Defined Benefit Hybrid Retirement Plan

NOTE:  Scroll through the links in the box below to access the Defined Benefit Hybrid Plan Handbook.  Each link will open in a new window.  Be sure to close each new window BEFORE selecting another link.  For instructions on how to download the entire document, see the pdf help page.

Plan Handbook Table of Contents

Select From the Following... Introduction Confidentiality Law Contacting NDPERS Online Services Governing Authority Your Retirement Plan Eligibility Contributions Vested Employer Contribution (PEP) Service Credit Purchase of Service Credit Vesting Dual Membership Benefits Available at Termination Disability Benefits Available Benefits Available at Retirement Benefits & Return to Work Retiree Health Insurance Credit Program Death Benefits Designation of Beneficiary Benefits Counseling Pre-retirement Education Program (PREP) Qualified Domestic Relations Orders Durable Power of Attorney Index of Forms Refund/Rollover Checklist Deferred Retirement Checklist Retirement Checklist Record of Important Documents

Other Plan Information

• USERRA:  Returning Reservists & PERS Retirement
• Benefit Program Options for Reservists
• New Funds Available for Purchase of Service Credit
• Pre-Tax Payroll Deduction Information
• Qualified Domestic Relations Order/Divorce

Investments

• Investment Goals, Objectives, & Policies
• Performance Report

Forms

• Designation of Beneficiary (SFN 2560)
• Notice of Change (For Name & Address) (SFN 10766)
• NDPERS Request for Benefit Information (SFN 53603)
• NDPERS Request for Purchase Information (SFN 53718)
• Service Purchase Agreement for USERRA Covered Military Active Duty (SFN 17758)
• Irrevocable Salary Reduction Agreement for Purchase of Service Credit (SFN-54004)
• Benefit Estimate Request (SFN-59058)

Publications

• Group Retirement Plan Handbook (Main System)
• Special Tax Notice Regarding Plan Payments
• Provisions for the Purchase of Service Credit and Conversion of Unused Sick Leave
• Retirement Kit
• Deferred Retirement Kit
• Disability Retirement Kit
• Notice of Transfer Kit
• Refund/Rollover Kit
• Quarterly Report - Q3-2011

Downloads

• Benefit Estimate Calculator
• Instructions for Installing the Benefit Estimate Calculator