Audience: Participants Product: Defined Contribution, Hybrid, 457 Program, Health Care Savings Program, MERS IRA Contacts: Any active participant with an investment election in a Retirement Strategies target date fund, regardless of whether there is a balance and any terminated participant with an investment election in a Retirement Strategies target date fund WITH a balance Date… Continue reading
Audience: Participants Product: Defined Contribution, Hybrid, 457 Program, Health Care Savings Program Contacts: Any participant with an investment election in a Retirement Strategies target date fund, regardless of whether there is a balance Date Sent: Letters will be mailed in batches beginning on 2/14/23 Format: Mailed letter Description: A letter was mailed to all participants… Continue reading
Audience: Participant Product: Defined Benefit, Hybrid Contacts: All retirees with a MERS Defined Benefit or Hybrid Plan Date Sent: 1/19/2023 Format: Email Description: An email was sent to 19,376 retirees with a defined benefit and/or hybrid plan alerting them that their 2022 1099-R is now available in their myMERS account. Click to read a sample… Continue reading
Audience: Participant Product: Defined Benefit, Hybrid, Defined Contribution, 457 Program, IRA Contacts: All retirees with a MERS Defined Benefit or Hybrid Plan and all terminated/inactive participants aged 60+ with a participant directed account including MERS Defined Contribution Plan, 457 Program and IRA) Date Sent: 1/6/2023 Format: Email and Print Mail Description: The January 2023 edition… Continue reading
Product: Defined Contribution, Hybrid (DC portion), DC+, 457, Health Care Savings Program, MERS IRA Contacts: All PDA participants Date sent: Email sent – 10/19/22, Paper statements mailed – 10/17/22 Format: Email/Mailing Description: Participant directed account quarterly statements for Q3 2022 were posted to myMERS on 10/19/22. For participants who have not opted out of receiving paper statements, those… Continue reading
Audience: Participant Product: Defined Benefit, Hybrid, Defined Contribution, 457 Program, IRA Contacts: All retirees with a MERS Defined Benefit or Hybrid Plan and all terminated/inactive participants aged 60+ with a participant directed account including MERS Defined Contribution Plan, 457 Program and IRA) Date Sent: 8/24/2022 Format: Email and Print Mail Description: The August 2022 edition… Continue reading
Product: Defined Benefit, Defined Contribution, Hybrid (DC portion), DC+, 457, Health Care Savings Program, MERS IRA Contacts: All active participants Date sent: 7/19/22 Format: Email Description: An eblast promoting the ability to update beneficiaries through the myMERS app was sent on 7/19. Sample: Click here Please note: Some email providers (known: Hotmail and Gmail) show this email coming from [BPCName]…. Continue reading
Product: Defined Contribution, Hybrid (DC portion), DC+, 457, Health Care Savings Program, MERS IRA Contacts: All PDA participants Date sent: Email sent – 7/19/22, Paper statements mailed – 7/19/22 Format: Email/Mailing Description: Participant directed account quarterly statements for Q2 2022 were posted to myMERS on 7/22/22. For participants who have not opted out of receiving paper statements, those… Continue reading
Audience: Participants Product: Health Care Savings Program Contacts: Participants who have access to use their HCSP funds but do not have bank account information on file Date Sent: Week of July 11, 2022 Format: Mailing Description: Effective August 1, 2022, participants who submit reimbursement requests for their HCSP account will no longer have the option to receive a… Continue reading
Product: Defined Contribution, Hybrid (DC portion), DC+, 457, Health Care Savings Program, MERS IRA Contacts: All PDA participants Date sent: Email sent – 4/25/22, Paper statements mailed – 4/25/22 Format: Email/Mailing Description: Participant directed account quarterly statements for Q1 2022 were posted to myMERS on 4/25/22. For participants who have not opted out of receiving paper statements, those… Continue reading