PERS Defined Contribution & Investment Committees (Part 1) | October 22, 2024 | 10 a.m.

Public Employees Retirement System of Mississippi Board (PERS) · October 22, 2024

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Local adviser describes retirement education work and case study

Presentation

22:39 → 37:10(14m 31s)

Unidentified presenter (speaker 1) described their role providing retirement education and one-on-one benefit reviews for employees, including PERS participants; recounted a recent case where a university coach had been incorrectly enrolled in PERS rather than ORP, resulting in one year of contributions (about $11,000) and employer contributions returned and the participant moved to the correct account.

Keywords:

Speakers:Unidentified Speaker (speaker 1)

Presentations from TIAA and Voya on optional retirement plan (ORP) participation, fees and participant engagement; staff committed to reconcile differing ORP participation counts; investment committee reported strong market returns and a $35 billion fund value.

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Transcript

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