Transfer Education
Transfer Education

Washington State

Department of
Retirement Systems

Welcome

Welcome to the PERS Plan 2 or Plan 3 Transfer Education Web site. You may use this Web site, along with the resources referred to throughout the site, to assist you in making the decision concerning your future retirement plan.

Transfer Payment Eligibility Change
In March 2002, the Washington State Legislature revised the month PERS Plan 2 members must earn service credit to qualify for a PERS Plan 3 transfer payment. See the flyer (204K PDF) for the revised information.

Transfer Decision Video
This short video provides an overview of PERS Plan 2 and PERS Plan 3 and discusses factors to consider when making your transfer decision.

Download Publications
Not sure you received all your transfer materials in the mail? Go to the Publications page to download publications in PDF format.

Phone Support Center and E-mail
Call 1-888-711-8773 (TDD 1-800-669-7471) or write pershelp@icmarc.org.

Frequently Asked Question
Transfer Education FAQ

If I qualify, when will the transfer payment be applied to my defined contribution account? [answer]

To learn more about this and other important questions check out the transfer education frequently asked questions.


Initial Transfer Window

State agency and higher education employees
March 1, 2002 - August 31, 2002. (Phase Closed)

Local government employees
September 1, 2002 - May 31, 2003.

See important deadlines and transfer provision information.


Journey to Retirement Guide Click here to learn more— or view the Journey to Retirement Guide online in PDF format.

 


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