PUBLICATIONS, ADMINISTRATIVE  DOCUMENTS, AND FORMS

The Plan Brochure* is a publication that offers high-level Florida Deferred Compensation Plan information.

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*Agencies can request printed copies of the Plan Brochure at:
DefCompMarketing@MyFloridaCFO.com

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).

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*Agencies can request printed copies of the Enrollment Brochure at:
DefCompMarketing@MyFloridaCFO.com

**Enrollment is also available online:

Enroll Now

The Plan Watch Booklet* is an annual publication that is a comprehensive source of Florida Deferred Compensation Plan information. Although published annually, the Plan Watch Booklet is updated each quarter with the newest "Quarterly Performance Report"—an updated comparison of the various investment options available to Plan Participants. Click "Quarterly Performance Report" on the Contents page of the Plan Watch Booklet to view the report.

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*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 Government Employers Booklet* (formerly Special Districts Booklet) is an annual publication created specifically for Florida's Government Employers interested in joining the Florida Deferred Compensation Plan.

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*Government Employers can request printed copies of the Government Employers Booklet by contacting the Operations Review Specialist, Kimberly Gillard, at:
Kimberly.Gillard@MyFloridaCFO.com

The Types of Investments Flyer* outlines the types of investments available to Participants of the Plan (updated quarterly). This document is also located in the Enrollment Brochure (online).

View Flyer

*Agencies can request printed copies of the Types of Investments Flyer at:
DefCompMarketing@MyFloridaCFO.com

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.*

Learn More

*Consider increasing contributions online:

Increase Contributions

This legal document outlines the details of the Florida Deferred Compensation Plan.

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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 457b Plan.

Visit IRS Website

This document answers Frequently Asked Questions about the Florida Deferred Compensation Plan.

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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.

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The EZ Enrollment Form* can be faxed or mailed to the Bureau of Deferred Compensation to enroll in the Florida Deferred Compensation Plan.

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*Enrollment is also available online:

Enroll Now

This highlighted Participant Action Form (PAF)* can be used to make Beneficiary Designations for your Plan assets. 

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*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 Withdrawal 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). 

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*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.