Supplemental Employee Retirement Plan (SERP)

Introduction

***More virtual individual counseling sessions available now through Feb. 13***

Banner announcing that the Supplemental Employee Retirement Plan (SERP) application deadline is approaching

On Dec. 10, 2024, the SF Board of Education approved the offering of a Supplemental Employee Retirement Plan (SERP). On this webpage, we have attached an announcement letter providing important information for those eligible for this offer of the SERP, a link to frequently asked questions (FAQs), links to schedule an individual counseling appointment, and recordings, slides, and handouts from group informational sessions.

Announcement Letter Link to this section

Schedule an appointment Link to this section

To schedule an Individual SERP Appointment with Keenan (Available Jan. 6 – Feb. 13, 2025): 

To receive a confirmation of eligibility for retiree medical benefits, submit a request directly to SFUSD Benefits Team: Click here. This form is live until February 21 and will fast-track responses without the need for an appointment.

If you are a Classified Civil Service employee seeking information regarding regarding retiree health benefits and pension eligibility, please click here. Unfortunately, SFUSD Human Resources is unable to determine eligibility for retiree health benefits for Civil Service Classified employees.

SERP Meeting Recordings, Slides, and Handouts Link to this section

Past Meetings  Link to this section

Recording Link to this section

Slides  Link to this section

Handout Link to this section

SERP SFERS Group Meeting (Classified Staff) Recording Slides Handout
SFERS Retiree Health Benefit Info MeetingRecordingNo slides No handouts
CalSTRS SERP Group Meeting (Certificated Staff)Recording SlidesHandout 
CalSTRS Retiree Health Benefit Info Meeting  Recording No Slides No Handouts

This page was last updated on February 14, 2025