Where to Find Employer Forms and Plan Documents
The best source for employer forms and plan documents is the PSC.
The best source for employer forms and plan documents is the PSC.
Login to your PSC account
Enter the participant’s Social Security number into the search field.
Click on the Employee Detail tab.
Under Employment Information, click on Edit.
Input the employee’s term date in the Term Date field. All other fields should remain unchanged.
Click Save.
You can follow the steps below to run the most popular reports:
Login to your PSC account
On the left navigation menu, choose Reports > Standard Reports
You will see several tabs (categories) of plan reports. The tab “Most Frequently Used” tab contains the most popular reports used by plan sponsors
There are two ways to submit payroll:
Option 1 – Enter payroll manually;
Option 2 – Upload payroll file.
To request a Plan Service Center, or PSC, account:
1. Submit a Client Contact Change Form and submit it to your CRA client services manager
2. The plan sponsor must designate the level of PSC access for the user
3. The identified users will receive an email notification when their PSC authorization request has been completed. They also will begin receiving important employer member information, updates and resources
4. Follow the email instructions to create a login and access the PSC
Originally known as Colorado County Officials and Employees Retirement Association, or CCOERA, we provide high-quality, smart and simple retirement benefits to employees of Colorado counties, municipalities and special districts.
Through flexible investing strategies, best-in-class fund options and personalized counseling services, CRA enables Colorado local government employees to maximize savings for retirement.
We can show you how to improve in less than 15 minutes.
We'll show you how to improve!
Determine if your savings are on track for retirement. If not, estimate how much you may need to save each year to reach your goal.
Estimate how much money you may earn from your investments over time, based on the amount of money you invest and the expected rate of return.
Understand the impact that annual withdrawals may have on your retirement account so you can estimate how many years your savings may last.
Understand when you will be required to begin withdrawing from your retirement savings and how much you will need to withdraw each year.
Explore your monthly fixed and flexible expenses and identify areas for additional saving.
Should you use your extra money to pay down debt or put into an investment? Generally, it’s advisable to invest only if the return on investment would exceed your cost of debt. Explore how your rate of return could compare to your cost of debt, taking taxes into account.
Colorado Retirement Association office will be closed on Monday, May 30 in observance of
Memorial Day and will reopen on
Tuesday, May 31, 2022 at 8:00 am.