CalPERS Education Resources

CalPERS Education Resources


Presenter 1: Good morning and welcome to the
CalPERS Education Resources webinar. This presentation will hopefully help you discover
some educational resources you may have not been aware of. Before we get started, I want
to mention that this webinar, like all of our previous webinars, will be available on
our YouTube channel. Access our YouTube channel through our website or directly on the YouTube
website at www.youtube.com/CalPERS. Hopefully you’re here to learn about the educational
resources available to members and employers, as well as the laws that govern CalPERS. If
you’re here as a member but are also curious about the educational opportunities available
to your employer, I’d encourage you to stick around after we discuss member education resources
to hear about important education and training CalPERS employers can receive. Presenter 2: We’re going to start by taking
a brief look at the laws and regulations that govern our retirement system. We are governed
by a variety of state and federal laws and regulations. These include the Internal Revenue
Code, the California Public Employees Retirement Law, more commonly known as the PERL, and
the California Code of Regulations. The CalPERS Board of Administration works
with the legislature and Congress to enact laws that are in the best interest of you
as a member along with employers, and the system. We administer the benefits that are
defined by current law and regulations, and we propose changes to ensure equity for our
members and employers, and the security of our programs and benefits. If you’d like
to find the online PERL or the California Code of Regulations, visit our website and
select the about link in the upper right-hand corner, then select Laws and Regulations.
Select the Public Employees’ Retirement Law link. The PERL contains the constitutional provisions,
statues and regulations used to guide us on how we do business. Lexis-Nexis publishes
the PERL online annually with convenient search capability and historical notes. On the right-hand
side of the PERL webpage, you’ll find resources that may be useful. The Governance & Policies
page describes the Board, Actuarial, Ethics, Financial, and Investment policies that we’re
governed by. Legislative Facts at a Glance is a compilation of information of interest
to Board Members, CalPERS staff, and the general public. Select the Pension Reform Impacts
link to find out how the Public Employees’ Pension Reform Act or PEPRA may affect you
or your employer. The Laws & Regulations page includes the link
to the Legislation page, which provides information on current legislation and legislative reports,
and the Public Employees’ Pension Reform Act and Regulatory Actions. Presenter 1: There are several different educational
resources available to you that you may not know about. Members and employers can begin
their search for educational opportunities on our home page. Select the Attend Training
& Events link under I Want To. The attend training and events link is also available
on the active members, retirees, and employer tabs at the top of the webpage. The Education
Center is separated by employer and member education. We’ll discuss employer education
in just a bit. The Member Education page is where you can find information about our CalPERS
Benefits Education Events, webinars, classes, and our videos. Let’s take a closer look
at each of these. We’ll first select the link for the CalPERS Benefits Education Events,
also known as the CBEEs. At the bottom of this page, you can view the video, “What
is a CBEE?”, for an introduction to these events. To see upcoming CBEE dates or to register
for an event, view the Calendar. The CBEEs are a two-day event held throughout
the state and are open to CalPERS member at all career stages. The earlier you develop
an understanding of your benefits, the more prepared you’ll be to make good decisions
and develop a plan for your future. You can register for a CBEE in your my|CalPERS
account which keeps a history of the events, classes and appointments that you attend,
or you can register on our website. Registration is available about six weeks before the date
of the event. The CBEEs enable you to attend event classes
where you can learn about benefits and programs that may be available to you. You can review
your personal information and options in my|CalPERS using one of the computers available in the
exhibit area. And, you can speak with representatives from CalPERS and our partner organizations. CBEE classes are separated into three different
categories. Early thru mid-career, nearing retirement and, all members. Classes provide
information on retirement, health benefits, deferred compensation plans, my|CalPERS and
your retirement options, and Social Security. Many classes are repeated throughout the day
so if you miss a class, you might be able to catch it later in the day. You can also
download a PDF of the presentation slides online before you attend. There are a variety of exhibitors available
at the CBEEs from CalPERS and our partnering organizations. CalPERS exhibitors may include
representatives from our regional offices, the service credit purchase unit, the health
benefits unit, and from our long-term care program. Partnering exhibitors may include
representatives from our health plan providers, Social Security, and the California Department
of Human Resources, for our state employees. Let’s move on to our CalPERS webinars. You already know a little bit about our webinars
since you’re attending one right now. Whether you’re new to CalPERS, mid-career, or nearing
retirement, webinars can help you plan ahead by better understanding your CalPERS benefits.
Webinars air the second Wednesday of every month, but if you miss one, or want to catch
it again, you can watch the video later on our YouTube channel. You can register for
future webinars online from the Member Education page. Our webinars cover a variety of topics including
State Second Tier conversion, Health benefits for state, public agency, and school members,
the CalPERS Power of Attorney, Medicare, Long-term care and more. Now let’s
talk about our online and instructor-led classes. Presenter 2: CalPERS offers both online and
instructor-led classes for our members. The online classes are available in your my|CalPERS
account, the instructor-led classes are hosted at our regional offices and in locations throughout
the state. There are currently four classes tailored to the different stages of your career.
Your CalPERS and You is designed for new to mid-career members who want to learn more
about their CalPERS benefits. Class topics include retirement income planning,
your retirement calculation, ways you may be able to increase your retirement benefit,
your options if you leave your employer, the CalPERS power of attorney, health benefits,
and more. Our most popular class is Planning Your Retirement.
This class is designed for those who are nearing retirement, typically within about five years,
and who want to learn about planning for retirement and the retirement process. Topics include
the retirement calculation, survivor continuance, retirement benefit payment options, cost of
living adjustments, the retirement process, the CalPERS power of attorney, health benefits,
working after retirement, and more. Your Retirement Application and Beyond is
designed for members ready to fill out their service retirement application and for those
who’ve already retired. This class provides a step-by-step tutorial on filling out your
service retirement application. If you’re taking the class in-person, we recommend bringing
your application and a copy of your retirement estimate, which you can obtain either in your
my|CalPERS account or by mailing in the retirement estimate request form. This class also discusses what you can expect
after you retire. Topics include post-retirement death benefits, your retirement check, the
CalPERS Power of Attorney, cost of living adjustments, working after retirement, health
benefits, and more. Let your employer know they can contact CalPERS about having one
of our representatives conduct a class at your location. Completing Your Disability Retirement Application
is only available online. This class provides a step by step tutorial of filling out your
disability retirement application and all of the other forms necessary for a complete
disability application package. To register for an online or instructor-led class, log
in to your my|CalPERS account and then select the Education Resources tab, then the Classes
link. If you select an instructor-led class, you’ll be provided with a list of dates
and locations. If you choose to take the class online, you can begin the class immediately.
You’re also able to leave the class if you need to and then come back later to pick up
where you left off. We talked earlier about our YouTube channel,
where you can find all of our previous webinars, but our YouTube channel is not just webinar
videos. You can also find Quick Tip videos on topics like purchasing service credit,
direct deposit, and working after retirement. You can watch our Insight series. This is
an opportunity to watch CalPERS leaders discuss current issues. And, did you know the CalPERS
Board of Administration meetings are recorded? They are, and you can view previous Board
meeting on our YouTube channel. Also, on our YouTube channel is our video series, “Planning
Your Financial Future”. This series is a group of short videos designed to help you
prepare for your retirement, but we don’t just talk about CalPERS. We also get you thinking
about Social Security, other types of personal savings, like real estate or maybe even stocks
and bonds, and we discuss budgeting and managing debt. Use the Planning Your Financial Future checklist
as a guide to help you plan. Find links to both the video series and the checklist on
the Member Education page. Presenter 1: There are some other education
resources you may want to consider. Our email subscription service allows you to subscribe
to various newsletters and alerts. Some of the subscriptions available are the Member
Education Bulletin, Board Meeting Notices and Agenda Alerts, CalPERS Legislative News,
and CalPERS News. These are just a few of the subscriptions so I encourage you to take
a look at the others available. You can sign up for email subscriptions on the Member Education
page. Let me mention a bit about the Member Education
Bulletin. If you subscribe you’ll receive notifications of upcoming instructor-led classes,
CBEEs, and webinars. It’s a great way to remind yourself of some of the educational
opportunities available. The PERSpective is our member newsletter and is available each
spring, fall, and winter. It provides information on retirement and health programs, investments,
and upcoming events and announcements. The PERSpective is available online and by
mail. Issues are mailed to all active members, retirees, and beneficiaries, unless you have
opted out of receiving the mailed version. If you’d like to change your mailing preference
for the PERSpective, you can do so on your my|CalPERS account. Select the Profile tab,
then mailing preferences. Find the online PDF version by searching PERSpective on the
forms and publications page on our website. You can also take a look at our PERSpective
webpage. This is more than just the PDF version of
the newsletter. You can click through topics like retirement and health benefits, news
and events, and investments. You can also view CalPERS videos and see what we’re saying
on our social media. You can find it by entering PERSpective into the search field. Let’s review what we’ve just talked about.
The Member Education webpage is where you can find information on our classes, webinars,
and the CBEEs. This is also where you can sign up for the email subscription service.
Our CalPERS Benefits Education Events, or CBEEs, are where you can learn about benefits
and services that may be available to you at any stage of your career. The CBEEs are
held regularly throughout the state and include classes about retirement, health benefits,
Social Security, deferred compensation and my|CalPERS. The exhibit area includes representatives
from CalPERS and our partnering organizations, who are available to assist you with questions. Webinars and classes are useful to retirees
and those in all stages of their career. There are a variety of topics discussed in the webinars
and classes so I encourage you to visit the Member Education page to find out more. Our
YouTube channel is where you can find the videos of past webinars, as well as quick
tips, Board of Administration meetings, and more. Find our YouTube channel at www.youtube.com/CalPERS
or find the link to the YouTube channel on the Member Education page. Subscribe to various CalPERS notices like
the Member Education Bulletin, Board Meeting Notices and Agenda Alerts, and CalPERS News,
using our email subscription service. And finally, the PERSpective is the member newsletter
which provides valuable information about your benefits and CalPERS news. It’s available
every spring, fall, and winter. Presenter 2: Now that you have an idea of
the education available to you as a member, let’s take a look at the education available
to your employers. If you’re responsible for reporting information to CalPERS, like
payroll or employee membership, or if you manage health benefits, the resources in the
following slides will hopefully prove useful. You can find the employer education the same
way we found member education, by visiting our Education Center. The Employer Education page reflects the resources
available to our employers and includes information about events, classes, workshops, meetings,
and videos. It also includes links to the Reference and Health Guides, and the my|CalPERS
Student Guides. The CalPERS Educational Forum, or Ed Forum, is similar to the CBEEs we mentioned
earlier, except it’s for state, public agency, and school employers. It’s a 3-day event
that occurs every year in October. Registration for the Ed Forum opens about 4 months prior
to the event. So why should employer representatives attend
the Ed Forum? Employers are able to attend classes, exhibits, and participate in interactive
discussions. Classes provide information on payroll reporting, contracts, the audit process,
working after retirement, and more. They can meet with CalPERS experts for one-on-one consultations
on topics such as health benefits, membership, actuarial reports, contracts, compensation
review, and navigating my|CalPERS. Employers can also meet and interact with CalPERS Executives
and Board of Administration members. The Ed Forum is also a great way to network with
representatives from other agencies and schools. Much like members, employers have classes
and workshops specific to their needs. I’d like to call your attention to the Employer
Training Classes. The Business Rules classes are designed to help employers understand
the business rules, procedures, and laws pertaining to retirement and health, which is why we
recommend that they are taken before the my|CalPERS system training classes. Business Rules class discusses topics such
as, retirement enrollment, reporting payroll, and retirement contracts, while the Health
Business Rules class provides guidance on topics such as, health eligibility and enrollment,
and the responsibilities of a health benefits officer. The classes are employer specific
and tailored to present information according to the employer’s type, whether they are
a school, public agency, or state agency. Classes are held at our regional offices,
or we can schedule a visit at your organization. The Reference and Health Guides are the companions
to the Business Rules classes. These are the working desk manuals we provide to help better
understand the retirement laws. Keep in mind, these reference guides shouldn’t be used
in place of the PERL and shouldn’t be printed, so as not to run the risk of holding onto
old information. They’re updated as new information is released so we recommend viewing
and downloading the guides online under Forms and Publications or from the Employer Education
page. After an employer has taken the Business Rules
classes and has learned about the laws and regulations, they can take the my|CalPERS
classes. These classes are hands-on and help an employer understand how to perform transactions,
generate reports, report payroll, apply adjustments, and can help them with retirement and health
enrollments. These trainings are important because they help ensure employers correctly
report retirement and health benefit information, avoiding unnecessary fines and penalties.
Employers can register for the Business Rules and the my|CalPERS classes by logging into
their Business Partner my|CalPERS account and selecting Education Resources. The Student Guides provide valuable information
that directly correspond to the my|CalPERS system training classes and are revised on
a regular basis. These guides offer step-by-step instructions on how to perform transactions
related to Cognos reports, payroll reporting, system access administration, retirement enrollment,
and others. The guides can be viewed and downloaded on the Employer Training Classes webpage. We also have a variety of online classes related
to business rules and my|CalPERS. Check out the full catalog on the Employer Training
Classes page and select the Online Classes for Employers PDF. In addition to the education
and training opportunities we’ve already discussed, let’s take a look at some other
educational resources that might interest our employers. Circular letters are issued to keep employers
informed of changes in policies and procedures. They provide important documentation to reference
when working on CalPERS issues. Our website has an archive of circular letters going back
to 1996. Employers can search the archive by date or keyword to find the information
they need. The Employer News is similar to the member PERSpective. It’s published every
quarter and provides important information and a calendar of upcoming events. Download
it from our website, and if your employer is signed up for the Employer Bulletin, they’ll
receive an email notification when the latest issue is available online. Employers can also sign up for email subscriptions
to keep up-to-date on important CalPERS news. They can sign up for the employer bulletin,
board meeting notices and agendas, CalPERS News, and more. I just mentioned the Employer
Bulletin. If an employer subscribes they’ll be notified of upcoming classes, like the
Business Rules and my|CalPERS classes, as well as upcoming events, like the Ed Forum.
They’ll also be notified when a new circular letter is released. It’s a really convenient
way to keep up with information useful to them. So to sum it all up, let’s do a little review.
The Employer Education webpage is your employer’s portal to finding the education and resources
we’ve talked about. There’s more information on that page other than what we’ve talked
about here, so encourage your employer to explore. The Ed Forum is where employers can
attend classes, exhibits, and participate in interactive discussions. They can meet
with CalPERS experts for one-on-one consultations and meet CalPERS executives and board members.
We offer a variety of classes and workshops for employers, they can register and download
the resource and student guides online. Circular letters, the Employer News, and email subscriptions
are other opportunities for employers to learn about what’s going on at CalPERS. We hope you’ve enjoyed the CalPERS Education
Resources webinar.Thank you for taking time out of your day to attend this informative
presentation and have a great day!

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