Summary Plan Description

The Compass

Overview

The most up-to-date version of The Compass: Navigating Your Retirement Benefit Plan, more formally known as the SBCERA Summary Plan Description, is always available online. The Compass, an SBCERA handbook for members, was last updated in 2014, per the California Public Employees’ Pension Reform Act (PEPRA) effective January 1, 2013.

To update your Compass, open The Compass below, print all pages of the document and replace them in your Compass binder. Or, you can download and save this document as a PDF to your computer. SBCERA will notify members any time updates are made to The Compass.

To determine whether your Compass has been updated, look at the date on the cover page and be sure to replace the cover any time you update The Compass. To reduce costs and ensure timeliness and accuracy for our members, updates to this document will only be mailed to members and beneficiaries upon request.

If you would like to have the latest version of The Compass mailed to you, please click the link below and fill out the form. Please allow approximately 2-4 weeks to receive The Compass.

Send Me A Compass 

While SBCERA tries to keep this document up-to-date, you should not rely solely on this information when making important decisions about your retirement benefits. SBCERA encourages you to contact a SBCERA representative for assistance at (909) 885-7980 or toll free at (877) 722-3721.

Click the link below to view, download, print and/or save The Compass to your personal device:

The Compass: Navigating Your Retirement Benefit Plan (recommended for mobile devices)

The Compass is formatted as a PDF document. It is a very large document. If you do not have the Adobe Acrobat Reader, please download it.

Notification

Coronavirus Updates

Our office is currently closed to the public, but we're working and available to assist you. Pension payments are on schedule and we are processing retirements. Visit our coronavirus (COVID-19) resource page for more information.

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