Tax remedy letters coming soon
Letters will soon be mailed to some Tier One members impacted by “tax remedy.”
Tier Two and Oregon Public Service Retirement Plan (OPSRP) members are not eligible.
Retired Tier One members who meet eligibility requirements can receive a tax remedy increase in their
monthly PERS benefit payments.
To be eligible, a retired Tier One member must meet all of the following criteria:
- Be an Oregon resident for the purpose of paying Oregon income taxes.
- Have been hired before July 14, 1995.
- Either have service time before October 1, 1991, or at least 10 years of creditable service.
Each year, PERS notifies members who experience a change in their Oregon residency status and therefore a
change in their tax remedy eligibility.
If you receive a letter about tax remedy from PERS, it will explain whether you are poised to gain or lose a
tax remedy increase and whether PERS requires you to take certain actions, such as certifying that you are
an Oregon resident.
To update your Oregon residency status, choose one of the following options:
If you are required to update your status, you must do so by December 15, 2026, to ensure that the tax
remedy you are eligible for will be included in your benefit payments in the upcoming year.
If your residency status has not changed, your tax remedy eligibility is unchanged, you will not receive a
letter, and you do not need to take any action.
Each year, Oregon Department of Revenue supplies information to PERS about the residency status of PERS
members. Having an Oregon address on file with PERS does not satisfy residency requirements for the purposes
of tax remedy.
If you have questions, check out the Tax remedy information webpage.
If you need further assistance, contact
Member Services at 888-320-7377 or pers.member.services@pers.oregon.gov.
PERS Expo 2026 website still available
If you missed PERS Expo 2026 this year, don’t worry. You can still access the website to learn more
about your PERS benefits and how you can create a secure retirement.
The
PERS Expo 2026 website will remain open through
December 31, 2026.
You can explore information about your PERS benefits, additional retirement savings options,
post-retirement health insurance options, the PERS retirement process, and other related topics.
Resources include videos, recorded sessions and workshops, and retirement checklists. Check out the “Ask
Experts” area of the website for questions your fellow public employees posed while the PERS Expo event
was live on October 7. Note that PERS is no longer accepting live questions via the website.
Return to the PERS Expo website as often as you need to gain a better understanding of your PERS
retirement benefits.
PHIP offers special open enrollment period
The
PERS Health Insurance Program (PHIP) will offer a special open
enrollment period October 1 through November 15, following changes to administrative rules governing
PHIP.
The rule changes include:
- Removing enrollment barriers for PERS retirees’ spouses.
- Allowing members to enroll in a PHIP dental plan without enrolling in a PHIP medical plan.
Coverage from this enrollment period will begin January 1, 2027.
For more information, review the
PERS Health Insurance Program (PHIP) open enrollment from October 1-November 15 webpage, or
contact PHIP customer service at 800-768-7377.
OSGP educational videos now available in Workday
Are you a state employee who wants to learn more about the
Oregon Savings Growth Plan (OSGP) and how
you could create extra savings for retirement? State employees can now do so through the “Learning”
section of
Workday, the state of
Oregon’s human resources website.
Several short, educational videos about OSGP and retirement savings topics have been added. You can find
them by logging into Workday, navigating to the “Learning” area, clicking on “Browse Learning Content,”
and entering “OSGP” in the long search bar that appears.
Video topics include investment advisory services available through OSGP, Roth versus pretax
investments, naming beneficiaries, and various investment basics.
The videos are designed to be helpful to all state employees, whether you are currently an OSGP
participant or have yet to
sign up.
OSGP’s content in Workday will continue to grow over time, so check back periodically for updates to the
videos and the addition of new resources. Considerations for future offerings include recordings of OSGP
workshops and an avatar to help guide you through self-directed learning modules.
OSGP is a voluntary
457(b)
deferred compensation plan available through the state of Oregon to all state employees.
PERS and Oregon State Treasury webinars recap
On June 3 and 5, 2026, PERS Director Kevin Olineck and
Oregon State Treasury presented two webinars on how the PERS pension portfolio
is invested and how it’s performing. Additional webinars will be announced when dates are finalized.
Panelists for both webinars were:
- Elizabeth Steiner, Oregon State Treasurer
- Kevin Olineck, PERS Director
- Rex Kim, Oregon State Treasury Chief Investment Officer
If you missed the webinars, you can watch them and view the presentation slides below: