This workshop is designed for CalPERS members who are within five years of retiring and will cover how to maximize your retirement benefit, how your retirement benefit is calculated, the steps you need to take prior to retiring and the retirement application process. Registration will be done on-line via 'POWER' available on the Human Resources web-site here (you will need to create an account in order to enroll). Seating is limited. The workshops will be held in ADM 560. No food or drinks are allowed in this room. Limited one-on-one's with a CalPERS Retirement Specialist will be available from 1 p.m- 4:00 p.m. Please RSVP by telephone only with Victoria Ramos-Sponza at 415-405-3935.
SFSU Benefits and Retirement Services is presenting Tax Shelter Annuity (403B) one-on- one sessions with fund sponsors during the months of December 2009 and January 2010. Representatives from VALIC, Fidelity, MET Life, ING and TIAA-CREF will be on hand to answer questions.
All sessions will be held from 9:00 am to 4:00 pm in room 251 on the second floor of the Administration Building and are open to current participants as well as employees interested in opening a 403(b) account. Please contact the representatives directly for an appointment.
VALIC Tuesday, December 8, 2009 Alex Daoudi 415 515-8186 Alex.Daoudi@valic.com
Fidelity Wednesday, December 9, 2009 Doug Villing Doug.Villing@fmr.com
MET Life Wednesday, December 16, 2009 P. Nathen Banne 408 454-2555 pbanne@MetLife.com
TIAA-CREF Thursday, January 7, 2010 Wednesday, January 20, 2010 Linda Zboril 415 882-3753 email@example.com
ING Wednesday, January 13, 2010 CANCELLED-Thursday, January 14, 2010 CANCELLED-Thursday, January 21, 2010 Barbara Gruenwald Zuk Financial Group 800-660-6291 X112 firstname.lastname@example.org
For those within 90 days of retirement, this class will assist you in completing the step-by-step process of filling out your retirement application. This is an alternative to visiting the Walnut Creek regional office. Bring your application and a copy of your Retirement Estimate. If applicable, your spouse or domestic partner should attend the class so that both your signatures can be witnessed on the application. Seating is limited.
October 14, 2009 – 9 a.m.-11 a.m. – ADM 460 October 15, 2009 – 9 a.m.-11 a.m.– ADM 560 October 15, 2009 –1 p.m.-3 p.m. – ADM 560
Please RSVP with Victoria Ramos-Sponza at 415.405.3935.
Join us for the 2009 Benefits Fair where essential materials, resources and tools will be available to help keep you motivated to make positive health choices. The Benefits Fair will take place on Tuesday, September 29, 2009 from 10:00 am to 2:00 pm at the Towers Conference Center.
In order to continue to provide timely, responsive and consistent customer service, the department will be open an additional hour Monday through Friday (with the exception of Wednesday). The offices will be closed on Wednesday to maximize the staff's time to review and process personnel transactions and implement required programmatic changes. Staff will check voicemail and email and respond to urgent matters. All other requests for assistance will be answered on the next business day.
Open enrollment provides benefits eligible employees the opportunity to enroll in a plan if NOT currently enrolled, change coverage from one plan to another, change enrollment status of eligible family members, enroll/re-enroll in Dependent Care and Health Care Reimbursement Account programs, learn about upcoming changes for 2010, review their current health plan as well as consider health plan options for the following year.
**All changes made during open enrollment will be effective January 1, 2010. **
Below please find the forms, tools and resources to assist you through the open enrollment process.
Health Dental HCRA/DCRA FlexCash
Please Note: Benefit and Retirement Services staff will be available to assist you in person with your Open Enrollment questions during the following hours:
Monday: 8:00 am –11:00 am Tuesday: 8:00 am – 11:00 am Thursday: 8:00 am – 11:00 am Friday: By Appointment Only
You may also contact the the following Benefit and Retirement Services Coordinators by phone or email:
This workshop is designed for CalPERS members who are within five years of retiring and will cover how to maximize your retirement benefit, how your retirement benefit is calculated, the steps you need to take prior to retiring and the retirement application process. Please RSVP by telephone only by calling Victoria Ramos-Sponza at 415-405-3935. Seating is limited. The workshops will be held in ADM 560. No food is allowed in the room. Wednesday, September 23, 2009 12:30 pm-3:30 pm Thursday, September 24, 2009 9:00am-12p.m Wednesday September 30, 2009 12:15pm-3:15pm
This workshop is designed for CalPERS members who are within five years of retiring and will cover how to maximize your retirement benefit, how your retirement benefit is calculated, the steps you need to take prior to retiring and the retirement application process. To enroll please call CalPERS at 1-888-225-7377.
Wednesday, August 5, 2009 9:00 a.m.-11:45 a.m. H Johnson State Building –Milton Marks Conference Center San Diego Room A/B/C 455 Golden Gate Avenue San Francisco, CA 94102
Wednesday, August 5, 2009 1:00 p.m.-3:45 p.m. H Johnson State Building –Milton Marks Conference Center San Diego Room A/B/C 455 Golden Gate Avenue San Francisco, CA 94102
The Fee Waiver & Reduction Program information for fall 2009 is now available in Human Resources, Safety & Risk Management (ADM 252). The Fee Waiver & Reduction Program enables eligible University employees to take courses, which are Work Related or are part of an approved Individual Career Development Plan, at reduced rates. And in many cases, if an employee is not using their benefit they can transfer their benefit to their spouse/domestic partner or dependent child.
*Fall 2009 Filing Deadline: June 25, 2009
*Applications submitted after 5pm on the filing deadline will be DENIED.
"While now is not the time for alarm, now is a good time to learn how you can prevent transmission or spot symptoms of flu. Take everyday precautions to stay healthy: Clean your hands frequently, preferably using hand sanitizers that consist of at least 60 percent alcohol, especially after you cough or sneeze. Cover your nose and mouth with a disposable tissue when you cough. Avoid touching your eyes, nose or mouth to limit the spread of germs. Close contact and hand-to-hand transmission are the primary means of spreading the illness among humans. No specific foods or food groups are associated with transmission." --Robert A. Corrigan, President
View Additional Swine Flu - Resources & Information
Benefits and Retirement Services will host a TSA (403B) Workshop Series in May and June of 2009. Representatives from AIG, ING, MetLife, Fidelity and TIAA-CREF will be on campus conducting 1-hr. informational workshops for employees interested in learning more about the 403B retirement savings plans.
All sessions are scheduled from 12pm – 1pm in room 460, in the administration building. The dates are as follows: May 12, 2009 – MetLife May 14, 2009 – Fidelity May 20, 2009 – AIG May 27, 2009 – ING June 10, 2009 – TIAA-CREF
Workshops are limited to 20 participants per session. To reserve your space, please RSVP by email to email@example.com.
Please check the Human Resources website prior to each session for any changes, updates and/or cancellations.
This class is for CalPERS members who are within 3-4 months of retiring and are ready to start the process of filling out their retirement application. Topics include: The Service Retirement Application: Retirement Application Process, Direct Deposit, Optional Deductions, Adjustments, Health Benefits, Power of Attorney, Getting Your Check on Time, Keeping Informed, On-line Resources,Contacting CalPERS. Seating is very limited and available only to those who are going to retire within 3-4 months. Spouses are welcome to attend. Please contact Victoria Ramos-Sponza at 415-405-3935 to enroll.
The IRS has approved an increase in the monthly maximum allowable tax free amount toward commuter benefits. Starting January 1, 2009, the new monthly maximums allowed for transit and vanpool costs will be $230.00 and $230.00 per month for qualified commuter parking.
Please note that for current enrollees, this change will not automatically increase their order. Employees who wish to increase their benefit amount will need to log in to their online account to increase their current amount to the new maximum.
On campus, you may contact University Parking and Transportation at 415.338.1441 with any questions regarding the benefit increase and payroll deduction information. For program information, to enroll in the program or make changes to your existing account, visit the Commuter Check Program online at http://www.commutercheck.com or contact Commuter Check by phone at 1.800.531.2828 for assistance.
UPDATE - Both workshop dates are booked. Human Resources will offer more classes in May. Please check back for future dates.
FULL - March 4, 2009 12:00 p.m. – 3:00 p.m. FULL - March 5, 2009 9:00 a.m. – 12:00 p.m. Location: ADM 560 Topics include: Service retirement, retirement calculation, survivor continuance, cost of living adjustment, retirement application process and much more! One-on-one sessions available to workshop participants. March 4 from 3:00 p.m. – 5:00 p.m. March 5, 2009 1:00 p.m. – 5:00 p.m. Limited seats are available. Please RSVP with Victoria Ramos-Sponza at 415-405-3935.
Benefit and Retirement Services are pleased to announce their new "Temporary Faculty Benefit Eligibility Toolkit", an informational resource aimed at assisting temporary faculty in understanding benefit eligibility criteria and enrollment deadlines specific to their bargaining unit and classification.
Questions related to temporary faculty benefit eligibility and enrollment can be directed to the Benefit and Retirement Services helpline at: 415.338.1875.