Summary Plan Description

Overview

Summary Plan Description

Summary Plan Description

By reading the Summary Plan Description (SPD), you will find out what your benefits are, when they begin, and how their timing and distribution differ depending on various events in your life. The SPD provides disclosure of the terms and conditions of OCERS’ membership, retirement, disability, and death benefits available to members. It is designed to give you this information as simply and accurately as possible as of the date of issuance. 

Check back periodically on our website for the most recent revisions to the SPD. OCERS is governed by the County Employees Retirement Law of 1937 (Government Code Section 31450 Et. Seq.) as adopted and implemented. If there is any inconsistency between the SPD and the governing law, the law will govern. Decisions pertaining to the Plan will be made after reference to statutes and any resolutions, regulations, and policies governing the administration of OCERS as they exist at the same time of the decisions.

City of San Juan Capistrano

County of Orange - General Members

County of Orange - Safety Members

Orange County Cemetery District

Orange County Children and Families Commission

OCERS Management

Orange County Fire Authority - General Members

Orange County Fire Authority - Safety Members

Orange County In-Home Supportive Services Public Authority

Orange County Local Agency Formation Commission

Orange County Public Law Library

Orange County Sanitation District

Orange County Superior Court

OCTA

Transportation Corridor Agencies

Board Meetings

2021 Board Meetings
Agendas and Minutes

December

Audit Committee Meeting | December 15, 2021 @ 9:30 am | Agenda | Minutes

Investment Committee Meeting | December 13, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | December 13, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | December 13, 2021 @ 8:30 am | Agenda | Minutes

November

Investment Committee Meeting | November 17, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | November 15, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | November 15, 2021 @ 8:30 am | Agenda | Minutes

October

Governance Committee Meeting | October 28, 2021 @ 2:00 pm | Agenda| Minutes

Investment Committee Meeting | October 27, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | October 18, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | October 18, 2021 @ 8:30 am | Agenda | Minutes

Audit Committee Meeting | October 4, 2021 @ 9:30 am | Agenda | Minutes

September

Disability Committee Meeting | September 20, 2021 @ 8:30 am | Agenda | Minutes

Personnel Committee Meeting September 15, 2021 @ 9:30 am | Agenda | Minutes

Strategic Planning Workshop and Education Forum | September 8 and 9, 2021 @ 8:30 am | Agenda 

August

Investment Committee Meeting | August 25, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | August 16, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | August 16, 2021 @ 8:30 am | Agenda | Minutes

Building Committee Meeting | August 13, 2021 @ 9:30 am | Agenda | Minutes

July

Investment Committee Meeting | July 28, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | July 19, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | July 19, 2021 @ 8:30 am | Agenda | Minutes

June

Investment Committee Meeting | June 23, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | June 21, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | June 21, 2021 @ 8:30 am | Agenda | Minutes

Personnel Committee Meeting | June 9, 2021 @ 10:00 am | Agenda | Minutes

Audit Committee Meeting | June 4, 2021 @ 1:30 pm | Agenda | Minutes

May

Personnel Committee Meeting | May 27, 2021 @ 9:30 am | Agenda | Minutes

Investment Committee Meeting | May 26, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | May 17, 2021 @ 9:30 am | Amended Agenda | Minutes

Disability Committee Meeting | May 17, 2021 @ 8:30 am | Agenda | Minutes

April

Investment Committee Meeting | April 21, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | April 19, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | April 19, 2021 @ 8:30 am | Agenda | Minutes

March

Investment Committee Meeting | March 24, 2021 @ 9:30 am | Agenda] | Minutes

Audit Committee Meeting | March 22, 2021 @ 9:00 am | Agenda | Minutes

Governance Committee Meeting | March 19, 2021 @ 2:00 pm | Agenda | Minutes

Board Meeting | March 15, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | March 15, 2021 @ 8:30 am | Agenda | Minutes

Governance Committee Meeting | March 5, 2021 @ 9:00 am | Agenda | Minutes

February

Investment Committee Meeting | February 24, 2021 @ 9:30 am | Agenda | Minutes

Board Meeting | February 16, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | February 16, 2021 @ 8:30 am | Agenda | Minutes

Building Committee Meeting | February 9, 2021 @ 1:00 pm | Agenda | Minutes

January 

Audit Committee Meeting | January 25, 2021 @ 9:00 am | Agenda | Minutes

Board Meeting | January 19, 2021 @ 9:30 am | Agenda | Minutes

Disability Committee Meeting | January 19, 2021 @ 8:30 am | Agenda | Minutes