Savings Plus Employer Training
Savings Plus offers three different classes for personnel transactions staff/supervisors, attendance clerks and all other staff working in personnel offices that provide benefit information to State employees. Visit the
Savings Plus Registration Page to view a list of currently scheduled workshops.
Overview of Savings Plus
• Main Plan - 457 and 401(k)
• Difference between the two plans
• Enrollment
• Education and outreach resources
Part Time, Seasonal, and Temporary Retirement – (PST)
• PST eligibility
• Common errors
• Resources
Lump Sum Separation for Employees
• Discover advantages of transferring lump sum to your Savings Plus account
• Find out how to use Lump Sum with Catch-Up
• Find out how to coordinate your CalPERS service credit using your lump sum deposit
• Take advantage of onsite assistance with your lump sum application
New Employee Orientation – (NEO)
Savings Plus New Employee Orientation (NEO) Video
Having a Savings Plus account is one of the most important retirement tools you can have. The 401(k) and 457(b) plans help you put more money away for your future. Learn about the benefits of having a Savings Plus account in the New Employee Orientation video.
Topics covered include:
- What is Savings Plus
- Difference between the 401(k) and 457(b) pre-tax and Roth plans
- Why Savings Plus may be a great way to invest
- How to open an account
Underfunded Savings Plus Accounts
• PML 2011-042
• PML 2012-012
