Employers

New Member Plan Choice

You will need to know...

  • New PERS and TRS members have only 90 calendar days to make their irrevocable plan choice. Until the employee makes a choice or defaults, report a begin date with member and employer contributions in Plan 2. Don't report plan choice information until you receive the Member Information Form or the member defaults.
  • New SERS members hired before August 1, 2009 with no prior PERS Plan 2 membership have only 90 calendar days to make their irrevocable plan choice. Until the employee makes a choice or defaults, report a begin date with member and employer contribtutions in Plan 2. Don't report plan choice information until you receive the Member Information Form or the member defaults.
  • New SERS members hired before August 1, 2009 with prior PERS Plan 2 membership do not have plan choice, but do have January Transfer Option. Report these members in SERS Plan 2.
  • All new SERS members hired on or after August 1, 2009, have only 90 calendar days to make their irrevocable plan choice. Until the employee makes a choice or defaults, report a begin date with member and employer contributions in Plan 2. Don't report plan choice information until you receive the Member Information Form or the member defaults.
  • New members means they have:
    • Never been reported in the retirement system before. For example: if you are hiring a TRS member, they have no prior TRS membership
    • Been reported as a substitute and their current status is potential member
  • If the member chooses Plan 3, the member can't change their contribution rate option unless they change employers.
  • Employers should provide the Plan Choice Booklet, which includes the Member Information Form and the Beneficiary Form to each New Member Plan Choice employee immediately upon hiring.
  • Employers need to include Plan Choice information in their orientation programs for all newly hired employees.
  • Use the Retirement Status Form to document whether the employee has been a member or retired from a Washington State retirement system.
  • After the member makes a plan choice, provide the appropriate Member Handbook.
  • Direct members to ICMA website to assist them with their plan choice.
Ordering Information
  • View Plan 3 Resources for how to order publications and forms, and a listing of other resources
  • Employers must keep a supply of forms and publications on-hand to provide to members
Additional Information

There are special transmittal reporting requirements. See Special Reporting for Plan 3