smÂÛ̳

The Payroll team can also be reached at payroll@berkeley.net.

Click for information about employee rights under the Families First Coronavirus Response Act

Forms

Request to Cancel Direct Deposit

Employee Self-Service

All Berkeley Unified Staff view/print Pay stubs, Paycheck images and W-2’s using ESS. Click here for instructions.

Retirement

Tax Sheltered Annuities (TSA’s)

(Also known as 403b and 457 Plans)

smÂÛ̳ sponsors two tax sheltered retirement plans for employees to participate in. The Plans are referred to by their Internal Revenue Service Code sections: 403b and 457. Participation in these plans are voluntary.

Both plans allow employees to save for their retirement with tax deferred contributions. Contributions are deducted from the employees pay on a pre- tax basis. This means the employee does not pay taxes on these amounts until they are distributed from their 403b or 457 accounts.

As is common with most things IRS, establishing a 403b or 457, making contributions to, and requesting distributions from the account is strictly controlled by IRS regulations. To assure the District complies with these rules, a Third Party Administrator (TPA) was contracted to review all TSA transactions.

The following documents provide information about smÂÛ̳’s 403b and 457 Plans:

Meaningful Notice / Plan Summary Information 2022

CARES ACT

Staff attempting to access funds from their 403b, TSA now has an Online Distribution System to begin the process.

The video below discusses usage of the Online Distribution System.