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 Website.
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. For general plan questions, you may also contact Carruth Compliance Consulting at (503) 968-8961 or visit their website at www.ncompliance.com.
(Classified Employees Only)
Beginning July 2022, the District shall match a maximum of $50 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 2024
2024 403(b) and 457(b) Announcement
Oregon Public Service Retirement Plan (OPSRP) Overview & Benefit Calculation
Corebridge Financial (formerly AIG, VALIC)
Todd McKee
(971) 334-6191
todd.mckee@valic.com
Cecile Nguyen
(503) 867-3736
cecile.nguyen@valic.com
Penselect/Foresters
Joshua Bostic
(503) 296-7676
Joshua.Bostic@ceterainvestors.com
Anna Pomykala
(503) 296-7676
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
Gladys Salguero
(503) 937-0357
gladys.salguero@voya.com