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PERA: Just the Basics.

Welcome brochures for PERA’s new members.

Disability Benefits:

Applying for Disability Benefits: Brochures that explain the application process for disability benefits.

Retirement Planning:

Building Service Credit

A brochure that explains how members can build their service credits.

Countdown to Retirement

What you need to do at every step of your career to prepare for retirement.

Refund & Taxes

A brochure explaining taxes and your PERA refund.

Important information about your PERA refund and taxes

A guide to help you when taking a refund.

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Combined Service Annuity

A guide to understanding combined service and its impact on your benefits.

Phased Retirement

A guide to understanding the Phased Retirement Option (PRO).

Refund is Just One Option

This will explain your option to defer your money for a future PERA pension.

Retirement Checklist

A checklist for members before they decide to retire.

Retirees:

Increases in Your PERA Pension

This will explain the annual increases in your PERA pension.

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Working After Retirement

How earnings may impact your PERA pension.

Volunteer Firefighter

Investment Information

Gives data on the investment of assets of local firefighter entities that participate in the Statewide Volunteer Firefighter Plan.

SVF Benefit Calculations

Provides information on how benefits are calculated and show various scenarios to help plan participants understand benefit calculations.

2017 MSBI Statewide Volunteer Firefighter Retirement Plan Prospectus

The Minnesota Supplemental Investment Fund (SIF) is a multi-purpose investment program that offers a range of investment options to state and other public employee groups. Participants, who are not in the Volunteer Firefighter Account, may allocate their investments among one or more funds that are appropriate for their needs and are within the rules and eligibility established by the participating plans. When a local fire relief joins the Statewide Volunteer Firefighter Retirement Plan (SVFRP), the assets are transferred into the Volunteer Firefighter Account which is a balanced fund composed of several SIF options.

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SVFRP Retirement Plan Description

Provides information to volunteer firefighters, relief associations, and municipalities about the Plan. It includes information about how the Plan is funded, how benefits are determined, and how an entity elects to join the Plan.

SVFRP Enrollment Process

Presents necessary information for a relief association and municipality or independent nonprofit firefighting corporation to request an estimate of annual costs expected to be incurred as a result of joining the Plan, act on that information, elect enrollment in the Plan, and move assets and liabilities into the Plan.

Sample Resolution to Join Plan

Presents the proper format of a resolution and the required information for an entity to authorize its fire department to participate in the statewide plan.

Fire State Aid

Fire State Aid information from the Department of Revenue

General Information, Education, and more:

Website Guide

Our most frequently asked questions and information about the website and MY PERA.

Conference and Seminar Schedule

A list of our conference and seminar schedules.

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Member newsletter, PERA NEWS

Read all about it. This is the newsletter for PERA members.

Preparing for Retirement:

Ballpark E$timate®

Ballpark E$timate Interactive

Ballpark E$timate Worksheet

Planning financially for retirement is not a one-size-fits-all exercise. The Employee Benefit Research Institute (EBRI) has created a short exercise to help individuals determine if they are in the rough “ballpark” in saving sufficiently for their future retirement.

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Survivor Options Fact Sheet

How the survivor options work using the IRS formula.