[DAS_Centralized_PERS_Services_Team] FW: 2023 PERS Member Annual Statements

Thu May 23 07:44:42 PDT 2024

Forwarding on behalf of PERS

Shauna Tobiasson
Senior CPERS Analyst/Leadworker
DAS Centralized PERS Services Team
Cell: 971-719-3173
Website: https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx
Pronouns: she, her, hers

From: Oregon PERS <OregonPERS at public.govdelivery.com>
Sent: Wednesday, May 22, 2024 4:05 PM
To: TOBIASSON Shauna M * DAS <shauna.m.tobiasson at oregon.gov>
Subject: 2023 PERS Member Annual Statements

Year-end 2023 statements are in the mail

[Oregon Public Employees Retirement System logo on image of farm with blooming tulips and hot air ballons]

May 2024

You received this email because you opted to receive updates about your retirement plan. Review your GovDelivery subscriptions here<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fpublic.govdelivery.com%2Faccounts%2FORPERS%2Fsubscriber%2Fnew/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/L0Dv48d6JpZKv1-1kEyuU-kCpa4=376>.

2023 member annual statements coming soon

The latest information about your PERS retirement benefits will soon arrive in your mailbox.

In May, PERS began mailing member annual statements for 2023. These statements reflect data submitted by your employer as of December 31, 2023.

When you receive your statement, check that all of your personal information is correct. If not, contact your employer if you are currently employed. If you are not currently employed, submit an Information Change Request<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FDocuments%2FForm%2F153W-Information-Change-Request.pdf/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/wTYAMUyBH2J4wcwHN-N_dnZ6nZk=376> form.

All PERS members who have worked in a qualifying position since January 1, 2004, have two parts<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fvimeo.com%2F399711996/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/_mK9U4L0kZOXeoAaTFoHJxqKZ2M=376> to their PERS retirement: a pension<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2Fmem%2FPages%2FWhat-plan-am-I-in.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/2nc7JyV-nsS8-GusHn1a23VlZ7s=376> and an Individual Account Program<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2Fmem%2Fpages%2Fwhat-is-the-iap.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/Z80w2CY1DK6UsqntS0HbLXIsZlc=376> (IAP) account. Both will be included on your statement.

If you meet the salary threshold for Member Redirect<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FSB1049.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/hRrixdyLsTnkFw_HW7wAMgP6Xok=376>, your statement also will include information about your Employee Pension Stability Account<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FSB1049-EPSA.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/9lEtZLQSZx0oBOjNxMRUYXjy_-M=376> (EPSA). EPSA will help pay for part of your pension benefit in retirement.

What resources can help me understand my statement?

Annual statement FAQs and resources<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FMember-Annual-Statement-FAQs.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/v1LqapoyfhyhpvqpGIHGku5gwZ8=376> are available on the PERS website.

Three key areas to review on your statement are:

  *   Your birthdate and other personal information, such as your address, hire date, and membership date. Your birth date is used to establish which age-based target-date fund<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FPages%2FFinancials%2FIAP-Target-Date-Funds.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/sVGClQlmKbIlQ4xu5Hhy0J0g0Z0=376> (TDF) your IAP is invested in.
  *   Your service/retirement credit, which can affect the calculations that determine your monthly pension benefits in retirement.
  *   Your IAP information. This area shows you the investment returns for your target-date fund. Each fund has its own mix of investments, set by the Oregon Investment Council. Your investment returns may differ from other members who are in different TDFs.

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Take our 2024 member survey to give feedback

You have several days left to give feedback to PERS and help the agency improve its member services.

Share your opinions by completing our survey online<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.surveymonkey.com%2Fr%2F2024-PERS-Member-Satisfaction-Survey/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/h69MGZ48G6FRVl9VXdR4LaP3scA=376> now through May 31.

Contact us<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FPages%2FContact-Us.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/Ib4cidQw-QZfJG8fJ6KZGodsznU=376>

________________________________

Update your subscriptions, modify your password or email address, or stop subscriptions at any time on your Subscriber Preferences Page<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fpublic.govdelivery.com%2Faccounts%2FORPERS%2Fsubscriber%2Fnew%3Fpreferences=true/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/PhAZRzqcUwd35vm1iMOzzKLi7RI=376>. You will need to use your email address to log in. If you have questions or problems with the subscription service, please visit Help<https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Finsights.govdelivery.com%2FCommunications%2FSubscriber_Help_Center/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/uhDn0Xzi4fDRbmJ2Yur-yKFWF4o=376>.

This service is provided to you by Oregon PERS<http://phhnqtzb.r.us-west-2.awstrack.me/L0/http:%2F%2Fwww.oregon.gov%2FPERS%2FPages%2Findex.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/gRf8AZCoccIUaiDtS7AxXU_SBKo=376>.

________________________________
This email was sent to shauna.m.tobiasson at oregon.gov using GovDelivery Communications Cloud on behalf of: Oregon Public Employees Retirement System * 11410 SW 68th Parkway * Tigard, OR 97223
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