Latest News
Director of Communications & Stakeholder Relations, Olivia Applegate named 2022 Communicator of the Year
We are proud to share that SBCERA’s Director of Communications & Stakeholder Relations, Olivia Applegate, has been named 2022 Communicator of the Year by the California Association of Public Information Officials (CAPIO).
Honored for her exceptional leadership and excellence in strategic communications, Olivia has raised the bar in public communications. Her innovative approach, and forward-thinking have elevated SBCERA’s communications efforts to be one of the most active in the pension industry, setting a new standard for excellence.
SBCERA’s Communication Efforts Receive Top Statewide Honors
The San Bernardino County Employees’ Retirement Association (SBCERA) is honored to receive top statewide honors for our commitment to effective communications, one of our strategic pillars, by the California Association of Public Information Officials (CAPIO).
The CAPIO EPIC Awards program recognizes the most creative and effective efforts in the areas of communication. EPIC Awards honor work that transcends innovation and craft – work that made a lasting impact.
Life After Retirement
Member News - September 2022
These periodic electronic newsletters are designed for retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support your life in retirement.
Journey to Retirement
Member News - September 2022
These periodic electronic newsletters are designed for active and deferred members. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
SBCERA Investment Officer, Thomas Kim named one of Institutional Investor’s 2022 Rising Stars
We are proud to share that SBCERA’s Investment Officer, Thomas Kim has been named one of Institutional Investor’s 2022 Rising Stars.
He will be honored at the 5th Annual Allocators’ Choice Awards on September 13, 2022, in New York, along with nine other rising stars from around the U.S.
Board of Retirement Notice of Election
August 8, 2022
Three seats on the SBCERA Board of Retirement will be open for election later this year. Candidacy information will be available August 15, 2022, and the candidate filing period ends on September 9, 2022.
SBCERA Reports Preliminary Net Investment Return for the 2021-22 Fiscal Year
July 28, 2022
The San Bernardino County Employees’ Retirement Association (SBCERA) announces a preliminary -0.06% net return on investments for the 12-month period that ended June 30, 2022. Assets stood at $13.4 billion at the end of the fiscal year.
In this last year, during a time of global economic stress, our long-term strategy has shown resilience. The global turbulence in the markets related to inflation concerns, rising interest rates, and supply chain fragility has been challenging for all funds, and SBCERA was no exception.
Congratulations to SBCERA’s Investment Team
We are proud to share that SBCERA’s Investment Team has been nominated for the Institutional Investor Allocators’ Choice Awards for 2022, as finalists for Team of the Year.
Life After Retirement
Member News - June 2022
These periodic electronic newsletters are designed for retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Journey to Retirement
Member News - June 2022
These periodic electronic newsletters are designed for active and deferred members. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Investment Update
April 30, 2022
We continue to have strong returns over the last 12 months, but there’s been some recent turbulence in the markets in 2022 related to inflation concerns, rising interest rates, and supply chain fragility. SBCERA earned an 8.4% return on investments for the 12-month period that ended April 30, 2022. (The 8.4% is “net of fees,” which means that we’ve already subtracted all costs associated with the investment—like management or transaction expenses.) We also strongly outperformed our policy index by a staggering +10 percentage points.
Senior Investment Officer, Amit Thanki – Appointed as SoCal Chapter Executive for CAIA
We are proud to share that SBCERA’s Senior Investment Officer, Amit Thanki has recently been appointed to the Chartered Alternative Investment Analyst (CAIA) Association Board as their Southern California Chapter Executive.
Life After Retirement
Member News - March 2022
These periodic electronic newsletters are designed for retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Journey to Retirement
Member News - March 2022
These periodic electronic newsletters are designed for active and deferred members. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Important Updates to mySBCERA
We’re excited to share some important updates that have been made to mySBCERA, your online member portal that can be accessed anytime, anywhere, using your computer, phone, or tablet.
SBCERA Takes Action to Divest Russian Investments
March 3, 2022
At its meeting on March 3, 2022, the SBCERA Board of Retirement voted unanimously to divest from Russian-related assets now and in the future. The Board took this action in response to Russia’s recent military invasion of Ukraine and directed staff to divest existing assets as soon as practicable and withhold future investments in Russian holdings until further notice.
mySBCERA Unavailable
mySBCERA
mySBCERA will be unavailable on Friday, January 31 from 5 p.m. to 9 p.m., due to system upgrades and enhancements.
EmployerDirect
EmployerDirect will also be unavailable on Friday, January 31 from 5 p.m. to 9 p.m.
The sites may be available sooner, depending on the upgrade and enhancement process. We’re sorry for the inconvenience and appreciate your patience as we work towards a better user experience on these sites.
2022 Cost-of-Living Adjustment (COLA)
This year’s 2.0% Cost-of-Living Adjustment (COLA) will be effective April 1, 2022. The SBCERA Board of Retirement approved the COLA for Retirees and Beneficiaries at its Board meeting on February 3, 2022.
Looking Ahead to 2022: A Message from SBCERA’s CEO
December 29, 2021
As we reflect on this last year, I am full of gratitude for our team here at SBCERA and for our partnership with all of you—our valued members and public servants who serve our San Bernardino communities. There’s no doubt 2021 has continued to challenge all of us as we’ve navigated the pandemic for the second year in a row. But I want to assure you that our commitment to your retirement security and to serving you has never wavered.
2021 Annual Financial Reports Available for Viewing
December 10, 2021
Our 2021 Annual Comprehensive Financial Report and condensed Popular Annual Financial Report are available to view at www.SBCERA.org/Financial-Reports