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

 


 

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

Proposed Pension Sustainability Initiative Process and Outline

September 2019 Health Care Sustainability Presentation

July 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

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