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(8/26/16) - The School Employees Retirement System of Ohio (SERS) pension fund returned a net 1.38% for the fiscal year ended June 30, 2016, surpassing its benchmark return by 45 basis points. Real assets had the strongest return at 12.33% followed by Private Equity at 11.40%. The biggest detractor was non-US equity which returned -8.38%. The fund’s net one-year return and three-year return of 7.29% ranked SERS in the top quartile of public funds over $1 billion according to the BNY Mellon U.S. Master Trust Universe.

The $12.5 billion pension fund has a target asset allocation of 22.5% each for domestic and international equity, 19% for global bonds, 15% for global real assets, 10% each for global private equity and multi-asset strategies, and 1% for short-term securities.

The fund will be conducting an asset/liability study later this year.

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The pay date for September is 09/01/2016.

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Monthly Benefit Payments Direct Deposit Dates
September* 09/01/2016
October 09/30/2016
November 11/01/2016
December* 12/01/2016

*Direct deposit notice or check stub will be mailed to all benefit recipients.

You will receive a check stub whenever there is a change to your benefit, such as health care premium change, a tax withholding change, or a bank account change.

SERS strongly encourages all retirees to have their pension payments paid directly to a bank or credit union. Direct deposit of your funds is the only way to assure that your payment will be available on the first of every month. Direct deposit eliminates any concerns about late, lost, or stolen checks. Since pension checks cannot be forwarded, direct deposit also eliminates delays when you travel during retirement. It is your responsibility to make sure the funds are in your account before writing checks against your account.

If you do not enroll in direct deposit, there is no guarantee that you will receive your payment right on the first of every month. Delivery delays might occur that are beyond SERS’ control, such as lost or stolen checks. You must wait 10 days after the expected delivery date before SERS can begin the process of stopping payment and issuing a new check. This delay will not occur if you have direct deposit.


(8/19/16) - Lisa Morris, SERS’ executive director since 2010, announced her intention to retire effective Oct. 31. The Board accepted her resignation and authorized staff to conduct a national search for her replacement. Deputy Director Helen Ninos will serve as interim executive director during the search process.

Details on Lisa’s career are included in the press release.

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(7/18/16)  - SERS is a longtime member organization of the National Institute on Retirement Security (NIRS). Since 2012, SERS Executive Director Lisa Morris, has been a member of NIRS’ Visionary Circle, a committee that works with NIRS’ Board of Directors to define the organization’s research priorities.

Last week, NIRS released a report, Preserving Retirement Income for Public Sector Employees, which finds that not only do almost all public retirement systems offer defined benefit (DB) pensions that provide stable retirement income throughout retirement, but many also have implemented plan features that allow employees who change jobs to preserve, and often times, increase their retirement benefits.

“I am pleased that NIRS conducted in-depth research on the positive impact pension savings have on the retirement security of short-term members,” says Morris. “This is a research topic I supported because national studies falsely portray public pension systems as being relevant only to career members. Ohio’s pension systems feature numerous portability options that strengthens the retirement security of all workers no matter how long they remain members of a public pension system.”

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Key findings of the report include:

1.  Nearly all of the public retirement systems studied offer a DB pension plan. Very few systems provide only a defined contribution plan.

2.  Many public pension plans have adopted plan features that allow individuals who change jobs to retain and even increase their retirement benefits.

3.  Almost all systems allow members to purchase certain types of service credit to increase their pension benefit. SERS allows members, if qualified, to purchase additional service credit, such as refunded or military service credit.

4. Many plans possess features that increase benefits and portability for short- or moderate-term employees.

The full report is available here.


(6/27/2016) - If you are within one year of retirement, consider joining us for the Retiring with SERS webinar. A webinar is an online seminar where information is presented to an audience via computer. As a participant in the SERS webinar, you will be able to listen to the webinar through your computer speakers and ask questions by typing them on your keyboard.

The webinar includes discussion about:

Service Retirement Basics
Social Security Offset/Windfall
SERS Health Care
Retirement Process and What to Expect

Space is limited and advance registration is required.

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Registration can be completed by clicking the links below. Once you open the registration window, click either the Register link located in the Event Status field, or the Register button located at the bottom of the page.

After completing your registration, you will receive a confirmation email that provides instructions on how to connect to the webinar on the day of the event.

If you have any questions or problems registering, please email us at


 Retiring with SERS Webinar Schedule

 Wednesday, July 13, 2016 at 2:00 p.m. Register Now
 Thursday, July 28, 2016 at 4:30 p.m. Register Now
 Tuesday, Aug. 16, 2016 at 11:30 a.m. Register Now
 Wednesday, Aug. 31, 2016 at 4:00 p.m. Register Now
 Wednesday, Sept. 28, 2016 at 12:00 p.m. Register Now
 Tuesday, Oct. 18, 2016 at 4:30 p.m. Register Now
 Thursday, Nov. 10, 2016 at 1:30 p.m. Register Now
 Tuesday, Dec. 6, 2016 at 4:00 p.m. Register Now

System Requirements: Your computer must have sound capabilities in order for you to participate in the webinar. Please note that you will be prompted to install software from GoToMeeting or upgrade your Java capability. This software is required to view our webinar. GoToMeeting requires that you have installed the latest version of the following browsers: Firefox, Chrome, Internet Explorer (9 or higher), or Safari (6 or higher)

If you experience any technical issues when logging on to the webinar, please visit this GoToMeeting page for assistance.


(6/8/2016) - Ohio Attorney General Mike DeWine recently announced a new program, called "Ohio Protects," which was created to increase awareness of scams, fraud, and identity theft.

Research shows that senior Americans are scammed out of $3 billion every year, and, according to AARP, a quarter of Ohioans ages 18 and older were victims of identity theft and fraud in the past year.

The multi-media initiative includes a website,, which educates Ohioans on a variety of topics, including tips for avoiding scams associated with foreclosures, purchasing a used car, and debt collection, among other matters.

The website also provides consumers with tools to research businesses, and walks users through the steps to file a complaint against a business.

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Monthly Administrative Expense Reports

The Monthly Administrative Expense Reports contain information about SERS' day-to-day operating expenses and is provided in both summary and detail formats.

Click here to view these administrative expense reports.

Oppose Social Security Offset and Windfall Penalties

We encourage SERS members and retirees to contact their members of Congress to ask them to support elimination of these provisions. Contacting your legislators is easy using SERS' Legislative Action Alert. By entering your ZIP code, you’ll have access to the contact information (e-mail address, phone number, and mailing address) of your federal legislators.

Encourage your legislator to support the Equal Treatment for Public Servants Act.

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