The MVP is at the plate!

SBCERA’s 2017 Comprehensive Annual Financial Report and Popular Annual Financial Report, “Most Valuable Plan,” are now available. The award-winning annual reports detail financial, investment and actuarial activities for the year ended June 30, 2017.

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Federal Withholding Changes

As a result of newly-published 2018 federal withholding tables by the Internal Revenue Service (IRS), beginning with January benefit payments, SBCERA Retired Members and payees may see a change in the amount of federal tax withheld from their benefit. We understand that you may have questions about taxes and your SBCERA benefit. Here are some questions we expect to receive, and the responses we can provide at this time.

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Making a List and Checking It Twice

Grab some cocoa and curl up with the holiday edition of the Quarterly Review. If strong investment performance and new seminars are on your wish list, you’ll enjoy this newsletter. Oh, and we’ve made a list for you to check twice.

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When the Seasons Change

Check out the autumn edition of the Quarterly Review, with articles about your SBCERA benefit options if you move or change jobs, Choosing and Updating Beneficiaries, and much more. Board of Retirement meetings will take place on Oct. 5, Nov. 2 and Dec. 7. Our office will be closed on Oct. 9, Nov. 10 and Nov. 23-24.

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