[DAS_Centralized_PERS_Services_Team] Member Statements ***New Process & action required by August 2018****

[TOBIASSON Shauna M * DAS]

Hi All,

I wanted to take a moment to loop back with you about the request for tracking date of birth changes (see below). Please be sure to send your spreadsheet's to Coleen at Central.PERSServicesTeam at oregon.gov<mailto:Central.PERSServicesTeam at oregon.gov> no later than August 16, 2018.

If you have any questions, please let us know.

Thank you,

Shauna Tobiasson
Senior Retirement Services Analyst


From: TOBIASSON Shauna M * DAS [mailto:Shauna.M.TOBIASSON at oregon.gov]
Sent: Monday, May 07, 2018 10:26 AM
To: das_centralized_pers_services_team at listsmart.osl.state.or.us
Subject: Member Statements ***New Process & action required by August 2018****

Greetings from Centralized PERS Services Team!

I have enclosed the PERS Employer Newsletter for May 2018 below. Some important things I'd like to draw your attention to in regards to member annual statements that are being mailed out in  this month.

Included with annual statements is an insert encouraging employees to make sure their date of birth is correct on their statement. This is critical since 2018 IAP investments are based on their birth year.

Now, you may be wondering how this impacts you as payroll and HR, besides the possible increase in change requests. Currently the CPERS file that picks up data from PPDB and OSPA does not have a way to capture date of birth changes, so any edits will need to be reported to us manually.

We are asking that those of you responsible for processing date of birth changes begin keeping a spreadsheet of all changes. We would like these tracked starting now through close of July 2018 payroll (August 9, 2018.) We are hoping that is enough time to capture the majority of changes generated by this annual statement reminder. I have attached a spreadsheet template for your use.

In August, please send the spreadsheet to Coleen Hogan via email to Central.PERSServicesTeam at oregon.gov<mailto:Central.PERSServicesTeam at oregon.gov> . Coleen will compile all of the changes and report them to PERS manually.

We recognize this is an extra step in your already busy day, and we appreciate your commitment to doing this process. Changes in legislation will impact earnings based on birth year so it is very critical that we are making sure birth dates are entered accurately in the system upon hire. If you have any questions regarding this process, please contact me or Coleen directly.

While I have your attention, I also want to give a plug to the PERS GovDelivery mailing list. If you haven't already signed up, please do! This is a great way to stay informed about changes that will impact your retirement. Here is a link:  http://www.oregon.gov/pers/Pages/GovDelivery.aspx

PS. There is an option to receive text alerts too! Hooray for technology!

[cid:image001.jpg at 01D42290.D63CA280]<http://www.oregon.gov/pers/EMP/Documents/Employer-Publications/Employer-Newsletters/2018/Employer_Newsletter_May_2018.pdf>

Thank you,
Shauna Tobiasson
Senior Retirement Services Analyst
Centralized PERS Services Team
DAS Enterprise Goods and Services
Phone: (503) 378-6372
FAX: (503) 378-4596
Website: http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://omls.oregon.gov/pipermail/das_centralized_pers_services_team/attachments/20180723/6f62b444/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 60712 bytes
Desc: image001.jpg
URL: <https://omls.oregon.gov/pipermail/das_centralized_pers_services_team/attachments/20180723/6f62b444/attachment.jpg>