Tulare County Employees Retirement Association TCERA

04/22/2013 Administrative Committee Agenda administrative, committee, agenda, meeting

01/09/2013 Board of Retirement Minutes board, meeting, minutes

01/09/2013 TCERA Property, Inc. Annual Directors' Minutes tcera, property, inc, meeting, minutes

01/09/2013 TCERA Property, Inc. Directors' Agenda tcera, property, inc, directors, meeting, agenda

01/09/2013 TCERA Property, Inc. Shareholders' Agenda tcera, property, inc, shareholders, meeting, agenda

01/11/2012 Board of Retirement Minutes board, meeting, minutes, agenda

01/11/2012 TCERA Property, Inc. Annual Directors' Minutes annual, tcera, property, inc, minutes, meeting

01/11/2012 TCERA Property, Inc. Annual Shareholders' Minutes annual, tcera, property, inc, meeting, minutes

01/11/2012 TCERA Property, Inc. Directors' Agenda TCERA, property, inc., directors, agenda, agendas

01/11/2012 TCERA Property, Inc. Shareholders' Agenda TCERA, property, inc., shareholders, agenda, agendas

01/12/2011 TCERA Property, Inc. Annual Shareholders' Minutes TCERA, property, inc., minutes, agenda

01/23/2012 Administrative Committee Meeting - Cancelled administrative, committee, meeting, cancelled

01/23/2012 Investment Committee Minutes investment, committee, meeting, minutes

01/25/2012 Board of Retirement Minutes $description

01/28/2013 Administrative Committee Minutes administrative, committee, meeting, minutes

02/08/2012 Board of Supervisors / Retirement Minutes joint, board, meeting, minutes, supervisors, retirement

02/08/2012 Special Board of Retirement Minutes board, meeting, minutes, special

02/13/2013 Board of Retirement Minutes board, meeting, minutes

02/19/2013 Investment Committee Agenda Investment, Committee, Agenda

02/19/2013 Investment Committee Minutes investment, committee, meeting, minutes

02/22/2012 Board of Retirement Minutes board, meeting, minutes, agendas

02/22/2012 Investment Committee Minutes investment, committee, meeting, minutes, agenda

02/25/2013 Administrative Committee Agenda administrative, committee, meeting, agenda

02/25/2013 Administrative Committee Minutes administrative, committee, meeting, minutes

02/27/2012 Administrative Committee Minutes administrative, committee, meeting, minutes, agenda

02/27/2013 Board of Retirement Agenda board, meeting, agenda

02/27/2013 Board of Retirement Minutes board, meeting, minutes

02/27/2013 TCERA Property, Inc. Directors' Agenda tcera, property, inc, directors, meeting, agenda

02/27/2013 TCERA Property, Inc. Directors' Minutes tcera, property, inc, directors, meeting, minutes

03/13/2013 Board of Retirement Agenda board, meeting, agenda

03/13/2013 Board of Retirement Minutes board, meeting, minutes

03/18/2013 Investment Committee Agenda investment, committee, meeting, agenda,

03/18/2013 Investment Committee Minutes investment, committee, meeting, minutes

03/20/2012 Investment Committee Minutes investment, committee, meeting, minutes, agenda

03/25/2013 Administrative Committee Agenda administrative, committee, meeting, agenda

03/25/2013 Administrative Committee Minutes administrative, committee, meeting, minutes

03/26/2012 Administrative Committee Minutes administrative, committee, meeting, minutes, agenda

03/28/2012 Board of Retirement Meeting - CANCELLED board, meeting, minutes, agendas

04/10/2013 Board of Retirement Agenda board, meeting, agenda,

04/10/2013 Board of Retirement Minutes board, meeting, minutes

04/10/2013 TCERA Property, Inc. Directors' Agenda tcera, property, inc, directors, agenda, meeting

04/10/2013 TCERA Property, Inc. Directors' Agenda tcera, property, inc, agenda, meeting

04/11/2012 Board of Retirement Minutes board, meeting, minutes, agenda

04/11/2012 TCERA Property, Inc. Directors' Agenda TCERA, Property, Inc, agenda, minutes

04/11/2012 TCERA Property, Inc. Directors' Minutes tcera, property, inc, minutes, meeting

04/15/2013 Investment Committee Agenda investment, committee, meeting, agenda

04/16/2012 Investment Committee Minutes investment, committee, meeting, minutes, agenda

04/22/2013 Administrative Committee Agenda administrative, committee, meeting, agenda

04/23/2012 Administrative Committee Minutes administrative, committee, meeting, minutes, agenda

04/24/2013 Board of Retirement Agenda board, meeting, agenda, minutes

04/24/2013 Board of Retirement Minutes board, meeting, minutes

04/24/2013 Special Board of Retirement Agenda board, meeting, agenda

04/24/2013 Special Board of Retirement Minutes board, meeting, special, minutes

04/25/2012 Board of Retirement Minutes $description

05/08/2013 Board of Retirement Agenda board, meeting, minutes, agenda

05/08/2013 Board of Retirement Minutes board, meeting, minutes

05/14/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

05/20/2013 Investment Committee Agenda investment, committee, agenda, meeting

05/21/2012 Investment Committee Minutes investment, committee, meeting, minutes

05/22/2013 Board of Retirement Agenda retirement, board, meeting, agenda

05/23/2012 Board of Retirement Minutes board, meeting, minutes, agenda

05/25/2011 Board of Retirement Minutes board, meeting, minutes, retirement, agenda

05/25/2011 TCERA Property, Inc. Directors' Agenda tcera, property, inc., agenda, meeting, minutes

05/28/2013 Administrative Committee Agenda administrative, committee, meeting, agenda

06/08/2011 Board of Retirement Minutes board, meeting, minutes

06/13/2012 Board of Retirement Minutes board, meeting, minutes

06/18/2012 Investment Committee Minutes investment, committee, meeting, minutes

06/20/2011 Investment Committee Minutes investment, committee, meeting, minutes

06/22/2011 Board of Retirement Minutes board, meeting, minutes

06/25/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

06/27/2011 Administrative Committee Minutes administrative, committee, agenda, meeting

06/27/2012 Board of Retirement Minutes board, meeting, minutes

07/11/2012 Board of Retirement Minutes board, meeting, minutes

07/11/2012 TCERA Property, Inc. Directors' Agenda $description

07/11/2012 TCERA Property, Inc. Directors' Minutes tcera, property, inc, minutes, meeting

07/13/2011 TCERA Property, Inc. Directors' Agenda tcera, property, inc., agenda, minutes, meeting, directors

07/13/2011 TCERA Property, Inc. Directors' Minutes board, meeting, minutes, directors, property, inc, tcera

07/16/2012 Investment Committee Minutes investment, committee, meeting, minutes

07/18/2011 Investment Committee Minutes investment, committee, meeting, minutes

07/23/2012 Administrative Committee Meeting - CANCELLED administrative, committee, meeting, cancelled, minutes, agenda

07/25/2012 Board of Retirement Minutes board, meeting, minutes

07/27/2011 Board of Retirement Minutes board, meeting, minutes, agenda

07/27/2011 Special Board of Retirement Minutes special, board, meeting, minutes, agenda

08/08/2012 Board of Retirement Minutes board, meeting, minutes,

08/10/2011 Board of Retirement Minutes board, meeting, minutes, agenda

08/15/2011 Investment Committee Minutes investment, committee, meeting, minutes

08/20/2012 Investment Committee Minutes investment, committee, meeting, minutes, agenda

08/22/2011 Administrative Committee Minutes administrative, committee, meeting, minutes

08/22/2012 Board of Retirement Minutes board, meeting, minutes, retirement

08/22/2012 TCERA Property, Inc. Directors' Agenda tcera, property, inc, agenda, meeting

08/22/2012 TCERA Property, Inc. Directors' Minutes tcera, property, inc, meeting, minutes

08/24/2011 Board of Retirement Minutes board, meeting, minutes

08/27/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

09/12/2012 Board of Retirement Minutes board, meeting, minutes, agendas

09/12/2012 TCERA Property, Inc. Directors' Agenda tcera, property, inc, agenda, meeting,

09/12/2012 TCERA Property, Inc. Directors' Minutes tcera, property, inc, minutes, meeting

09/14/2011 Board of Retirement Minutes board, meeting, minutes, agendas

09/17/2012 Investment Committee Minutes investment, committee, meeting, minutes

09/19/2011 Investment Committee Minutes investment, committee, meeting, minutes

09/26/2011 Administrative Committee Minutes administrative, committee, meeting, minutes

09/26/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

09/26/2012 Board of Retirement Minutes board, meeting, minutes, agenda

09/26/2012 TCERA Property, Inc. Directors' Agenda tcera, property, inc, agenda, meeting, minutes

09/28/2011 Board of Retirement Minutes board, meeting, minutes, agenda

10/10/2012 Board of Retirement Minutes board, meeting, minutes, agenda

10/12/2011 Board of Retirement Minutes board, meeting, minutes, agenda

10/15/2012 Investment Committee Minutes investment, committee, meeting, minutes

10/17/2011 Investment Committee Minutes investment, committee, meeting, minutes

10/22/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

10/24/2007 Investment Managers' Forum Agenda investment, managers, forum, meeting, board, agenda, agendas

10/24/2011 Administrative Committee Minutes administrative, committee, meeting, minutes

10/24/2012 Board of Retirement Minutes board, meeting, minutes, investment, forum

10/26/2011 Board of Retirement Minutes board, meeting, minutes

11/07/2012 Special Board of Retirement Minutes board, meeting, minutes, special

11/09/2011 Board of Supervisors / Retirement Minutes board, meeting, minutes, supervisors, retirement, joint

11/09/2011 Board of Supervisors/Retirement Joint Minutes board, meeting, minutes, joint, supervisors

11/19/2012 Investment Committee Minutes investment, committee, meeting, minutes

11/21/2011 Board of Retirement Minutes board, meeting, minutes

11/21/2011 Investment Committee Minutes investment, committee, meeting, minutes

11/26/2012 Administrative Committee Minutes administrative, committee, meeting, minutes

11/28/2011 Administrative Committee Meeting - Cancelled administrative, committee, meeting, agenda, minutes

11/28/2012 Board of Retirement Minutes board, meeting, minutes, agenda

12/12/2012 Board of Retirement Minutes board, meeting, minutes

12/14/2011 Board of Retirement Minutes board, meeting, minutes, agenda

12/18/2012 Investment Committee Minutes investment, committee, meeting, minutes

12/19/2012 Board of Supervisors / Retirement Minutes joint, board, meeting, supervisors, retirement, minutes

2004 Asset / Liability Study asset, liability, study

2005 Actuarial Valuation Report actuarial, valuation, report

2005 Experience Study experience, study, triennial

2006 Actuarial Valuation Report actuarial, valuation, report

2007 Actuarial Valuation Report actuarial, valuation, financial, report

2007 Popular Annual Financial Report - PAFR popular, annual, financial, report, pafr

2008 Actuarial Valuation Report actuarial, valuation, financial, report

2008 Experience Study experience, study, triennial

2008 Popular Annual Financial Report - PAFR pafr, popular, annual, financial, report

2009 Actuarial Valuation Report actuarial, valuation, report

2009 Asset / Liability Study asset, liability, study

2009 Popular Annual Financial Report - PAFR pafr, popular, annual, financial, report

2010 Actuarial Valuation Report actuarial, valuation, report

2010 Popular Annual Financial Report - PAFR pafr, popular, annual, financial, report

2011 Actuarial Audit Report actuarial, audit, report

2011 Actuarial Valuation Report actuarial, valuation, report

2011 Experience Study triennial, experience, study

2011 Popular Annual Financial Report - PAFR pafr, popular, annual, financial, report

2012 Actuarial Valuation Report actuarial, valuation, report

2012 SRBR Special Actuarial Study SRBR, actuarial, study, special

A Guide to Your TCERA Plan Benefits $description

Agency Positions that Manage Public Investments conflict, interest, code, agency, positions, public, investments, 87200, government, public

Are my retirement benefits taxable? Most of your monthly retirement benefit is taxable. This is because, all retirement contributions you have made since mid-way through 1987 (except for employees of the Strathmore Public Utility District) are taken on a pre-tax basis. All interest earnings

Beneficiary Form $description

ByLaws Of The Board Of Retirement bylaws, by-laws, by laws, board, governance

Can I increase my contributions to my retirement account? contribution, rates, savings, deferred, compensation, comp, tax, deferred

Cancel County Health Insurance Form $description

Change of Address or Name Form $description

Comprehensive Annual Financial Report 2005-04 comprehensive, annual, financial, report, cafr

Comprehensive Annual Financial Report 2006-05 comprehensive, annual, financial, report, cafr

Comprehensive Annual Financial Report 2007-06 comprehensive, annual, financial, report, cafr

Comprehensive Annual Financial Report 2008-07 comprehensive, annual, financial, report, cafr

Comprehensive Annual Financial Report 2009-08 comprehensive, annual, financial, report, cafr

Comprehensive Annual Financial Report 2010-09 CAFR, comprehensive, annual, financial, report

Comprehensive Annual Financial Report 2011-10

Comprehensive Annual Financial Report 2011-10 CAFR, comprehensive, annual, financial, report

Comprehensive Annual Financial Report 2012-11 comprehensive, annual, financial, report, CAFR

Direct Deposit Form $description

Distribution Election Form $description

Do I have to contribute to the retirement plan? contribute, contributions, mandatory, tax, deferred, taxes, employee

Does my retirement account earn interest? interest, account, posted, rate

Does TCERA pay any benefits in addition to the regular retirement allowance? Yes. The retirement plan maintains a Supplemental Retirement Benefit Reserve (SRBR) which is used to fund additional benefits for retirees. The reserve is funded almost entirely out of "excess" earnings that occur when TCERA's investment performance is hi

Domestic Relations Order (DRO) domestic, relations, order, dro, qdro, qualified

Education and Due Diligence Policy education, due diligence, policy, trustee, training, AB1519, report, continuing,

Federal Tax Withholding Form federal, tax, withholding, form, taxes

How are lifetime retirement benefits funded? funding, employer, contributions, employee, earnings, funded, investment, assets

How can I find out what my current retirement account balance is? annual, member, statement, balance, letter, account, beneficiary

How do I become eligible to retire? There are three (3) ways for a member to meet the minimum eligibility requirements for retirement. If you are a General member, you must be at least age 50 to retire and have at least ten years of service. However, any general member with 30 years of s

How do I change my beneficiary? To change your beneficiary, request a Change or Designation of Beneficiary form from the Retirement Office. If you need assistance completing the form, Retirement Office staff will be happy to assist you. Remember: your beneficiary designation with the Re

How do I find out about Retirement Board meetings? Meetings of the Board of Retirement are open to the public and are subject to the requirements imposed by the Ralph M. Brown Act regarding public meetings. Agendas for Board meetings are posted at the Retirement Office at least 72 hours in advance of each

How do I find out what TCERA's Placement Agent Policy is? investment, placement, agent, policy

How do I get additional information about retirement? The Retirement Office has a full-time staff to assist you with any questions you may have about your retirement benefits. The location of the Retirement Office is: 136 N. Akers Street, Visalia, CA., 93291. The phone number is (559) 713-2900.

How much will I contribute toward my future retirement benefit? contribution, rates, rates, entry, age, benefits

Investment Performance Report - 1st Quarter 2006 investment, performance, report

Investment Performance Report - 1st Quarter 2007 investment, performance, report

Investment Performance Report - 1st Quarter 2008 investment, performance, report, quarterly

Investment Performance Report - 1st Quarter 2009 investment, performance, report, financial

Investment Performance Report - 1st Quarter 2010 investment, performance, report

Investment Performance Report - 1st Quarter 2011 investment, performance, report, quarterly

Investment Performance Report - 1st Quarter 2012 quarterly, investment, performance, report,

Investment Performance Report - 2nd Quarter 2006 investment, performance, report

Investment Performance Report - 2nd Quarter 2007 investment, performance, report

Investment Performance Report - 2nd Quarter 2008 investment, performance, report, quarterly

Investment Performance Report - 2nd Quarter 2009 investment, performance, report, quarterly

Investment Performance Report - 2nd Quarter 2010 investment, performance, report, quarterly

Investment Performance Report - 2nd Quarter 2011 quarterly, investment, performance, report

Investment Performance Report - 2nd Quarter 2012 investment, performance, report, quarterly,

Investment Performance Report - 3rd Quarter 2006 investment, performance, report

Investment Performance Report - 3rd Quarter 2007 investment, performance, report, quarterly

Investment Performance Report - 3rd Quarter 2008 investment, performance, report, quarterly

Investment Performance Report - 3rd Quarter 2009 quarterly, investment, performance, report

Investment Performance Report - 3rd Quarter 2010 investment, performance, report

Investment Performance Report - 3rd Quarter 2011 investment, performance, report, quarterly

Investment Performance Report - 3rd Quarter 2012 quarterly, investment, performance, report

Investment Performance Report - 4th Quarter 2006 investment, performance, report

Investment Performance Report - 4th Quarter 2007 investment, performance, report, quarterly

Investment Performance Report - 4th Quarter 2008 investment, performance, report, quarterly

Investment Performance Report - 4th Quarter 2009 quarterly, investment, performance, report

Investment Performance Report - 4th Quarter 2010 investment, performance, report

Investment Performance Report - 4th Quarter 2011 quarterly, investment, performance, report, quarter

Investment Performance Report - 4th Quarter 2012 investment, performance, report

Investment Policy $description

Investment Policy - TCERA Placement Agent Policy investment, policy, placement, agency

Investment Policy Addendum investment, policy, addendum

Investment Policy Exhibit A investment, policy, exhibit, a

Investment Policy Exhibit B investment, policy, exhibit, b

January 1 - December 31, 2011 Continuing Education Report continuing, education, report, AB1519, trustee, training

January 1 - December 31, 2012 Continuing Education Report $description

January 23, 2008 Board of Retirement Agenda board, meeting, agenda

Pension Progress - Special Edition November 2012 Progress, Special, Edition

PEPRA / SRBR Resolution $description

Procedure - Assessing Enhancements to Pension Compensation procedures, assessing, enhancements, pension, compensation,

Purchase Service Credit and Request For Estimate Form $description

Request for Estimate Form $description

Resolution Regarding Pay Codes Included as Pensionable Income - County of Tulare Resolution, Pay, Codes, Pensionable, Income

Resolution Regarding Pay Codes Included as Pensionable Income - Tulare County Superior Counts resolution, pay, codes, included, pensionable, income, compensation, earnable, tulare, county, superior courts

Retired Member Lost Warrant (Check) Form retiree, retired, lost, check, warrant, form, forms

Sample Form w/ no Readable text

State Tax Withholding Form $description

TCERA's Grand Jury Report Responses grand, jury, response, responses, report

Termination from Employment and My Retirement termination, layoff, retirement, employment, benefit

Volume 10, No. 1 Pension Progress Newsletter $description

Volume 10, No. 2 Pension Progress Newsletter pension, progess, newsletter, news, flyer

Volume 10, No. 3 Pension Progress Newsletter pension, progress, newsletter

Volume 10, No. 4 Pension Progress Newsletter pension, progress, newsletter

Volume 11, No. 1 Pension Progress Newsletter pension, progress, newsletter, flyer

Volume 11, No. 2 Pension Progress Newsletter pension, progress, newsletter

Volume 11, No. 3 Pension Progress Newsletter $description

Volume 11, No. 4 Pension Progress Newsletter pension, progress, newsletter

Volume 12, No. 1 Pension Progress Newsletter pension, progress, newsletter

Volume 12, No. 2 Pension Progress Newsletter pension, progress, newsletter

Volume 12, No. 3 Pension Progress Newsletter $description

Volume 12, No. 4 Pension Progress Newsletter pension, progress, newsletter,

Volume 13 No. 1 Pension Progress Newsletter pension, progress, newsletter

Volume 13 No. 2 Pension Progress Newsletter pension, progress, newsletter, publication

Volume 13 No. 3 Pension Progress Newsletter pension, progress, newsletter, quarterly,

Volume 13 No. 4 Pension Progress Newsletter penison, progress, newsletter

Volume 14 No. 1 Pension Progress Newsletter pension, progress, newsletter, publication

Volume 9, No. 4 Pension Progress Newsletter pension, progress, newsletters, newsletter, news, flyer

What benefit options do I have when I retire? When you complete your retirement application, you will select a benefit option. The options available to you are described below. These options offer you different ways to provide financial security for yourself and your beneficiary. The option that is b

What do I need to do as a new employee? As a new member of TCERA, you will be asked to complete a Member's Enrollment Affidavit. The Affidavit requires information from you such as your name, address, date of birth, social security number and inter-system status. You will also need information

What do I need to do when I decide to retire? If you are planning to retire within the next ninety (90) days, you should contact the Retirement Office for an appointment. Retirement applications cannot be accepted more than sixty (60) days prior to the effective date of retirement; for this reason, y

What is a beneficiary designation? Designating a beneficiary is naming the individual(s) to whom any death benefits payable from the plan should be made, in the event of your death. It is important to keep your designation current. Married employees normally designate their spouse as be

What is a refund? A refund of your retirement contributions is a withdrawal of your entire retirement account. Remember, your retirement account does not include any of the Employer contributions which have been paid into the retirement fund. The only way to realize the be

What is inter-system status? Inter-system status (also referred to as reciprocity), is the status of a member who has previously earned retirement service credit under for another California public agency retirement plan that has an inter-system agreement with TCERA and who meets eli

What is TCERA? tcera, defined, benefit, plan, benefits

What Is the Board of Retirement? The Tulare County Employees' Retirement Association functions under the provisions of the County Employees' Retirement Law of 1937 (the '37 Act). One of the characteristics of the '37 Act is the establishment of a "Board of Retirement" to oversee the oper

What is the retirement plan? benefits, package, eligible, lifetime, members, system

What kind of member am I? Members of the Tulare County Employees' Retirement Association (TCERA) have a variety of membership types and benefit formulas. Under TCERA, your membership type depends upon the work you do. Employees whose primary job functions include law enforcement a

Which retirement systems have inter-system agreements? All 1937 Act county retirement systems, the State Teachers' Retirement System (STRS) and the California Public Employees' Retirement System (CalPERS) have inter-system agreements. CalPERS is the retirement plan offered to most state employees, many Califo

Who are members of TCERA? members, tcera, tiers, tier, benefits, lifetime, general, safety

Why is the date I choose for retirement important? Why is the date I choose for retirement important? Remember that your retirement is calculated on four factors: your membership type and tier, your age, length of service and your final average salary. For each quarter of a year increase in your age, up

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