Visit the “Plan Information” section often, as we regularly add and update Plan features. Our recent news includes:
- Online Statements
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.
- Investment advice is available! You can access investment advice at no additional charge using Online Advice. For a fee, you can also have your account managed on an ongoing basis by an investment professional using Professional Management. For more information, review the Service Overview.
- Plan Forms — Download Plan forms simply by clicking “Forms and Publications” in the Plan Information menu and selecting the desired form.
- Online Statement — Access your account statement online—it gives you timely and easy access to your retirement plan information.
- Click on “Back to Login”
- Enter your User ID and password then click on “DC Account Access.”
- Once you are in the Colorado PERA Defined Contribution Plan, choose “Statement” to generate your online statement.
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Plan feature to help you plan and make financial decisions.
You can download your Plan account information to Quicken®, the personal financial management software package. At your command, an automated link feeds current, accurate data — including balances and transactions — to the computer application. With this time-saving capability, you can plan and make decisions viewing all your investment information at once.
All you need to get started for this one-time set-up is a copy of Quicken®, Internet access, and your Login ID and PERA PIN. Your Login ID for Quicken is your Social Security number@copera (example: 123456789@copera) and your PIN is the PERA PIN you have been issued.
QUICKEN Instructional Document