Membership

Welcome to SFERS! Retirement is a major milestone and it is never too early to start planning for that day.

As a member in a SFERS miscellaneous plan, you have access to two benefit programs administered by the San Francisco Employees’ Retirement System (SFERS):

A Pension Plan (defined benefit plan): provides service retirement benefits calculated using a formula based on age at retirement, years of service and final compensation.

A 457(b) Deferred Compensation Plan (defined contribution plan): allows participants to acquire additional tax deferred retirement savings through voluntary contributions designed to complement your pension benefits

You are automatically enrolled as a member in the SFERS Miscellaneous Plan if you meet at least one of the following criteria:

Hired from a Civil Service list as a permanent employee in a covered job classification

Appointed to a full-time permanent exempt position in a covered job classification

Work in a temporary/provisional position in a covered job classification for 1,040 hours in any 12-month period*

* Employees working in a temporary/provisional position are eligible for SFERS membership after having earned 1,040 hours in any 12-month period. Prior to reaching 1,040 hours, you will receive a letter from SFERS informing you of the date you are eligible for retirement membership, along with instructions for completing the new member enrollment process.

SFERS Miscellaneous Plans

Charter Section	Plan Name	Membership
A8.603	Miscellaneous New Plan Tier III	Miscellaneous employee hired on or after January 7, 2012
A8.600	Miscellaneous New Plan Tier II	Miscellaneous employee hired on or after July 1, 2010 and before January 7, 2012
A8.587	Miscellaneous New Plan Tier I	Miscellaneous employee hired on or after November 2, 1976 and before July 1, 2010
A8.509	Miscellaneous Old Plan	Miscellaneous employee hired before November 2, 1976

Although you may be automatically enrolled in the SFERS pension plan, you will need to complete a new Member Enrollment Packet to complete the enrollment process.

New Member Enrollment

Your Membership Status	Enrollment Process	What You Will Need	Other Actions
Hired as a Permanent Employee	Email SFERS at [email protected] to request your New Member Enrollment Packet Enroll in the San Francisco Deferred Compensation 457 (b) Plan (SFDCP)	Employee Processing Form Picture ID	Designate a Beneficiary Elect Reciprocity (if applicable) Register for mySFERS (30 days after enrollment)
Hired as a Temporary/Provisional Employee (membership after 1,040 hours)	Complete your New Member Enrollment Packet according to the instructions provided in your Membership Confirmation Letter Enroll in the San Francisco Deferred Compensation 457 (b) Plan (SFDCP)	Membership Confirmation Letter Picture ID	Designate a Beneficiary Elect Reciprocity (if applicable) Register for mySFERS (30 days after enrollment)

SFERS Miscellaneous Plans

New Member Enrollment

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