Retirement Plans Issues April 25 2014 Agenda

Retirement Plans/Issues April 25, 2014

Agenda

Agenda

Agenda

Agenda

Which Retirement System?

Which Retirement System?

Defined Benefit vs Defined Contribution

Defined Benefit vs Defined Contribution

STRS - Contributions

STRS - Qualifications

STRS - Qualifications

STRS - Qualifications

STRS - Election

STRS - Election

STRS - Election

STRS - Reporting

STRS - Reporting

STRS – Compensation

Cal. STRS Directive 2014 -01 p. 1 (See Handout)

STRS – Compensation

STRS – Compensation

STRS – Compensation

STRS – Service Credit

STRS – Service Credit

STRS – Retirees

STRS – Retirees

PERS - Contributions

PERS – Qualifications

PERS – Qualifications

PERS - Qualifications

PERS - Exclusions

PERS Retirement Verification

PERS–Enrollment/Change Form

PERS–Enrollment/Change Form

PERS - Compensation

PERS - Compensation

PERS - Compensation

PERS - Reporting

PERS - Reporting Special Compensation

PERS - Reporting Special Compensation

PERS - Non-Reportable Compensation

PERS – Reporting Overtime

PERS – Service Credit

PERS - Service Credit

PERS - Service Credit

PERS - Furlough Days

PERS - Election

PERS-Retiree

PERS-Retiree

PERS-Retiree/Unemployment

PERS-Retiree/Disability

Retiree OASDI/Medicare

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