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Savings Plus Employer Training

Savings Plus Employer Training

Savings Plus offers three different classes for personnel transactions staff/supervisors, attendance clerks and all other staff working in personnel offices that provide benefit information to State employees.  Visit the Savings Plus Registration Page to view a list of currently scheduled workshops.
 
 

Overview of Savings Plus

• Main Plan - 457 and 401(k)
• Difference between the two plans
• Enrollment
• Education and outreach resources
 
 

Part Time, Seasonal, and Temporary Retirement – (PST)

• PST eligibility
• PST to ARP transition
• Common errors
• Resources
 
 

Alternate Retirement Plan – (ARP)

• ARP phases 1 - 3
• ARP eligibility
• ARP miss-appointments
• ARP timelines
• Tools and information for HR staff
• Q and A
 
 

Lump Sum Separation for Employees

• Discover advantages of transferring lump sum to your Savings Plus account
• Find out how to use lump sum with catch-up
• Find out how to coordinate your CalPERS service credit using your lump sum deposit
• Take advantage of onsite assistance with your lump sum application
 
 

New Employee Orientation – (NEO)

• Plan Basics/Enrollment
 
 

Underfunded Savings Plus Accounts

• PML 2011-042
• PML 2012-012
 
  Updated: 8/9/2012
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