Welcome Page

About the Public Employees Retirement System

What is PERS?    

How PERS is funded   

PERS Funding Policy (September 2025)   

How employers can join PERS   

Annual reports   

Glossary of PERS terms   

Rules and statutes that govern PERS   

About the PERS retirement benefits

Overview of PERS benefits for new employees   

PERS pension plan    

Individual Account Program (IAP)   

Oregon Savings Growth Plan (OSGP)   

Disability benefits   

PERS Health Insurance Plan for retirees (PHIP)   

Supplementary PERS accounts and plans   

Programs for employer-rate control

Member redirect   

• Employee Pension Stability Account (EPSA)
• Voluntary contributions

Salary limit   

Work after retirement (until 2034)   

New reporters

Introduction to PERS reporting   

New Employer Reporter Welcome Guide    

Getting an EDX account   

Employer training   

Employer reporter resources, checklists   

Employer manuals and guides   

Employer Data Exchange (EDX) resources, instructions

Learning how to use EDX   

Account unlock and update   

Automated data upload   

Test environment instructions   

Reporting wages

Payment categories chart (PDF)   

Regular report dates   

Wage-reporting resources   

Reporting leave without pay   

Employer Service Center (ESC)

ESC representatives list   

ESC training   

Requesting help from ESC   

Paying your invoice

ACH transfer dates   

Payment and reporting resources   

Employer invoicing (how, when, special charges)   

Paying for PERS (instructions and forms)   

Actuarial resources and reports

Actuarial presentations and reports by year   

Actuarial valuation reports   

GASB reporting resources   

Actuarial and financial reporting resources   

Actuarial and financial reporting resources for employers    

Unfunded Actuarial Liability Resolution Program (UALRP) guides   

Account earnings

Annual earnings crediting   

Current earnings   

Side accounts and Employer Incentive Fund (EIF)

Side accounts and pension obligation bonds   

Employer Incentive Fund   

Employer Rate-Projection Tool   

Unfunded Actuarial Liability Resolution Program (UALRP)   

Employer contribution rates

Contribution rates   

Controlling costs

Controlling your costs   

Employer pooling   

Rate-relief programs   

Understanding your statement   

Social Security coverage

Section 218 Social Security coverage

Employer forms   

Certification forms   

Member forms   

General instructions

General instructions for filling out forms   

Specific instructions

CIC form instructions   

ER Data form instructions   

Web Administrator Agreement form instructions   

Employer Reporting Guides 

Employer Contribution Rates 

Employer Rate Summary 

What Is PERS? 

About the Individual Account Program (IAP) 

Governmental Accounting Standards Board (GASB) Resources 

Employer Training 

Overview of PERS Benefits for Your Employees 

Work After Retirement (employing PERS retirees) 

Salary Limit: Information for Employer Reporters 

Contact the Employer Service Center (ESC)  

Designating a Preretirement Beneficiary (instructions and forms) 

Employer training 

Employer webinars (past and future) 

Video library 

Member education presentations 

Employer reporting guides and quick references 

Employer news 

Employer events 

PERS Board meetings 

Employer Advisory Group meetings  

EDX invoice (BEF admin fee, SS fee, wash, downloading invoice) 

EDX reporting (work period dates, unused sick leave, Paid Leave Oregon, eligibility, subject wages, hire intent, reporting death) 

Reporting special circumstances (work after retirement, reporting hours for college/university academic employees, changing IAP contribution type, data verification, domestic partner medical premiums) 

Reporting leave without pay (when and how to report) 

Reporting Paid Leave Oregon leave 

Actuarial topics (MFD #10 rate, PERS rates)  

PERS topics (joining PERS, PERS complexity) 

Voluntary contributions (starting, stopping, managing voluntary contributions)