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DEFERRED COMPENSATION PLAN - Pennsylvania State …

unforeseeable emergency, can I make a withdrawal? Yes, the plan allows unforeseeable emergency withdrawals as defined by the Internal Revenue Code. Do I have to take a minimum distribution at age 72 (or age 70½ if I turned 70½ before January 1, 2020)? In most cases, yes. Once you reach age 72 (or age 70½ if you turned

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  Emergency, Withdrawal, Unforeseeable, Unforeseeable emergency

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SERS Disability Retirement Guide

sers.pa.gov

17 Disability Plan Options 18 Special Circumstances 20 Who Will I Name as My Beneficiary? ... Contact your SERS counselor to request a disability estimate, early/regular retirement estimate, and related disability retirement materials. This contact is confidential and will not be reported to ... early retirement benefit and a disability ...

  Benefits, Request, Retirement, Estimates, Retirement benefits, Retirement estimate

Variable Investment Options and Objective

sers.pa.gov

Fixed Investment Option Stable Value Fund 5 - The Stable Value Fund seeks to provide safety of principal (the amount you invest) and a stable yield (the income of …

  Income, Principal, Options, Fixed

OA-286 Medicare Eligibility and REHP Coverage …

sers.pa.gov

MEDICARE ELIGIBILITY AND REHP COVERAGE ACKNOWLEDGEMENT. For anyone who is eligible for Medicare, the commonwealth’s Retired Employees Health Program (REHP) will not pay for any medical expenses that would be paid by Medicare Parts ... You must notify the Pennsylvania Employees Benefit Trust Fund (PEBTF) at

  Eligibility, Trust, Pennsylvania, Employee, Benefits, Coverage, Acknowledgements, Pennsylvania employees benefit trust, Rehp, Eligibility and rehp coverage, Eligibility and rehp coverage acknowledgement

SERS NEWS

sers.pa.gov

providers, coverage, or claims, please call the Pennsylvania Employees Benefit Trust Fund at 1.800.522.7279, Monday through Friday from 8 a.m. to 5 p.m. or visit www.pebtf.org. If you move, remember to update your address on file with SERS by completing an

  Trust, Pennsylvania, Employee, Benefits, Pennsylvania employees benefit trust

SOCIAL SECURITY INTEGRATION COVERAGE

sers.pa.gov

SOCIAL SECURITY INTEGRATION COVERAGE The purpose of this pamphlet is to provide information about participation in the Social Security Integration (SSI) program for members

  Social, Security, Social security, Coverage, Integration, Social security integration coverage

DEFERRED COMPENSATION PLAN - SUPPLEMENTAL …

sers.pa.gov

among investment options1 (subject to plan rules) and change how your payroll contributions are invested after signing into your account or by calling 1.800.633.5461, option 1. Rollovers – Into Your Deferred Comp Plan Balances from an eligible governmental 457(b) plan; a 401(k), 403(b), or 401(a) plan; or an individual

  Rules, Compensation, Deferred, Deferred compensation

2021 Pension Payment Calendar

sers.pa.gov

2021 Pension Payment Calendar. Created Date: 11/12/2020 10:57:00 AM ...

  Pension

(for members hired before 1/1/19)

sers.pa.gov

Retirement Eligibility 02 Key Players in Your Retirement 04 Major Eligibility Milestones 05 ... state-paid medical coverage through the REHP (Retired Employees Health Program) if they were enrolled in the ... * REHP benefits are collectively bargained and are subject to change.

  Eligibility, Coverage, Rehp

Retirement Counselors are Here to Help SERS’ Board

sers.pa.gov

4 - SERS Defined Benefit Plan Member Handbook If you have previously worked for a public education employer in Pennsylvania or have credited service with the Public School Employees’ Retirement System (PSERS), you may be able to combine your school and state service toward one pension when you retire. This is called “multiple service.”

  System, Handbook, Members, Counselor, Retirement, Here, Member handbook, Retirement counselors are here to

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Call 1-800-343-0860, business days from 8 AM to midnight ...

nb.fidelity.com

457(b) Only Unforeseeable emergency . Requires approval of the plan sponsor. 4. Distribution Amount. If your request exceeds your available plan assets or the amount your plan approves for your hardship, we will send the allowed/available amount minus any applicable tax withholding. Your available plan assets may be less than your plan value.

  Request, Emergency, Unforeseeable, Unforeseeable emergency

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