Burlingame, California

CalPERS Retirement Planning Resources


Thinking about retirement? We're glad you're here! The earlier you develop an understanding of your CalPERS benefits and other retirement income sources, the more prepared you will be to make informed career and life decisions. 


CalPERS Online Classes
CalPERS' online classes are based on your career stages, so you can select the class that best suits your needs:

- "Planning Your Retirement" (for members within 10 years of retirement):
CalPERS' most comprehensive benefits education class that provides a deeper understanding of your benefits as you begin to prepare for retirement. Learn how your pension is calculated, ways to increase it, and the payment options available upon retirement to provide for a beneficiary. Learn how to run estimates through your myCalPERS account.  In this class, you’ll also learn about the CalPERS Special Power of Attorney, employer contracted CalPERS health benefits, and much more.

- "Your Retirement Application and Beyond" (for members ready to apply for retirement):
If you've completed the Planning Your Retirement class and are ready to fill out your retirement application, then this class is for you.  You will complete your retirement application and have your signature witnessed during this class. This class also provides important post-retirement information, such as how to ensure you receive your first check on time, how to change direct deposit, tax withholdings and lump sum beneficiary information after retirement. This class will also cover continuation of employer contracted CalPERS health benefits into retirement.

To enroll for either of the above classes, log in to myCalPERS and select the Education tab to easily view dates and register. You will have the choice of participating in an instructor-led class or a self-paced class.



CalPERS Appointments
Still have questions after taking a class? Decide which appointment type you need, and then log in to myCalPERS and select the Education tab to schedule an appointment.


Videos
CalPERS Member Education Webcasts
CalPERS Retirement Planning Checklist
Power of Attorney
Understanding Your Retirement Benefit Options
Your Online Service Retirement Application
Your Retirement Calculation
Quick Tip: Choosing a Retirement Date


Publications and Guides
CalPERS Health Benefits Into Retirement
Early through Mid-Career
Medicare Enrollment Guide
myCalPERS and Your Retirement Options
Nearing Retirement
Planning Your Service Retirement
Retirement Planning Checklist
Social Security & CalPERS Retirement: How They Interact
Social Security & Your CalPERS Pension
Social Security Learning Guide
10 Ways to Prepare for a Successful Retirement
Three Important Dates to Consider When Planning Your CalPERS Retirement
Your Retirement Estimate and Payment Options

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