Tax-Sheltered Annuities – 457 and 403b

Employees have the option of saving for retirement by using tax deferred supplemental retirement plans in the form of a CalPERS 457 plan and/or a 403b plan.  The auto payroll deductions are taken on a pre-tax basis, thereby reducing the employee’s amount of taxable income.
457 Plan Provider 403b Plan Providers
CalPERS 457 Plan, administered by Voya Financial various options

Forms and Resources

Annuities

457 - Vacation Conversion Form

Fill out this form to participate in the Vacation Conversion Program and save extra vacation hours for retirement
Size: 110.96 kb
Hits: 45
Date modified: 10 - 05 - 2018

403b - Plan Information and Enrollment Form

Download the information packet to learn more about the 403b supplemental retirement plan.
Size: 158.20 kb
Hits: 271
Date modified: 09 - 05 - 2018

457 Enrollment Form

Use this form to enroll in the 457 plan for supplemental retirement.
Size: 59.16 kb
Hits: 48
Date modified: 09 - 05 - 2018

457 Beneficiary Form

Use this form to designate beneficiaries for your 457 supplemental income plan.
Size: 80.52 kb
Hits: 48
Date modified: 09 - 05 - 2018

457 Change Form

Use this form to change your contribution rate if you already have a 457 supplemental retirement plan.
Size: 53.12 kb
Hits: 36
Date modified: 09 - 05 - 2018

457 - Plan Information

Visit this website to learn more about the 457 plan.
Size: n/a
Hits: 146
Date modified: 05 - 21 - 2018

457 - 3 Year Special Catch-Up Worksheet

Use this form to calculate your maximum contribution allowable if you are over 50 years old and within three years of retiring.
Size: 106.24 kb
Hits: 99
Date modified: 05 - 21 - 2018