When you or your employees face an uncommon or complex situation, these resources may help. They provide guidance on areas such as rollovers, lump sum separation payments and other unique benefit information.
Rollovers
Bargaining Unit 6
Lump Sum Separation
Part-time, seasonal and temporary employees

Rollovers

Offer employees a clear path for combining their retirement assets.

This participant page explains the advantages of rolling over prior employer accounts.

This guide discusses the benefits of combining retirement accounts and consolidation options for participants.

This form is for moving eligible retirement savings into a Savings Plus account.

Bargaining Unit 6

Gain a better understanding of how to manage scenarios related to Bargaining Unit 6 employees.

This guide for HR and payroll covers administering new Bargaining Unit 6 employer contributions.

This overview explores new employer 401(k) contributions and key steps Unit 6 employees should take.

Share information that helps Unit 6 employees understand their automatic 401(k) contribution benefit.

Processing Lump Sum Separation Pay

Get the details on how employees leaving state service can use their final paycheck to support their financial goals.

Explore participant benefits of contributing lump sum pay and how it works.

Find checklists and tools for handling employees’ lump sum separation pay.

This step-by-step workbook helps employees calculate lump sum contribution elections.

Check out a video series that breaks down the lump sum separation process.

Supporting PST employees

Find information about retirement benefits available for part-time, seasonal and temporary (PST) employees.

This participant page provides an overview of the PST retirement program and addresses FAQs.

A guide explains PST plan basics, employment-change options and steps to help protect savings.

Show PST employees how an online account can help them better manage and safeguard their savings.
Questions about special situations?
Get in touch with a Retirement Specialist.
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