PUBLICATIONS, ADMINISTRATIVE DOCUMENTS, AND FORMS
Taxpayer funds were not used to produce or mail these materials.
PUBLICATIONS
The Plan Brochure* is a publication that offers high-level Florida Deferred Compensation Plan information.
*Agencies can request printed copies of the Plan Brochure at:
DefCompMarketing@MyFloridaCFO.com
The Quarterly Performance Report is a record of the historical performance of each of the investments offered by the Florida Deferred Compensation Plan.
The Enrollment Brochure* offers basic information about enrolling** in the Florida Deferred Compensation Plan and gives an overview of retirement programs available to different types of State of Florida employees. This PDF includes a copy of the Types of Investments Flyer, which outlines the types of investments available to Participants of the Plan (updated quarterly).
*Agencies can request printed copies of the Enrollment Brochure at:
DefCompMarketing@MyFloridaCFO.com
**Enrollment is also available online:
The Plan Watch Booklet* is an annual publication that is a comprehensive source of Florida Deferred Compensation Plan information.
*Current Participants and eligible employees can request printed copies of the Plan Watch Booklet by sending their name and mailing address to:
DefCompMarketing@MyFloridaCFO.com
The Special Districts Booklet* is an annual publication created specifically for special districts interested in joining the Florida Deferred Compensation Plan.
*Special District employers can request printed copies of the Special Districts Booklet by contacting the Operations Review Specialist, Kimberly Gillard, at:
Kimberly.Gillard@MyFloridaCFO.com
ADMINISTRATIVE DOCUMENTS
Each year, the IRS updates the contribution limits for 457(b) Plans within Internal Revenue Code 457(b), and the Florida Deferred Compensation Plan provides an update on those contribution limits with this document.*
*Consider increasing contributions online:
This legal document outlines the details of the Florida Deferred Compensation Plan.
The Department of Financial Services has an established this Investment Policy for Product Selection and Retention (IPPSR) that establishes the investment standards for the Florida Deferred Compensation Plan, adopts criteria for the selection and retention of Plan investment options, and provides a method for the quarterly evaluation and monitoring of the investment options.
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This link to the IRS website directs to the specific Internal Revenue Code information the Florida Deferred Compensation Plan abides by as a 457(b) Plan.
This document answers Frequently Asked Questions about the Florida Deferred Compensation Plan.
This document lists the current Florida Deferred Compensation Plan Advisory Council members. It also outlines the Florida Statute that defines the Florida Deferred Compensation Plan's Advisory Council and showcases how the council is appointed.
FORMS
Not all forms are listed on the Florida Deferred Compensation Plan website. Some forms must be requested from the Bureau of Deferred Compensation or the Investment Provider(s): Corebridge, Nationwide, and/or Voya.
The EZ Enrollment Form* can be faxed or mailed to the Bureau of Deferred Compensation to enroll in the Florida Deferred Compensation Plan.
*Enrollment is also available online:
This highlighted Participant Action Form (PAF)* can be used to make Beneficiary Designations for your Plan assets.
*Please print the PAF, complete the highlighted portions, and sign it. Then, send the completed and signed PAF to the Bureau of Deferred Compensation via email (DeferredCompensation@MyFloridaCFO.com), fax, or mail. Participants with multiple Investment Providers will need to submit PAFs for each account.
The Unforeseeable Emergency Distribution Packet* outlines the process to file a claim for an unforeseeable emergency. Participants should pay special attention to the "Instructions for Unforeseeable Emergency Withdrawal" (Page 1).
*This packet must be faxed or mailed to the Bureau of Deferred Compensation along with copies of any documents outlined by the instructions included in the packet.
This website is intended to provide information about the State of Florida's Government Employees Deferred Compensation Plan. It is not intended as investment, legal, or accounting advice. If investment advice or other expert assistance is required, the services of a competent professional should be sought. For changes to your account, go to your Investment Provider's website and log in using the ID and password you created for that Investment Provider.