PERSI 505, an all-day workshop for individuals within five years of retirement, will be presented in ITD’s District 3 large conference room on March 9. Registration begins at 8 a.m., with the workshop to follow from 8:30 a.m. to 4:30 p.m.

Preregistration, which secures a place at the workshop, is due by Feb. 18; cost is $15. The advance fee will be returned to employees who participate; those who preregister but do not participate will forfeit their fee.

The workshop will cover a variety of retirement planning topics, including:

• PERSI retirement options
• Social Security benefits
• Managing income in retirement
• Health care costs
• Tax implications
• Estate planning

For more information, contact Vonda Schuld in District 3 at 334-8304, or Carlin Hill at the Human Resources Office (Headquarters), 334-8012. Information also is available online at the PERSI Web site, www.persi.state.id.us . Registration forms are available at the Web site.

PERSI 101:
PERSI 101, “Who Wants to be a Millionaire?” is scheduled for March 16 in Boise. A morning session (10-noon) is planned at the District 3 office, and an afternoon session will run from 2 p.m. to 4 p.m. in the Headquarters auditorium.

ITD employees can learn about the PERSI Base Plan, PERSI Choice Plan 401(k) and investments in an easy-to-understand format. No registration is needed for the free seminar.

PERSI 202
PERSI 202, will provide state employees with a comprehensive look at their Choice Plan 401(k) and financial planning principles. The workshop will be March 23 in the District 3 large conference room from 10 a.m. to noon and at the Headquarters auditorium from 2 p.m. to 4 p.m.

• No registration is required for the free workshop. It will address the following questions:
• How much money do I have/need?
• Asset allocation – Where do I put my money?
• Risk assessment – How much risk am I willing to take with my money?
• Where do I make money?
• What options does the Choice Plan recommend?

For more information about PERSI 202, contact Hill.

W-2 tax forms available online

State employees who receive W-2 forms can take advantage of a paperless tax preparation system by downloading their W-2 information directly into Intuit's TurboTax software, TurboTax for the Web or CCH's CompleteTax.

To retrieve the W-2 form, go to the State Controller’s Web site at www.sco.state.id.us and select “payroll.” Then scroll to the bottom of the page and click on “Electronic W-2 download.” This will take users directly to the W-2 download information page. Once there, employees can link to the product of their choice. The link will take computer users to the vendor’s Web site.

Anyone who has problems or questions about the computer-based tax preparation programs should contact the appropriate vendor.

Classified employees invited to provide input

The Idaho Division of Human Resources is responding to several information requests made Jan. 7 at the Legislature’s 2005 CEC (Change in Employee Compensation) meeting.

Some legislators want to know “how classified state employees feel about the employee problem solving process.” To assist with this request, DHR has developed a brief, confidential, survey accessible on the Employee Portal.

Classified employee are encouragd to participate in the survey if they desire. The survey will be accessible on the Employee Portal employee.idaho.gov through Jan. 31.

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