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Retirement Planning

General information

What  should I do before I retire?

Preparing for retirement doesn’t happen overnight. It’s a process that should start well in advance of your anticipated retirement date. 

To jump-start the retirement planning process and help you understand your SamCERA retirement benefits, read the Guide to Your SamCERA Benefits.

It will help you understand the retirement process. It includes step-by-step instructions on the forms you will need to complete and when you need to get them submitted to SamCERA. It also provides an overview of what you need to do to get ready for retirement.

You should also visit our Retirement Planning page for additional ideas. 

What should I do about health insurance, life insurance, and deferred compensation?

SamCERA has no role in health benefits, life insurance, or deferred compensation programs. 

It is important for you to understand your health care, life insurance and deferred compensation options before you retire.

Please contact your employer’s benefit division for information about your health benefits, life insurance and deferred compensation programs. 

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