Consultations & Exhibits

Make One-on-One Connections With CalPERS Experts

Making personal connections with our teams has been rated as one of the most meaningful aspects of the Forum. Whether you need to get answers to specific questions or simply want to explore all the resources we have to offer, schedule a personal consultation, and visit our exhibits to make the most of your Educational Forum experience.

Need some additional guidance? We’ll have knowledgeable team members on hand in our Concierge area located at the Forum registration desk to help you:

  • Choose exhibits or sessions suited to your needs
  • Locate your consultation appointment
  • Learn about the tools and resources available to members
  • Enroll in post-forum online or instructor-led classes

Consultations

The Forum's one-on-one, confidential consultations are the ideal setting to enhance your understanding of doing business with us or resolve any outstanding issues. Review the descriptions to find out how to set up your appointment.

If you’re one of more than 840 agencies participating in the CalPERS 457 Plan, meet with our team to get up to speed on your employees’ participation in this low-cost, deferred compensation plan. Your personalized review includes:

  • A statistical overview of your accounts, assets, and contributions
  • Demographic stats of employees’ allocations in different funds/asset classes
  • Fund Performance
  • Roth 457 (after-tax) and loan options

This consultation also helps in understanding your fiduciary responsibility in administering the plan. To sign up in advance, email Dave Saavedra at dave.saavedra@calpers.ca.gov or call (916) 795-3908.

CalPERS Health Program participating agencies: Connect with Health Program representatives for a personalized account review for your agency. This is a great opportunity to address your agency-specific questions, and to share your feedback and current experiences while directly engaging with our subject matter experts.

If you're agency is exploring joining the CalPERS Health Program, let’s meet to discuss how your employees can get access to exceptional health care coverage.

To sign up for a consultation in advance, email CalPERSHealth@calpers.ca.gov.

An open invitation to all California Employers’ Retiree Benefit Trust (CERBT) & California Employers’ Pension Prefunding Trust (CEPPT) customers, including prospective customers with program interest or curiosity, to meet with our Prefunding Programs team to discuss the details of:

  • CERBT and CEPPT account performance updates
  • Other Post-Employment Benefits and pension funding policy goals, trends, and considerations
  • Best practices when administering your CERBT and CEPPT accounts
  • How to establish CERBT and CEPPT accounts

To schedule a 30-minute consultation in advance, email CERBT4U@calpers.ca.gov or call  (916) 795-8454.

Meet with our subject matter experts to answer questions about payroll reporting, membership, special compensation, reporting retired annuitants, how we evaluate independent contractors vs. employees, and CalSTRS/CalPERS elections. Our dedicated team is happy to assist you one on one to provide resources and information.To schedule an appointment to discuss employment certifications in advance, email membership_reporting@calpers.ca.gov.

Stop by for a personalized consult with one of our actuaries. Our actuaries are trained in all facets of pension plan funding. Don't miss out on your in-person opportunity today.

Sign up for your appointment at the Meet Your Actuaries room, or in advance by emailing christine.brown@calpers.ca.gov.

Have questions about your CalPERS pension contract? Let our team help. We’re available to meet with you one-on-one to address your concerns. You have two ways to sign up: visit the Answering Questions About CalPERS Pension Contracts booth in the exhibit hall or email us in advance at pensioncontracts@calpers.ca.gov.

Exhibits

The exhibit hall is one of the best resources we provide at the Forum to answer your questions — especially when you want to go deeper on a topic from an educational session you just attended. Every administrative topic is represented. We recommend you look at the complete listing to help plan your Forum experience and walk away with all your questions answered.

Attendees can ask any question about their costs of their pension plan. You can also schedule a 30-minute one-on-one consultation with an actuary.

Have questions about your CalPERS pension contract? We have experts available to help you better understand a range of issues and processes including:

  • Collection
  • Contract amendments
  • Contract compliance merging
  • New agency contracting
  • School and charter school contracting

Connect with us to ensure your pension-related questions get answered with timely and accurate information.

Currently offering or considering a low-cost 457 deferred compensation plan for your employees’ benefits package? Stop by to get the most up-to-date answers to your questions. We’ll be on hand to help you and your team with:

  • Plan adoption
  • How to educate your employees on deferred comp plans
  • myCalPERS payroll deduction and payment process
  • Roth 457 after-tax option for participants
  • Optional loan provision

Searching for top-tier health benefits to attract and retain an exceptional workforce? Let us show you how our Health Program provides access to high-quality, affordable, and exceptional health care to over 1,150 public agencies, schools, and their valued employees. Whether you need health benefits for your entire agency or an employee group, our team is here to assist you every step of the way.

Get assistance understanding how CalPERS reviews member retirements for compliance with the Public Employees’ Retirement Law. Learn how to avoid compliance reviews and what employers and members can do to reduce the likelihood of a compensation review negatively impacting member retirement.

Get practical guidance and support to help you fine-tune your disability retirement processes. We will assist you in navigating the disability retirement process effectively and ensure compliance.

Have questions about employer reporting responsibilities or using myCalPERS? Stop by our booth! Our team members from the Business Rules and myCalPERS Education teams are here to help. We’ll answer your questions, assist with class registration, and even take requests to bring training directly to your agency.

Learn about our instructor-led and self-paced classes designed to help you stay compliant, avoid late fees, and navigate myCalPERS with confidence. Whether you're new or experienced, we recommend starting with our Business Rules classes for a solid foundation before diving into myCalPERS training.

Does your agency participate in the CalPERS Health Program? Our Health Resolution and Compliance Team will be on hand to answer any questions related your agency’s health contract. Whether you are considering a change to your employer contribution, adopting an optional provision such as health vesting, or have general questions about your contract and how it relates to Public Employees’ Medical and Hospital Care Act (PEMHCA), our team is ready to assist. Enhance your knowledge on how to effectively reconcile your health premium billing, what to look for, and tips to follow.

Meet with a CalPERS team member to learn about your responsibilities as a health benefits officer. Get answers to your questions on health-enrollment requirements, health into retirement, parent/child relationships, disabled dependents, COBRA, direct pay, and more health-enrollment related topics.

Meet with a CalPERS team member to learn about your responsibilities as an employer. Get answers to your questions on Medicare eligibility and enrollment, coordinating Medicare coverage with CalPERS, deferment requirements for employees working beyond age 65, and more Medicare-related topics.

Curious about how CalPERS sets health plan premiums? Stop by the Health Premiums exhibit to:

  • Gain a comprehensive understanding of the CalPERS’ premium development process
  • Explore the key factors and variables that influence annual health plan premiums
  • Learn about the methodologies employed in premium setting

Do you handle payroll transactions? Come get answers to your complex payroll-related questions. Our experienced team will help you navigate through myCalPERS to resolve issues and make important contacts for future payroll-related inquiries.

Do you have employees who have the option to elect CalPERS membership? Learn more about the various elections with CalPERS including reciprocity, optional member, state Second Tier, and the CalPERS/CalSTRS elections. Our team can help you determine if a member is subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Do you have a new employee and don’t know if they should be enrolled in CalPERS? We are here to help you enroll members when they meet CalPERS membership and provide guidance on how you can make the determination yourself.

Get assistance reviewing memoranda of understanding (MOU) and written labor policies to ensure language is compliant with Public Employees’ Retirement Law and will be included in your employees’ retirement calculation.

Are you familiar with the helpful health reports available to you on demand? Do you know where to access all the health resources CalPERS has to offer? Talk to us to learn more about how you can support your employees all year round. We are here to help with health data, your health enrollment file, and online health enrollments.

Our team is here to help answer questions about the upcoming implementation of multi-factor authentication (MFA) for employers in myCalPERS, and to encourage employers to have their employees sign up for their own myCalPERS accounts.

Do you process payroll and retirement enrollment for your agency? Could you use a little technical support for your work in myCalPERS? Our team is here to help you with a variety of functions, including:

  • Assistance with accessing myCalPERS reports
  • Fixing file errors in XML and CSV formats
  • Establishing test environment access
  • Assistance with data requests

We are here to assist with post-retirement employment laws and ensuring compliance with these laws. We can also help you determine who common law employees are and who are independent contractors.

All Educational Forum attendees are strongly encouraged to visit our exhibit booth and meet the CalPERS Prefunding Programs team to discuss:

  • Features and benefits of prefunding Other Post-Employment Benefits (OPEB) and pensions in Section 115 trusts
  • How to establish a California Employers’ Retiree Benefit Trust (CERBT) and a California Employers’ Pension Prefunding Trust (CEPPT) account
  • OPEB and pension funding policy goals, trends, and considerations
  • Best practices for administering your CERBT and CEPPT account

Find out the key steps employers need to take when an active member passes away. Learn how to support beneficiaries and navigate survivor benefits with confidence.

Who will handle your employees' retirement affairs when they are no longer able? Visit our booth to learn why it's important for your employees to have a CalPERS Special Power of Attorney and Pre-Retirement Lump-Sum Beneficiary Designation on file to protect benefits for themselves and their loved ones. Have these documents ready to go? We'll be accepting them and can provide a quick review to make sure they're complete.

Are you able to answer your employees’ questions about retirement benefits? Do you fully understand your role in the retirement process? Get the information you need to be fully prepared on issues regarding:

  • Submitting estimates and retirement applications online
  • Reporting unused sick leave
  • Multi-formulas or classic/PEPRA calculations
  • Post-retirement adjustments and cost-of-living adjustment (COLA)
  • The Replacement Benefit Plan (RBP)/IRC 415(b)

Learn about and understand the State Social Security Administrator at CalPERS. We will cover coverage and eligibility, benefit calculation, Medicare, and resources.

Help your agency be a destination employer by expanding your knowledge of member benefits. The earlier your employees understand their earned benefits, the more prepared they'll be to make informed decisions. Prepare yourself and your employees by learning more about:

  • Your myCalPERS account
  • Retirement estimates
  • Online and instructor-led classes

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