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.
Retirement Roadmap
From enrollment to retirement this PDF will outline your path to retirement
Know You’re Covered
Plan ahead and know your monthly budget after retirement using the SFERS budget template.
Retirement Payment Options
Choose the option that is right for you and your family. Learn about the different payment options for survivor benefits.
SFERS Glossary
Would you like clarification of the terms used in our documents? Our glossary provides clear and concise information.
Service Purchase Fact Sheet
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.