| Annual Limit |
Plan |
|
|
| $16,500 |
Normal Deferral Plan |
| $ 5,500 |
Age 50 + Catch-Up (must be at least age 50) |
| $16,500 |
Regular Catch-Up (must be at least age 47, see below) * |
Complete the online Salary Deferral Agreement Form below, print the completed form, sign and return to the Pension Trust Office. Prior to exiting the form, click the reset button to clear the form. A change request form may also be completed at the Pension Trust Office.
Salary Deferral Agreement Form
* The Regular Catch-Up eligibility, age 47 or greater, allows recouping deferrals that you could have made into the plan, but did not. The "Regular Catch-Up" is limited to recouping the missed deferrals within three consecutive calendar years to the authorized deferral amounts for those years. If you think you may be eligible and are interested, contact the Pension Trust Office for more information 805-781-5465.
If you are not currently enrolled in the voluntary Deferred Compensation Plan and are interested in participating, you can contact Pension Trust for further information and enrollment forms to start your deferrals.
San Luis Obispo County Pension Trust
1000 Mill Street
San Luis Obispo, CA 93408
On the web: http://www.slopensiontrust.org/home.aspx