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  1. Oregon Saves
  2. Frequently Asked Questions
  3. Saver FAQs

Is this related to the Oregon Public Employees Retirement System (PERS)?

No. This program is not related in any way to PERS and is not a pension plan. OregonSaves is for private sector employees to save their own money in their own individual accounts.

Articles in this section

  • Where can I find information about investments, fees, risks, and other program details?
  • Where can I find a copy of the program rules?
  • I’m not eligible for the employer-sponsored retirement plan at my job. Can I join OregonSaves?
  • What about expense ratios and fees?
  • What do I need to set up my own account?
  • I’m self-employed. Can I set up my own OregonSaves account?
  • Am I eligible for the Saver's Credit from the IRS?
  • Can I make a tax-free rollover from a 529 (college savings) account to an OregonSaves account?
  • Are there income limits to participate in OregonSaves?
  • Do other states have programs like this?
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