Active Members Deferred Members Retired Members Beneficiaries

About SDCERA Board of Retirement Investments Finance News & Media

Board Members Meeting Calendar Meeting Agendas and Minutes Board Responsibilities Board Policies Compliance Reports Board Elections   Administrative Policies Administrative Section 1: Health Insurance Allowance Policy Administrative Section 2: Pre-Funded Supplemental Cost-of-Living Benefit Policy Administrative Section 3: Media Communication Policy Administrative Section 4: Anti-Assignment 401(a)(13) Policy Administrative Section 5: Interest Crediting and Excess Earnings Policy Administrative Section 6: Supplemental Benefit Allowance Policy Administrative Section 7: Policy for Board Assessment of Compensation and Procedure for Review of Board Compensation Decisions Administrative Section 8: Policy for Audit of Compensation and Retirement Information Administrative Section 9: HIPAA Privacy Policy and Privacy Certification Administrative Section 10: HIPAA Security Policy Administrative Section 11: Sworn Statement Policy Administrative Section 12: Forfeitures 401(a)(8) Policy Administrative Section 13: Exclusive Benefit and Reversions 401(a)(2) Policy Administrative Section 14: Actuarial Assumptions 401(a)(25) Policy Administrative Section 15: Eligible Rollover Distributions 401(a)(31) Policy Administrative Section 16: Pension Protection Act of 2006-Additional Items Policy Administrative Section 17: Purchase of Service Credit and Repayments 415(k)(3) and 415(n) Policy Administrative Section 18: Maximum Contribution and Benefit Limits - Code Section 415(b) Policy Administrative Section 19: Required Minimum Distributions 401(a)(9) Policy Administrative Section 20: Restrictions on In-Service Distributions Policy Administrative Section 21: Vesting - Pre-ERISA 401(a)(4) and 401(a)(7) Policy Administrative Section 22: Health Care 401(h) Policy Administrative Section 23: Maximum Compensation 401(a)(17) Policy Administrative Section 24: Governmental Plan 414(d) Policy Administrative Section 25: Definition of Spouse Policy Administrative Section 26: Post-Retirement Employment Policy Administrative Section 27: Member Telephone Transaction Policy Administrative Section 28: Records Retention Policy Disability Policies Disability Section 1: Board Policy on Disability Matters Governance Policies Governance Section 1: Statement of Governance Principles Governance Section 2: Code of Ethics Governance Section 3: Board Operations Policy Governance Section 4: Role of the Retirement Board Governance Section 5: The Role of Alternate Members of the Retirement Board Governance Section 6: Role of the Chair, Vice-Chair, Secretary of the Retirement Board Governance Section 7: The Role of the Chief Executive Officer Governance Section 8: The Role of Audit Committee Governance Section 11: Board Self-Evaluation Policy Governance Section 12: Chief Executive Officer Performance Evaluation Governance Section 13: Board Policy Development Process Governance Section 14: Monitoring and Reporting Policy Governance Section 15: Board Education Governance Section 16: Education and Travel Procedures Governance Section 17: Strategic Planning Process Governance Section 18: Vendor Selection Governance Section 19: Policy on Defense and Indemnification of Board of Retirement Members Governance Section 20: Policy on Incompatible Activities Governance Section 21: Ex Parte Communication Policy Governance Section 22: Errors and Omissions Policy Governance Section 23: Elective Officers Policy Governance Section 24: Policy on Public Members of the Audit Committee Investment Policies Investment Section 1: Investment Policy Statement Investment Section 2: Placement Agent, Campaign Contributions and Gifts Policy Investment Section 3: Responsible Contractor Policy Investment Section 4: Actuarial Funding Policy