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2023 Annual PERS Statements - Coming In May

2023 Annual PERS Statements - Coming In May

April 03, 2024

You will want to keep an eye on your mailbox beginning in Mid may as PERS is expected to mail annual member statements by the end of May.  My experience tells me they will get them out before that time.

Each spring, the PERS Board meets to review and adopt the annual earnings of the Oregon PERS Fund (OPERF), Individual Account Program (IAP) and the Employee Pension Stability Account (EPSA).  The PERS Board adopted the 2023 earnings rates at their April 1st meeting.  These are the earnings you will see reflected as the rate of return credited on your annual statement.

Looking for a sneak peak on the credited earnings rates?  Simply click on the link listed here: PERS 2023 Earnings Rates.

For more information about annual statements, PERS has a page dedicated to answering questions about their annual statements, including sample interactive statements.  You can find that information here: PERS Member Statement FAQ Page 

For a sample Tier II statement, click here: Tier II Statement Sample

For a sample OPSRP statement, click here: OPSRP Statement Sample

As always, please don’t hesitate to contact the office should you have any questions about PERS, EPSA, IAP, OPSRP, or any other PERS related acronyms.  We are more than happy to have a conversation about your pension benefits and how they might fit into your future financial plans.