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San Mateo County Employees' Retirement Association
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Are you getting ready to retire?
There are some important things inactive members should know about retirement

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Learn more about your COLA
Get this year's cost-of-living adjustment (COLA), plus find out how COLA is calculated

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Get an accurate retirement benefits estimate
Login to MySamCERA for the most accurate look at your future pension

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Retiree Pay Dates
Benefits are paid on the last business day of each month. Learn more about the current schedule of payment dates for 2023.

Benefits are paid at the end of the month (last business day) for the current month’s benefits.

First Benefit Payment

If you have recently retired, you will usually receive your first allowance payment by direct deposit at the end of the month following the month you retire (for example, if you retire any time in March, you will receive your first payment on the last business day in April). Also, due to processing time with your employer, it may be approximately 6-8 weeks before you receive your first retirement payment.

Announcement

COLA Increase for 2023
At its January 24, 2023 meeting, the Board of Retirement approved a cost-of-living adjustment (COLA) for most retirees and beneficiaries that will begin with the April 2023 benefit payment.

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Retirees: 2022 Tax Forms Are Available Now
1099-R Annual Tax Reporting Statements were mailed on January 11, 2023, and are available online now.

1099-R tax forms were mailed on January 11, 2023 to the addresses we have on record for retirees. This form contains information about reportable income and taxable income from SamCERA for 2022. It will also reflect the amount of federal and California taxes that have been withheld, if any.

Access Your 1099-R Online

Your 1099-R is available online to view and print in the MySamCERA member portal.

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Compensation Limits for 2023
Learn about updated compensation limits in 2023 for Plan 7 members, and the 2023 IRS compensation limit for members hired after July 1, 1996.

“Compensation limits” do not refer to restrictions on the amount of salary your employer can pay you.  Rather, this term refers the maximum amount of compensation SamCERA can take into account when determining your contributions and calculating your monthly pension benefit under your retirement plan.

Announcement

2023 Service Purchase Schedule
There are two separate periods of time during 2023 to make service purchases.

Depending on your circumstances, you may be eligible to purchase service credit that can count toward your total years of service and may increase your retirement benefit. 

Purchase Request forms may be submitted for the purchase of Extra Help time, Plan 3 and Plan 5 service upgrades, certain military leave, unpaid sick leave, and parental leave. Returning SamCERA members can also make a Purchase Request for a redeposit of withdrawn funds. 

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Important Dates and Information About the New 2023 W4-P
Learn about when you should start using the new 2023 W4-P form for tax withholdings.

The Internal Revenue Service (IRS) revised the W4-P federal tax withholding form in 2022. SamCERA will begin using the new IRS W4-P forms, which are for periodic payments only, on January 1, 2023. 

If you need to make new withholding elections or make a change to your current elections, it is important to use the correct form based on your submission date to prevent delays with your withholding elections.  

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2022 Annual Comprehensive Financial Report
Learn about SamCERA’s financial standing through fiscal year ending June 30, 2022 in the newly released 2022 Annual Comprehensive Financial Report.

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2022-23 Contribution Rates
SamCERA has updated its contribution rates for members and employers, effective July 2022.

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Board of Retirement News
Learn about the 2022 SamCERA Board of Retirement election results, and other recent Board of Retirement updates.

2022 SamCERA Board of Retirement Election Results

The nomination period for the 2022 Board of Retirement election closed on May 2, 2022, at 5:00 p.m. Al David and Nicole McKay ran unopposed and were deemed elected to the Board, while Alma Salas was elected to the Retired Member Seat at the Monday, June 13, 2022 election. 

Announcement

An important update is available for the MySamCERA mobile app
We just released a new update for the MySamCERA mobile app, and it is available in the Apple Store and Google Play Store now.

The MySamCERA mobile app makes it easier for you to manage your pension account than ever before!

Existing Users: To continue using the app, you’ll need to download and install the latest version available in the Apple App Store and Google Play Store.

New Users: The new login and registration process is simple with an account registration wizard that will have you up and running in minutes. If you already have a MySamCERA login, your current credentials will work on the app, too. Download the app today to streamline your pension management and put your retirement details at your fingertips anywhere, anytime.

Apple App Store 

Google Play Store 

Announcement

Road to Retirement
Start planning for your retirement today with this video presentation from SamCERA's Retirement Benefits team, normally part of the Road to Retirement Seminar.

Road to Retirement
Announcement

Manage your pension with MySamCERA
Learn how to register for the MySamCERA member portal and start managing your pension from the comfort of your home

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MySamCERA is a secure, members-only portal for retirement benefits information, available online at: mysamcera.org.

Active and Deferred members can perform retirement benefit estimates, get member statements, check beneficiary information—and more. Retirees can print 1099s, print benefit statements, view deductions and change withholdings, and generate Pension Income Verifications. 

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Take a financial planning class!

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Retirement Board Agenda

Agenda and Agenda Packet

The Board of Retirement meets regularly at 10:00 a.m. on the fourth Tuesday of every month. The schedule of Board meetings is available here. 

Board meeting materials will be available on the Wednesday prior to Board Meeting Day. Agenda packets and agendas are posted here.

Upcoming Dates

Event

Building Your Wealth
(Retirement Planning for Mid-Career)

Course Information

Location: Online Webcast

Participants who attend this course will learn key concepts in building wealth, planning for retirement, and understand common investment options.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights:

Event

Financial Planning for Retirees

Course Information

Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065

Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions.

Recommended for this who are already in retirement or planning to retire within the next three years.

Highlights: 

Event

Juneteenth – Office Closed

Event

June Retiree Payday

Event

Independence Day – Office Closed

Board Meeting

2023 July Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

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