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