Sustainability | SERS

Pension Fund Sustainability

SERS’ pension fund is designed to be sustainable and adaptive to meet the needs of its members, employers, and retirees.

To maintain sustainability and adaptability, the SERS Board of Trustees began regular discussions on plan design to ensure the System is in the position to withstand changes in member demographics, investment experience, and financial pressures.

**Summary of the Board’s Pension Fund Sustainability Discussions**
Date	Discussion
July 17, 2019	Topics for Exploration
September 20, 2019	Exploring Purpose and Structure
October 17, 2019	Defining the SERS Mission
November 21, 2019	Data Informs Dialogue
December 19, 2019	Preparing for 2020
February 19, 2020	Finalizing Plan Design Elements and Subgroups

Health Care Sustainability

SERS’ approach to health care focuses on program sustainability and access to quality care.

**Summary of the Board’s Health Care Sustainability Discussions**
Date	Discussion
July 17, 2019	How Did We Get Here and Where Are We Now?
September 19, 2019	Subsidies, Eligibility, and Expenses

Sustainability Links

SERS Update: Sustainability Edition – December 2019

SERS Board Query: Pension Sustainability Data – December 2019

SERS Board Query: Member and Retiree Demographics – November 2019

Proposed Pension Sustainability Initiative Process and Outline – September 2019

Health Care Sustainability Presentation – September 2019

Board Retreat Agenda and Topics for Exploration (Prepared by Michael Perri and Michele Berry of Lincoln Crow Strategies) – July 2019

Health Care Sustainability Presentation – July 2019

SERS Through the Decades – A collection of handouts and timelines outlining SERS’ financial, demographic, and health care information for each decade

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