Program Category Subject New/Enhanced Functionality Impacted
  • CalPERS
  • Employer Reports (Cognos)

Participant Retirement Planning Report

(Formerly the Retirement Planning for PAS report)

The Participant Retirement Planning Report provides employers with retirement planning information based on active members’ age group and member category.

Note: The report will only list members 45 years of age and older.

  • All
  • CalPERS
  • Retirement Enrollment
Retirement Enrollment Appointment History

Employers can view details of retirement enrollment appointment changes on the Appointment Change Event Details page.

The page includes a search function and will display the value as of date. Any changes to the appointment will be in bold font. If multiple changes were made, you’ll see the history of the changes.

To access this information, select View Event Details on the Appointment Details and Event page.

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For additional information regarding these enhancements, contact our Customer Contact Center at 888 CalPERS (or 888-225-7377).