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: 190.37 kb
Hits: 132
Date modified: 10 - 03 - 2019

403b - Plan Information and Enrollment Form

Download the information packet to learn more about the 403b supplemental retirement plan.
Size: 498.40 kb
Hits: 46
Date modified: 08 - 22 - 2019

457 Enrollment Form

Use this form to enroll in the 457 plan for supplemental retirement.
Size: 860.63 kb
Hits: 141
Date modified: 10 - 02 - 2019

457 Beneficiary Form

Use this form to designate beneficiaries for your 457 supplemental income plan.
Size: 123.47 kb
Hits: 131
Date modified: 10 - 02 - 2019

457 Change Form

Use this form to change your contribution rate if you already have a 457 supplemental retirement plan.
Size: 50.70 kb
Hits: 121
Date modified: 10 - 02 - 2019

457 - Plan Information

Visit this website to learn more about the 457 plan.
Size: n/a
Hits: 384
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: 188
Date modified: 05 - 21 - 2018