Employer Forms & Publications

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Internal Revenue Code 415(b) Limits

Information on the maximum annual limit on PERA benefits set by the IRS.

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Leaves and Sabbaticals

For members who are taking a leave of absence: without pay, paid sabbatical time, or military leave.

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Member Information Form - Defined Benefit Plan(s)

To be completed by new members or members changing beneficiaries, employment information, name, address, etc. (If only changing your address, you may call PERA instead of completing the form.)

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Offering the PERAPlus 401(k)/457 Roth Options to Your Employees

A fact sheet for employers about offering the Roth option in the PERAPlus 401(k)/457 Plans to their employees. 

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PERA 101 for Employers

A general overview of PERA and its history for employers.

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PERA Account(s) Address Change Form

To be completed to change address only information on an existing account. It changes address information for PERA Defined Benefit (DB) account(s), life insurance, PERAPlus 401(k), PERAPlus 457, and DC accounts.

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PERA and Section 125 Plans

Information for PERA members participating in a Section 125 flexible spending plan and how participation in such a plan may affect a PERA benefit.

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PERA and Social Security

Information on Social Security benefit reductions that may apply if you receive a Social Security benefit in addition to your PERA benefit.

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PERA Benefits and Divorce

An overview of the applicable laws, PERA rules, and procedures which affect benefit payments to a PERA member/retiree (the “Participant”) and the spouse of a PERA member/retiree (the “Alternate Payee”).

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PERA DC Plan Participant Information Change Form

To be completed by PERA DC Plan participants changing names, addresses, phone numbers, and/or e-mail addresses.

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