PUBLICATIONS, ADMINISTRATIVE  DOCUMENTS, AND FORMS

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

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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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*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.

This Publication is currently being updated to include information about 457b Roth. Please refer to the 457b Roth page for more information about 457b Roth.

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*This publication is currently not available in a printed format.

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).

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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 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(s)* can be faxed (850-488-7186) or mailed (200 East Gaines Street, Tallahassee, FL 32399) to the Bureau of Deferred Compensation to enroll in the Florida Deferred Compensation Plan.

*Print and complete the 457b Pre-Tax and/or 457b Roth EZ Enrollment Form(s). To elect both 457b Pre-Tax and 457b Roth payroll contributions at enrollment, complete both the 457b Pre-Tax and 457b Roth EZ Enrollment Forms.

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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).

457b Roth payroll contributions do not qualify for Unforeseeable Emergency Withdrawals.

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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.