PEBA offers retirement employer training online. The Covered Employer Procedures Manual
is a great resource with more information.
Request a one-on-one virtual meeting
Employers can request a one-on-one virtual meeting with an Employer Services staff member for assistance with administering PEBA retirement benefits. Meetings are scheduled based on availability.
To make the most of your appointment, please be prepared with any issues or questions. We also encourage you to gather examples or screenshots in advance of your meeting. To request a virtual meeting, complete this online form. We will contact you via email to schedule the meeting.
Retirement Benefits Training
This comprehensive training is for benefits administrators and other staff who administer retirement benefits. Broken down by sections, information includes an introduction to the PEBA-administered retirement systems, membership and enrollment, payroll reporting, service purchase, the retirement process, leaving covered employment, and death claims. You may also view the full presentation on our YouTube channel.
- Defined benefit plans: PowerPoint | Adobe PDF | Video
- Defined contribution plans: PowerPoint | Adobe PDF | Video
- Employer resources: PowerPoint | Adobe PDF | Video
- Member resources: PowerPoint | Adobe PDF | Video
- Supplemental retirement savings plan: PowerPoint | Adobe PDF | Video
- Beneficiaries: PowerPoint | Adobe PDF | Video
- Changes after enrollment: PowerPoint | Adobe PDF | Video
- Eligibility: PowerPoint | Adobe PDF | Video
- Enrollment process: PowerPoint | Adobe PDF | Video
- Contributions: PowerPoint | Adobe PDF | Video
- Earning service credit: PowerPoint | Adobe PDF | Video
- Monthly and quarterly reporting: PowerPoint | Adobe PDF | Video
- Supplements: PowerPoint | Adobe PDF | Video
- Payments: PowerPoint | Adobe PDF | Video
- Process: PowerPoint | Adobe PDF | Video
- Rules: PowerPoint | Adobe PDF | Video
- Types: PowerPoint | Adobe PDF | Video
- Assisting members: PowerPoint | Adobe PDF | Video
- Changes after retirement: PowerPoint | Adobe PDF | Video
- Disability retirement: PowerPoint | Adobe PDF | Video
- Returning to covered employment: PowerPoint | Adobe PDF | Video
- Service retirement: PowerPoint | Adobe PDF | Video
- State ORP distributions: PowerPoint | Adobe PDF | Video
- Leaving funds on deposit: PowerPoint | Adobe PDF | Video
- Options for State ORP participants: PowerPoint | Adobe PDF | Video
- Requesting a refund: PowerPoint | Adobe PDF | Video
- Beneficiaries: PowerPoint | Adobe PDF | Video
- State ORP benefits: PowerPoint | Adobe PDF | Video
- Types of death claim payments: PowerPoint | Adobe PDF | Video
- Types of death claims: PowerPoint | Adobe PDF | Video