and resources to your intranet site.

Employer Guide (2021): Easy-to-follow steps for 457 Plan payroll submissions

Add Roth to a Payroll Report — After adopting Roth for your Plan, follow these steps for myCalPERS reporting. 

You can send email inquiries to CalPERS_457_Plan@calpers.ca.gov

You can call the CalPERS 457 Employer Plan Line at 800-696-3907 for general contribution and payroll support.

Your agency’s dedicated Account Manager is available for presentations and appointments (both online and in person) with your employees to help with their CalPERS 457 Plan accounts. Call 888-713-8244 or visit to schedule an appointment.

Your employees can get help with their CalPERS 457 Plan accounts by visiting calpers457.com or calling the Plan Information Line at 800-260-0659.

Sponsor Web is a website designed for plan sponsors that allows you to view participant and plan level information at any time. You can request access to this site by contacting us today.

Employee Enrollment Kit (12/18/2024)

Participant Change Authorization Form

Designation of Beneficiary Form

Rollover Contribution Form

Inter-Plan Transfer Form

Distribution Request Form

Death Distribution Form

In-Service Withdrawal/Transfer Request Form

In-Plan Roth Conversion Form

Unforeseen Emergency Withdrawal Application

Three Year Special 457(b) Catch-up Worksheet (for Current Employer Only)

Application for Electronic Direct Deposit

Birth or Adoption Withdrawal Form

Participant Overview

Nearing Retirement Guide

Roth Option Flyer

Roth Option Brochure
Roth Option Brochure (Spanish)

Spanish-language Services
Spanish-language Services (Spanish)

Account Access Flyer
Account Access Flyer (Spanish)

How to Enroll Flyer
How to Enroll Flyer (Spanish)

Post-PEPRA Employee Overview
Post-PEPRA Employee Overview (Spanish)

Cost of Living Adjustments — On November 1, 2024, the Internal Revenue Service issued Notice 2024-80 to announce the 2025 dollar limits.

Please refer to the Plan Forms section for a digital copy of the most current CalPERS 457 Plan enrollment kit.

You can order printed copies of CalPERS 457 Plan publications through your dedicated Account Manager. Call or email your Account Manager to place an order.

Digital copies are available for on-demand print in the Plan Forms and Participant Materials sections above.

CalPERS 457 Plan representatives are available to assist you.

• Email us or call 800-696-3907, 
  Monday – Friday, 8:00 am – 5:00 pm PT.
  
• Fax participant forms to 888-228-6185.
• Click here for additional mailing information.

Dedicated Account Managers are available by region to help your employees stay on track for retirement.

• Meet the dedicated Account Managers for the CalPERS 457 Plan.
• View the current schedule of CalPERS 457 Plan webinars led by a dedicated Account Manager.
• Call 888-713-8244 to schedule a group presentation or onsite appointment day with your dedicated Account Manager.