Deputy Executive Officer
Customer Services and Support
Donna Lum was named Deputy Executive Officer for Customer Services and Support in April of 2011. She oversees the administration of retirement and health account benefits and customer services. She is also responsible for CalPERS affiliate program including the Pension Fund’s Supplemental Income Programs and California Employers’ Retiree Benefit Trust Fund.
Ms. Lum previously served as Chief of CalPERS Benefit Services Division. In that capacity, she developed a more robust division recruitment and retention strategy, streamlined operational processes, eliminated a disability retirement application backlog, advanced multiple enterprise-wide projects to implement federal and State law changes, and successfully implemented new technologies to enhance the customer service environment to reach out to stakeholders and to enable customers to effectively participate in their own retirement education.
Prior to coming to CalPERS in 1999, Ms. Lum was the Chief of Information Technology at the California Department of Education and the Department of Toxic Substances Control.
Ms. Lum is an elected member of the Board of Directors of the California Association of Public Retirement Systems (CALAPRS). She also serves on the Board of Directors for the Coalition to Preserve Retirement Security.
Ms. Lum holds a Bachelor’s degree in business administration from National University and she is a graduate of the UC Davis Executive Leadership Program.
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