January 21, 2015-PERS, TRS and LEOFF Presentations

Human Resource Services (HRS) and Mark Miller, ICMA-RC Financial Education Specialist, will present the following classes on January 21, 2015 for PERS, TRS, and LEOFF participants. All presentations will be available by video-conference for non-Pullman locations.

8:30 AM – 9:30 AM Getting to Know Plan 3 (same as 11:00 a.m. session) – Lighty Room 405

Target Audience: New and existing Plan 3 participants, and PERS 2 members eligible for January Transfer*.

9:45 – 10:45 AM Plan 3 Pre-Retirement Seminar (Withdrawing from Plan 3) – Lighty Room 405

Target Audience: Plan 3 participants within 5 years of retirement

11:00 AM – 12:00 PM Getting to Know Plan 3 (same as 8:30 a.m. session) – Lighty Room 405

Target Audience: New and existing Plan 3 participants, and PERS 2 members eligible for January Transfer*.

1:30 PM – 2:30 PM – Plan 1 and Plan 2 Pre-Retirement Seminar – French Ad Room 139

Target Audience: Plan 1 and 2 participants within 5 years of retirement.

For videoconferencing, please visit the AMS Events Calendar. If you do not see your site listed, please contact AMS at ams.vc.meeting@wsu.edu to request videoconferencing.

This is the last year TRS 3 members can change their contribution rates. If you would like to change your contribution rate, please complete the Contribution Rate Change Form and return to the HRS Pullman office no later than January 31, 2015.

We hope that you are able to join us.

*Every January, eligible PERS Plan 2 members have the opportunity to transfer to PERS Plan 3, if they wish. Active employees participating in PERS Plan 2 who established membership prior to March 1, 2002 are eligible to participate in this annual transfer to PERS Plan 3.

PERS members hired on or after March 1, 2002 are not eligible to transfer to PERS Plan 3, since their plan election was an irrevocable plan choice during their first 90 days of eligible employment.

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