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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

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Service Purchase Guide

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

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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.