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Planning Tools

SFERS is here to support you on your path to retirement. Below are some of our tools to assist in your decisions as you move towards retirement.

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Retirement Roadmap

From enrollment to retirement this PDF will outline your path to retirement

Service Purchase Guide

Learn about the types of purchasable service and how purchasing service can potentially enhance your SFERS pension benefit.

Reciprocity Guide

Learn how combining your California public plan service can help you qualify for retirement sooner.

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SFERS Glossary

Our glossary provides a clear understanding of SFERS terms.

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Retirement Payment Options

Choose the option that is right for you and your family. Learn about the different payment options for survivor benefits.

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Retirement Budget Template

Plan ahead to estimate your monthly budget after retirement using the SFERS budget template.