Publications

Publications

Alphabetical List

A-E | F-O | P-R | S-Z

A-E

A Guide to Your Plan 3 Quarterly Statement
Active Member Retirement Outlook
Annuity Guide
Explains the annuity options that are available through the Plan 3 Self-Directed and Total Allocation Portfolio (TAP) programs. The forms to obtain an annuity are also included in this guide.
Can I Change My Benefit Option or Beneficiary Designation After I Retire?
Can Legal Action Affect My Retirement Account?
Cost of Living Adjustments (for Plan 1 members)
DCP Distribution Booklet
DCP Enrollment Booklet
DCP Overview
DCP Stay in the Plan
DCP Update Newsletters
Elected Official Index

F-O

Higher Education Plan 3: 30-Day Retirement System Choice
For higher education employees first hired on or after July 1, 2011, who are eligible to participate in a higher education plan (HERP).
How Can a Property Division Affect My Retirement Account?
How Career Transitions Affect your Health Care Coverage and your Retirement Accounts
Should you leave or change jobs, our career transitions information can help you understand the retirement account and health care decisions you’ll need to make.
Judicial Benefit Multiplier Brochure (PERS)
For judicial members of the Public Employees' Retirement System.
Judicial Benefit Multiplier Brochure (TRS Plan 1)
For judicial members of the Teachers' Retirement System Plan 1.
Judicial Retirement System Handbook
LEOFF Plan 1 Disability Benefits
LEOFF Plan 1 Disability Board Guidelines
LEOFF Plan 1 Handbook
LEOFF Plan 1 Military Service Credit
LEOFF Plan 1 Thinking About Working After Retirement?
LEOFF Plan 2 Disability Benefits
LEOFF Plan 2 Purchasing an Annuity
LEOFF Plan 2 Handbook
LEOFF Plan 2 Thinking About Working After Retirement?


P-R

PERS ICMA-RC Publications
PERS Plan 1 Disability Benefits
PERS Plan 1 Handbook
PERS Plan 1 Interruptive Military Service Credit
PERS Plan 1 Non-interruptive Military Service Credit
PERS Plan 1 Post 30-Year Program
PERS Plan 1 Thinking About Working After Retirement?
PERS Plan 2 and Plan 3 Disability Benefits
PERS Plan 2 Handbook
PERS Plan 3 Handbook
PERS Plan 3 Report Library
PERS and SERS Plan 2 and Plan 3 Disability Benefits
PSERS Plan 2 Disability Benefits
PSERS Plan 2 Handbook
PSERS Plan 2 Thinking About Working After Retirement
Plan 2 and Plan 3 Military Service Credit
 
Plan 3 Investment Guide
The guide provides fund descriptions, fees, processing rules, and other information for both Self-Directed and WSIB investment programs.
Plan 3 for Higher Education Employees -- Facts at a Glance
For new employees of a Higher Education Institution who are eligible to make an election to participate in a Higher Education Retirement Plan or DRS Plan 3.
Plan Choice Booklet
New members of PERS, SERS and TRS have 90 days to choose between two different pension plans – Plan 2 or Plan 3. Inside this booklet you’ll find information, tools and resources that will help you determine your goals for retirement and how to best meet them.
 
Plan Choice Video
Get an overview of the basics in this brief video. New members of PERS, SERS and TRS have 90 days to choose between two different pension plans – Plan 2 or Plan 3.
Purchasing Additional Service Credit
Public safety officers' tax savings on health insurance premiums
Recovery of Withdrawn or Optional Service Credit (Plan 1)
Recovery of Withdrawn or Optional Service Credit (Plan 2)
Recovery of Withdrawn or Optional Service Credit (Plan 3)
Retired Member Retirement Outlook
Retirement Outlook for active members
Retirement Outlook for retired members
Retirement Planning Checklist


S-Z

SERS ICMA-RC Publications
SERS Plan 2 Handbook
SERS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
For classified substitutes who belong to SERS Plan 2 or Plan 3.
SERS Plan 3 Handbook
SERS Plan 3 Report Library
TRS ICMA-RC Publications
TRS Purchasing an Annuity
TRS Plan 1 Disability Benefits
TRS Plan 1 Handbook
TRS Plan 1 Military Service Credit
TRS Plan 1 Post 30-Year Program
TRS Plan 1 Substitute Teacher's Guide to Obtaining Service Credit (Includes Form)
For Substitute Teachers who belong to TRS Plan 1.
TRS Plan 1 Thinking about working after retirement
TRS Plan 2 & 3 Disability Benefits
TRS Plan 2 Handbook
TRS Plan 2 and Plan 3 Substitute's Guide (Includes Form)
For substitute teachers who belong to TRS Plan 2 or Plan 3.
TRS Plan 2 and Plan 3 Thinking About Working After Retirement?
TRS Plan 3 Handbook
TRS Plan 3 Report Library
Temporary Layoffs/Furloughs 2009-2011 Frequently Asked Questions
If you're a retirement system member with questions about the impact of temporary layoffs (furloughs) on your benefit during the 2009-2011 biennium, this FAQ can help.
Thinking About Retiring Early? (PERS, TRS and SERS Plans 2 and 3)
Thinking About Working After Retirement? (PERS and SERS Plans 2 and 3)
For Plan 2 and Plan 3 Members of the Public Employees' (PERS) and School Employees' (SERS) Retirement Systems
Using Service Credit Earned Outside TRS (Plan 2)
Includes an application in the PDF.
Using Service Credit Earned Outside TRS (Plan 3)
Includes an application in the PDF.
Using or Purchasing Out-of-State Service Credit (TRS Plan 1)
Includes an application in the PDF.
WSPRS Plan 1 Handbook
WSPRS Plan 1 Interruptive Military Service Credit
WSPRS Plan 1 Non-interruptive Military Service Credit
WSPRS Plan 2 Handbook
WSPRS Recovery of Withdrawn or Optional Service Credit
WSPRS Thinking About Working After Retirement?
What is Dual Membership and How Does It Affect Me?
Withdrawal of Retirement Contributions (For Plan 1 and Plan 2 - Includes Form)
For Plan 1 and Plan 2 members who have terminated retirement covered-employment and who are eligible for withdrawal of contributions and interest earned. When completing the request to withdraw your contributions, members need to also complete an IRS form W-9 to verify Social Security number prior to payment.
Withdrawal of Retirement Contributions (For Plan 3 - Includes Form)
See Plan 3 Request for Payment of Defined Contribution Funds.