Educational Sessions

Join us to go over the different types of Social Security coverage employees have and how a CalPERS pension may impact Social Security benefits.

Learn about the key strategic areas our CalPERS Health Benefits Program is focused on as we pursue exceptional health care for our members. We’ll cover impactful new initiatives to improve member experience and to advance primary care, telehealth, and health equity. We’ll also talk about where opportunities exist to lower health care costs.

The actuarial valuation process determines your funded status and your contribution requirements. What are the key components of this extremely complex process that you need to understand to succeed in your role as a plan sponsor? Join our actuaries to find out what's most important for you to know and how to find it in your valuation reports.

Join our Audit Compliance & Resolution team as they share scenarios related to:

• Common audit observations
• Misreported payroll reporting findings
• Labor policies and agreements for reporting special compensation items

You’ll learn how to avoid common issues, resolve your audit observations, and gain valuable information when going through an employer compliance review. Formatting note: Session facilitators will provide a variety of scenarios for you to work through in groups with fellow colleagues to help strengthen your understanding.

Join our team of subject matter experts to hear about proven strategies used by public agencies and schools to optimize the prudent management of other post-employment benefit (OPEB) costs. We’ll share case studies showing best practices implemented over the past 15 years that have helped employers like you save money, improve financial reporting outcomes, and protect credit ratings.

What’s the outlook for public pensions in California and around the country? Get a status update straight from the top. We’ll discuss key components of pension fund health, including funded status, discount rates, funding strategies, and risk management innovations.

How does the largest public pension fund in the United States stick to a long-term investment strategy while managing the impacts of record inflation, international instability, and volatile capital markets? Join our CalPERS investment office leaders for a discussion of its five-year strategic plan, the recent Asset Liability Management process, and next steps after a challenging fiscal year.

Join our Audit Compliance & Resolution team as they share common scenarios related to:

• Common audit observations
• Misreported payroll report findings
• Labor policies and agreements for reporting special compensation items

You’ll learn how to avoid common issues, resolve your audit observations, and gain valuable information when going through an employer compliance review. Formatting note: Session facilitators will provide a variety of scenarios for you to work through in groups with fellow colleagues to help strengthen your understanding.

There’s no more important step in processing a CalPERS retirement than to get the retirement compensation calculation right. Compliance is the key. Join us to learn the ABCs of compensation compliance reporting for public agencies so your employees receive the correct benefit amount they’ve earned when they retire. We’ll review:

• Day-to-day best practices
• Common compliance issues to avoid
• The latest regulatory requirements that affect your processes

Applying for disability retirement is a time of high stress—employees are counting on you to get this right. Be sure you know 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

Join our Audit Compliance & Resolution team as they share common scenarios related to:

• Common audit observations
• Misreported payroll reporting findings
• Labor policies and agreements for reporting special compensation items

You’ll learn how to avoid common issues, resolve your audit observations, and gain valuable information when completing an employer compliance review. Formatting note: Session facilitators will provide a variety of scenarios for you to work through in groups with fellow colleagues to help strengthen your understanding.

As the largest purchaser of public employee health benefits in California, we value and protect the health of our members. For over 50 years, the CalPERS Health Program has ensured California local public agency and school employees receive high-quality health benefits. Join us to learn how we put that experience to work for you. We’ll discuss:

• Unique protections that benefit local employers and members
• How we meet the needs of our 1,200 public agencies and schools
• Strategies and expertise we use to provide exceptional health care

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

As an employer weighing retirement plans, you know employees are looking for value-added benefits to supplement their savings. Do you have the right mix? Join us to learn about the CalPERS 457 Plan. It’s a deferred compensation plan that gives public agency and school employees a convenient way to save for retirement through payroll deduction.

Learn why more than 800 employers choose the CalPERS 457 Plan:

• Easy administration: Low-fuss administration and payroll processing. Participant education is provided.
• Simplified investing: A streamlined lineup of investment options, including target dates funds.
• Investment oversight: We select and manage the fund lineup and serve as trustee of your employees’ deferred compensation assets.
• Low fees: There is no cost to your agency and participant fees are very low.

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.

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 resource 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

Does your agency hire retired annuitants? Learn what rules apply to CalPERS retirees when they return to work and how to report retired annuitants. Join us for this interactive session to review working-after-retirement laws and to better understand what happens if post-retirement employment is not reported accurately and on time. Formatting note: Session facilitators will provide a variety of scenarios for you to work through in groups with fellow colleagues to help strengthen your understanding.

There’s no more important step in processing a CalPERS retirement than to get the retirement compensation calculation right. Compliance is the key. Join us to learn the ABCs of compensation compliance reporting for schools so your employees receive the correct benefit amount they’ve earned when they retire. We’ll review:

• Day-to-day best practices
• Common compliance issues to avoid
• The latest regulatory requirements that affect your processes

Join our Audit Compliance & Resolution team as they share common scenarios related to:

• Common audit observations
• Misreported payroll report findings
• Labor policies and agreements for reporting special compensation items

You’ll learn how to avoid common issues, resolve your audit observations, and gain valuable information when going through an employer compliance review. Formatting note: Session facilitators will provide a variety of scenarios for you to work through in groups with fellow colleagues to help strengthen your understanding.

Learn about our efforts to engage federal and state policymakers on issues that protect the fund as well as new laws that affect our members and employers.

Don’t leave the Educational Forum with any unresolved issues. If you have questions, we have the panel session to answer them all on the final day of the Forum. 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 all CalPERS program areas on hand to address a wide variety of issues, including benefits, contracts, payroll, membership, service credit purchase, actuarial costs, health care, and disability retirement.