PEBA offers retirement employer training online. The Covered Employer Procedures Manual
is a great resource with more information.
Request a one-on-one virtual meeting
Employers can request a one-on-one virtual meeting with an Employer Services staff member for assistance with administering PEBA retirement benefits. Meetings are scheduled based on availability.
To make the most of your appointment, please be prepared with any issues or questions. We also encourage you to gather examples or screenshots in advance of your meeting. To request a virtual meeting, complete this online form. We will contact you via email to schedule the meeting.
Retirement Benefits Training
This comprehensive training is for benefits administrators and other staff who administer retirement benefits. Broken down by sections, information includes an introduction to the PEBA-administered retirement systems, membership and enrollment, payroll reporting, service purchase, the retirement process, leaving covered employment, and death claims. You may also view the full presentationexternal link, opens in a new tab on our YouTube channel.
- Defined benefit plans: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Defined contribution plans: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Employer resources: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Member resources: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Supplemental retirement savings plan: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Beneficiaries: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Changes after enrollment: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Eligibility: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Enrollment process: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Contributions: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Earning service credit: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Monthly and quarterly reporting: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Supplements: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Payments: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Process: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Rules: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Types: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Assisting members: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Changes after retirement: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Disability retirement: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Returning to covered employment: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Service retirement: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- State ORP distributions: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Leaving funds on deposit: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Options for State ORP participants: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Requesting a refund: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Beneficiaries: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- State ORP benefits: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Types of death claim payments: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab
- Types of death claims: PowerPoint | Adobe PDF | Videoexternal link, opens in a new tab