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<title>2023 PERS Member Annual Statements</title>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Forwarding on behalf of PERS<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><b><span style="font-size:11.0pt;color:#1F4E79;letter-spacing:2.0pt;mso-ligatures:standardcontextual">Shauna Tobiasson</span></b><b><span style="font-size:11.0pt;color:#4F6228;mso-ligatures:standardcontextual">
<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">Senior CPERS Analyst/Leadworker<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">DAS Centralized PERS Services Team
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">Cell: 971-719-3173<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">Website:
<span style="color:#993366"><a href="https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx"><span style="color:#0563C1">https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx</span></a><o:p></o:p></span></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><i><span style="font-size:11.0pt;mso-ligatures:standardcontextual">Pronouns: she, her, hers</span></i><span style="font-size:11.0pt;color:#993366;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Oregon PERS <OregonPERS@public.govdelivery.com>
<br>
<b>Sent:</b> Wednesday, May 22, 2024 4:05 PM<br>
<b>To:</b> TOBIASSON Shauna M * DAS <shauna.m.tobiasson@oregon.gov><br>
<b>Subject:</b> 2023 PERS Member Annual Statements<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:1.0pt;font-family:"Helvetica",sans-serif;color:white">Year-end 2023 statements are in the mail
<o:p></o:p></span></p>
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<p style="margin:0in"><strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:white">May 2024</span></strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:white"><o:p></o:p></span></p>
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<em><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">You received this email because you opted to receive updates about your retirement plan. Review your GovDelivery subscriptions
<a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fpublic.govdelivery.com%2Faccounts%2FORPERS%2Fsubscriber%2Fnew/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/L0Dv48d6JpZKv1-1kEyuU-kCpa4=376" target="_blank">
<span style="color:#3A7940">here</span></a>.</span></em><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<h1 style="margin:0in"><span style="font-size:18.0pt;font-family:"Helvetica",sans-serif;color:black">2023 member annual statements coming soon<o:p></o:p></span></h1>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">The latest information about your PERS retirement benefits will soon arrive in your mailbox.<o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">In May, PERS began mailing member annual statements for 2023. These statements reflect data submitted by your employer as of December 31, 2023.<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;-webkit-text-size-adjust: 100%;-ms-text-size-adjust: 100%">
<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">When you receive your statement, check that all of your personal information is correct. If not, contact your employer if you are currently employed. If you are not currently employed,
submit an <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FDocuments%2FForm%2F153W-Information-Change-Request.pdf/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/wTYAMUyBH2J4wcwHN-N_dnZ6nZk=376">
<span style="color:#3A7940">Information Change Request</span></a> form.<o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">All PERS members who have worked in a qualifying position since January 1, 2004, have
<a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fvimeo.com%2F399711996/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/_mK9U4L0kZOXeoAaTFoHJxqKZ2M=376" target="_blank">
<span style="color:#3A7940">two parts</span></a> to their PERS retirement: a <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2Fmem%2FPages%2FWhat-plan-am-I-in.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/2nc7JyV-nsS8-GusHn1a23VlZ7s=376" target="_blank">
<span style="color:#3A7940">pension</span></a> and an <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2Fmem%2Fpages%2Fwhat-is-the-iap.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/Z80w2CY1DK6UsqntS0HbLXIsZlc=376" target="_blank">
<span style="color:#3A7940">Individual Account Program</span></a> (IAP) account. Both will be included on your statement.<o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">If you meet the salary threshold for
<a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FSB1049.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/hRrixdyLsTnkFw_HW7wAMgP6Xok=376" target="_blank">
<span style="color:#3A7940">Member Redirect</span></a>, your statement also will include information about your <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FSB1049-EPSA.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/9lEtZLQSZx0oBOjNxMRUYXjy_-M=376" target="_blank"><span style="color:#3A7940">Employee
Pension Stability Account</span></a> (EPSA). EPSA will help pay for part of your pension benefit in retirement.<o:p></o:p></span></p>
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<strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">What resources can help me understand my statement?
</span></strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">Annual statement
<a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FMEM%2FPages%2FMember-Annual-Statement-FAQs.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/v1LqapoyfhyhpvqpGIHGku5gwZ8=376">
<span style="color:#3A7940">FAQs and resources</span></a> are available on the PERS website.<o:p></o:p></span></p>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">Three key areas to review on your statement are:<o:p></o:p></span></p>
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<strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Your birthdate and other personal information</span></strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif">, such as your address, hire date, and membership date. Your birth
date is used to establish which age-based <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FPages%2FFinancials%2FIAP-Target-Date-Funds.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/sVGClQlmKbIlQ4xu5Hhy0J0g0Z0=376">
<span style="color:#3A7940">target-date fund</span></a> (TDF) your IAP is invested in.<o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1;-webkit-text-size-adjust: 100%;-ms-text-size-adjust: 100%">
<strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Your service/retirement credit</span></strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif">, which can affect the calculations that determine your monthly pension benefits
in retirement. <o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;margin-bottom:7.5pt;mso-list:l0 level1 lfo1;-webkit-text-size-adjust: 100%;-ms-text-size-adjust: 100%">
<strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Your IAP information.</span></strong><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> This area shows you the investment returns for your target-date fund. Each fund has its
own mix of investments, set by the Oregon Investment Council. Your investment returns may differ from other members who are in different TDFs.<o:p></o:p></span></li></ul>
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<h1 style="mso-margin-top-alt:8.05pt;margin-right:0in;margin-bottom:0in;margin-left:0in">
<span style="font-size:18.0pt;font-family:"Helvetica",sans-serif;color:black">Take our 2024 member survey to give feedback<o:p></o:p></span></h1>
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<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><br>
You have several days left to give feedback to PERS and help the agency improve its member services.<o:p></o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:0in;-webkit-text-size-adjust: 100%;-ms-text-size-adjust: 100%">
<span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black">Share your opinions by <a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.surveymonkey.com%2Fr%2F2024-PERS-Member-Satisfaction-Survey/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/h69MGZ48G6FRVl9VXdR4LaP3scA=376" target="_blank"><span style="color:#3A7940">completing
our survey online</span></a> now through May 31.<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:white"><a href="https://phhnqtzb.r.us-west-2.awstrack.me/L0/https:%2F%2Fwww.oregon.gov%2Fpers%2FPages%2FContact-Us.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/Ib4cidQw-QZfJG8fJ6KZGodsznU=376" target="_blank"><span style="color:white">Contact
us</span></a><o:p></o:p></span></p>
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<p style="margin-bottom:12.0pt">Update your subscriptions, modify your password or email address, or stop subscriptions at any time on your
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<p style="margin-bottom:12.0pt">This service is provided to you by <a href="http://phhnqtzb.r.us-west-2.awstrack.me/L0/http:%2F%2Fwww.oregon.gov%2FPERS%2FPages%2Findex.aspx/1/0101018fa28cb41d-85a14424-2311-49b5-a706-909ffbbac9ef-000000/gRf8AZCoccIUaiDtS7AxXU_SBKo=376">Oregon
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