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PERS, Retirement and Financial Planning 403(b) & 457(b)

District Retirement (District Paid)

All employees who meet the minimum hours requirement are members of PERS (Public Employees Retirement System). Information regarding eligibility may be obtained from our Payroll Department or directly from PERS via phone, (503)598-7377 or the PERS Oregon Website.

First time user: You will need to register your account with PERS if you have not already. Full access to your PERS Online Member Service IAP account can take up to a month.

After you register your online account, PERS has an identity confirmation process via phone and mail via post. They will mail you a banking pin code to access your account portion of your PERS.

Please contact PERS with any PERS questions at  503-598-7377.

PERS Early Career Checklist First 5 Years

PERS Mid Career Checklist Over 5 Years

PERS Near Retirement Checklist 3 Years or Less

Supplemental Retirement (Employee Paid)

Supplemental retirement options are also available through the North Clackamas School District. Our providers and their contact information are listed below. Unlike PERS, supplemental retirement benefits are available to all regular, temporary and substitute employees. All are encouraged to contact any or all of the professionals listed below in order to find the provider that best fits your needs.

Additional information coming soon.

(Classified Employees Only)

Beginning July 2022, the District shall match a maximum of $75 of each classified employee's monthly pre-tax deduction to a district-sponsored tax-sheltered annuity. You may select any of the 403(b) (Pretax and Roth), 457(b) (Pretax and Roth) vendors listed below.

ABOUT Supplemental Retirement Information

Steps to enroll

2026 403(b) and 457(b) Announcement

Oregon Public Service Retirement Plan (OPSRP) Overview & Benefit Calculation

403b Enrollment Form Fillable

457b Enrollment Form Fillable

Corebridge Financial (formerly AIG, VALIC)
Fiona Cosmann
(541) 414-5015
fiona.cosmann@corebridgefinancial.com

Cecile Nguyen
(503) 310-5822   cecile.nguyen@corebridgefinancial.com

Penselect/Foresters
Joshua Bostic
(503) 296-7676 ext 282
Joshua.Bostic@ceterainvestors.com

Anna Pomykala
(503) 296-7676 ext 277  (503) 447-3155 (direct)
anna.pomykala@ceterainvestors.com

Invesco/Oppenheimer Funds:
Any Corebridge, Penselect or Voya representative listed above.

Vanguard
Customer Service
(800) 569-4903 or   investor.vanguard.com/403b-plans/

Voya
Rolf Ellingsen
(503) 517-9363 ext. 3
rolf.ellingsen@voyafa.com 

Pamela Young
(503) 257-4637
pamela.young@voyafa.com 

Oregon Savings Growth Plan
Tim Ertz
(503)789-9216
tim.ertz@voya.com

OSGP Tech Support 1-800-365-8494                M-F  7:00am-5:00pm

 

For vendor information, fees, or special catch-up eligibility, contact the plan Administrator, Penserv Plan Services, at 803.791.4923 or email service@penserv.com. For the local team at PenServ’s Oregon office, email them at teampnw@penserv.com or 503.444.3054.