Keyboard with key reading Human Resources

NEW!  Important AB1469 Information:

CalSTRS AB1469 Member & Employer Contribution Increases
CalSTRS Commends Legislature Passage of AB1469 Long-Term Funding Plan
CalSTRS Funding Plan / AB1469 Overview
California Community Colleges Chancellor's Office Advisory


  See:  Hartnell College Employees Retirement  GuidE

STATE RETIREMENT PENSION PROGRAMS

CLASSIFIED EMPLOYEES
PUBLIC EMPLOYEES RETIREMENT PROGRAM
(CalPERS)

Employees performing classified work of 20+ hours per week
or 1,000 hours in a fiscal year.

ACADEMIC EMPLOYEES
STATE TEACHERS RETIREMENT PROGRAM
(CalSTRS)

Full-time Instructors, Substitutes working 100 days an academic year.  
Adjuncts working 60 hours a pay period or a 50% FTE, academic administrators,
or any eligible employee who voluntarily elects membership.

CalPERS  (main page)

MYCalPERS   (Personal, On-line Account Information)
MYCalPERS - Self Service Tutorial video  (Learn about my|CalPERS self-service features to manage your CalPERS account in real-time and create and save retirement estimates. - 12 minutes viewing time.)

CalPERS Member Education Center
CalPERS Educational Webinars 
CalPERS Guide to Web Resources

CalPERS School Benefits Handbook - Retirement   (PDF)

CalPERS: Guide to Power of Attorney
CalPERS: Guide Planning Your Service Retirement
CalPERS: Employment after Retirement

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

CalPERS 2016-17 Employer & Employee Contribution Rates

CalSTRS   (main page)

MyCalSTRS   ( Personal, On-line Account Information )
CalSTRS: Getting Started /  Tools & Resources

CalSTRS Forms & Publications Webpage  
( Full list of available forms & publications )

CalSTRS: Benefits & Services for Full and Part-Time Educators
CalSTRS: Guide to CalSTRS Benefits / Member Handbook

CalSTRS: Guide - Join CalSTRS? Join CalPERS?
CalSTRS:  Retirement System Election Form  
( Booklet comparing the two CA Systems & Election Form )

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 )

Service Retirement Application Process

CalSTRS: Social Security, CalSTRS and You  
( Fact sheet about the affects your CalSTRS benefit may have on receiving Social Security benefits )

CalSTRS: Working After Retirement

 


VOLUNTARY, SUPPLEMENTAL RETIREMENT PROGRAMS
(Available to BOTH classified and academic employees)

START WITH A PLAN HERE:
National Retirement Planning Coalition
Help Choosing a Voluntary Retirement Plan
  IRS Retirement FAQs
CA Dept. Of Insurance Intro to Annuities


403(b) PLANS

MidAmerica Administrative & Retirement Solutions, Inc
Provides 403(b) administrative services for all contributions, distributions, and roll-overs

403(b) Forms*, Procedures, and Notices

Participating 403(b) Vendor list 
(select "My Employer," then select "All")


* Note: Plan number is 77-0086025; Completed forms MUST be received at MidAmerica by the last buiness day of the month to be processed for last day of the following month. 

Also See:
IRS 403(b) page

On-Line IRS publication #571: Tax-Sheltered Annuity Plans (403(b) Plans)


457(b) PLANS

C alPERS 457 Supplemental Retirement Plan - Home
* Note CalPERS 457 plan number 450-471 when completing forms


See Video: " CalPERS 457 Plan Introduction ."
(4 minutes total viewing time)

See Video: " Bridging the Gap: Enrolling in CalPERS Supplemental Income 457 Plan "
(5.36 minutes total viewing time)

CalPERS 457 Forms
CalPERS 457 Enrollment Kit (PDF)
CalPERS 457 Change of Address  
(
CalPERS members use MYCalPERS )

CalPERS 457 Phone Review Friday's: Telephone Appointments

Also see:   IRS 457(b) page


Webpage last update: 06/20/2017