Third Party Administration of Insurance and Pension Funds Forms for San Diego

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FAQ

The San Diego City Employees' Retirement System (SDCERS) invests, manages and administers the $3.27 billion retirement pension plans for general members, safety members and legislative officers of the City of San Diego.

Pensions administrators are responsible for the day-to-day administration of pension schemes and life insurance policies. They make sure that new and existing customers' policies are accurately maintained and serviced. Their responsibilities can vary depending on the size and structure of their organisation.

The Plan Administrator can be found in the Summary Plan Description or on Form 5500, which you can request a free copy of through the Department of Labor's website.

With a defined-contribution plan, such as a 401(k), the beneficiary can access remaining funds in the retirement account via a gradual drawdown, lump sum payment, or through the purchase of an annuity.

Go on the Department of Labor's Website Go to the U.S. Department of Labor's (DOL) website and try to locate the company's Form 5500 (the plan's required tax filing). The Form 5500 should have the plan administrator's contact information.

RETIREMENT (Section 5.6.2 - Compensation Ordinance) The San Diego County Employees Retirement Association (SDCERA) provides a defined benefit pension plan. Permanent employees automatically become members and contribute to their benefit from each biweekly paycheck.