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About SDCERA
Board of Retirement members
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Board of Retirement meeting agendas and minutes
Responsibilities of the Board
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Board Policies
Administrative Policies
Disability Policies
Governance Policies
Investment Policies
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: Procedures and Regulations for Disability Matters
Disability Section 2: Administrative Recommendation Process and Policies for Disability Applications
Disability Section 3: Policy for Disability Retirement Re-Examination
Disability Section 4: Guidelines for Disability Applications Scheduled for Board of Retirement Action
Disability Section 5: Procedure for Proposed Alternative Findings of Fact
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, Finance and Budget 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