Educational Sessions

Join our health leaders for an interactive conversation on health care and the CalPERS health benefits program. You'll learn about trends driving costs, strategies to expand access, and the steps we're taking to improve the quality of our plans and the health of our members. Bring your questions to engage in the discussion so you can return to work with valuable, current information.

Ready to broaden your understanding of CalPERS beyond your specific role? In addition to serving over 2 million members in our retirement system and administering benefits for more than 1.5 million members and their families in our health program, we offer many additional benefit programs. Learn more about all things CalPERS, including our history, the structure and role of the Board of Administration, and other programs and benefits including:

• California Employers' Retiree Benefit Trust
• Defined benefit plan and funding sources
• Educational opportunities and online resources
• myCalPERS for members and employers
• Supplemental Income 457 Plan

Join our experts to better understand your role in the service retirement process. Receive information you may need to address your employees’ concerns regarding:

• Applying for retirement
• Reporting unused sick leave
• Calculating benefits using multiple formulas or Classic-PEPRA membership
• Post-retirement adjustments and Cost-of-Living Adjustments (COLA)
• IRC 415 limit and the Replacement Benefit Plan (RBP)

Don't leave the Educational Forum with any unresolved issues. If you have questions, we have the panel session to help answer them on the Forum’s final day. Any operational topic is fair game, especially complicated issues that involve a collaborative solution across various parts of the organization.  We'll have leaders and experts from CalPERS program areas on hand to address a wide variety of topics including benefits, contracts, payroll, membership, service credit purchase, actuarial costs, health care, and disability retirement. Don’t miss this chance to engage with the experts and help get your questions answered.

How does an employee qualify for CalPERS membership? We’ll cover all the basics of membership including how to determine if an employee is a current CalPERS member and what that means. We’ll also discuss late membership and arrears.

Do you know what steps to take when an employee passes away prior to retirement? Learn about the benefits paid and why it's important for employees to have Beneficiary Designation and Special Power of Attorney forms on file with CalPERS. You'll also receive essential information on:

• Emergency retirement counseling
• Enhancing your death benefit provisions
• How to report the death of a member
• Pre-retirement death benefits

Are you up to date on what’s considered a “late enrollment” and how arrears can impact your agency and employees? We’ll cover differences in employer-paid and member-paid arrears, review the detailed steps along the way, and discuss ways to avoid arrears by using the myCalPERS system.

Curious about the most critical state and federal policy issues impacting CalPERS and our stakeholders? Join us for a review of the 2024 state and federal legislative year, and the work we have ahead to engage policymakers in 2025.

Applying for disability retirement is a time of high stress — employees are counting on you to get this right. Join us for an in-depth look at the requirements and responsibilities for both the employer and employee. Session topics include:

• Competent medical opinion
• Differences between workers' compensation and retirement benefits
• Disciplinary actions vs. disability retirement
• Employer-originated applications
• Filing appeals
• Importance of completing retirement documents
• When to apply

As an employer, you're also a CalPERS member. The more you know about CalPERS retirement benefits and how they fit into your financial future, the more of a trusted source you'll become for your employees. We'll cover:

• How your retirement benefit is calculated
• Factors to consider when preparing for retirement
• Features available through myCalPERS

Learn about the CalPERS Health Program and its advantages for employers and employees alike. We'll cover our high-quality benefits and plans, the unique protections that benefit agencies and members, and strategies for participating in our program. You'll also learn about the City of Banning's experience with our program. At the end of the session, you'll better understand how we put our 50 years of experience to work to ensure exceptional health care for your employees.

This session is appropriate for agencies considering joining and those who currently contract with CalPERS for health benefits.

Get an in-depth look at the more complex topics associated with the Public Employees' Medical and Hospital Care Act. The topics include rules surrounding timely enrollments, requirements for parent-child relationships and disabled dependents, and coordinating Medicare coverage with CalPERS. We will also cover:

• Employer responsibilities
• Direct Pay vs. COBRA
• The Disabled Dependent program

Do you have payroll questions for your employees? Join us to learn how to provide Social Security coverage for your employees by establishing new Section 218 agreements and executing modifications. We’ll walk you through common withholding errors and discuss how to maintain compliance. This will be an interactive session and session facilitators will provide a variety of scenarios for you to work through in groups to help strengthen your understanding.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Curious about what goes into an employment relationship review at CalPERS? We’ll cover how CalPERS determines who is a common-law employee and share guidance on what your agency should do if CalPERS determines someone to be a common-law employee. Don’t miss this chance to learn and understand all that goes into your employment relationship work.

Curious about providing the best membership election guidance for school employees? Don’t miss this overview for school employers on how to calculate full-time equivalent (FTE), the purpose of FTE reporting, and resources available to comply with Public Employees’ Retirement Law (PERL) reporting. We’ll also discuss upcoming legislative changes and how they can impact you.

Looking to enhance your efficiency with myCalPERS? Get up to speed about enhancements and functionality to help streamline processes and ensure accurate reporting in your CalPERS business role. Together we'll explore new and commonly accessed Cognos reports as well as myCalPERS educational resources to keep you on top of your game.

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Get an in-depth overview of common compliance errors and Memorandum of Understanding (MOU) issues and the support available to you. You’ll also have the chance to hear from the experts and ensure there are fewer challenges with member retirements and audit findings.

Want to ensure your employees’ retirement benefits are calculated correctly? You play a critical role in reporting and documenting membership, payroll, and service credit for retirement. We’ll help you get it right by reviewing your business-related responsibilities and providing resources to optimize your processes.

Session topics include:

• Membership eligibility
• Payroll deadlines, fees, and waivers
• Reporting special compensation
• Retirement benefits
• Retirement contract information
• Working after retirement

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Are you confident that your hiring processes are compliant with post-retirement employment laws? We’ll simplify the process of hiring retired annuitants so you can get it right every time. We’ll discuss:

• The definition of normal retirement age and how it impacts post-retirement employment choices
• myCalPERS enhancements for reporting retired annuitants
• Post-retirement employment rules
• Rules for disability retirees who return to work as retired annuitants
• Steps in hiring CalPERS retirees

Curious about how CalPERS sets health plan premiums? Join our health leaders for an interactive discussion on health care and the CalPERS Health Benefits program. We'll explain our methodical premium development process and the various factors that impact the annual premiums. In this session, you will:

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

The actuarial valuation process that determines your funded status and your contribution requirements is very complex. Do you understand the key components? Join our team of experienced actuaries to learn what's most important for plan sponsors to know and how to work with your valuation reports.

Could your agency use fresh strategies to reduce and stabilize pension costs? Join our experts to learn about tools and options that can help.

We'll discuss:

• Incorporating a pension 115 trust into your funding policy
• Considerations and methods to reduce unfunded actuarial liability with additional discretionary payments

Looking for successful strategies to optimize the prudent management of Other Post-Employment Benefits (OPEB) costs? Join our experts to learn about best practices and review case studies that have successfully saved money, improved financial reporting outcomes, and protected credit ratings for employers like you for the last 17 years.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Join our team from the CalPERS Actuarial Office for a demonstration of the Pension Outlook and Managing Employer Contributions tools. Speakers will also explain the capabilities of these tools for projected future actuarial results under different scenarios and for modeling actions that can be taken by employers to manage their plans’ unfunded liabilities. You’ll also be able to request that the speakers demonstrate specific functions of the tools or model specific scenarios. Don’t miss this opportunity to walk away with a better understanding of how these tools can be used to better project and manage contributions.

Curious about how CalPERS sets health plan premiums? Join our health leaders for an interactive discussion on health care and the CalPERS Health Benefits program. We'll explain our methodical premium development process and the various factors that impact the annual premiums. In this session, you will:

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

As an employer weighing retirement plans, you want to add a valuable benefit that your employees will appreciate. The CalPERS 457 Plan is a deferred compensation plan that gives public agency and school employees a low-cost, convenient way to save for retirement through payroll deductions. Learn the reasons why more than 840 employers choose the 457 Plan, including:

• Easy Administration: Low-fuss administration and payroll processing. Participant education is provided for you.
• Simplified Investing: A streamlined lineup of investment options including target date funds.
• Investment Oversight: CalPERS selects and manages the fund lineup and we serve as trustee of your employees’ deferred compensation assets.
• Low Fees: There is no cost to your agency and fees to participants are low.

Want to know more about managing or amending your CalPERS retirement benefits contract? Join us to learn about the key decision points to better understand if, and when, to make a change.

Get an in-depth look at the more complex topics associated with the Public Employees' Medical and Hospital Care Act. The topics include rules surrounding timely enrollments, requirements for parent-child relationships and disabled dependents, and coordinating Medicare coverage with CalPERS. We will also cover:

• Employer responsibilities
• Direct Pay vs. COBRA
• The Disabled Dependent program

Looking to enhance your efficiency with myCalPERS? Get up to speed about enhancements and functionality to help streamline processes and ensure accurate reporting in your CalPERS business role. Together we'll explore new and commonly accessed Cognos reports as well as myCalPERS educational resources to keep you on top of your game.

For health benefits officers, the key to successful health benefits administration starts here. You’ll learn about the foundation of health business rules to help you conduct CalPERS health benefits business and better understand your responsibilities associated with the Public Employees' Medical and Hospital Care Act.

Session topics include:

• Eligibility and enrollment requirements
• Health benefits into retirement
• Health plan options
• Preferred communication methods
• Resources to conduct CalPERS health business

Want to ensure your employees’ retirement benefits are calculated correctly? You play a critical role in reporting and documenting membership, payroll, and service credit for retirement. We’ll help you get it right by reviewing your business-related responsibilities and providing resources to optimize your processes.

Session topics include:

• Membership eligibility
• Payroll deadlines, fees, and waivers
• Reporting special compensation
• Retirement benefits
• Retirement contract information
• Working after retirement

Curious about how CalPERS sets health plan premiums? Join our health leaders for an interactive discussion on health care and the CalPERS Health Benefits program. We'll explain our methodical premium development process and the various factors that impact the annual premiums. In this session, you will:

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

Get an in-depth look at the more complex topics associated with the Public Employees' Medical and Hospital Care Act. The topics include rules surrounding timely enrollments, requirements for parent-child relationships and disabled dependents, and coordinating Medicare coverage with CalPERS. We will also cover:

• Employer responsibilities
• Direct Pay vs. COBRA
• The Disabled Dependent program

Do you have payroll questions for your employees? Join us to learn how to provide Social Security coverage for your employees by establishing new Section 218 agreements and executing modifications. We’ll walk you through common withholding errors and discuss how to maintain compliance. This will be an interactive session and session facilitators will provide a variety of scenarios for you to work through in groups to help strengthen your understanding.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Curious about what goes into an employment relationship review at CalPERS? We’ll cover how CalPERS determines who is a common-law employee and share guidance on what your agency should do if CalPERS determines someone to be a common-law employee. Don’t miss this chance to learn and understand all that goes into your employment relationship work.

Curious about providing the best membership election guidance for school employees? Don’t miss this overview for school employers on how to calculate full-time equivalent (FTE), the purpose of FTE reporting, and resources available to comply with Public Employees’ Retirement Law (PERL) reporting. We’ll also discuss upcoming legislative changes and how they can impact you.

Looking to enhance your efficiency with myCalPERS? Get up to speed about enhancements and functionality to help streamline processes and ensure accurate reporting in your CalPERS business role. Together we'll explore new and commonly accessed Cognos reports as well as myCalPERS educational resources to keep you on top of your game.

For health benefits officers, the key to successful health benefits administration starts here. You’ll learn about the foundation of health business rules to help you conduct CalPERS health benefits business and better understand your responsibilities associated with the Public Employees' Medical and Hospital Care Act.

Session topics include:

• Eligibility and enrollment requirements
• Health benefits into retirement
• Health plan options
• Preferred communication methods
• Resources to conduct CalPERS health business

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Want to ensure your employees’ retirement benefits are calculated correctly? You play a critical role in reporting and documenting membership, payroll, and service credit for retirement. We’ll help you get it right by reviewing your business-related responsibilities and providing resources to optimize your processes.

Session topics include:

• Membership eligibility
• Payroll deadlines, fees, and waivers
• Reporting special compensation
• Retirement benefits
• Retirement contract information
• Working after retirement

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Are you confident that your hiring processes are compliant with post-retirement employment laws? We’ll simplify the process of hiring retired annuitants so you can get it right every time. We’ll discuss:

• The definition of normal retirement age and how it impacts post-retirement employment choices
• myCalPERS enhancements for reporting retired annuitants
• Post-retirement employment rules
• Rules for disability retirees who return to work as retired annuitants
• Steps in hiring CalPERS retirees

Curious about how CalPERS sets health plan premiums? Join our health leaders for an interactive discussion on health care and the CalPERS Health Benefits program. We'll explain our methodical premium development process and the various factors that impact the annual premiums. In this session, you will:

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

As an employer weighing retirement plans, you want to add a valuable benefit that your employees will appreciate. The CalPERS 457 Plan is a deferred compensation plan that gives public agency and school employees a low-cost, convenient way to save for retirement through payroll deductions. Learn the reasons why more than 840 employers choose the 457 Plan, including:

• Easy Administration: Low-fuss administration and payroll processing. Participant education is provided for you.
• Simplified Investing: A streamlined lineup of investment options including target date funds.
• Investment Oversight: CalPERS selects and manages the fund lineup and we serve as trustee of your employees’ deferred compensation assets.
• Low Fees: There is no cost to your agency and fees to participants are low.

Want to know more about managing or amending your CalPERS retirement benefits contract? Join us to learn about the key decision points to better understand if, and when, to make a change.

The actuarial valuation process that determines your funded status and your contribution requirements is very complex. Do you understand the key components? Join our team of experienced actuaries to learn what's most important for plan sponsors to know and how to work with your valuation reports.

Get an in-depth look at the more complex topics associated with the Public Employees' Medical and Hospital Care Act. The topics include rules surrounding timely enrollments, requirements for parent-child relationships and disabled dependents, and coordinating Medicare coverage with CalPERS. We will also cover:

• Employer responsibilities
• Direct Pay vs. COBRA
• The Disabled Dependent program

Could your agency use fresh strategies to reduce and stabilize pension costs? Join our experts to learn about tools and options that can help.

We'll discuss:

• Incorporating a pension 115 trust into your funding policy
• Considerations and methods to reduce unfunded actuarial liability with additional discretionary payments

Looking for successful strategies to optimize the prudent management of Other Post-Employment Benefits (OPEB) costs? Join our experts to learn about best practices and review case studies that have successfully saved money, improved financial reporting outcomes, and protected credit ratings for employers like you for the last 17 years.

Do you have payroll questions for your employees? Join us to learn how to provide Social Security coverage for your employees by establishing new Section 218 agreements and executing modifications. We’ll walk you through common withholding errors and discuss how to maintain compliance. This will be an interactive session and session facilitators will provide a variety of scenarios for you to work through in groups to help strengthen your understanding.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Curious about what goes into an employment relationship review at CalPERS? We’ll cover how CalPERS determines who is a common-law employee and share guidance on what your agency should do if CalPERS determines someone to be a common-law employee. Don’t miss this chance to learn and understand all that goes into your employment relationship work.

Curious about providing the best membership election guidance for school employees? Don’t miss this overview for school employers on how to calculate full-time equivalent (FTE), the purpose of FTE reporting, and resources available to comply with Public Employees’ Retirement Law (PERL) reporting. We’ll also discuss upcoming legislative changes and how they can impact you.

Looking to enhance your efficiency with myCalPERS? Get up to speed about enhancements and functionality to help streamline processes and ensure accurate reporting in your CalPERS business role. Together we'll explore new and commonly accessed Cognos reports as well as myCalPERS educational resources to keep you on top of your game.

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Are you confident that your hiring processes are compliant with post-retirement employment laws? We’ll simplify the process of hiring retired annuitants so you can get it right every time. We’ll discuss:

• The definition of normal retirement age and how it impacts post-retirement employment choices
• myCalPERS enhancements for reporting retired annuitants
• Post-retirement employment rules
• Rules for disability retirees who return to work as retired annuitants
• Steps in hiring CalPERS retirees

Join our team from the CalPERS Actuarial Office for a demonstration of the Pension Outlook and Managing Employer Contributions tools. Speakers will also explain the capabilities of these tools for projected future actuarial results under different scenarios and for modeling actions that can be taken by employers to manage their plans’ unfunded liabilities. You’ll also be able to request that the speakers demonstrate specific functions of the tools or model specific scenarios. Don’t miss this opportunity to walk away with a better understanding of how these tools can be used to better project and manage contributions.

Curious about how CalPERS sets health plan premiums? Join our health leaders for an interactive discussion on health care and the CalPERS Health Benefits program. We'll explain our methodical premium development process and the various factors that impact the annual premiums. In this session, you will:

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

As an employer weighing retirement plans, you want to add a valuable benefit that your employees will appreciate. The CalPERS 457 Plan is a deferred compensation plan that gives public agency and school employees a low-cost, convenient way to save for retirement through payroll deductions. Learn the reasons why more than 840 employers choose the 457 Plan, including:

• Easy Administration: Low-fuss administration and payroll processing. Participant education is provided for you.
• Simplified Investing: A streamlined lineup of investment options including target date funds.
• Investment Oversight: CalPERS selects and manages the fund lineup and we serve as trustee of your employees’ deferred compensation assets.
• Low Fees: There is no cost to your agency and fees to participants are low.

Want to know more about managing or amending your CalPERS retirement benefits contract? Join us to learn about the key decision points to better understand if, and when, to make a change.

Do you have payroll questions for your employees? Join us to learn how to provide Social Security coverage for your employees by establishing new Section 218 agreements and executing modifications. We’ll walk you through common withholding errors and discuss how to maintain compliance. This will be an interactive session and session facilitators will provide a variety of scenarios for you to work through in groups to help strengthen your understanding.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Want to ensure your employees’ retirement benefits are calculated correctly? You play a critical role in reporting and documenting membership, payroll, and service credit for retirement. We’ll help you get it right by reviewing your business-related responsibilities and providing resources to optimize your processes.

Session topics include:

• Membership eligibility
• Payroll deadlines, fees, and waivers
• Reporting special compensation
• Retirement benefits
• Retirement contract information
• Working after retirement

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Are you confident that your hiring processes are compliant with post-retirement employment laws? We’ll simplify the process of hiring retired annuitants so you can get it right every time. We’ll discuss:

• The definition of normal retirement age and how it impacts post-retirement employment choices
• myCalPERS enhancements for reporting retired annuitants
• Post-retirement employment rules
• Rules for disability retirees who return to work as retired annuitants
• Steps in hiring CalPERS retirees

Do you have payroll questions for your employees? Join us to learn how to provide Social Security coverage for your employees by establishing new Section 218 agreements and executing modifications. We’ll walk you through common withholding errors and discuss how to maintain compliance. This will be an interactive session and session facilitators will provide a variety of scenarios for you to work through in groups to help strengthen your understanding.

Do you want to better understand the various aspects of compensation compliance? Join us as we provide an overview of common compensation compliance errors, common Memorandum of Understanding (MOU) language errors, and useful methods of resolving. Don’t miss this opportunity to up your compliance game and get answers to your questions straight from the experts.

Curious about what goes into an employment relationship review at CalPERS? We’ll cover how CalPERS determines who is a common-law employee and share guidance on what your agency should do if CalPERS determines someone to be a common-law employee. Don’t miss this chance to learn and understand all that goes into your employment relationship work.

Curious about providing the best membership election guidance for school employees? Don’t miss this overview for school employers on how to calculate full-time equivalent (FTE), the purpose of FTE reporting, and resources available to comply with Public Employees’ Retirement Law (PERL) reporting. We’ll also discuss upcoming legislative changes and how they can impact you.

Do you have employees who are qualified to make an election? Learn more about various elections within CalPERS including reciprocity, optional members, state 2nd tier, and the CalPERS/CalSTRS elections. In addition, you’ll learn to identify the various options and understand which members are subject to the Public Employees' Pension Reform Act of 2013 (PEPRA).

Want to ensure your employees’ retirement benefits are calculated correctly? You play a critical role in reporting and documenting membership, payroll, and service credit for retirement. We’ll help you get it right by reviewing your business-related responsibilities and providing resources to optimize your processes.

Session topics include:

• Membership eligibility
• Payroll deadlines, fees, and waivers
• Reporting special compensation
• Retirement benefits
• Retirement contract information
• Working after retirement

Did you know that CalPERS retirement benefits can affect Social Security — both the amount of monthly pension contributions before retirement and benefit payments after retirement? Join us as we explore the different types of Social Security coverage and how a CalPERS pension influences them. Let's unravel the complexities and pave the way for a healthy retirement for both you and your employees.

Get the essentials of properly reporting school employees into Social Security and Medicare. We’ll cover factors that can impact reporting, including:

• Your district’s specific type of Social Security coverage
• Classified vs. certificated positions
• The Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)
• Rehired annuitants
• Exemptions for specific positions

Are you confident that your hiring processes are compliant with post-retirement employment laws? We’ll simplify the process of hiring retired annuitants so you can get it right every time. We’ll discuss:

• The definition of normal retirement age and how it impacts post-retirement employment choices
• myCalPERS enhancements for reporting retired annuitants
• Post-retirement employment rules
• Rules for disability retirees who return to work as retired annuitants
• Steps in hiring CalPERS retirees

As an employer weighing retirement plans, you want to add a valuable benefit that your employees will appreciate. The CalPERS 457 Plan is a deferred compensation plan that gives public agency and school employees a low-cost, convenient way to save for retirement through payroll deductions. Learn the reasons why more than 840 employers choose the 457 Plan, including:

• Easy Administration: Low-fuss administration and payroll processing. Participant education is provided for you.
• Simplified Investing: A streamlined lineup of investment options including target date funds.
• Investment Oversight: CalPERS selects and manages the fund lineup and we serve as trustee of your employees’ deferred compensation assets.
• Low Fees: There is no cost to your agency and fees to participants are low.