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RETIREE PAY DATE

Direct Deposit
May 31
Check Mailing
May 31

Welcome to

Santa Barbara County
Employees’ Retirement System

About Us

ANNOUNCEMENTS & HIGHLIGHTS

Action Needed from Payees with U.S. Bank/Union Bank Accounts

Due to the Union Bank merger with U.S. Bank, payees who had Union Bank accounts have new routing and account numbers with U.S. Bank. As a result, SBCERS needs updated bank information for payees with new U.S. Bank accounts. On May 7th, SBCERS will mail each impacted member a letter to their address of record, including instructions and a form for providing new Direct Deposit information and a self addressed return envelope. We ask that impacted members respond with new updated Direct Deposit information by June 15, 2024.

Learn About Your SBCERS Membership Statement

Active and Deferred SBCERS Members have received a Member Statement in the mail, along with the SBCERS Popular Annual Financial Report. Active and Deferred Members can view their Member Statement online at MySBCERS, by clicking “Statements” under “Communications.” Click here to learn 6 tips to being well informed and retirement ready>

Virtual Retiree Open Enrollment Now Available

An online video library is now available for viewing. These videos may be accessed 24/7 year-round. Click here for the Virtual Open Enrollment >

Working for an SBCERS Employer After Retirement as Extra-Help, Contractor on Payroll (COP), or Independent Contractor

Once a member retires from SBCERS they are generally free to work for a private or public employer and participate in another retirement plan without that employment affecting the member’s retirement benefit. However, working for the County of Santa Barbara or another SBCERS employer while retired from SBCERS is subject to rules and restrictions, even if done in a different capacity from the member’s original occupation. If you plan on working for an SBCERS Employer after retirement as Extra-Help, Contractor on Payroll (COP), or Independent Contractor, click here for guidelines and forms >

2023 RETIREMENT BASICS VIDEOS AVAILABLE

Videos explaining what to expect during the retirement process, who is eligible for retirement, how your pension benefit is calculated, COLA, what service purchases are and how they impact your benefit, retiree health insurance, and what happens to your retirement account when you go through a divorce and dissolution of registered domestic partnership are available to view…. Click Here for the Playlist >

GUIDELINES FOR LEGAL SEPARATION AND DISSOLUTION OF MARRIAGE

SBCERS has developed guidelines to assist members undergoing dissolution of a marriage or domestic partnership. There may be unique circumstances that are not discussed in these guidelines. Members and their spouses are encouraged to contact an SBCERS member services representative should these guidelines not address their questions or concerns… Click here for more information>

IRS Mandated Withholding Election Updates For Future Withholding Changes

The IRS has recently updated the withholding forms used by employees and pension recipients to request changes to their federal withholding elections. These changes will be effective for any new payee of the Santa Barbara County Employees’ Retirement System, or any existing payee wishing to make changes to their Federal withholdings, in 2023…. Click here for more information>

Information on Disability Retirement Benefits and SBCERS Account Management Best Practices

Please know that your retirement benefits protect you and your loved ones in the event you become disabled and are unable to perform your usual duties…. Click here to learn more about your benefits and how to ensure your wishes are properly carried out >

MONTHLY INVESTMENT PERFORMANCE


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QUICK LINKS

UPCOMING EVENTS

ANNOUNCEMENTS & HIGHLIGHTS

Action Needed from Payees with U.S. Bank/Union Bank Accounts

Due to the Union Bank merger with U.S. Bank, payees who had Union Bank accounts have new routing and account numbers with U.S. Bank. As a result, SBCERS needs updated bank information for payees with new U.S. Bank accounts. On May 7th, SBCERS will mail each impacted member a letter to their address of record, including instructions and a form for providing new Direct Deposit information and a self addressed return envelope. We ask that impacted members respond with new updated Direct Deposit information by June 15, 2024.

Learn About Your SBCERS Membership Statement

Active and Deferred SBCERS Members have received a Member Statement in the mail, along with the SBCERS Popular Annual Financial Report. Active and Deferred Members can view their Member Statement online at MySBCERS, by clicking “Statements” under “Communications.” Click here to learn 6 tips to being well informed and retirement ready>

Virtual Retiree Open Enrollment Now Available

An online video library is now available for viewing. These videos may be accessed 24/7 year-round. Click here for the Virtual Open Enrollment >

Working for an SBCERS Employer After Retirement as Extra-Help, Contractor on Payroll (COP), or Independent Contractor

Once a member retires from SBCERS they are generally free to work for a private or public employer and participate in another retirement plan without that employment affecting the member’s retirement benefit. However, working for the County of Santa Barbara or another SBCERS employer while retired from SBCERS is subject to rules and restrictions, even if done in a different capacity from the member’s original occupation. If you plan on working for an SBCERS Employer after retirement as Extra-Help, Contractor on Payroll (COP), or Independent Contractor, click here for guidelines and forms >

2023 RETIREMENT BASICS VIDEOS AVAILABLE

Videos explaining what to expect during the retirement process, who is eligible for retirement, how your pension benefit is calculated, COLA, what service purchases are and how they impact your benefit, retiree health insurance, and what happens to your retirement account when you go through a divorce and dissolution of registered domestic partnership are available to view…. Click Here for the Playlist >

GUIDELINES FOR LEGAL SEPARATION AND DISSOLUTION OF MARRIAGE

SBCERS has developed guidelines to assist members undergoing dissolution of a marriage or domestic partnership. There may be unique circumstances that are not discussed in these guidelines. Members and their spouses are encouraged to contact an SBCERS member services representative should these guidelines not address their questions or concerns… Click here for more information>

IRS Mandated Withholding Election Updates For Future Withholding Changes

The IRS has recently updated the withholding forms used by employees and pension recipients to request changes to their federal withholding elections. These changes will be effective for any new payee of the Santa Barbara County Employees’ Retirement System, or any existing payee wishing to make changes to their Federal withholdings, in 2023…. Click here for more information>

Information on Disability Retirement Benefits and SBCERS Account Management Best Practices

Please know that your retirement benefits protect you and your loved ones in the event you become disabled and are unable to perform your usual duties…. Click here to learn more about your benefits and how to ensure your wishes are properly carried out >

MONTHLY INVESTMENT PERFORMANCE


Click on the image to view full size.

UPCOMING EVENTS

  • May 31, All day - Check Mailing
  • May 31, All day - Direct Deposit
  • June 7, 11:00 am - 2nd Annual Open House
  • June 26, 9:00 am - Board of Retirement Meeting
  • June 29, All day - Check Mailing
  • July 1, All day - Direct Deposit