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IRS Form 1099-R mailed to all retired members

IRS Form 1099-R has been mailed to all retired members. This form reports the total amount of income paid to you from the retirement plan during the preceding calendar year. Retired members need this form to complete federal and state tax returns. If you have not yet received this form, please contact the SDCERA Call Center to request a copy.

For the Record

01/27/2012 - SDCERA clarifies investment officer termination


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News
SDCERA announces preliminary gains of 6.31% in 2011 calendar year
01/30/2012 

SDCERA reported preliminary gains of 6.31% (5.75% net) in the 12-month period ending December 31, 2011, outperforming both its benchmark of 5.47% and most public plans with assets over $1 billion. SDCERA ranks highly among its peers: According to the latest Trust Universe Comparison Service (TUCS) report, SDCERA ranked in the top 4% for both the one-year and two-year periods ending September... (Read more)

Video tutorial explains benefit options

When you retire, you will choose one of five benefit options. The option you choose determines the amount of your retirement benefit, who you may designate as your beneficiary and the amount of survivor benefit they may receive. The benefit options video tutorial below will help you understand the options available to you.


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This website provides disclosure of certain terms and conditions of SDCERA membership and benefits available to members. It is designed to give you this information as simply and accurately as possible. SDCERA is governed by the County Employees Retirement Law of 1937 (Government Code Section 31450 et seq.) as it has been adopted and implemented by the San Diego County Board of Supervisors and the SDCERA Board of Retirement. If there is any inconsistency between this website and the governing law, the law will govern. Decisions relating to the plan will be made after reference to the statutes and any resolutions, regulations and policies governing administration of SDCERA as they exist at the same time of the decisions.


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