Question:
I was just hired and enrolled in the DC Plan, I tried to change my investment mix over the phone by calling PERA and selecting the DC option, but my Social Security number wasn’t recognized. What’s wrong?

Answer:
If you try to change your investment mix before your employer submitted notification to PERA of your retirement plan selection, your request may be denied. In order to transact with a Voya Participant Service Representative, you will need your PERA Identification Number (PIN), which is mailed after your first contribution is received. If you need immediate access to your account, contact the PERA Customer Service Center at 1-800-759-7372 (do not select the PERAPlus/DC option).

Question:
Who do I call if I have questions about PERA’s DC Plan?

Answer:
Call 1-800-759-7372 and select the DC option. You will be asked to enter your Social Security number and PIN. Then you will be guided through the menus, and you may make selections by pressing the appropriate keys on your telephone keypad. You may also opt out of the automated telephone system to speak with a Participant Services Representative by pressing "0" anytime after entering your Social Security number and PIN.

Question:
How do I contact a Participant Services Representative?

Answer:
If you need help with any Plan transaction, call 1-800-759-7372 and select the DC option. You can press "0" on your telephone keypad any time after selecting the DC option to talk with a Participant Services Representative. Participant Services Representatives are trained specialists who are knowledgeable about the provisions of the Plan.

Question:
What kind of transactions and services are available via telephone?

Answer:
You may:

• Check account balances.
• Check fund performance.
• Request a confirmation of your account balance.
• Transfer balances from one fund to another.
• Request a final distribution.

Question:
When are transactions effective?

Answer:
Transactions completed before 2:00 p.m. (Mountain time) are effective the same business day. Transactions completed at or after 2:00 p.m. (Mountain time) are effective the next business day.

Question:
Can I cancel a transaction after I receive a confirmation number?

Answer:
Yes, transactions can be canceled any time before 2:00 p.m. (Mountain time) on the same day. Transactions may be canceled by logging on through PERA's website:

• Click on “Back to Login”
• Enter your User ID and password then click on “DC Account Access”

Select the appropriate account transaction under "Pending Transactions." The screen will remind you that you have a transaction pending. If you want to cancel your transaction, click on "Cancel Transaction" and the system will generate a confirmation number that acknowledges you have completed this transaction. A confirmation statement will be mailed to your home address within three business days.

Question:
I recently moved. How do I change my address?

Answer:
Participants must change their addresses by contacting PERA.

Question:
Can I use my existing PERA PIN to access my account information?

Answer:
You will need to log in using a User ID and password to access your account information online.

If you have not yet created your User ID and password to access your PERA account, you will first log in using your Social Security number (SSN) and Personal Identification Number (PIN). You will then be prompted to create a new security user profile including a User ID and password. Once you have completed your security profile, you will only be able to log on using your User ID/password combination.

Note: You will still need to use your PIN when calling Voya Financial™ to obtain Plan information or to speak with a Participant Services Representative.

Question:
I forgot my PIN. How can I get another one?

Answer:
Call PERA at 1-800-759-7372 (do not select the DC option) and speak with a PERA Customer Service Representative.

Question:
How do I request a DC payout at the time I terminate PERA-covered employment?

Answer:
Once Voya Financial™ has received notice that you have terminated PERA-covered employment and are eligible to withdraw your account, you can call 1-800-759-7372 and select the DC option to request a distribution of your account. You are encouraged to speak with your tax professional or financial planner before deciding how to take your distribution.

Question:
When can I expect my quarterly statements to arrive?

Answer:
Generally, quarterly statements are available no later than 15 business days after the end of the quarter. Beginning with your third quarter 2019 statement, your statement will be available exclusively online and you will no longer receive paper statements in the mail. You can update your Communication Preferences to sign up for edelivery and receive notifications when your statements are ready to view.

If you prefer to receive paper copies of your statements, you can update your Communication Preferences online or by calling 1-800-759-7372 and selecting the PERAPlus/DC option.

Question:
How do I submit a Plan form?

Answer:

By fax:
1-888-310-6019

By Regular mail:
Voya
Attn: Colorado PERA
P.O. Box 389
Hartford, CT 06141

Overnight mail:
Voya
Attn: Colorado PERA
One Orange Way
Windsor, CT 06095

Question:
How do I use the Self-Directed Brokerage Account?

Answer:
You must transfer $1,000 or more to open a Self-Directed Brokerage Account with TD Ameritrade and must keep at least $500 invested in the PERAdvantage funds. Money in the PERAdvantage funds will be used to pay the annual $50 self-directed brokerage fee. You will also be subject to additional transaction and management fees for your activities and investments in the brokerage account. The Plan administration asset-based fee for the Self-Directed Brokerage Account has been reduced to 0 percent because PERA receives revenue sharing from TD Ameritrade.

Self-Directed Brokerage Account Application Form

Question:
What happens to my contributions during the first 60 days of service while I’m deciding which plan to enroll in?

Answer:
Your contributions will not earn interest until you make your retirement plan choice and your contributions are transferred.

Question:
Can I use my DC Plan account to purchase service credit?

Answer:
You can use any DC Plan money you may have to purchase service credit if you switch to the PERA DB Plan.

Question: What are the New York Stock Exchange holidays?

Answer: The New York Stock Exchange is open from Monday through Friday 7:30 a.m. to 2:00 p.m. (Mountain time) and observes the following holidays:

New Year’s Day
Martin Luther King, Jr. Day
Presidents’ Day
Good Friday
Memorial Day
Independence Day
Labor Day
Thanksgiving Day
Christmas Day