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• Employer Handbook
• Chapter 8
  • Summary
  • Contribution Rate Options
  • Employer Responsibilities
  • Existing Plan 3 Member
  • Initial Transfer Periods
  • January Transfer Option
  • Methods of Reporting
  • New Member Plan Choice
  • Plan Choice Record
  • Valid Earn Periods

Chapter 8: Transmittal Reporting

The Reporting Process

Plan Choice Reporting - Initial Transfer Periods from Plan 2 to Plan 3

An employee, working in an eligible position before or during the initial transfer period who has never made a choice, has the option to transfer to Plan 3 each January. The initial transfer periods are given for each system.

TRS

July 1, 1996 through December 31, 1997

SERS

September 1, 2000 through February 28, 2001

PERS

• State agency and higher education employers: March 1, 2002 through August 31, 2002
• Local government employers: September 1, 2002 through May 31, 2003

Note: A member's entry date into Plan 2 determines if they have the right to transfer from Plan 2 to Plan 3 each January. Use Member Reporting Verification (MRV) to determine if the member has a transfer option.