Consultations & Exhibits

Connect One-on-One With CalPERS Experts

Making personal connections with our team has been rated as one of the most meaningful aspects of the Educational 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 experience.

Looking for additional guidance? Chat with knowledgeable team members on site in our Concierge area 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 860 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 schedule a consultation in advance, email dave.saavedra@calpers.ca.gov or call (916) 795-3908.

For CalPERS Health 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, share your feedback and current experiences while directly engaging with our experts.

If your agency is exploring joining CalPERS Health, get answers to your questions about how your employees can get access to exceptional health care coverage.

To schedule an account review or consultation in advance, email CalPERSHealth@calpers.ca.gov.

An open invitation to all California Employers’ Retiree Benefit Trust (CERBT) and 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/or CEPPT account performance updates
  • OPEB and pension funding policy goals, trends, and considerations
  • Best practices when administering your CERBT and/or CEPPT account
  • How to establish a CERBT and/or CEPPT account

To schedule a consultation in advance, email CEPPT4U@calpers.ca.gov or call (916) 795-8454.

Meet with our experts one-on-one to ask questions about payroll reporting, membership, special compensation, reporting retired annuitants, how we evaluate independent contractors versus employees, and CalSTRS/CalPERS elections.

To schedule a consultation in advance for membership, retired annuitant, or independent contractors, email membership_reporting@calpers.ca.gov.

For payroll reporting, pay schedules, memorandums of understanding, or special compensation consultations, email ccr_edforumconsult@calpers.ca.gov.

During a 30-minute one-on-one consult, you can ask specific questions about your actuarial report, assumptions, or funding results and receive tailored explanations for your plan. The session can also be used to review actuarial tools, discuss current challenges or trends, and identify next steps or resources relevant to your situation.

To schedule a consultation in advance, email christine.brown@calpers.ca.gov or call (916) 795-9660.

Have questions about your CalPERS pension contract? Let our experts help. We’re available to meet with you one-on-one to address your concerns.

To schedule a consultation in advance, email pensioncontracts@calpers.ca.gov or visit the Answering Questions About CalPERS Pension Contracts booth in the exhibit hall.

Get one-on-one help to navigate and understand your Section 218 Agreement. Our experts will assess whether a Section 218 Agreement is necessary for your public entity and address any questions you may have regarding coverage and compliance. We will help you to make informed decisions for your public entity.

To schedule a consultation in advance, email SSSA@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 review the entire exhibit list to help plan your Forum experience and walk away with all your questions answered.

Get direct access to actuarial expertise, tools, and resources to better understand their plan’s funding and reports. Stop by to ask questions, explore actuarial tools we offer, and schedule one-on-one appointments with our team.

Bring questions about your CalPERS pension contract. We have experts available to give you a better understanding of 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. CalPERS staff can answer questions about:

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

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

Visit this exhibit for practical, hands-on guidance to enhance your disability retirement procedures. Our team provides expert support to help you navigate each step of the process and ensure compliance with all requirements. Learn best practices and receive personalized assistance to streamline your disability retirement responsibilities.

Discover the CalPERS Health Program and learn how our comprehensive, affordable health benefits can help you attract and retain an exceptional workforce. Whether you need benefits for your entire organization or a specific employee group, our team is here to answer your questions and support you every step of the way.

Have questions about employer reporting responsibilities or using myCalPERS? Stop by our booth! Our team can answer your questions, help you sign up for classes, and even take requests to bring training directly to your organization.

Is your agency part of the CalPERS Health Program? Our Health Contracts and Public Agency Billing teams can provide expert guidance about your organization’s health contract and billing process. From changes to your employer contribution, to optional provisions like health vesting, or general questions about billing or your contract and how it relates to Public Employees’ Medical and Hospital Care Act (PEMHCA), our team is ready to assist.

Connect with CalPERS experts to gain clarity on your responsibilities as a Health Benefits Officer. Get answers to your questions about health enrollment requirements, Parent/Child relationships, Disabled Dependents, COBRA, Direct Pay, and other topics related to managing health benefits for your workforce. Bring your unique scenarios and challenges—our knowledgeable staff are here to help you navigate complex issues and ensure your agency’s compliance and success!

Connect with CalPERS experts to gain clarity on your responsibilities as a health benefits officer. Get answers to your questions about health enrollment requirements, parent/child relationships, disabled dependents, COBRA, direct pay, and other topics related to managing health benefits for your workforce. Bring your unique scenarios and challenges—our staff are here to help you navigate complex issues and ensure your agency’s compliance and success.

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? Get answers to your complex payroll-related questions. Our experienced team helps you navigate myCalPERS to resolve issues and make important contacts for future payroll-related inquiries.

Help your organization 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
  • Applying for service credit
  • Scheduling an appointment with a retirement benefits counselor

We can also provide information about CalPERS Benefits Education Events and other resources to help educate your employees.

Do you have a new employee and are unsure if they should be enrolled in CalPERS? We are here to assist you in enrolling members when they meet CalPERS membership and provide guidance on how you can make the determination yourself.

Do you have questions about the health reports available to you on myCalPERS? We can help. Learn how to pull reports, where to find health resources online, and get tips on successfully managing health enrollment file submissions and online health enrollments.

Life can be complicated. Your employees’ benefits don’t have to be. Learn how to help your employees sign up for a myCalPERS account to get secure, 24/7 access to their CalPERS benefits, all in one place.

Do you process payroll and membership 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:

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

Do you have employees who may choose to enroll in CalPERS? Learn all about the optional membership available for your employees and the proper reporting method.

We are here to assist with Post-Retirement Employment laws and ensuring compliance. We can also assist you with determining and identifying common law employees and independent contractors.

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

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

Discover the essential steps employers should take if an active employee 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 to? 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? Bring them to our booth so we can ensure they are complete and we’ll file them for you.

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

  • Service retirement estimates and retirement benefits
  • Multi-formulas or Classic/PEPRA calculations
  • Post-retirement adjustments and Cost-of-Living Adjustments (COLA)
  • The Replacement Benefit Plan (RBP) / IRC 415(b)

Have questions about your Social Security benefits or need resources to help educate your employees? Get information topics including coverage and eligibility, benefit calculation, Medicare, and resources.

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