Circular Letters

June 30, 2023 Actuarial Valuation Reports

• All School Employers
• All State Employers

Distribution of 2025 Summary of Benefits and Coverage Notice to New Employees

• 2025 Summary of Benefits and Coverage Notice (PDF)

• All CalPERS Health Benefits Officers
• All Assistant Health Benefits Officers

Elective Officer – Retiree Certification Form

• Elective Officer - Retiree Certification Form (CalPERS-6203) (PDF)

• All Public Agency Employers
• All School Employers
• All State Employers

Pension Outlook 2023 Valuation Data Now Available

• All CalPERS Employers

State Employer Projected Contribution Rates

• Future Investment Scenarios (PDF)

• All State Employers
• All Agricultural Districts
• All State Colleges and Universities

School Employer Projected Contribution Rates

• All School Employers

June 30, 2023 Actuarial Valuation Reports

• All Public Agency Employers

Holiday Pay

• All Contracting Public Agencies
• All Schools

2024 Open Enrollment Dates and Information

• All CalPERS Health Benefits Officers
• All Assistant Health Benefits Officers

2024-25 Contracting Agency Administrative Fee, Contribution Change and Termination Processes, and Health Billing Dates

• All Contracting Agency Health Benefits Officers
• All Assistant Health Benefits Officers

2024-25 State Employer Contribution Rates

• All State Employers
• All Agricultural Districts
• All State Colleges and Universities

Options to Pay the Unfunded Accrued Liability Lump Sum

• All Contracting Public Agencies

State Social Security Administrator Program Funding

• Public Employers with an Existing Section 218 Agreement

2024-25 PEPRA Member Contribution Rates

• All Public Agency Employers

2024-25 Public Agency 1959 Survivor Monthly Premiums

• All Public Agency Employers

2024-25 School 1959 Survivor Monthly Premiums

• All School Employers

2024-25 State 1959 Survivor Monthly Premiums

• All State Employers

Eligibility for Superintendent of Schools Positions

• All CalPERS Contracted School Employers

State-Active Health Premium Reconciliation

• All Health Benefits Officers for State Agencies
• All Health Benefits Officers for California State Universities

Revised Reciprocal Self-Certification Form

• Reciprocal Self-Certification Form (CalPERS-1187) (PDF)

• All CalPERS Employers

Payroll Reporting Deadline, 2023-24 Fiscal Year

• All CalPERS Employers

2024-25 School Employer and Employee Contribution Rates

• All School Employers

2024-25 State Employer and Employee Contribution Rates

• State Employers
• Agricultural Districts
• State Colleges and Universities

myCalPERS Log In Security Enhancements

• All CalPERS Employers

2025 Contracting Agency Minimum Employer Contribution Calculation

• Contracting Agency Health Benefits Officers
• Contracting Agency Assistant Health Benefits Officers

Save 3.4% Interest Through a UAL Lump-Sum Prepayment

• All Contracting Public Agencies

Payrate Reporting for Classified School Members

• All CalPERS School Employers

Senate Bill 548 Impact on County and Trial Court Contracts

• All Counties
• All Trial Courts

New Feature in Pension Outlook – CEPPT Section 115 Trust Projections

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 75 Report Availability for Public Agencies and Schools

• Public Agency Employers
• School Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2023

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2023

• State Colleges and Universities
• County Superintendent of Schools
• Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability Form

• Public Agency Employers

California Public Employees’ Retirement Law (PERL) 2024

• All CalPERS Employers

2024 Health Billing Cutoff Dates and Payment Information

• 2024 Health Billing Cutoff Dates, Contracting School Districts and Public Agencies (PDF)

• All Health Benefits Officers
• All Assistant Health Benefits Officers
• All Health Enrollment and Health PA Billing Contacts for Contracting School Districts and Public Agencies

2024 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

2024 Annual Invoice for Internal Revenue Code (IRC) 415(b) Replacement Benefit Fund (RBF)

• All CalPERS Employers

Eligibility Criteria for Dependents in a Parent-Child Relationship and Updated Affidavit

• All Health Benefits Officers
• All Assistant Health Benefits Officers

Senate Bill 142 - Part-Time Faculty Healthcare and PEMHCA Government Code Section 22807.5

• Community College Part-Time Faculty Health Eligibility Frequently Asked Questions

• Contracting Community College Districts

Requirements for Verifying Pay Rates Over $25,000

• All CalPERS Employers

myCalPERS Enhancement to Assist in Determining Retirement System Election Eligibility

• All CalPERS Contracted School Employers

Off-Salary-Schedule Pay

• All Contracting Public Agencies and Schools

Distribution of 2024 Summary of Benefits and Coverage Notice to New Employees

• 2024 Summary of Benefits and Coverage Notice Template (PDF)

• All Health Benefits Officers
• All Assistant Health Benefits Officers

June 30, 2022 Actuarial Valuation Reports

• All Public Agency Employers

Updates to the Certification Form and Recertification Timeframes for Disabled Dependents

• All CalPERS Health Benefits Officers
• All Assistant Health Benefits Officers

State Social Security Administrator Program Funding Fiscal Year (FY) 2023-24

• Public Employers with an Existing Section 218 Agreement

2023-24 Contracting Agency Administrative Fee, Contribution Change and Termination Processes, and Health Billing Dates

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

2023 Open Enrollment Dates and Information

• All CalPERS Health Benefits Officers
• All Assistant Health Benefits Officers

Governor’s Executive Order N-2-23

• All CalPERS Employers

Options to Pay the UAL Lump-Sum

• All Contracting Public Agencies

2023-24 Public Agency 1959 Survivor Monthly Premiums

• All Public Agency Employers

2023-24 School 1959 Survivor Monthly Premiums

• All School Employers

2023-24 State 1959 Survivor Monthly Premiums

• All State Employers

2023-24 PEPRA Member Contribution Rates

• All Public Agency Employers

Department of Labor and Internal Revenue Service COVID-19 Relief Rule Period Expiration

• All CalPERS Health Benefits Officers
• All CalPERS Assistant Health Benefits Officers

AB 237 – Public Employment: Unfair Practices: Health Protection

• All Health Benefits Officers
• All Assistant Health Benefits Officers

EFT Union Bank Vendor Change

• All CalPERS Employers

Payroll Reporting Deadline, 2022-23 Fiscal Year

• All CalPERS Employers

2023-24 State Employer and Employee Contribution Rates

• State Member Contribution Rates (PDF)

• State Employers
• Agricultural Districts
• State Colleges and Universities

2023-24 School Employer and Employee Contribution Rates

• All School Employers

2024 Contracting Agency Minimum Employer Contribution Calculation

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Save 3.4% Interest Through a UAL Lump-Sum Prepayment

• All Contracting Public Agencies

Governor’s Executive Order N-1-23

• All California State Agencies

Disability Retirement & Reevaluation Required Documents

• All Contracting Agencies With Local Safety Members

Notification to Reciprocal Systems – New Reciprocal System: City of Delano Employee Pension Plan

• Reciprocal and Non-Reciprocal Retirement Systems

California Public Employees’ Retirement Law (PERL) 2023

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 75 Report Availability for Public Agencies and Schools

• Public Agency Employers
• School Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2022

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2022

• State Colleges & Universities
• County Superintendent of Schools
• Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability Form

• Public Agency Employers

Reciprocal Agreement Established — City of Delano Employee Pension Plan

• Board Members
• System Staff
• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges & Universities
• County Superintendent of Schools

2023 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

2023 Health Billing Cutoff Dates and Payment Information

• 2023 Health Billing Cutoff Dates Contracting School Districts and Public Agencies (PDF)

• All Health Benefits Officers
• Health Benefits Assistants
• Health Enrollment Contacts for Contracting School Districts and Public Agencies
• Health PA Billing Contacts for Contracting School Districts and Public Agencies

2022 State, School, and Special Retired Member Certified Election Results for the CalPERS Board of Administration

1. Official Certified Results for State Member Election (PDF)
2. Official Certified Results for School Member Election (PDF)
3. Official Certified Results for Special Retired Member Election (PDF)

• All CalPERS Employers
• Members of the Board
• Candidates

2023 Annual Invoice for Internal Revenue Code (IRC) 415(b) Replacement Benefit Fund (RBF)

• All CalPERS Employers

Changes to the Retirement System Election Eligibility Criteria

• All CalPERS Contracted School Employers

Distribution of 2023 Summary of Benefits and Coverage Notice to New Employees

• 2023 Summary of Benefits and Coverage Notice (PDF)

• All Health Benefits Officers
• All Assistant Health Benefits Officers

Resolution for Employer Paid Member Contributions

• All Contracting Public Agencies
• All School Employers

June 30, 2021 Actuarial Valuation Reports

• All Public Agency Employers

Social Security Coverage for Safety Police Positions at School Districts

• Social Security Coverage Status of School Police at the San Diego Community College District under California Modification No. 839 (PDF)

• School Employers With Existing Safety Police CalPERS Contracts

2022 Open Enrollment Dates and Information

• All CalPERS Health Benefits Officers
• All CalPERS Assistant Health Benefits Officers

2022-23 Contracting Agency Administrative Fee, Contribution Changes and Termination Processes, and Health Billing Dates

• Contracting Agency Health Benefits Officers
• Contracting Agency Assistant Health Benefits Officers

Options to Pay the UAL Lump-Sum

• All Contracting Public Agencies

Retirement System Election (ES 372) myCalPERS Enhancement

• All CalPERS Contracted School Employers

2022-23 State Employer and Employee Contribution Rates

• State Employers, Agricultural Districts, and State Colleges and Universities

2022-23 State 1959 Survivor Monthly Premiums

• All State Employers

2022-23 School 1959 Survivor Monthly Premiums

• All School Employers

2022-23 Public Agency 1959 Survivor Monthly Premiums

• All Public Agency Employers

Health Enrollment Self-Service for Active Employees

• All CalPERS Health Benefits Officers
• Assistant Health Benefits Officers

2022-23 PEPRA Member Contribution Rates

• All Public Agency Employers

Common Issues Reporting Unused Sick Leave Days at Separation

• All CalPERS Public Agency Employers
• All CalPERS School Employers

2021 Special Public Agency Member Certified Election Results for the CalPERS Board of Administration

• Official Certified Results (PDF)

• All CalPERS Employers
• Members of the Board
• Candidates

State Employer Responsibility to Update Membership Information

• State Employers and State Controller’s Office

2022-23 School Employer and Employee Contribution Rates

• All School Employers

2023 Contracting Agency Minimum Employer Contribution Calculation

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

State Social Security Administrator Program Funding

• Public Employers with an Existing Section 218 Agreement

Payroll Reporting Deadlines, 2021-22 Fiscal Year

• All CalPERS Employers

Hiring CalPERS Retirees: Post-Retirement Employment Webinars

• All CalPERS Employers

Eligibility Criteria, Responsibilities, and Certification Forms for Disabled Dependents

• All Health Benefits Officers
• All Assistant Health Benefits Officers

Save 3.5% Interest Through a UAL Lump-Sum Prepayment

• All Contracting Public Agencies

Expiration of Provisions of Governor's Executive Orders Related to COVID-19

• All Employers

Special Public Agency Member Board Election - Employer Toolkit Now Available

• CalPERS Public Agency Employers

2022 CalPERS Board of Administration State, School, and Special Retired Member Elections

1. 2022 State Member Board Election – Notice of Election (PDF)
2. 2022 School Member Board Election – Notice of Election (PDF)
3. 2022 Special Retired Member Board Election – Notice of Election (PDF)

• All CalPERS Employers

Pre-Retirement Survivor Benefits Webinar for State Employers

• All CalPERS State Employers

Addendum to the 2020 Schools Actuarial Valuation Report

• All School Employers

Addendum to the 2020 State Actuarial Valuation Report

• All State Employers

Governor’s Executive Order N-3-22

• All School Employers

New Service Prior to Membership Automation and Certification Features

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 75 Agent Report Availability for Public Agencies and Schools

• Public Agency Employers
• School Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2021

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2021

• State Colleges and Universities
• County Superintendent of Schools
• Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability Form

• Public Agency Employers

California Public Employees’ Retirement Law (PERL) 2022

• All CalPERS Employers

Pension Outlook - New Asset Liability Management Assumptions Features Now Available

• All CalPERS Employers

2022 State Social Security Administrator Program Webinar for Public Employers

• All Public Agency Employers
• County Superintendent of Schools
• Individual School Districts

Employer Rate Impact Due to Changes in Actuarial Assumptions

• All Public Agency Employers

Employer Rate Impact Due to Changes in Actuarial Assumptions

• All School Employers

Employer Rate Impact Due to Changes in Actuarial Assumptions

• All State Employers

Retirement System Election Form Requirement Update

• All CalPERS Contracted School Employers

2022 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

Changes to Optional Membership

• Optional Membership Guide (PDF)

• All State Employers
• Public Agencies

Disallowed Compensation Benefit Adjustments: Senate Bill 278, Chapter 331, Statutes of 2021

• All CalPERS Employers

2022 Health Billing Cutoff Dates and Payment Information

• 2022 Health Billing Cutoff Dates Contracting School Districts and Public Agencies (PDF)

• All Health Benefits Officers
• Health Benefits Assistants
• Health Enrollment and Health Billing Contacts for Contracting School Districts and Public Agencies

Retirement Contract Exclusion for Hourly Paid Employees

• Agencies With an Hourly Exclusion

Stop Deductions Notification for Service Credit Purchases

• All Public Agencies and Schools

2022 Annual Invoice for Internal Revenue Code (IRC) 415(b) Replacement Benefit Fund (RBF)

• All CalPERS Employers

Credit for Absence From Employment – Military Service

• All CalPERS Employers

Reciprocal myCalPERS System Enhancement

• Reciprocal Business Partners

2021 Member-at-Large Certified Election Results for the CalPERS Board of Administration

1. Official Certified Results for Position A (PDF)
2. Official Certified Results for Position B (PDF)

• All CalPERS Employers
• Members of the Board
• Candidates

Lump-Sum Payroll Reporting Validation (CRB00357)

• All CalPERS Employers

Pre-Retirement Survivor Benefits Webinar for Safety Employers

• All CalPERS Contracted Safety Employers

2021 CalPERS Board of Administration Special Public Agency Member Election

• 2021 Special Public Agency Member Election – Notice of Election (PDF)

• All Public Agency Employers

Health Enrollment Self Service for Active Employees

• All CalPERS Health Benefits Officers
• All CalPERS Assistant Health Benefits Officers

2021-22 Revised State Employee Contribution Rates for State Bargaining Unit 18

• State Employers
• Agricultural Districts
• State Colleges and Universities

Pension Outlook 2020 Valuation Data Now Available

• All CalPERS Employers

Governor’s Executive Order N-13-21

• All CalPERS Employers

New Employment Certification Upload Functionality in myCalPERS

• All CalPERS Employers

Governor’s Executive Order N-12-21

• All CalPERS Employers

Distribution of 2022 Summary of Benefits and Coverage Notice to New Employees

• 2022 Summary of Benefits and Coverage Notice Template (PDF)

• All Health Benefits Officers
• All Assistant Health Benefits Officers

2021-22 Revised Employee and Proposed Employer Contribution Rates

• State Employers
• Agricultural Districts
• State Colleges and Universities

Retired Annuitant Late Enrollment and Payroll Reporting Fees

• State Agency Employers

Pre-Retirement Survivor Benefits Webinar Regarding Public Agency Miscellaneous Members

• All CalPERS Contracted Public Agency Miscellaneous Employers

June 30, 2020 Actuarial Valuation Reports

• All Public Agency Employers

Essential Cognos Reports

• All CalPERS Employers

Changes to Governor’s Executive Order N-08-21 (REVISED)

• All CalPERS Employers

Employer Responsibilities Regarding Temporary COBRA Premium Assistance from the American Rescue Plan Act of 2021– Additional Information

• CalPERS Health Plan ARPA Contacts

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

New Service Credit Purchase Estimates Now Online

• All CalPERS Employers

Contracting Agency Administrative Fee for Fiscal Year 2021-22, Contribution Change and Termination Processes, and Health Billing Dates

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

New Compliance in Compensation Reporting Webpage

• All CalPERS Employers

2021 Open Enrollment Dates and Information

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

PEPRA Section 7522.40 Impact to Health Vesting

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

School Employer and Employee Contribution Rates for Fiscal Year 2021-22

• All School Employers

State Employer and Employee Contribution Rates for Fiscal Year 2021-22

• State Employers
• Agricultural Districts
• State Colleges and Universities

State 1959 Survivor Monthly Premiums for Fiscal Year 2021-22

• All State Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2021-22

• All Public Agency Employers

Schools 1959 Survivor Monthly Premiums for Fiscal Year 2021-22

• All School Employers

PEPRA Member Contribution Rates

• All Public Agency Employers

Options to Pay the UAL Lump-Sum

• All Contracting Public Agencies

Reporting Out-of-Class Hours Worked

• All Public Agency and School Employers

COVID-19: Supplemental Paid Sick Leave

• All CalPERS Employers

State Social Security Administrator Program Funding

• Public Employers With an Existing Section 218 Agreement

Pre-Retirement Survivor Benefits Webinar Regarding School Miscellaneous Members

• All CalPERS Contracted School Employers

Payroll Reporting Deadlines, 2020-21 Fiscal Year

• All CalPERS Employers

New myCalPERS Features for Service Credit Purchases

• All CalPERS Employers

2022 Contracting Agency Minimum Employer Contribution for Members

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

Employer Responsibilities Regarding Temporary COBRA Premium Assistance from the American Rescue Plan (ARP) Act of 2021

• All CalPERS Health Benefits Officers
• ​All CalPERS Assistant Health Benefits Officers

Hiring CalPERS Retirees: Post-Retirement Employment Webinars

• All CalPERS Employers

Pre-Retirement Survivor Benefits Webinar Regarding Miscellaneous Members

• State Employers

2021 CalPERS Board of Administration Member-at-Large Election

• 2021 Member-at Large Notice of Election

• All CalPERS Employers

Save 3.5% Interest Through a UAL Lump-Sum Prepayment

• All Contracting Public Agencies

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2020

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability Form

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2020

• State Colleges and Universities
• County Superintendent of Schools
• Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 75 Agent Report Availability for Public Agencies and Schools

• Public Agency and School Employers

State Social Security Administrator Program Webinars

• All CalPERS Employers

Certificated School Member myCalPERS Enhancements

• All CalPERS Contracted School Employers

New Employee Functionality in myCalPERS for Service Credit Purchases

• All CalPERS Employers

California Public Employees’ Retirement Law (PERL) 2021

• All CalPERS Employers

2021 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

2021 Health Billing Cutoff Dates and Payment Information

View Attachment:

• 2021 Health Billing Cutoff Dates Contracting School Districts and Public Agencies

• All Health Benefits Officers
• Health Benefits Assistants
• Health Enrollment and Health PA Billing Contacts for Contracting School Districts and Public Agencies

Circular Letters Are Going Paperless

• All CalPERS Employers

• All CalPERS Employers

• All CalPERS Employers

• State Employers
• Agricultural Districts
• State Colleges & Universities

• Agricultural Districts

• All CalPERS Employers

• All CalPERS Employers

Distribution of 2021 Summary of Benefits and Coverage Notice to New Employees

View Attachment:

• 2021 Summary of Benefits and Coverage Notice (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

• Public Agency and School Employers With an Existing Section 218 Agreement

• All Public Agency Employers

• All Public Agency and School Employers

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

• All CalPERS Public Agency and School Employers

• All CalPERS Employers

• State Employers, Agricultural Districts, and State Colleges and Universities

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

• All School Employers

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

• All Contracting Public Agencies

• All Public Agency Employers

• All School Employers

• All State Employers

• All Reciprocal Retirement Systems

• All Public Agency Employers

• All CalPERS Employers

• All CalPERS Employers

• All CalPERS Contracted Employers (State, Public Agencies, and Schools)

• All CalPERS Employers

• All CalPERS Employers

• All Public Agency Employers, County Superintendent of Schools and Individual School Districts, State Employers

• Public Agency Employers

• State Colleges and Universities, County Superintendent of Schools, and Individual School Districts

• Public Agency Employers

• All CalPERS Employers

• All Public Agency Employers
• County Superintendent of Schools
• Individual School Districts

• Public Agencies and School Employers

• All Public Agency Employers

• State Agencies, Agricultural Districts, Public Agencies, State Colleges and Universities, and County Superintendents of Schools

Statutory and Regulatory Requirements for Publicly Available Pay Schedules

• All CalPERS Contracted Agencies (Public Agency, Schools, and State)

2020 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

2020 Health Billing Cutoff Dates and Payment Information

Attachments:

1. 2020 Health Billing Cutoff Dates, Contracting School Districts and Public Agencies (PDF)

• All Health Benefits Officers, Health Benefits Assistants, Health Enrollment and Health PA Billing Contacts for Contracting School Districts and Public Agencies

Implementation of New Domestic Partners Legislation (SB 30)

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

New Process for Non-Centralized Agency 2020 Kaiser Permanente Health Premiums Billing and Payment

Attachments:

1. Health Premiums Statement (PDF)
2. Health Premiums Payments Table (PDF)

• All Non-Centralized State Agencies

2020 Annual Invoice for Internal Revenue Code (IRC) 415(b) Replacement Benefit Fund (RBF)

• All CalPERS Employers

Assembly Bill 672, Chapter 98 – Working After Disability/Industrial Disability Retirement

• All CalPERS Employers

Uniform Allowance - Reportable and Nonreportable Components

• All CalPERS Employers

Compensation for Settlement Agreements

• All CalPERS Employers

2019 Retired Member Certified Election Results for the CalPERS Board of Administration

Attachments:

1. Official Certified Results (PDF)

• All CalPERS Employers, Members of the Board, and Candidates

Reportability of Coaching Stipends

• State Colleges and Universities, County Superintendent of Schools, and Individual School Districts

New Service Credit Election Notices

• All CalPERS Employers

Retirement Appointment Reconciliation (Enhanced myCalPERS Functionality)

• All CalPERS Employers

Governor's July 4 & 5, 2019 State of Emergency Proclamations

• All CalPERS Employers

New enhancements being added to myCalPERS

• Reciprocal Retirement Systems

Health Benefits Officer Responsibilities

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

June 30, 2018 Actuarial Valuation Reports

• All Public Agency Employers

Distribution of 2020 Summary of Benefits and Coverage Notice to New Employees

Attachments:

1. 2020 Summary of Benefits and Coverage Notice (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

myCalPERS Projected Contributions Detail Report

• All Public Agencies, Schools, and Agricultural Districts

State Social Security Administrator Program Funding

• Public Employers With an Existing Section 218 Agreement

2019-20 State Employer and Employee Contribution Rates

• State Employers, Agricultural Districts, and State Colleges and Universities

2019-20 School Employer and Employee Contribution Rates

• All School Employers

CalPERS Health Benefits Program Workshops

• All Public Agency and School Employers

Contracting Agency Administrative Fee for Fiscal Year 2019-20, Contribution Change, and Termination Processes, and Health Billing dates

• All PEMHCA Contracting Agency Health Benefits Officers, Assistant Health Benefits Officers, Health Enrollment, and Health PA Billing Contacts

Annual Unfunded Accrued Liability Receivables

• All Public Agency Employers

School 1959 Survivor Monthly Premiums for Fiscal Year 2019-20

• All School Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2019-20

• All Public Agency Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2019-20

• All State Employers

Reporting Out-of-Class Hours Worked (New mylCalPERS Functionality)

• All Public Agencies and School Employers

Payroll Reporting Deadlines, 2018-19 Fiscal Year

• All CalPERS Employers

Contracting Agency Minimum Employer Contribution Calculation for 2020

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Encourage Employees to Purchase Service Credit Early in Their Career

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 75 Agent Report Availability for Public Agencies and Schools

• Public Agencies and School Employers

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2018

• State Colleges and Universities, County Superintendent of Schools, and Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports for Measurement Date June 30, 2018

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability Form

• Public Agency Employers

Use of Electronic Signatures on Designated Health Enrollment Documents

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

2019 State Social Security Administration Webinars

• All Public Agency Employers
• County Superintendent of Schools
• Individual School Districts

CalPERS to Move to Three Health Care Regions for Contracting Public Agencies and Schools in 2020

Attachments

1. Counties in CalPERS Regions (PDF)

• All Health Benefits Officers, Health Benefits Assistants, Health Enrollment, and Health PA Billing Contacts for Contracting School Districts and Public Agencies

Distribution of Retiree Drug Subsidy Reserve Dollars

• Public Agencies and Schools

Contract Amendment – Cost-Sharing Process Change

Attachments

1. Cost-Sharing FAQ's (Assembly Bill 2310) (PDF)

• All Public Agency Employers

California Public Employees’ Retirement Law (PERL) 2019

• State Agencies, Agricultural Districts, Public Agencies, State Colleges and Universities, and County Superintendents of Schools

2019 Compensation Limits for Classic and PEPRA Members

• All CalPERS Employers

Optional Members of CalPERS

Attachments

1. Optional Member Guide (PDF)

• All CalPERS Employers

2019 Health Billing Cutoff Dates and Payment Information

Attachments

1. 2019 Health Billing Cutoff Dates for Contracting School Districts and Public Agencies (PDF)

• All Health Benefits Officers, Health Benefits Assistants, Health Enrollment, and Health PA Billing Contacts for Contracting School Districts and Public Agencies

2019 Annual Invoice for IRC 415(b) Replacement Benefit Fund (RBF)

• All CalPERS Employers

Governor's Executive Order B-57-18

• All CalPERS Employers

2018 State, School, and Public Agency Member Certified Election Results for CalPERS Board of Administration

Attachments

1. Official Certified Results (PDF)
2. California Code of Regulations section 554.11 (Protest of an Election) (PDF)

• All CalPERS Employers, Members of the Board, Candidates, and Other Interested Parties

Governor's Executive Order B-53-18

• All CalPERS Employers

Enhancements to the Service Prior to Membership Service Credit Request form

• Non-Central State Agencies, Public Agencies Employers, Agricultural Districts, Superintendents of Schools and Individual School Districts

Anthem Traditional HMO Additional Enrollment Opportunity in Butte County

Attachments

1. Subscriber Letter (PDF)

• Health Benefits Officers and Assistant Health Benefits Officers

2018 Annual Member Statements

• All CalPERS Employers

State Active Health Premium Reconciliation

• All Health Benefits Officers for State Agencies and California State Universities

Distribution of 2019 Summary of Benefits and Coverage Notice to New Employees

Attachments

1. 2019 Summary of Benefits and Coverage Notice (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

June 30, 2017 Actuarial Valuation Reports

• All Public Agency Employers

2018 Board Election Toolkit Now Available

• CalPERS Public Agency Employers

Enrolling and Reporting Retired Members

• All CalPERS Employers

Revised Reciprocal Self-Certification Form

Attachments

1. Reciprocal Self-Certification Form (PDF)

• All CalPERS Employers

Evaluation of Public Agency Health Regions (EPAHR)

• Public Agencies and Schools

Contracting Agency Administrative Fee for Fiscal Year 2018-19, Contribution Change Process, and Termination Process

• All PEMHCA Contracting Agency Health Benefits Officers, Assistant Health Benefits Officers, Health Enrollment, and Health PA Billing Contacts

Annual Unfunded Liability Receivables

Attachments

1. ACH Payment Notification (XLS)

• All Contracting Public Agencies

Introducing Social Security Functionality

• All Public Agency Employers
• County Superintendent of Schools
• Individual School Districts

2018 Onsite Open Enrollment Health Fairs

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

CalPERS Employer Health Benefits Program Workshops

• All Public Agency and School Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2018-19

• All Public Agency Employers

Schools 1959 Survivor Monthly Premiums for Fiscal Year 2018-19

• All School Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2018-19

• All State Employers

Employer News (Spring Edition)

• All CalPERS Employers

Dependent Eligibility Verification Employer Responsibilities

Attachments

1. State Employee Dependent Verification Letter (PDF)
2. State Employee Dependent Cancellation Letter (PDF)
3. CSU Employee Dependent Verification Letter (PDF)
4. CSU Employee Dependent Cancellation Letter (PDF)
5. CSU Employee Dependent Verification Affidavit (PDF)

• All CSU and State Employers

Payroll Reporting Deadline, 2017-18 Fiscal Year

• All Contracting Public Agencies, School Employers, and Non-Central State Agencies

2018 CalPERS Board of Administration State, School and Public Agency Elections – Amended Notice of Elections

Attachments

1. 2018 Amended State Member Election Notice of Election (PDF)
2. 2018 Amended School Member Election Notice of Election (PDF)
3. 2018 Amended Public Agency Member Election Notice of Election (PDF)

• All CalPERS Employers

2018-19 School Employer and Employee Contribution Rates

• All School Employers

2018-19 State Employer and Employee Contribution Rates

• State Employers, Agricultural Districts, and State Colleges and Universities

Use of Electronic Signatures on Health Benefits Plan Enrollment Form (HBD-12)

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

Contracting Agency Minimum Employer Contribution Calculation for 2019

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Assembly Bill 1487 added Section 20480 to the Government Code: Out-of-Class Appointment Limitations and Penalties

Attachments

1. Out-of-Class Appointment Employer Certification form (PDF)

• All Contracting Public Agencies and School Employers

Actuarial Amortization Policy

• Public Agency Employers

Actuarial Amortization Policy

• State Employers, Agricultural Districts, and State Colleges and Universities

Actuarial Amortization Policy

• School Employers

Enrolling and Reporting Retired Members

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) 75 Agent Reports Availability for Public Agencies

• Public Agency Employers

2018 CalPERS Board of Administration State, School, and Public Agency Elections

Attachments

1. 2018 State Member Election Notice of Election (PDF)
2. 2018 School Member Election Notice of Election (PDF)
3. 2018 Public Agency Member Election Notice of Election (PDF)

• All CalPERS Employers

Public Employer Webinars

• All Public Agency Employers, County Superintendent of Schools, and Individual School Districts

Employer News (Winter Edition)

• All CalPERS Employers

New Health Enrollment Forms

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

Retirement Contribution Projection for Active Members

• All CalPERS Employers

Employer Rate Impact due to Changes in Actuarial Assumptions

• All State Employers

Employer Rate Impact due to Changes in Actuarial Assumptions

• All School Employers

Required Employer Contribution Impact due to Changes in Actuarial Assumptions

• All Public Agencies

Reciprocity Agreement and Information to be Furnished to CalPERS

• All Reciprocal and Non-Reciprocal Retirement Systems

Membership Eligibility - Government Code Section 20309

• County Superintendent of Schools, Individual School Districts, State Department of Education, Board of Governors California Community Colleges

Governor’s Executive Orders B-43-17 and B-46-18

• All CalPERS Employers

California Public Employees' Retirement Law (PERL) 2018

• State Agencies, Agricultural Districts, Public Agencies, State Colleges and Universities, and County Superintendents of Schools

Misreported Service: Senate Bill 525, Chapter 241, Statutes of 2017

Attachment

1. Retirement System Election for Misreported Service – Instructions (PDF)
2. Retirement System Election for Misreported Service form (PDF)

• County Superintendent of Schools, Individual School Districts

2018 Compensation Limits for Classic and New Members

• All CalPERS Employers

2017 Member-at-Large Certified Election Results for CalPERS Board of Administration

Attachments

1. Official Certified Results (PDF)
2. California Code of Regulations, § 554.11 (Protest of an Election) (PDF)

• All CalPERS Employers, Members of the Board, Candidates, and Other Interested Parties

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Cost-Sharing Reports for Measurement Date June 30, 2017, Are Now Available

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability for Public Agencies

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Schools Reports for Measurement Date June 30, 2017, Are Now Available

• State Colleges and Universities, County Superintendent of Schools, and Individual School Districts

2018 Health Billing Cut-Off Dates and Payment Information

Attachment

1. 2018 Health Billing Cut-Off Dates Contracting School Districts and Public Agencies (PDF)

• All Health Contracting School Districts and Public Agencies

Employer Shared Responsibility Payment Letter under the Affordable Care Act

Attachment

1. Sample 226-J Letter (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

Dependent Eligibility Verification Employer Responsibilities

Attachment

1. State Employee Dependent Verification Letter (PDF)
2. CSU Employee Dependent Verification Letter (PDF)
3. CSU Employee Dependent Verification Affidavit (PDF)

• All CSU and State Employers

Public Employees' Pension Reform Act (PEPRA) of 2013 Adoption of Pensionable Compensation Regulations

Attachment

1. California Code of Regulations (C.C.R.) §571.1 (PDF)

• All CalPERS Employers

Employer News Survey

• All CalPERS Employers

Final Notice of Mandate of Health Electronic Fund Payments

• All CalPERS Employers

2018 Annual Invoice for IRC 415(b) Replacement Benefit Plan

• All CalPERS Employers

2017 Annual Member Statements

• All CalPERS Employers

Employer News (Fall Edition)

• All CalPERS Employers

CalPERS Board of Administration Runoff Election Update

• All CalPERS Employers

2017 Member-at-Large Certified Election Results for CalPERS Board of Administration

Attachment

1. Official Certified Results (PDF)
2. California Code of Regulations, § 554.11 (Protest of an Election) (PDF)

• All CalPERS Employers, Members of the Board, Candidates, and Other Interested Parties

Reciprocal Self-Certification Form

• All CalPERS Employers

Employer Certification Guidelines for Service Prior to Membership Request Forms

• Agricultural Districts, Public Agencies, County Superintendent of Schools, Individual School Districts

Mandate of Health Electronic Fund Payments Deadline

• All CalPERS Employers

Employer News (Summer Edition)

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Employer Tool

• Public Agency Employers - Pooled Plans

2018 Retirement Options

Attachment

1. 2018 Retirement Options Quick Reference Sheet (PDF)

• All CalPERS Employers

Distribution of 2018 Summary of Benefits and Coverage Notice to New Employees

Attachment

1. 2018 Summary of Benefits and Coverage Notice (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

Board Election Toolkit Now Available

• All CalPERS Employers

June 30, 2016 Actuarial Valuation Reports

• All Public Agency Employers

Unfunded Accrued Liability Contribution Payments

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Fee Reduction

• Public Agency Employers

Mandate of Electronic Fund Payments for Health Contributions

Attachment

1. ACH Payment Notification (XLS)

• All CalPERS Employers

CalPERS Instructions for Onsite Open Enrollment Health Fairs

• All PEMHCA Health Benefits Officers and Assistant Health Benefit Officers

System Access Administrator Contact Information Verification

• All System Access Administrators and Executives

1959 Survivor Employer Billing Changes

• All Public Agency Employers

Employer Contribution Receivable (New myCalPERS Functionality)

• All CalPERS Employers

Final Notice of Mandate of Electronic Payments

Attachment

1. ACH Payment Notification (XLS)

• All CalPERS Employers

Change in Contribution Billing Process for All Non-Pooled Plans

• All Contracting Public Agencies

Interest on Delinquent Unfunded Accrued Liability Contributions

• All Contracting Public Agencies

Schools 1959 Survivor Monthly Premiums for Fiscal Year 2017-18

• All School Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2017-18

• All State Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2017-18

• All Public Agency Employers

Payroll Reporting Deadlines, 2016-17 Fiscal Year

• All Contracting Public Agencies, School Employers, and Non-Central State Agencies

CalPERS Employer Health Program Workshop

• All Public Agency and School Employers

2017 CalPERS Board of Administration Member-at-Large Election - Order of Candidate Names to Appear on the Ballot

• All CalPERS Employers, Members of the CalPERS Board, Candidates

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2017-18, Contribution Change Process, and Termination Process (REVISED)

Attachment

1. 2017 Health Billing Cut-Off Dates, Contracting School Districts and Public Agencies (PDF)

• All PEMHCA Contracting Agency Health Benefits Officers, Assistant Health Benefits Officers, Health Enrollment, and Health PA Billing Contacts

Introducing CalPERS Employers' Open Enrollment Web Page

• All Public Employees' Medical and Hospital Care Act Health Benefits Officers and Assistant Benefits Officers

2017-18 School Employer and Employee Contribution Rates

• School Employers

2017-18 State Employer Contribution Rates

• State Employers

Mandate of Electronic Fund Payments Deadline

• All CalPERS Employers

New Requirement for Retroactive Special Compensation Adjustments (RSC) (REVISED)

• All CalPERS Employers

Contracting Agency Minimum Employer Contribution Calculation for 2018

• Contracting Agency Health Benefit Officers and Assistant Health Benefit Officers

Affordable Care Act Rule Regarding Health Plan Opt-Out Arrangements

• CalPERS Public Agencies, Schools, Individual School Districts, and California State Universities

Information to be included in a Resolution/Determination Document for Disability Retirement, Requirements for submitting a Disability Retirement Application, and Disability Reevaluation Procedures

• All Contracting Public Agencies

Reduced Workload Program

Attachment

1. Reduced Workload Program Eligibility and Election Certification Form (PDF)

• State Colleges, Universities, County Superintendents of Schools, and Individual School Districts

Health Premium Statement, Administrative Fee, and Contact Type Updates

• All General, Health Benefit Assistant, Health Benefit Officer, Health Enrollment, Health PA Billing (Non-PERS), Health PA Billing (PERS), and Payroll contacts for all contracting public agencies and school districts

2017 CalPERS Board Of Administration Member-at-Large Election

Attachment

1. Notice of Election (PDF)

• All CalPERS Members

Commonly Misreported Special Compensation Items for Schools

• All School Members

2017 Compensation Limits for Classic and New Members

• All CalPERS Employers

Discount Rate Change

• School Employers

Discount Rate Change

• State Employers

Retirement Appointment Reconciliation (New myCalPERS Functionality)

• All CalPERS Employers

Mandate of Electronic Fund Payments

• All CalPERS Employers

Distribution of 2017 Summary of Benefits and Coverage Notice to New Employees

Attachment

1. 2017 Summary of Benefits and Coverage Notice Template (PDF)

• All Health Benefit Officers and Assistant Health Benefit Officers

2017 Health Billing Cut-Off Dates and How Payments are Applied

Attachment

1. 2017 Health Billing Cut-Off Dates, Contracting School Districts and Public Agencies (PDF)

• All Health Benefit Officers, Assistant Health Benefit Officers, Health Enrollment, and Health PA Billing Contacts for Contracting School Districts and Public Agencies

Discount Rate Change

• All Public Agency Employers

California Public Employees' Retirement Law (PERL) 2017

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Schools Reports for Measurement Date June 30, 2016, are Now Available

• Community Colleges, County Superintendent of Schools,
  and Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Cost-Sharing Reports for Measurement Date June 30, 2016, are Now Available

• All Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability for Public Agencies

• All Public Agency Employers

Reportable Compensation and Settlement Agreements

• All CalPERS Employers

CalPERS Employer Workshops

• All Public Agency and School Employers

2017 Annual Invoice for IRC 415(b) Replacement Benefit Plan

• All CalPERS Employers

Requirements for Working After Disability Retirement for a CalPERS Employer

• All CalPERS Employers

Senate Bill 294, Military Service Credit - Impacts to All CalPERS Employers

• All CalPERS Employers

Off-Salary-Schedule Pay

• All Contracting Public Agencies and Schools

Statutory and Regulatory Requirements for Compensation Earnable and Publicly Available Pay Schedules

• All CalPERS Employers

Kaiser Dental Special Enrollment Opportunity

Attachment

1. Member Letter (PDF)

• Public Agency and School Health Benefit Officers and Assistant Health Benefit Officers

CalPERS Employer Compliance Reviews

View Attachment:

• Compliance Review Examples (PDF)

• All CalPERS Employers

Affordable Care Act Proposed Rule Regarding Health Plan Opt-Out Payments (Revised)

• CalPERS Public Agencies, Schools, Individual School Districts, and California State Universities

Blue Shield of California’s Pharmacy Benefit Manager Transition

• All Health Benefit Officers and Assistant Health Benefit Officers

Pharmacy Benefit Manager Transition

Attachment

1. OptumRx FAQs (PDF)

• All Health Benefit Officers and Assistant Health Benefit Officers

New CalPERS Diabetes Prevention Program

• All CalPERS Employers

Updating EIN in myCalPERS for Affordable Care Act Reporting

Attachment

1. Granting System Access for Business Partner Health Contracts and Maintaining the Employer Identification Number (PDF)

• CalPERS Public Agencies, Schools, Individual School Districts, and California State Universities

Blue Shield of California NetValue Exit

Attachments

1. MAMD Letter (Basic) (PDF)
2. MAMD Letter (Medicare) (PDF)
3. BSC Letter (PDF)
4. HPAD Letter (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers

June 30, 2015 Actuarial Valuation Reports

• All Public Agency Employers

2016 Open Enrollment and Health Benefits Information

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

Administration of CalPERS Employer Compliance Reviews

• All CalPERS Employers

CalPERS Instructions for Onsite Open Enrollment Health Fairs

• All PEMHCA Health Benefits Officers and Assistant Health Benefits Officers

CalPERS Employer Workshops

• All Public Agency and School Employers

New Affordable Care Act Rules and Notice Important for CalPERS Employers

• CalPERS Public Agencies, Schools, Individual School Districts, and California State Universities

Access Health Plan Statement and 2016 Open Enrollment Information Online

Attachments

1. Final Subscriber Letter (PDF)

• All PEMHCA Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Reporting Permanent Separation Dates

• State Agencies, State Colleges, and Universities

Interest on Delinquent Unfunded Liability Contributions for All Pooled Plans

• All Contracting Public Agencies

Optional Members of CalPERS

• All CalPERS Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2016-2017

• All Public Agency Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2016-2017

• All State Employers

School 1959 Survivor Monthly Premiums for Fiscal Year 2016-2017

• All School Employers

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2016-17, Contribution Change Process and Termination Process

Attachments

1. 2016 Health Billing Cut-Off Dates for Contracting School Districts and Public Agencies (PDF)

• All PEMHCA Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Payroll Reporting Deadlines, 2015-16 Fiscal Year

• All Contracting Public Agencies, School Employers, and Non-Central State Agencies

New Charter School Certification Form for Charter Schools Requesting to Participate in the CalPERS Plan

• School Employers

2016-17 School Employer and Employee Contribution Rates

• School Employers

2016-17 State Employer and Employee Contribution Rates (REVISED)

• State Employers

Reporting Permanent Separation Dates in myCalPERS

• Agricultural Districts
• Assembly Rules Committee
• Non-Central State Agencies
• Public Agencies
• School Employers
• Senate Rules Committee

EFT Bank Vendor Change

• CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Schools Reports for Measurement Date June 30, 2015, are now available

• County Superintendent of Schools
• Individual School Districts
• State Colleges and Universities

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Cost-Sharing Reports for Measurement Date June 30, 2015, are now available

• Public Agency Employers

Requirements to Verify Monthly Pay Rates Over $20,000 and to Identify All Special Compensation for Classic Members

• CalPERS Employers

Contracting Agency Minimum Employer Contribution Calculation for 2017

• Contracting Agency Health Benefits Officers and Assistant Health Benefits Officers

Introducing Online 2016 Health Plan Statement

Attachments

1. Subscriber Letter (PDF)

• All Public Employees' Medical and Hospital Care Act Health Benefits Officers and Assistant Benefits Officers

2016 Compensation Limits for Classic and New Members

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Agent Reports Availability for Public Agencies

• Public Agency Employers

California Public Employees' Retirement Law (PERL) 2016

• State Agencies, Agricultural Districts, Public Agencies, State Colleges and Universities, and County Superintendents of Schools

2016 Health Billing Cut-Off Dates and How Payments are Applied

Attachments

1. 2016 Health Billing Cut-Off Dates, Contracting School Districts and Public Agencies (PDF)

• All PEMHCA Health Benefits Officers and Assistants for Contracting School Districts and Public Agencies

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Agent Cost-Sharing Multiple-Employer Defined Benefit Pension Plan Update for Measurement Period June 30, 2015

Attachments

1. GASB 68 Cost-Sharing Methodology Report-Measurement Period June 30, 2015 (PDF)

• Public Agency Employers

2014 Annual Actuarial Valuation Reports

• Public Agency Employers and Interested Parties

Governmental Accounting Standards Board (GASB) Statement 68 Schools Update for Measurement Period June 30, 2015

• State Colleges and Universities, County Superintendent of Schools, and Individual School Districts

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Agent Multiple-Employer Defined Benefit Pension Plan Update for Measurement Period June 30, 2015

Attachments

1. Ordering Instructions for GASB 68 Public Agency Accounting Valuation Reports (PDF)

• Public Agency Employers

Affordable Care Act Reporting Information (REVISED)

Attachments

1. Optional Employee Information Notice (PDF)

• CalPERS Public Agencies, Schools, Individual School Districts, and California State Universities

Eligibility Criteria for Dependents in a Parent-Child Relationship

Attachments

1. PCR Regulatory Language (PDF)
2. Affidavit of Parent-Child Relationship (PDF)
3. PCR Subscriber Letter (PDF)
4. Employer FAQs (PDF)

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

2016 Annual Invoice for IRC 415(b) Replacement Benefit Plan

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Schools Cost-Sharing Multiple-Employer Defined Benefit Pension Plan Schedules of Employer Allocations and Collective Net Pension Liability as of June 30, 2013

• State Colleges and Universities, County Superintendent Of Schools, and Individual School Districts

Revised Service Prior to Membership Service Credit Request Form

Attachment

1. Request for Service Credit Cost Information-Service Prior to Membership (PDF)

• Agricultural Districts
• Contracting Employers
• Individual School Districts
• Non-Central State Agencies
• Superintendents of Schools

2015 Annual Member Statements

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Public Agency Cost-Sharing Multiple-Employer Defined Benefit Pension Plan Schedule of Allocated Net Pension Liability/(Asset) by Employer as of June 30, 2013

• All Public Agency Employers

2014 Annual Actuarial Valuation Reports

• All Public Agency Employers
• Interested Parties

Distribution of 2016 Summary of Benefits and Coverage Notice to New Employees

Attachment

1. 2016 Summary of Benefits and Coverage Notice Template (PDF)

• All Health Benefits Officers and Assistant Health Benefits Officers Of CalPERS Public Agencies, Schools, and California State Universities

Governmental Accounting Standards Board (GASB) Statement 68 Cost-Sharing Reports Availability for Public Agencies

• Public Agency Employers

Collecting and Maintaining Dependent Social Security Numbers, Affordable Care Act Social Security Number Reporting

• All Public Employees' Medical and Hospital Care Act Health Benefits Officers and Assistant Benefits Officers

2015 Open Enrollment and Health Benefits Information

Attachment

1. Open Enrollment Quick Reference Guide (PDF)

• All CalPERS Health Benefits Officers and Assistant Health Benefits Officers

2015 CalPERS Open Enrollment Education Series

• All PEMHCA Health Benefits Officers and Assistant Health Benefits Officers

2016 Health Benefit and Rate Changes Webinar

• All PEMHCA Health Benefits Officers and Assistant Health Benefits Officers

Assembly Bill 1522 Healthy Workplaces, Healthy Families Act of 2014, Assembly Bill 304 and Retired Annuitants

• All CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Accounting Valuation Reports for Public Agency Cost-Sharing Multiple-Employer Plans will be Delayed

• Public Agency Employers

Optional Members of CalPERS

• All CalPERS Employers

Benefits of Using Electronic Funds Transfer (EFT)

• All Contracting Public Agencies
• Non-Central State Agencies
• School Employers

CalPERS Contracting Agency Administrative Fee For Fiscal Year 2015-16, Resolution Change Process And Termination Process

• All PEMHCA Contracting Agency Health Benefits Officers And Assistant Health Benefits Officers

2015 Retired Member Election Certification for CalPERS Board of Administration

Attachments

1. Election Certification – Retired Member (PDF)
2. California Code of Regulations, § 554.9 (Protest of an Election) (PDF)

• Members of the Board
• Candidates
• Other Interested Organizations

Governmental Accounting Standards Board (GASB) Statement 68 Reports Availability for Public Agencies

• Public Agency Employers

Interest On Delinquent Unfunded Liability Contributions For All Pooled Plans

• All Contracting Public Agencies

Governmental Accounting Standards Board (GASB) Statement 68 Reports Availability for Schools

• County Superintendent of Schools
• Individual School Districts
• State Colleges and Universities

New CalPERS Website

• All CalPERS Employers

Payroll Reporting Deadlines, 2014-15 Fiscal Year

• All Contracting Public Agencies
• Non-Central State Agencies
• School Employers

Governmental Accounting Standards Board (GASB) Statement 68 Accounting Valuation Reports for Public Agency Cost-Sharing Multiple Employer Plans will be Delayed

• Public Agency Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2015-16

• All Public Agency Employers

School 1959 Survivor Monthly Premiums for Fiscal Year 2015-16

• All School Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2015-16

• All State Employers

Health Premium Interest Assessment

• All PEMHCA Contracting Agency Health Benefit Officers and Assistant Health Benefit Officers

New Applicant Questionnaire for Schools Requesting to Participate in the CalPERS Plan

Attachments

1. School Application Questionnaire (PDF)

• School Employers

2015-16 School Employer Contribution Rates

• School Employers

2015-16 State Employer Contribution Rates

• State Employers

Governmental Accounting Standards Board (GASB) Statement 68 Accounting Valuation Reports Webinar Information for Public Agencies

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Accounting Valuation Reports Webinar Information for Schools

• County Superintendent of Schools
• Individual School Districts
• State Colleges
• Universities

Contracting Agency Minimum Employer Contribution Calculation for 2016

• Assistant Health Benefits Officers
• Contracting Agency Health Benefits Officers

Governmental Accounting Standards Board (GASB) Statement No. 68 Valuation and Census Data Ordering Payment and Retrieval Instructions

Attachments

1. Ordering Instructions GASB 68 (PDF)

• Public Agency Employers

Change in Billing Process for All Pooled Plans

• Public Agency Employers with Pooled Plans

Inactive Plan Billing to Change from Annually to Monthly

• Public Agency Employers with Inactive Plans

Updated Optional Benefits Listing (PERS-CON-40)

• Contracted Public Agencies

New Online State Health Benefits Guide

• CSU Employers
• State Agencies

2015 Compensation Limits for Classic and New PEPRA Members

• CalPERS Employers

Transit Employees Hired On or After January 1, 2013 Now Subject to PEPRA

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Fee

• Public Agency Employers

Governmental Accounting Standards Board (GASB) Statement 68 Fee

• County Superintendent of Schools
• Individual School Districts
• State Colleges Universities

New Online Health Benefits Procedures Guide

• Public Agency School Employers

California Public Employees' Retirement Law (PERL) 2015

• Agricultural Districts
• County Superintendents of Schools
• Public Agencies
• State Agencies
• State Colleges Universities

2015 Annual Invoice for IRC 415(b) Replacement Benefit Plan

• CalPERS Employers

Special Enrollment for Anthem Blue Cross Exclusive Provider Organization (EPO) in Del Norte County

Attachments

1. Anthem Blue Cross Del Norte County EPO-Member Letter (PDF)

• Health Benefits Officers
• Assistant Health Benefits Officers
• Special Distribution for Del Norte County Agencies

2015 Health Billing Cut-off Dates and How Payments are Applied

Attachments

1. 2015 Health Billing Cut-off Dates Contracting School Districts and Public Agencies (PDF)

• PEMHCA Health Benefits Officers Assistants for Contracting School Districts
• Public Agencies

Affordable Care Act and PEMHCA Compliance: Enrolling Variable-Hour Employees into PEMHCA; Retired Annuitant Information; Draft IRS Reporting Forms

Attachments

1. Employer Designation Model Template (PDF)

• CalPERS Contracting Agencies
• California State Universities

2014 Annual Member Statements

• CalPERS Employers

2015 Pay Entity Health Premium Billing and Payment Instructions

Attachments

1. Health Premium Statement (PDF)
2. CalPERS Administrative Fee Invoice (PDF)

• State Controller's Office
• California Department of Food Agriculture (CDFA)Associated Districts
• California Exposition State Fair
• California State Teachers' Retirement System (CalSTRS)
• Military Department
• Assembly Rules Committee
• Senate Rules Committee
• Joint Legislative Audit Committee
• Joint Legislative Budget Committee
• Anthem Blue Cross
• Blue Shield of California
• Health Net
• Sharp Health Plan
• UnitedHealthcare

2014 State, School, and Public Agency Member Certified Election Results for CalPERS Board of Administration

• Members of the Board
• Candidates
• State Agencies
• Public Agencies
• County Offices of Education
• Other Interested Organizations

Common Misreported Items of Compensation

• CalPERS Employers

Common Membership Findings Found in CalPERS Public Employer Reviews

• CalPERS Employers

AB 2472: Legislative Changes to Government Code § 20533 Related to Employer Contribution Rates for Payroll Adjustments and Arrears

• CalPERS Employers

Governmental Accounting Standards Board (GASB) Statement 68 Update

• Public Agency Employers
• California State Universities
• School Employers
• School Districts

CalPERS Customer Contact Center Temporarily Closed on October 20, 2014

• CalPERS Employers

Deduction Compare and Validation Process

• State
• California State University Health Benefits Officers
• Assistant Health Benefits Officers

Off-Pay Status: Health Enrollment Procedures

• State
• California State University Health Benefits Officers
• Assistant Health Benefits Officers

2015 Health Benefit Summary Booklet for Preferred Provider Organizations Effective 2015

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

2014 CalPERS Board of Administration Public Agency Member Election Material

• Public Agencies
• Agency Executive
• Agency Election Officer

2014 CalPERS Board of Administration State Member Election Material

• State Departments
• Agency Executive
• Agency Election Officer

Replacement Benefit Plan Internal Revenue Code 415b Update

• CalPERS Employers

Blue Shield NetValue No Longer Available in Humboldt County

• Special Distribution List for Agencies in Humboldt County
• Health Benefits Officers
• Assistant Health Benefits Officers

Upcoming 2014-15 Annual Actuarial Valuation

• Public Agency Employers

GASB No.27 Accounting and Disclosure Information for 2014

• School Employers
• Interested Parties

GASB No.27 Accounting and Disclosure Information for 2014

Attachments

1. Interest Rates and Amortization Factors 1987-88 through 2013-14 (PDF)

• Public Agencies
• Interested Parties

Web Videos: Presenting the 2015 CalPERS Health Plans

• CalPERS Health Benefits Officers
• Assistant Health Benefits Officers

Launch of CalPERS | Compare

• CalPERS Employers

Webinar on 2015 Health Plan Rate and Benefit Changes

• CalPERS Employers

2014 Open Enrollment and Health Benefits Information

• CalPERS Health Benefits Officers
• Assistant Health Benefits Officers

School 1959 Survivor Monthly Premiums for Fiscal Year 2014-2015

• School Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2014-2015

• Public Agency Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2014-2015

• State Employers

CalPERS Contracting Agency Administrative Fee For FY 2014-15, Resolution Change Process, Termination Process and Billing Cut-Off Dates

Attachments

1. 2014-15 Billing Cut-Off Dates (PDF)

• Contracting School Districts
• Public Agency Health Benefits Officers
• Assistant Health Benefits Officers

Final Rules: Reporting Requirements for Providers of Minimum Essential Coverage and Large Employers

• CalPERS Contracting Agencies
• Schools
• California State Universities

Distribution of Medicare Funds to Contracting Agencies

• PEMHCA Contracting Agencies Health Benefits Officers
• Assistant Health Benefits Officers

Changes to Pension Risk Pools as a result of Pension Reform

• Public Agency Employers

2014 CalPERS Board of Administration State and Public Agency Member Elections - Order of Candidate Names to Appear on the Ballot

• Members of the CalPERS Board of Administration
• Candidates
• Public Agencies
• State Departments
• County Offices of Education

Annual Lump Sum Prepayment Option now available through myCalPERS

• Public Agency Employers

Employer Response Dialogues

• CalPERS Employers

2014/15 School Employer Pool Contribution Rate

• School Employers

2014/15 State Employer Contribution Rate

• State Employers

Final Rule: Shared Responsibility For Employers Regarding Health Coverage

• CalPERS Contracting Agencies
• Schools
• California State Universities

Payroll Reporting Deadlines, 2013/2014 Fiscal Year

• Contracting Public Agencies
• School Employers
• Non-Central State Agencies

Low Income Subsidy Adjustments

• Special Distributions for Agencies with Low Income Subsidy

Contracting Agency Minimum Employer Contribution Calculation for 2015

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

Upcoming 2014 CalPERS Board of Administration State, School, and Public Agency Member Elections for the CalPERS Board of Administration

Attachments

1. Agency Election Officer Designation Form (PDF)
2. Notice of Election - State (PDF)
3. Notice of Election - School (PDF)
4. Notice of Election - Public Agency (PDF)
5. Public Service Announcement (PDF)
6. Agency Election Officer Outline of Responsibilities (PDF)

• CalPERS Employers

Employer Rate Impact Due To Changes In Actuarial Assumptions

• School Districts

Employer Rate Impact Due To Changes In Actuarial Assumptions

• Public Agency Employers

Employer Rate Impact Due To Changes In Actuarial Assumptions

• State Employers

Maintaining Accurate Employee Medical Groups

• Contracting School Districts
• Public Agency Health Benefits Officers
• Assistant Health Benefits Officers

Employer Response Dialogues

• CalPERS Employers

California Public Employees' Retirement Law (PERL) 2014

• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges
• Universities
• County Superintendents of Schools

2014 Compensation Limits for Classic and New PEPRA Members

• CalPERS Employers

2014 Non-Centralized Pay Entity Health Premium Instructions

Attachments

1. Admin Fee Invoice (PDF)
2. HMO Capitation Billing Statement (PDF)
3. Health Premium Statement (PDF)

• State Controller's Office
• California Department of Food & Agriculture (CDFA)
• CDFA Agricultural Association Districts
• California Exposition & State Fair
• California State Teachers' Retirement System (CalSTRS)
• Military Department
• Assembly Rules Committee
• Senate Rules Committee
• Joint Legislative Audit Committee
• Joint Legislative Budget Committee
• Anthem Blue Cross
• Blue Shield of California
• Health Net
• Sharp Health Plan & United Healthcare

Employer Billing Change for the Internal Revenue Code Section 415(b) Replacement Benefit Plan

Attachments

1. IRC Section 415(b) & Replacement Benefit Plan Fact Sheet (PDF)

• CalPERS Employers

New Service - Employer Response Team

• CalPERS Employers

Post Service Retirement Employment Requirements: Public Employees' Pension Reform Act of 2013 (PEPRA, Assembly Bill 340), Senate Bill 1021 & Senate Bill 13

Attachments

1. Employer Checklist for Hiring CalPERS Retirees (PDF)

• CalPERS Employers

New Dependent Eligibility Verification Re-Enrollment Reason Code

• Health Benefits Officers
• Assistant Health Benefits Officers

2014 Health Billing Cut-off Dates and How Payments Are Applied

Attachments

1. 2014 Health Billing Cut-off Dates Contracting School Districts and Public Agencies (PDF)

• PEMHCA Health Benefits Officers
• Assistants for Contracting School Districts
• Public Agencies

Advanced Disability Pension Payments (ADPP)

• Contracting Public Agencies
• School Employers

Transit Employees Impacted by AB 1222

• Public Agency Employers

Anthem Blue Cross Exclusive Provider Organization (EPO) - Monterey County for Contracting Agencies and Schools

• Contracting Agency
• School Health Benefits Officers
• Assistant Health Benefits Officers

Anthem Blue Cross Exclusive Provider Organization (EPO) - Monterey County for State and California State Universities

• State
• California State University Health Benefits Officers
• Assistant Health Benefits Officers

Actuarial Reports Available Online

• Public Agency Employers

Upcoming Asset Liability Management Workshop

• Public Agency Employers & Interested Parties

2013 Member-At-Large Certified Election Results for CalPERS Board of Administration

• Members of the Board
• Candidates
• State Agencies
• Public Agencies
• County Offices of Education
• Other Interested Organizations

Upcoming Fiscal Year 2013-14 Actuarial Events

• Public Agency Employers & Interested Parties

2013 Annual Member Statements

• CalPERS Employers

Defense of Marriage Act: One-Time Exception Enrollment Opportunity and Applicable Tax Information

Attachments

1. Defense of Marriage Act: One-Time Exception Enrollment Opportunity and Applicable Tax Information (PDF)

• Health Benefits Officers
• Assistant Health Benefit Officers

2012 Annual Actuarial Valuation Reports

• Public Agency Employers & Interested Parties

Updated 2014 Health Plan Names and Plan Codes for Contracting Agencies and Schools

Attachments

1. Public Agency and Schools Health Plan Names and Plan Codes (PDF)

• Contracting Agency
• School Health Benefits Officers
• Assistant Health Benefits Officers

Health Insurance Marketplace Employee Notice and Modified COBRA Notice

Attachments

1. New Health Insurance Marketplace Coverage Options and Your Health Coverage - CalPERS Mockup (PDF)

• Contracting Agencies
• Schools

Health Insurance Marketplace Employee Notice and Modified COBRA Notice

Attachments

1. New Health Insurance Marketplace Coverage Options and Your Health Coverage - CalPERS Mockup (PDF)

• California State Universities

2014 Health Plan Names and Plan Codes for State and California State Universities

Attachments

1. State and California State University Health Plan Names and Plan Codes (PDF)

• Health Benefits Officers
• Assistant Health Benefits Officers

2013 Open Enrollment and Health Benefits Information

• Health Benefits Officers
• Assistant Health Benefits Officers

2014 Health Plan Names and Plan Codes for Contracting Agencies and Schools

Attachments

1. Public Agency and Schools Health Plan Names and Plan Codes (PDF)

• Health Benefits Officers
• Assistant Health Benefits Officers

2013 Retirement Planning Fairs

• CalPERS Employers

Updated 2013-14 State Employer Contribution Rates

• State Employers

Defense of Marriage Act: One-Time Exception Enrollment Following Supreme Court Decision

Attachments

1. Defense of Marriage Act: One-Time Exception Enrollment Following Supreme Court Decision - CalPERS Health Benefits Program FAQs (PDF)

• State
• California State University
• Contracting PEMHCA Agencies

Web Videos: Presenting the 2014 CalPERS Health Plans

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Webinar on 2014 Health Plan Rate and Benefit Changes

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Dental Enrollment Process for Newly Retiring Employees

• State
• California State University Health Benefits Officers
• Assistant Health Benefits Officers

Implementation of Interest on Delinquent Contributions

• Contracting Public Agencies
• School Employers

Dependent Eligibility Verification Project Update

• PEMHCA Contracting Agencies Health Benefits Officers
• Assistant Health Benefits Officers

School 1959 Survivor Monthly Premiums for Fiscal Year 2013-14

• School Employers

Public Agency 1959 Survivor Monthly Premiums for Fiscal Year 2013-14

• Public Agency Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2013-14

• State Employers

2013 Compensation Limits for Classic and New Members

• CalPERS Employers

Distribution of Medicare Funds to Contracting Agencies

• PEMHCA Contracting Agencies Health Benefits Officers
• Assistant Health Benefits Officers

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2013-14, Resolution Change Process, Termination Process and Billing Cut-Off Dates

Attachments

1. 2013/2014 Health Billing Cut-Off Dates for Contracting School Districts and Public Agencies (PDF)
2. 2013/2014 Cut-Off Dates Used in Calculating Six-Month Retroactive Health Premium Adjustments (PDF)

• PEMHCA Contracting Agencies Health Benefits Officers
• Assistant Health Benefits Officers

2013/14 School Employer Pool Contribution Rate

• School Employers

2013/14 State Employer Contribution Rates

• State Employers

GASB No. 27 Accounting and Disclosure Information for 2013

• School Employers
• Interested Parties

GASB No. 27 Accounting and Disclosure Information for 2013

Attachments

1. Interest Rates and Amortization Factors 1987-88 through 2012-13 (PDF)

• Public Agencies
• Interested Parties

2013 CalPERS Board of Administration Member-At-Large Election - Order of Names to Appear on the Ballot for Position A and Position B

• Members of the Board
• Candidates
• Interested Parties

CalPERS Health/Business Partner Contact Update

• CalPERS Health Benefits Officers
• Assistant Health Benefits Officers

Public Employees' Pension Reform Act of 2013 - Elimination of Offsets

• Public Agencies
• California State Universities

Random Drawing for the 2013 CalPERS Board of Administration Member-At-Large Election

• Members of the Board
• Candidates
• CalPERS Division Chiefs
• Managers
• Public Agencies
• State Departments
• County Superintendent of Schools
• other Interested Organizations
• Persons.

Employer Shared Responsibility Regarding Health Coverage Under the Affordable Care Act

• Contracting Schools

New Applicant Questionnaire for Entities Requesting to Participate in CalPERS Benefit Plans

Attachments

1. Applicant Questionnaire

• Public Agencies
• School Employers

Payroll Reporting Deadlines, 2012/2013 Fiscal Year

• Contracting Public Agencies
• School Employers
• Non-Central State Agencies

Employer Shared Responsibility Regarding Health Coverage Under the Affordable Care Act

• Contracting Agencies
• California State Universities

Employer Rate Increases Due to Amortization and Smoothing Policy Changes

• Public Agency Employers

Upcoming 2013 CalPERS Board of Administration Member-At-Large Election for two Representative Positions on the CalPERS Board of Administration.

Attachments

1. Agency Election Officer Designation Form (PDF)
2. Notice of Election (PDF)
3. Public Service Announcement (PDF)
4. Agency Election Officer Outline of Responsibilities (PDF)

• Public Agencies
• State Departments
• County Schools - Agency Executives Or Agency Election Officers

New Product Offerings for CalPERS Long-Term Care

• Public Employers

Contracting Agency Minimum Employer Contribution Calculation for 2014

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

Health Billing Cut-off Dates

Attachments

1. 2013 Health Billing Cut-off Dates (PDF)

• PEMHCA Health Benefits Officers
• Assistants for Contracting School Districts
• Public Agencies

Dependent Eligibility Verification Project

Attachments

1. Sample Memorandum (PDF)

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Recertification for Dependents in a Parent-Child Relationship

• CalPERS Health Benefits Officers

Designation of an Agency Election Officer Contact in myCalPERS

• CalPERS Employers

California Public Employees' Retirement Law (PERL) 2013

• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges
• Universities
• County Superintendents of Schools

Reporting Permanent Separation Dates And Validating Participant Appointment Details In myCalPERS

• Public Agencies
• School Employers
• Non-Central State Agencies
• Agricultural Districts
• Senate Rules Committee
• Assembly Rules Committee

The American Taxpayer Relief Act of 2012 (H.R. 8)

• CalPERS Employers

Public Employees' Pension Reform Act Of 2013 - New Enrollments, New And Revised Forms And Publications

Attachments

1. Member Reciprocal Self Certification Form (PDF)
2. Certification of Memorandum of Understanding (MOU) Impairment (PDF)

• CalPERS Employers

Actuarial Reports Available Online

• Public Agency Employers

Public Employees' Pension Reform Act of 2013 - Pensionable Compensation and Benefit Enhancements

Attachments

1. Pensionable Compensation Items – New PEPRA Public Agency and School Members (PDF)

• Public Agencies
• Agricultural Districts
• County Superintendent of Schools
• Individual School Districts

Medicare Part D Prescription Drug Plan

Attachments

1. Medicare Part D Prescription Drug Plan FAQs (PDF)

• CalPERS Employers

Employee and Employer Contribution Rates for New School Members under the Public Employees' Pension Reform Act of 2013

• School Employers

Implementation of Public Employees' Pension Reform Act of 2013

• CalPERS Employers

Replacement Benefit Fund Credit

• Public Agency Employers

Change in Employer Certification for Retirement Applications

• CalPERS Employers

2012 Annual Member Statements

• CalPERS Employers

Statutory and Regulatory Requirements for Publicly Available Pay Schedules

• CalPERS Employers

2013 Pay Entity Health Premium Instructions

• Pay Entities

Required Health Enrollment Documents

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

New Employer Bulletin

• CalPERS Employers

New Retiree Dental Enrollment Process

• State
• California State University Health Benefits Officers
• Assistants

2012 Pension Reform Impacts

• CalPERS Employers

CalPERS Health Benefits Business Rules Overview

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Online Retirement Estimate Calculator and Service Credit Cost Estimator

• CalPERS Employers
• CalPERS-Affiliated Employee
• Retiree Associations

2012 Open Enrollment and Health Benefits Information

• State
• California State University Health Benefits Officer
• Assistants

2012 Open Enrollment and Health Benefits Information

• Contracting Agency Health Benefits Officer
• Assistants

Video: Presenting the 2013 CalPERS Health Plans

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

GASB No. 27 Accounting and Disclosure Information for 2012

Attachments

1. Interest Rates and Amortization Factors 1987/88 through 2011/12 (PDF)

• Public Agencies
• Interested Parties

GASB No. 27 Accounting and Disclosure Information for 2012

• School Employers
• Interested Parties

Revised 2012/2013 State Employer Contribution Rates

• State Employers

myCalPERS Member Self Service Launch

• CalPERS Employers

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2012-2013, Resolution Change Process, Termination Process and Billing Cut-Off Dates

Attachments

1. 2012-2013 Health Billing Cut-Off Dates (PDF)

• PEMHCA Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

Payroll Reporting Deadlines, 2011-2012 Fiscal Year

• Contracting Public Agencies
• School Employers
• Non-Central State Agencies

Implementation of Assessments of Administrative Fees and Interest on Erroneous Payroll and Contribution Information

• Contracting Public Agencies
• School Employers

State 1959 Survivor Monthly Premiums for Fiscal Year 2012/2013

• State Agencies

School 1959 Survivor Monthly Premiums for Fiscal Year 2012/2013

• School Agencies

Public Agencies 1959 Survivor Monthly Premiums for Fiscal Year 2012/2013

• Public Agencies

2012 Compensation Limits - IRC Section 401(a)(17)

• CalPERS Employers

Phase-In of Impact of the Changes in Economic Assumptions (Including Discount Rate)

• Public Agency Employers

2012/2013 School Employer Pool Contribution Rate

• School Employers

2012/2013 State Employer Contribution Rates

• State Employers

Online Actuarial Reports

• Public Agency Employers

Distribution of Medicare Funds to Contracting Agencies

• PEMHCA Contracting Agencies Health Benefit Officers
• Assistant Health Benefit Officers

Internal Revenue Service Advance Notice of Proposed Rulemaking Regarding Definition of a Governmental Plan

• CalPERS Employers

Updated Optional Benefits Listing (PERS-CON-40)

• Contracting Public Agencies

Employer Rate Impacts Due to Discount Rate Change

• Public Agency Employers

Contracting Agency Minimum Employer Contribution Calculation for 2013

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

The Middle Class Tax Relief and Job Creation Act of 2012; State Social Security Administration Bulletin

• CalPERS Employers

Potential Changes to Employers Rates Due to Board Review of Economic Assumptions

• Public Agency Employers

Information on AB 1028 Changes to Employment After Retirement

• Public Agencies
• County Offices of Education
• School Districts

Information on AB 1028 Changes to Employment After Retirement

• State Agencies
• California State University

California Public Employees' Retirement Law (PERL) 2012

• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges
• Universities
• County Superintendents of Schools

2012 Health Billing Cut-Off Dates and How Payments Are Applied

Attachments

1. 2012 Billing Cut-Off Dates (PDF)

• PEMHCA Health Benefits Officers
• Assistants For Contracting School Districts
• Public Agencies

The Temporary Payroll Tax Cut Continuation Act of 2011

• Public Agencies
• School Employers with Social Security Coverage

New State Reference Guide

• State
• California State University Employers

2011 CalPERS Annual Member Statements

• CalPERS Employers

Permanent Separation Dates in myCalPERS

• Public Agencies
• School Employers
• Non-Central State Agencies
• Agricultural Districts
• Senate Rules Committee
• Assembly Rules Committee

myCalPERS Reporting Extensions and Information

• CalPERS Employers

myCalPERS Update

• CalPERS Employers

Public Agency Billing Updates

• PEMHCA Contracting Agency Health Benefit Officers
• Assistant Health Benefit Officers

Transition of PERS Select/Choice/Care Prescription Drug Program from Medco Health Solutions Inc. (Medco) to CVS Caremark Inc.

Attachments

1. CVS Caremark Letter from Kathy Donneson (PDF)
2. Transition from Medco to CVS Caremark Highlights (PDF)
3. FAQs - CVS Caremark Pharmacy Transition (PDF)

• Health Benefits Officers
• Assistants of the State
• California State University
• Contracting Agencies

Successful Launch of myCalPERS

• CalPERS Employers

myCalPERS Resources to Get You Started

Attachments

1. Getting Started with myCalPERS (PDF)
2. Readiness Guide for Employers (PDF)
3. System Conversion Impacts for Employers (PDF)

• CalPERS Employers

CalPERS Health Enrollment in Preparation for myCalPERS

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Adoption of CCR Title 2 Sec 570.5 and Amended CCR 571 Subdivision (b)

Attachments

1. Publicly Available Pay Schedule and Written Labor Policy or Agreement Regulations (PDF)

• CalPERS Employers

Changes to the Terminated Agency Pool

Attachments

1. Method to Determine the Discount Rate (PDF)

• All Public Agencies

2011 California Public Employees' Retirement System (CalPERS) Board of Administration Member-at-Large Position B Special Election Runoff Certified Election Results

Attachments

1. Official Certified Election Results (PDF)
2. California Public Employees' Retirement Law (PDF)
3. 554.9 (PDF)

• Members of the Board of Administration
• Candidates
• CalPERS Employees
• State Agencies
• Public Agencies
• County Offices of Education
• Other Interested Organizations.

2011 Open Enrollment and Health Benefits Information for State Agencies

Attachments

1. 2012 State Health Premiums (PDF)
2. 2012 State COBRA Rates (PDF)

• State
• California State University Health Benefits Officer
• Assistants

2011 Open Enrollment and Health Benefits Information for Contracting Agencies

Attachments

1. 2012 Monthly Premiums for Contracting Agencies (PDF)
2. 2012 COBRA Rates for Contracting Agencies (PDF)

• Contracting Agency Health Benefits Officer
• Assistants

Webinar on 2012 Health Plan Design, Rate and Benefit Changes

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

2011 Retired Member Certified Election Results for CalPERS Board of Administration

Attachments

1. Secretary of State Certification (PDF)
2. Retired Member (PDF)
3. California Public Employees Retirement Law 554.9 (PDF)

• Members of the Board of Administration
• Candidates
• Systems Employees
• State Agencies
• Public Agencies
• County Offices of Education
• Other Interested Organizations

CalPERS Customer Services and Support

• CalPERS Employers

myCalPERS Member Fact Sheet

Attachments

1. CalPERS to Implement a New Computer System in September 2011 (PDF)

• CalPERS Employers

myCalPERS System Training for Employers

• CalPERS Employers

California Public Employees' Retirement System Board of Administration Special Election Runoff

Attachments

1. Instructions to the Agency Election Officer (PDF)
2. Certificate of Delivery (PDF)

• Public Agencies
• State Departments
• County Schools - Agency Executive or Agency Election Office

CalPERS 2011 Open Enrollment Health Fairs - Web-Based Alternative/2012

• PEMHCA Health Benefit Officers
• Assistant Health Benefit Officers

GASB No. 27 Accounting and Disclosure Information for 2011

Attachments

1. Interest Rates and Amortization Factors 1987/88 through 2010/11 (PDF)

• Public Agency
• Interested Parties

GASB No. 27 Accounting and Disclosure Information for 2011

• School Employers
• Interested Parties

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2011/2012, Resolution Change Process, Termination Process, and Billing Cut-Off Dates

Attachments

1. 2011/2012 Health Billing Cut-Off Dates Contracting School Districts and Public Agencies (PDF)

• PEMHCA Contracting Agency Health Benefit Officers
• Assistant Health Benefit Officers

Distribution of Medicare Funds to Contracting Agencies

• PEMHCA Contracting Agencies Health Benefits Officers
• Assistant Health Benefits Officers

Important Changes for Payroll Processing for myCalPERS Implementation

• Public Agencies
• School Employers
• Non-Central State Agencies Contracting for the CalPERS Retirement Program

Proper Payroll Reporting for Classified School Members

• County Superintendent of Schools
• Individual School Districts

CalPERS Guide to the Optional Benefits Listing

Attachments

1. CalPERS Guide to the Optional Benefits Listing (PDF)

• Public Agency Employers

Payroll Reporting Deadlines, 2010-2011 Fiscal Year

• CalPERS Employers

1959 Survivor Monthly Premiums for Fiscal Year 2011/2012

• State Agencies

1959 Survivor Monthly Premiums for Fiscal Year 2011/2012

• School Agencies

1959 Survivor Monthly Premiums for Fiscal Year 2011/2012

• Public Agencies

2011/2012 School Employer Pool Contribution Rate

• School Employers

2011/2012 State Employer Rates of Contribution

• State Employers

System Conversion Impacts for Employers

Attachments

1. myCalPERS System Conversion Impacts for Employers (PDF)

• CalPERS Employers

CalPERS New Organizational Structure

• CalPERS Employers

Revised Contract Amendment Policy for 2011

• Contracting Public Agencies

2011 Compensation Limits - IRC Section 401(a)(17)

• CalPERS Employers

Contracting Agency Minimum Employer Contribution for 2010

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

Superfunded Rate Plans

Attachments

1. List of Superfunded Plans for Fiscal Year 2011-2012 (PDF)

• Public Agency Employers

Updated Optional Benefits Listing (PERS-CON-40)

• Contracting Public Agencies

ACES Modification for New Regulations Affecting Cancellations or Discontinuance of Health Coverage due to a Reduction in Time Base

• Health Benefits Officers
• Assistants of the State
• California State University (CSU)
• Contracting Agencies

California Public Employees' Retirement Law (PERL) 2011

• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges
• Universities
• County Superintendents of Schools

Eligibility Criteria for Dependents in a Parent-Child Relationship

Attachments

1. Affidavit of Parent-Child Relationship (PDF)

• Health Benefits Officers
• Assistants of the State
• California State University (CSU)
• Contracting Agencies
• Assistant Health Benefits Officers

2011 Special Board Election Order of Candidate Names to Appear on the Ballot

Attachments

1. Order of Candidate Names to Appear on the Ballot (PDF)

• Board Members
• Candidates
• Interested Parties

New Retirement Benefit Formulas and Final Compensation Period for State Colleges & University Employees

• State Colleges & Universities

Random Drawing for the Order of Names to Appear on the Ballot for the 2011 Special Board Election

• Board Members
• Candidates
• Senior Management
• Public Agencies
• State Departments
• County Superintendent of Schools
• Other Interested Organizations
• Persons

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

• Public Agencies
• School Employers with Social Security Coverage

AB 1651 Implementation

Attachments

1. Furlough Plan Information Spreadsheet (PDF)
2. Example of Monthly Reporting Spreadsheet (PDF)

• Public Agencies
• County Offices of Education
• School Districts

Current 2010-2011 Contribution Rate and Estimated 2011-2012, 2012-2013 School Employer Pool Contribution Rates

• School Employers

Updated State Employer Rates of Contribution

• State Employers

New Retirement Benefit Formulas and Contribution Rates for State Employees

Attachments

1. Account Code Charts (PDF)

• State Agencies
• State Agricultural Districts (Non-Central State Agencies)
• California Exposition
• State Fair

Member Home Loan Program Suspension

• CalPERS Employers

2011 Health Billing Cut-Off Dates and How Payments are Applied

Attachments

1. 2011 Health Billing Cut-Off Dates (PDF)
2. Contracting School Districts and Public Agencies (PDF)

• PEMHCA Health Benefits Officers
• Assistants for Contracting School Districts
• Public Agencies

myCalPERS Update

• CalPERS Employers

Health Care Reform Prohibits Retroactive Cancellation of Employee Health Coverage Due to a Reduction in Time Base

• Health Benefits Officers
• Assistants of the State
• California State University (CSU)
• Contracting Agencies

Actuarial Valuation Fees

• Public Agencies
• County Superintendents of Schools
• Employee Representatives
• Other Interested Parties

Member Home Loan Program Direction

• CalPERS Employers

November 2010 Update - CalPERS and the State Furloughs

• CalPERS Employers

2010 State, School, and Public Agency Certified Election Results for CalPERS Board of Administration

Attachments

1. Secretary of State Certification (PDF)
2. Public Agency Member (PDF)
3. Secretary of State Certification (PDF)
4. School Member (PDF)
5. Secretary of State Certification (PDF)
6. State Member (PDF)
7. California Public Employees' Retirement Law 554.9 (PDF)

• Board Members
• Candidates
• System Employees
• State Agencies
• Public Agencies
• County Offices of Education
• Other Interested Organizations

CalPERS Contracting Agency Administration Fee For Fiscal Year 2010/2011

• Contracting Health Benefits Officers
• Assistant Benefits Officers

2010 CalPERS Annual Member Statements

• CalPERS Employers

Information on AB 1651 and Impacts of Mandatory Furlough for School and Local Safety Employees

• Public Agencies
• County Offices of Education
• School Districts

Collecting and Maintaining Dependent Social Security Numbers

• PEMHCA Health Benefits Officers
• Assistant Benefits Officers

Public Employee Compensation

• CalPERS Employers

CalPERS 2010 State Board Election Material

Attachments

1. Instructions to the Agency Election Officer (PDF)
2. Certificate of Delivery (PDF)

• State Departments - Agency Executive or Agency Election Officer

August 2010 Update - CalPERS and the State Furloughs

• CalPERS Employers

2010 Open Enrollment and Health Benefits Information

Attachments

1. Regional Rates (PDF)
2. COBRA-2011-Regional (PDF)

• Contracting Agency Health Benefits Office
• Assistants

2010 Open Enrollment and Health Benefits Information

Attachments

1. 2011 State Rates (PDF)
2. COBRA 2011 State (PDF)

• State
• California State University Health Benefits Officer
• Assistants

Extension of Dependent Coverage up to the Age of 26

Attachments

1. Active Subscriber (PDF)
2. Retiree Subscriber (PDF)
3. Age-Outs Subscriber (PDF)
4. COBRA Subscriber (PDF)

• PEMHCA Health Benefits Officers
• Health Assistant Benefit Officers

Rate Seminars New for 2011 - Via Webinar

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Contracting Agencies - Early Retiree Reinsurance Program Comparison

Attachments

1. CalPERS 2011 Health Premiums - Regional With and Without Reinsurance Comparison (PDF)

• PEMHCA Contracting Agencies' Finance Directors
• Human Resource Directors
• Executive Staff
• Health Benefits Officers
• Health Assistant Benefit Officers
• Members of the Constituent Workgroup

June 2010 Update - CalPERS and the State Furloughs

• CalPERS Employers

CalPERS Contracting Agency Administrative Fee for Fiscal Year 2010/2011, Resolution Change Process, and Billing Cut-Off Dates

• PEMHCA Contracting Agency Health Benefit Officers & Assistant Health Benefit Officers

1959 Survivor Premiums for Fiscal Year 2010/2011

• School Agencies

1959 Survivor Premiums for Fiscal Year 2010/2011

• State Agencies

1959 Survivor Premiums for Fiscal Year 2010/2011

• Public Agencies

GASB No. 27 Accounting and Disclosure Information for 2010

Attachments

1. Interest Rates and Amortization Factors 1987/88 through 2009/10 (PDF)

• Public Agencies
• Interested Parties

GASB No. 27 Accounting and Disclosure Information for 2010

• School Employers
• Interested Parties

CalPERS 2010 Health Fair Registration System for Open Enrollment Health Fairs

• PEMHCA Health Benefits Officers
• Assistant Health Benefits Officers

Updated Optional Benefits Listing (PERS-CON-40)

• Contracting Public Agencies

2010/2011 School Employer Pool Contribution Rate

• School Employers

2010/2011 State Employer Rates of Contribution

• State Employers

Distribution of Medicare Funds to Contracting Agencies

• PEMHCA Contracting Agencies Health Benefit Officers
• Assistant Health Benefit Officers

2010 State Board Election Order of Candidate Names to Appear on the Ballot

• Board Members
• Candidates
• Interested Parties

CalPERS & Health Care Reform

• PEMHCA Health Benefits Officers
• Assistant Benefits Officers

Payroll Reporting Deadlines, 2009/2010 Fiscal Year

• Payroll Reporting Deadlines
• 2009/2010 Fiscal Year

Random Drawing for the Order of Names to Appear on the Ballot for the 2010 State Board Election

• Board Members
• Candidates
• Senior Management
• Division Chiefs
• Office Managers
• Section Managers
• Public Agencies
• State Departments
• County Superintendent of Schools
• Other Interested Organizations
• Persons

Meeting Notice of the CalPERS Board of Administration, its Committees and Advisory Panels

Attachments

1. CalPERS Board of Administration Special Meeting (PDF)

• Employers Covered by CalPERS
• Employee Organizations
• other Interested Parties

Membership Eligibility for State, Non-Central State, and Trial Court Employees Subject to Mandatory Furloughs

• State Agencies
• Non-Central State Agencies
• State Colleges & Universities
• Judiciary: Trial Courts
• Counties

Actuarial Experience Study

• Public Agencies

American Recovery and Reinvestment Act of the Consolidated Omnibus Budget Reconciliation Act, as amended by the Temporary Extension Act of 2010 and Continuing Extension Act of 2010

Attachments

1. CalPERS COBRA ARRA Member Notification (PDF)
2. Summary of the COBRA Premium Reduction Provision under ARRA as Amended (PDF)
3. COBRA Continuation Coverage Election Form (PDF)
4. Request for Treatment as an Assistance Eligible Individual Form (PDF)
5. Frequently Asked Questions (PDF)
6. Health Plan Addresses (PDF)

• PEMHCA Health Benefits Officers
• Assistants Benefits Officers

Updated Implementation Date for the New myCalPERS

• CalPERS Employers

Employer "Pick Up" Resolution Update

Attachments

1. Resolution to Tax Defer Member Paid Contributions - IRC 414(h)(2) Employer Pick-Up (PDF)

• Public Agencies
• County Superintendent of Schools
• School Districts

2010 Compensation Limits - IRC Section 401(a)(17)

• CalPERS Employers

Upcoming Public Agency Election for a Public Agency Member Representative on the CalPERS Board of Administration

Attachments

1. Information for the Agency Election Officer (PDF)
2. Public Service Announcement (PDF)
3. Election Officer Designation & Certification (PDF)
4. Notice of Election (PDF)

• Public Agencies - Agency Executives or Agency Election Officers

Upcoming State Election for a State Member Representative on the CalPERS Board of Administration

Attachments

1. Information for the Agency Election Officer (PDF)
2. Public Service Announcement (PDF)
3. Election Officer Designation & Certification (PDF)
4. Notice of Election (PDF)

• State Departments - Agency Executives or Agency Election Officers

Upcoming School Election for a School Member Representative on the CalPERS Board of Administration

Attachments

1. Information for the Agency Election Officer (PDF)
2. Public Service Announcement (PDF)
3. Election Officer Designation & Certification (PDF)
4. Notice of Election (PDF)

• County Schools - Agency Executives or Agency Election Officers

Clarification of Proper Payroll Reporting Due to Furloughs - Trial Courts

• Judiciary: Trial Courts
• Counties

Contracting Agency Minimum Employer Contribution Calculation for 2011

• Contracting Agency Health Benefits Officers
• Assistant Health Benefits Officers

New myCalPERS Update

• CalPERS Employers

ARRA COBRA-Update

Attachments

1. CalPERS COBRA ARRA Member Notification (PDF)
2. Summary of the COBRA Premium Reduction Provision under ARRA (PDF)
3. as Amended (PDF)
4. COBRA Continuation Coverage Election Form (PDF)
5. Request for Treatment as an Assistance Eligible Individual Form (PDF)
6. Frequently Asked Questions (PDF)
7. Health Plan Addresses (PDF)

• PEMHCA Health Benefits Officers
• Assistants Benefits Officers

2010 Health Billing Cut-Off Dates and How Payments Are Applied

• PEMHCA Health Benefits Officers
• Assistants for Contracting School Districts
• Public Agencies

California Public Employees' Retirement Law (PERL) 2010

• State Agencies
• Agricultural Districts
• Public Agencies
• State Colleges
• Universities
• County Superintendents of Schools

Superfunded Rate Plans

Attachments

1. List of Superfunded Plans for Fiscal Year 2010-2011 (PDF)

• Public Agency Employers

2009 Member-At-Large Certified Election Results for CalPERS Board of Administration

• Board Members
• Candidates
• System Employees
• State Agencies
• Public Agencies
• County of Education
• Other Interested Organizations

Time Period for the Payment of Costs Associated with Two Years Additional Service Credit (Golden Handshake)

• School Employers
• California State Universities

Revised Payroll Reporting Due to Furloughs

• Non-Central State Agencies

Proper Payroll Reporting Due to Furloughs - Trial Courts

• Judiciary: Trial Courts
• Counties

New Public Agency Procedures Manual

• Public Agencies
• School Employers

PEMHCA, as it Relates to Other Post-Employment Benefits and Requirements of Government Code Section 7507

• PEMHCA Contracting School Districts
• Public Agencies
• Health Benefits Officers
• Assistants

Request for Federal Employer Identification Number

• PEMHCA Contracting School Districts
• Public Agencies Health Benefits Officer
• Assistant Health Benefits Officers

Impact of Economic Environment on Employer Rates and New Board Approved Smoothing Modifications

• School Employers

CalPERS 2009 Member-At-Large Board Election Material - Runoff for Position A

Attachments