Other Items of Interest
Outline of Retirement Plan Provisions
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HISTORY
The San Joaquin County Board of Supervisors created the SJCERA by Ordinance No. 485 dated April 29, 1946, operative and governed by the provisions of the County Employees' Retirement Law of 1937. In addition to providing the benefits mandated by the '37 Act, the Association administers retiree health care plans and cost-of-living programs. The SJCERA Board of Retirement oversees the Retirement Administrator and staff in the performance of their duties in accordance with the 1937 Act, County Employees' Retirement Law, SJCERA's by-laws and policies set by the Board.
PURPOSE
The SJCERA exists for the exclusive purpose of providing accurate, timely benefits and services to its members and their beneficiaries. The Association is also responsible for maximizing investment returns on member and County contributions, and defraying reasonable expenses of administration.
ASSOCIATION MEMBERS
The SJCERA provides retirement, disability, and death benefits to its general and safety members. Safety membership includes law enforcement personnel (Sheriff Officers, District Attorney Investigators, Probation Officers and Group Counselors). General membership includes all other occupation classifications that are not considered safety.
ASSOCIATION MEMBERSHIP ORGANIZATIONS
Although this retirement association was established for the benefit of San Joaquin county employees, SJCERA membership includes other local government organizations such as the Manteca-Lathrop Rural Fire District, Tracy Public Cemetery, San Joaquin County Mosquito Abatement District, and the Waterloo-Morada Rural Fire District.
THE BOARD OF RETIREMENT
The Board of Retirement consists of nine members. The County Treasurer-Tax Collector, by virtue of the office, as mandated by state law, serves as a Retirement Board member. The second and third trustees are general members elected by, and represent, the general membership. The fourth, fifth, sixth, and ninth trustees are qualified electors of San Joaquin County, who are not connected with County government in any capacity, except one may be a County Supervisor. These trustees are appointed by the County Board of Supervisors. The SJCERA's safety members elect the seventh trustee and SJCERA's retired members elect the eighth trustee. Click here to see a list of the Past and Current Board Members.
Article XVI, Section 1-(b) of the Constitution of the State of California provides that "the members of the Retirement Board of a public retirement system shall discharge their duties. . . solely in the interest of, and for the exclusive purpose of providing benefits to participants and their beneficiaries, minimizing employer contributions thereto, and defraying reasonable expenses of administering the system. A Retirement Board's duty to its participants and their beneficiaries shall take precedence over any other duty." Section 1-(a) further provides that the Board has. . ." the sole and exclusive responsibility to administer the system in a manner that will assure prompt delivery of benefits and related services to the participants and their beneficiaries.
ASSOCIATION MEMBER SERVICES
The retirement law ensures your individual retirement records remain confidential. These records cannot be disclosed to anyone other than you, except as authorized in writing by you, upon court order, or for the administration of the Retirement Association. Therefore, no information involving a member's individual records will be given by phone. If you visit the office, please bring photo identification with you.
Please contact the Retirement Office for general information, retirement counseling, or specific retirement questions. The office can also provide you with booklets on the following topics: 1) Retirement Plan Booklet, 2) About to Retire, 3) Disability Retirement, 4) Electronic Fund Transfer, 5) Service Credit, 6) Social Security Advancement and 7) Survivorship. These booklets are also available online for browsing and/or downloading to your computer from this web site.
The management of the SJCERA is "client-focused". Written comments regarding handbooks or other services provided to members, or suggestions regarding what services should be provided to the members, are appreciated and should be sent to the Retirement Administrator at the SJCERA address. You may E-mail any comments to SJCERA Administrator Annette St. Urbain. Click here to see the E-mail address list for the SJCERA.
Outline of Retirement Plan Provisions
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Last Modified: