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Employee Retirement Programs

Classified Employee Retirement Program, CalPERS:

(Employees performing classified work of 20+ hours per week or 1,000 hours in a Fiscal year)

CalPERS (main page):
http://www.calpers.ca.gov/

CalPERS (access to personal information):
https://my.calpers.ca.gov/

CalPERS (on-line education classes):
https://www.calpers.ca.gov/index.jsp?bc=/member/ces/home.xml

For your convenience, here are a few of the most often requested CalPERS forms:

CalPERS: Guide to Power of Attorney

CalPERS: Guide to Service Credit Purchase Options
(Includes forms for Redeposit of Contributions, Military Service, Peace Corps/AmeriCorps/VISTA, Service Prior to Membership, LOA, Layoff, Prior Service, Optional Member Service, National Guard, and Alternate Retirement Program purchase options)

CalPERS: Guide Service Retirement Application
(Includes forms for Retirement Estimate Request, Retirement Application, Justification for Absence of Spouse/DP Signature, and Direct Deposit Authorization)

CalPERS: Guide to Working After Retirement


Academic Employee Retirement Program, CalSTRS:
(Full-time Instructors, Substitutes working 100 days an Academic year, Adjuncts working 60 hours a pay period or a 50% FTE, or any who voluntarily elect membership)

CalSTRS (Main page):
http://www.calstrs.com/

CalSTRS (access to personal information):
https://my.calstrs.com/MyCalSTRSWebUI/Page/CommonPage.aspx?PageName=Login

For your convenience, here are a few of the most often requested CalSTRS forms:

CalSTRS: Guide to Purchase Additional Service Credit
(Includes forms for Redeposit of Contributions, Permissive Service Credit, and Non-qualified Service)

CalSTRS: Guide to Service Retirement
(Includes forms for Retirement Estimate Request, Retirement Application, Justification for Absence of Spouse/DP Signature, and Direct Deposit Authorization)

CalSTRS: Social Security, CalSTRS and You
(A fact sheet about the affects a CalSTRS benefit may have on receiving Social Security benefits.)

See these most often requested CalSTRS links:

Working After Retirement
http://www.calstrs.com/Members/Defined%20Benefit%20Program/wkafterret.aspx,

Service Retirement Application Process
http://www.calstrs.com/Members/Defined%20Benefit%20Program/SRapprocess.aspx



Voluntary Retirement Programs:
(Available to both Classified and Academic Employees)

403(b) plan information:

Participating 403(b) Vendor list and related information (select "All"):
https://www.403bcompare.com/Employee/Vendor/VendorBrowse.aspx

IRS 403(b) page:
http://www.irs.gov/retirement/article/0,,id=172430,00.html

On-Line IRS publication #571: Tax-Sheltered Annuity Plans [403(b) Plans]:
http://www.irs.gov/publications/p571/index.html

457(b) plan information:

CalPERS 457 Plan information:
https://calpers2.csplans.com/csportal/welcome.do

IRS 457(b) page:
http://www.irs.gov/retirement/article/0,,id=172437,00.html