Employer Advisory Group KickOff Meeting

1
Employer Advisory Group Kick-Off Meeting

• May 22, 2007
• 100 pm 330 pm

2
Agenda

• Welcome and Introductions
• What is the PSR Project?
• Employer Advisory Group Purpose
• Success Factors from Previous Implementations
• Why are we Making the Change?
• Changes for Participants and Employers
• Considerations Policy and Capability
• Open Discussion
• Key Dates and Next Steps

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What is the PSR Project?

• Project to develop a new pension and health
  technology system (to be rolled out in late 2009)
• Improves Employers and Members ability to
  interact with CalPERS over the Internet
• Provides faster more reliable cost effective
  service
• Employer business process changes will be
  required

4
Employer Advisory Group Purpose

• Provide feedback on
• System design
• Operational changes
• Employer training approach
• Implementation plans and processes impacting
  Employers and Members
• Build awareness of the PSR Project within the
  Employer community

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Success Factors from Previous Implementations

• Set expectations appropriately regarding design
  features that Employers can influence
• Employer leadership needs to sponsor the change
• Get the payroll providers involved as soon as
  reporting changes are known
• Identify data that is difficult for Employers to
  obtain as soon as possible
• Involve Employers in system test
• Involve Employers in reviewing training materials

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Why are we Making the Change?

• Contribution reporting system is old and
  difficult to use
• Retirement benefits often require adjustments
• Time delay between when an Employer submits their
  payroll information from when it is actually
  updated and viewable/usable
• Limited ability for Employers to make adjustments
  to past payroll submissions
• Special compensation is difficult to report
  and/or adjust
• Current system isnt flexible

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Changes for Participants
8
Changes for Employers
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Changes for Employers (continued)
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Policy Considerations

• Required reporting of information over the web
• Changes to payroll reporting and contribution
  payment timeframes
• Partner with Employers to guide Members on the
  use of the new self service capabilities

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Capability Considerations

• Simplified pension enrollment and contribution
  reporting
• Initial cost estimates for contract amendment
  scenarios via self-service

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Open Discussion

• Additional concerns or feedback?
• What information do you need to assess the impact
  to your reporting system?

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Key Dates and Next Steps

• May 2007 Employer Advisory Group Kickoff
• June 14, 2007 Design input meetings
• August 2007 Draft design documents for Employer
  Advisory Group review. Draft reporting formats,
  system page walkthrough. Feedback on CalPERS
  Educational Forum workshop materials
• October 2007 CalPERS Educational Forum. The
  PSR Project will host a booth and workshop
• May 2008 We will communicate changes that will
  be necessary to interact with CalPERS through the
  new system (e.g. file formats)
• October 2008 At the CalPERS Educational Forum
  we will conduct system demonstrations and present
  an implementation plan
• Summer 2009 We will begin Employer Training
• Fall 2009 Employers and Members will start to
  interact with the new system by submitting
  information such as enrollment and payroll files
  through the new system