PERS Employer Rate Projection Tool: Update with New Figures

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January 2019

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PERS Employer Rate Projection Tool: Update with New Figures

PERS' Employer Rate Projection Tool has been updated. The updated tool now reflects the most recent December 31, 2017 Valuation Payroll and actual 2019-2021 Employer Contribution Rates.

PERS created this tool for employers to use for planning purposes to help forecast their possible contribution rates and amounts into the future, and to understand the potential impact of creating new side accounts. The interactive Excel spreadsheet is available for download from the PERS website.

Projection Tool

The tool will not work on Macintosh (Apple) or some older versions of Excel. Employers and public users should read the online user guide and then enter individual employer data available on the same website to calculate possible rates and contribution amounts.

Screenshot of the Employer Rate Projection Tool

The tool and user guide make it clear that the data and results are for forecasting purposes only. Questions about tool results may be directed to Actuarial.Services@PERS.state.or.us. PERS will not be able to assist with technical difficulties.