Every January PERS 2 members who established membership prior to March 1, 2002 have the opportunity to transfer to PERS 3.
Resources you may wish to review to assist in this decision include:
- PERS 2 and 3 Choice Booklet
- PERS Online Plan Comparison Tool
- PERS 2 Handbook
- PERS 3 Handbook
- Department of Retirement Systems Website – January Transfer Window
To utilize the Online Comparison Tool, you will need your current account balance, which can be accessed under “Your Retirement Account” or by contacting DRS at 800-547-6657 or recep@drs.wa.gov.
To transfer to PERS 3, which will be an irrevocable decision, complete a Member Transfer Form and submit it to Human Resource Services no later than January 31, 2020. The form is also available at the Pullman HRS Office at 139 French Administration Building.
If you miss this opportunity, you will have to wait until next January 2020 for the next transfer window. If you have questions or need additional information regarding the annual PERS transfer you can call the Pullman HRS office at 509-335-4521 or email hrs@wsu.edu.
Retirement Outlook, Winter 2019-2020
The Winter 2019-2020 edition of the Retirement Outlook newsletter is now available. The newsletter provides valuable information on Department of Retirement Systems (DRS) programs, benefits, and services. DRS programs include the PERS, TRS, and LEOFF retirement plans. In this edition you will find:
- New Administrative factors/fees
- Enhancements to online account security
- Changes coming to investment products, and more
Previous versions of the Retirement Outlook newsletter are available here.
Thinking About Retiring in the Next 2-3 Years?
HRS hosts monthly Pre-Retirement Seminars to help with retirement planning. In these seminars we talk about how our retiree health plan options work with Medicare, how to access your retirement funds or how to apply for retirement, and the VEBA sick leave cash-out, among other topics. The 2020 schedule for these seminars is available here.