Supplemental Employee Retirement Plan (SERP)

On Dec. 10, 2024, the SF Board of Education approved the offering of a Supplemental Employee Retirement Plan (SERP). We have attached important resources for those eligible for this offer of the SERP, including eligibility guidelines, individual counseling opportunities, FAQs, recording of previous live meetings, and other resources. You can also find these resources at sfusd.edu/serp. 

We encourage all prospective participants to start meeting with the various agencies that will provide you with retirement income and benefits. Making a retirement decision involves coordinating multiple agencies and retirement funds. The SERP is separate from and in addition to any other retirement plans you may have, and it does not affect them. It is best to meet individually with each significant entity that will provide you with benefits during your retirement to gather a comprehensive understanding of your retirement finances and benefits. 

Below is a list of common retirement agencies you should consider contacting. Everyone’s retirement accounts and finances are different, so it is up to you to coordinate with the entities most relevant to you.

• SERP - Schedule an appointment at https://sfusdserp.appointy.com to meet with an individual counselor and receive you personalized benefit sheet and enrollment packet
• CalSTRS – Schedule an individual appointment with a CalSTRS counselor by calling (800) 228-5453 or visit www.calstrs.com.
• SFERS - You may attend a SFERS webinar schedule a retirement consultation with a SFERS representative by visiting www.mysfers.org.
• CalPERS - Schedule an individual appointment with a CalPERS counselor by calling 888 CalPERS (or 888-225-7377) or visit www.calpers.ca.gov.
• Retiree Medical Benefits – You may schedule an appointment to consult with a District Benefits team member by visiting https://go.oncehub.com/SFUSDBenefits.
• Social Security and Medicare - If you are eligible for monthly income payments or Medicare benefits, you can contact Social Security at (800) 772-1213.

If you have any questions, you may contact Keenan Financial Services at (800) 444-9995, ext. 3671 or email them at KFSTechSupport@Keenan.com.