Member Information Center

If you do not have a PIN or have
forgotten your PIN, please call OCERS at
(714) 558-6200.
 
 
Quick links
Benefits Calculator
Contribution Rates
Ethics & Fraud Hotline
Frequently Asked Questions
Member Services Directory
Retirement Seminars
Survivor Checklist
Video Library

 

Our retirement staff is standing by to help answer general questions during regular business hours (Email during evenings, weekends, and holidays)

 
 

 

Plan Sponsor Information

 

V3 Project Information Center

 

Click here to view information about the V3 Pension Administration System Solution (PASS) project

Forward PASS Newsletter

Click here to view the current

 bi-monthly issue of the

Forward PASS newsletter.

 

 

Financial Update and Plan Sponsor Meetings


Contact Us

Click here to view the OCERS

Plan Sponsor Directory.

 

 

 

Click here to view the OCERS

Financial update and Plan Sponsor Meetings

Plan Sponsor Forms

 

Please print, sign and return the completed form(s) to OCERS.

 

Some forms may contain sensitive information and should never be sent via Email, Web, or Instant Messaging without proper security and/or encryption protection.

 

 Form Employee Termination Notice instructions

Form Member Affidavit instructions

 Form Employee Transfer Notice instructions Form New PEPRA Member Affidavit instructions

 Form New Pay Code Request

Form Retirement Plan Election / Member Affidavit

 Form IRC Section 415 Notice

Form Elected Official / Member Affidavit

Form Social Security SSA-1945  

   instructions available 

 *All forms require Adobe Reader to view. PDF 

Plan Sponsor Resources

An Introduction to OCERS (for County of Orange employees only)

OCERS has prepared an introduction on the retirement system specifically for persons interested in working for the County of Orange or those newly-hired County employees who have more questions about OCERS. Click here to read more.

 

OC Courts Benefit Formula Comparison Sheet

Here is a link to view and print the OC Superior Court Benefit Formula Comparison Sheet.

Compensation and Benefit Limits for 2014:
401(a)(17) $260,000
SSI (PEPRA Plans U and V) $138,077
415(m) $210,000
 

Contract City Resources

Understanding Pension Liabilities

Here is a link to view and print "Understanding Pension Liabilities" presentation.
 

Projected employer contribution rate illustrations

Click here to view three different market rate of return scenarios and how those would impact employer contribution rates and OCERS' funded status.

 

Employer and employee pension cost contribution comparison

Click here to view a contribution comparison spreadsheet showing various contribution rate provisions paid by employees and employers across several rate groups and plans.

 

OCERS Portfolio Performance Report

Click here to view OCERS' portfolio performance report which includes trailing returns for the 1, 3, 5, 10, 15 and 20 year spans as of April 30, 2014.

 

 

Plan Sponsor News

PEPRA overview

OCERS has prepared a summary of how the Public Employees Pension Reform Act (PEPRA) impacts our employers. Click here to view the overview.

 

Employer and Employee Contribution Rates and Rate Groups

The Board of Retirement has adopted employer and employee contribution rates for fiscal year 2014. Click here to view the Contribution rates and rate group(s) for your agency.

Actuarial Cost of Early Retirement Incentive
This information is being provided to assist Plan Sponsors who may have questions regarding Early Retirement Incentives. This in no way indicates that the Plan Sponsor is considering an Early Retirement Incentive. Click here to view the actuarial cost of providing an Early Retirement Incentive (ERI) for your agency.

Social Security Protection Act of 2004
Beginning January 1, 2005, any new employee who becomes a member of OCERS must sign Form SSA-1945. An original, signed copy of the form must be submitted by the new employee's Plan Sponsor to OCERS before employment begins, and it should be sent along with the Member Affidavit.

 

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