Skip to main content
Payment calendarCheck mailed May 28Direct deposit June 1

Pension2: Rolling over funds

You can easily roll over funds from your existing investment accounts into Pension2, the CalSTRS voluntary supplemental savings plan.

Combining multiple accounts into one has advantages: Lower costs and it's easier to manage your funds in one place.

Plus, when you retire from CalSTRS you'll have the choice to roll your CalSTRS Defined Benefit Supplement account or Cash Balance Benefit funds directly into Pension2.

If you're thinking about rolling over one or more eligible 403(b), 457(b), 401(k) or IRA accounts into Pension2, call us at 888-394-2060. Our non-commissioned licensed advisors will review your accounts and see where we can save you money.

Learn more about saving more for retirement, rollovers or how to enroll in Pension2.