Filing Your PERS Retirement Plan Election

You have 12 months from your date of hire - as reported to the Montana Public Employee Retirement Administration (MPERA) by your employer - to file your PERS retirement plan election with the MPERA.

Filing your retirement plan election with the MPERA means:
  • You complete and sign the appropriate PERS Retirement Plan Election Form below:
  • AND
  • You directly mail or hand deliver your completed election form before the end of your 12-month election window to:
    The Montana Public Employee Retirement Administration
    PO Box 200131
    Helena MT 59620-0131
Turning your election into your employer or payroll personnel does not constitute filing with the MPERA.

Your retirement plan election is irrevocable. If you do not file a retirement plan election by the end of your 12-month election window, by statute you will "default" to the PERS Defined Benefit Retirement Plan.

We strongly encourage you to make an actual election. This will ensure you are in the retirement plan you have determined best meets your personal and individual needs.

Retirement Plan Choice Workshops

The MPERA provides Retirement Plan Choice workshops at different locations across the state on a quarterly basis. Click Here to view the quarterly schedule.

The Retirement Plan Choice Workshops are intended to supplement this material. They also provide the opportunity to ask questions in either the group setting or one-on-one with the instructor after the workshops.

You may also call the MPERA at 1-877-275-7372, toll-free or in Helena, 444-3154 if you have questions or need assistance.