You have three different options:

Fax
1-877-677-4329 

Standard Mail
Nationwide Retirement Solutions
P.O. Box 182797
Columbus, OH 43218-2797

Overnight Mail
Nationwide Financial
1-LC-F2
1 Nationwide Plaza
Columbus, Ohio 43215-2239

While the plans are very similar from the options they allow, there are a couple nuances. You can view the Plan Comparison Chart, or contact us at your preferred method listed above.

Yes. While CalPERS may be your primary source of retirement income, the Savings Plus plan allows you to save the additional amount that CalPERS won't cover at retirement. To help plan for how much you may need to plan for, use the My Interactive Retirement Planner.

You can enroll or learn more, by visiting the Enrolling in Savings Plus landing page.

Depending on when you enroll, deductions typically start on the second pay cycle, after you enroll. Please note that in some cases, this can take up to 75 days.

For new participants, administration fees are waived for the first 12 months of participation. For other plan costs, you can view all the plan fees.

Plan contribution limits are set by the IRS, and are typically adjusted each calendar year. View current, or historical contribution limits.

Your Savings Plus plans gives you the option to consolidate your assets into one plan. You can begin the Roll-In process, by completing the Rollover-In Form.

Congratulations! There are a lot of big decisions when it comes to retirement. First thing to know is that your don't have to do anything with your Savings Plus account. Your account will remain active after retirement, and we offer many options that can support through retirement. We offer a few options that can help you, you can attend a Nearing Retirement webinar, or you can schedule an appointment with one of our, free, non-commissioned Personal Retirement Consultants.

You can take your annual RMD in a lump sum or in partial withdrawals, perhaps in monthly or quarterly payments. Delaying the RMD until year-end, gives your money more time to grow tax-deferred. Regardless of choice, be sure to withdraw the total amount by the deadline to avoid penalties.

If you need to claim a participant account, as the named beneficiary, you can complete the Beneficiary Claim and Withdrawal Application form. You can also reference the Beneficiary Withdrawal Fact Sheet for additional information.

Yes. To use your Savings Plus funds to purchase service credit, you will need to complete the Purchase of Service Credit Request form.

Yes. When nearing retirement, you have the option to transfer your unpaid leave time into your Savings Plus account. To learn more about the benefits, or to initiate the process, visit the Lump Sum Separation Pay page.