Ares PA Opportunities Fund - Diversified Credit 86,883 Redacted Redacted Redacted Ares PA Opportunities Fund - Special Situations 447,391 Redacted Redacted Redacted ... SERS’ Investment Managers Fees and Expenses by Fund/Account 2021 Fund/Account Name Managers Fees1/ Managers Operating Expenses2/ Managers Share of ProfitsThe 2019 Comprehensive Annual Financial Report (CAFR) of the Pennsylvania State Employees' Retirement System (SERS) provides detailed information on the financial performance, investments, and actuarial status of the pension fund. The report also includes independent auditors' opinions, statistical data, and governance structure of SERS. …Pennsylvania Public School Employees' Retirement Board Elects New Chair and Vice Chair. PSERS Board Chair Retires After 30 Years of Dedicated Public Service. PA …To understand how the Pennsylvania State Employees’ Retirement System (SERS) employer contribution rate is calculated, it’s important, first, to understand what ... 1.800.633.5461 | www.SERS.pa.gov Pennsylvania State Employees’ Retirement System | 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 4 Pennsylvania State Employees’ Retirement System, 30 North 3rd Street, Suite 150, Harrisburg PA 17101-1716. DEFINED BENEFIT PENSION BENEFICIARY NOMINATION FORM (All entries should be typed or legibly printed.) 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov SERS Benficiary Form | SERS402 | Rev: 01/30/2020 *Pennsylvania State Police troopers with 20 or more years of service should contact a pension plan specialist for additional information. Age Can Impact Your Benefit. If you haven't reached SERS normal retirement age, your benefit could be reduced for early retirement. The further you are from SERS normal retirement age, the greater the reduction.Region 3 - State College Regional Office. 1019 Ghaner Road, Suite 203 Port Matilda PA, 16870. Toll Free Phone: 1.800.633.5461 Local Phone: 814.863.6505 Fax: 814.863.6530. The State College regional office serves employees who work and retirees who live in Bedford, Blair, Cambria (Eastern), Centre, Clearfield, Franklin, Fulton, Huntingdon, …SERS News. If you are a SERS member who would like to receive your member newsletters by e-mail, create or sign into your online member services account and click "My Keystone ID." The Pennsylvania State Employees' Retirement …Forgot Account? Pennsylvania State Employees' Retirement System About SERS Legislation. SERS was established by Pennsylvania law in 1923. The current State Employees' Retirement Code was enacted in 1974 and continues to govern our operations and the benefits we administer today. As one would expect, however, over nearly a century of operation, new proposals are frequently considered and many laws have been ... 2022 Check Mailing Date X2022 Direct Deposit Date SERS Offices Closed 2 9 16 23 3 10 X 4 11 18 25 5 12 19 26 6 13 20 27 7 14 21 28 1 8 15 22 6 13 20 27 7 14 X 28 8 15 ... About SERS Legislation. SERS was established by Pennsylvania law in 1923. The current State Employees' Retirement Code was enacted in 1974 and continues to govern our operations and the benefits we administer today. As one would expect, however, over nearly a century of operation, new proposals are frequently considered and many laws have been ... SERS will compute the FAS for current year estimates. The FAS for retirement dates beyond this year can be computed by SERS or you may supply the FAS to be used. Service from prior employment with the state Service in the United States Armed Forces Service credited with PSERS Service for time teaching out of stateThe Pennsylvania State Employees' Retirement System, serving our members since 192330 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov. DEFINED BENEFIT PLAN AUTHORIZATION FOR DIRECT ROLLOVER You are currently entitled to a lump sum payment from the State Employees’ Retirement System. There may be tax benefits to rolling the money into an IRA or other qualified plan, like the DeferredReport a Death. Contact our regional offices at 1.800.633.5461 or [email protected] and provide the deceased SERS member's: . Name. Social Security number. Date of death. County the deceased member lived in (retired member) County of the deceased member’s work location (active member)SERS Employers. SERS currently serves 101 employers. An employer's authority and/or obligation to offer a SERS pension is generally provided in the Pennsylvania State Employees' Retirement Code or the employer's authorizing legislation. Participating employers include commonwealth agencies under the Governor's jurisdiction, like the Departments of Human …1.800.633.5461, option 1 | www.SERS.pa.gov Pennsylvania State Employees Retirement System | 30 North 3rd Street, Suite 150 | arrisburg PA 17101 1 The Plan’s monthly asset-based fee of .0067% applies to all assets in the Program, including those in the SDBA. The portion attributable to the SDBA will be prorated against all core funds.Our online employer services allow the convenient exchange of information. Access must be approved by both SERS and the employer before an account is created. Access to … For other technical issues, please e-mail [email protected] or call SERS at 1.866.766.7740. Please provide your name, phone number, e-mail address, your active/retired status, and a description of the issue you are experiencing with this site. other things. SERS has more than a dozen classes of service. Your class of service is determined largely by when you became a SERS member. Newly Eligible Employees Class A5 (Optional Classes A6 and 40) Under the SERS umbrella there are 3 different plan options. Pennsylvania State Employees' Deferred Compensation Plan 98978-01 Participant Information Last Name First Name MI Social Security Number (The name provided MUST match the name on file with Service Provider.) Mailing Address E-Mail Address Married Unmarried Female Male City State Zip Code Mo Day Year Mo Day YearSERS News. If you are a SERS member who would like to receive your member newsletters by e-mail, create or sign into your online member services account and click "My Keystone ID." The Pennsylvania State Employees' Retirement …Detailed Holdings. Posted on an annual basis in late June, the following reports list the investment holdings as of Dec. 31 of the prior year. The reports list: the securities held, their base cost, fair value and number of units for public holdings; and the fund and the capital committed, drawn, and distributed for the real estate and private …Enter the following as of December 31st, last year. State Service. Non-State Service. Total Service (State + Non-State) Final Average Salary: Retirement Covered EarningsView Open Jobs and Apply. View and apply for all commonwealth positions in one location! Open to Public – opportunities for all job seekers. Internal Postings – opportunities for current commonwealth employees only. Intern and Apprenticeship – …30 North 3rd Street, Suite 150, Harrisburg PA 17101-1716 Attn: SERS-Office of Member Services or e-mail it to [email protected]. We may provide certain information from your SERS record to a SERS-participating employer upon the employer’s request to be used for business purposes. If You Want Us to Release Information to a Third PartyIf you are a member of the SERS defined benefit pension plan, you may want to read this handbook that explains the features and benefits of your plan, as well as your rights and …deferred comp account at www.SERS.pa.gov. Alternatively, you can request a copy of the form by calling 1.866.737.7457. If you are not currently enrolled in deferred comp, you can elect to make Roth contributions when you enroll at www.SERS.pa.gov. Questions or Request Your Free Retirement Readiness Review 1.866.737.7457 | www.SERS.pa.govThis limited right to change your pension payment option is detailed in 4 Pa. Code §247.5a. 06/15/2023. Penn SERS 2022 Financial Reports Available. The Pennsylvania State Employees’ Retirement System today announced the release of its 2022 Annual Comprehensive Financial Report for the calendar year ended Dec. 31, 2022.You are a SERS "AA" member, so your class of service multiplier is 1.25; You have earned 25 years of credited service. Your final average salary is $50,000. You are retiring at age 60, so there is no early retirement reduction. You contributed 6.25% of every paycheck to SERS, which has been credited with 4% annually. The pension formula would be...About SERS State Employees' Retirement Board. The Pennsylvania State Employees' Retirement Code entrusts the authority and responsibility of running SERS to an 11-member board that meets six times per year. SERS Board Meetings Board Meeting Livestream - The livestream will not start until the meetings begin.. The SERS board meets six times per …30 NORTH 3RD STREET, SUITE 150 | HARRISBURG, PA 17101-1716 P: 800.633.5461 | F: 717.237.0346 | www.SERS.pa.gov Terrill Sanchez, Executive Director Joe Torta, Deputy Executive Director for Member and Participant Services Mark Walter, IT Generalist Administrator (in person, SERS Board Room) Presenters Randall Miller, FunstonRegion 1 - Seneca Regional Office. 3224 State Route 257 Duawl Professional Plaza P.O. Box 1561 Seneca, PA 16346. Toll Free Phone: 1.800.633.5461 Local Phone: 814.677.0741 Fax: 814.677.8792On average, a SERS retiree would get a $1,600 boost in the first year, while a PSERS retiree’s increase would be $2,175, according to an actuarial note prepared by the Independent Fiscal Office, a state agency. “We want people to live a …The Pennsylvania State Employees' Retirement System, serving our members since 1923. Contact; Employers; Resources; About SERS; Latest News; search. Defined Benefit Plan. ... In most cases, you contribute to a mandatory SERS retirement plan (pension and/or Defined Contribution Plan) too. Keep in mind that you need to file a separate beneficiary ...Region 1 - Seneca Regional Office. 3224 State Route 257 Duawl Professional Plaza P.O. Box 1561 Seneca, PA 16346. Toll Free Phone: 1.800.633.5461 Local Phone: 814.677.0741 Fax: 814.677.8792 The Pennsylvania State Employees' Retirement System manages the pension benefits of nearly 240,000 employees and retirees for 101 public sector employers. In 2022, SERS paid about $3.9 billion in benefits and managed $33.7 billion in assets. Pension Plan: Just the Facts SERS Materials & Counseling Defined Benefit Plan – Traditional Pension Features and Highlights. Defined Contribution Plan – Investment PlanFeatures and Highlights. Current Member Plan Comparison. In addition, SERS retirement counselors are available to answer questions you have about your plan options at 1.800.633.5461 or [email protected]. 30 NORTH 3RD STREET, SUITE 150 | HARRISBURG, PA 17101-1716 P: 800.633.5461 | F: 717.237.0346 | www.SERS.pa.gov Creating a Keystone ID A Keystone ID is a self-created username used to login to multiple state agencies. Once a Keystone ID is associated with your SERS account, it will be permanently attached. If you Learn about the financial performance and operations of the Pennsylvania State Employees' Retirement System in the 2017 Comprehensive Annual Financial Report (CAFR).You also can roll over balances from your other eligible plans into your SERS defined contribution plan. Empower offers educational information and tools to help you plan for retirement and select your investments. If you want professional assistance with your investments, Empower also provides investment advisor services at an additional charge.SERS Materials & Counseling Defined Benefit Plan – Traditional Pension Features and Highlights. Defined Contribution Plan – Investment PlanFeatures and Highlights. Current Member Plan Comparison. In addition, SERS retirement counselors are available to answer questions you have about your plan options at 1.800.633.5461 or [email protected]. The Pennsylvania State Employees' Retirement System, serving our members since 1923. ... please contact a SERS plan specialist at [email protected] or 1.800.633.5461. Region 2 - Pittsburgh Regional Office. Foster Plaza 6, Suite 320 681 Andersen Drive Pittsburgh, PA 15220. Toll Free Phone: 1.800.633.5461 Local Phone: 412.770.1148 Fax: 412.770.1188Tel: 1.800.633.5461 Fax: 1.717.237.0346 30 North 3rd Street | Suite 150 Harrisburg PA 17101 Post Retirement SurveyOn average, a SERS retiree would get a $1,600 boost in the first year, while a PSERS retiree’s increase would be $2,175, according to an actuarial note prepared by …Region 1 - Seneca Regional Office. 3224 State Route 257 Duawl Professional Plaza P.O. Box 1561 Seneca, PA 16346. Toll Free Phone: 1.800.633.5461 Local Phone: 814.677.0741 Fax: 814.677.8792The Pennsylvania State Employees' Retirement System, serving our members since 1923Enter the following as of December 31st, last year. State Service. Non-State Service. Total Service (State + Non-State) Final Average Salary: Retirement Covered Earnings *Pennsylvania State Police troopers with 20 or more years of service should contact a pension plan specialist for additional information. Age Can Impact Your Benefit. If you haven't reached SERS normal retirement age, your benefit could be reduced for early retirement. The further you are from SERS normal retirement age, the greater the reduction. Pennsylvania State Employees' Deferred Compensation Plan 98978-01 Participant Information Last Name First Name MI Social Security Number (The name provided MUST match the name on file with Service Provider.) Mailing Address E-Mail Address Married Unmarried Female Male City State Zip Code Mo Day Year Mo Day YearWe would like to show you a description here but the site won’t allow us.For questions about your pension benefit please call 1.800.633.5461 ext 8333# or email [email protected]; If you are actively working and live outside of Pennsylvania please call 1.800.633.5461 to be directed to your defined benefit specialist. Photos, directions, and SERS staff information are provided when you click on the map or regional ...While this video explains the retirement plan options available to most new SERS members, it doesn’t apply to those hired into certain hazardous duty law enforcement or security positions. Most new members have 45 days to choose to stay in the default Hybrid Plan option or switch to one of the other two options.If you are a member of the SERS defined benefit pension plan, you may want to read this handbook that explains the features and benefits of your plan, as well as your rights and …The Pennsylvania State Employees' Retirement System, serving our members since 1923If you received a disclosure letter from Empower Retirement asking you to verify your e-mail address so that you receive retirement plan statements and other important notices, please note that the instructions to update or change your e … For questions about your pension benefit please call 1.800.633.5461 ext 8333# or email [email protected]; If you are actively working and live outside of Pennsylvania please call 1.800.633.5461 to be directed to your defined benefit specialist. Photos, directions, and SERS staff information are provided when you click on the map or regional ... The most accurate way to estimate your SERS pension is to contact your pension plan specialist. If you are within two years of retirement or if you are seriously considering your retirement, please call 1.800.633.5461. Custom SERS Pension Benefit Calculator Region 1 - Seneca Regional Office. 3224 State Route 257 Duawl Professional Plaza P.O. Box 1561 Seneca, PA 16346. Toll Free Phone: 1.800.633.5461 Local Phone: 814.677.0741 Fax: 814.677.8792 If you live in PA, your SERS pension payments are exempt from PA state and local income taxes. As such, we do not provide 1099-R forms to any state or local tax authority. Special notes for those who: Live outside PA. While SERS payments are exempt from PA state and local taxes, they may be subject to state and local income taxes where you live ... P: 1.800.633.5461 | F: 717.237.0346 | www.SERS.pa.gov June 10, 2021 Mr. David R. Fillman Chairman, State Employees’ Retirement Board Commonwealth of Pennsylvania 30 North Third Street, Suite 150 Harrisburg, PA 17101 Dear Chairman Fillman, The Pennsylvania State Employees’ Retirement System (SERS) is pleased to present you …Check Your SERS Retirement Statement for the Beneficiaries on File for Each SERS Retirement Plan. Your annual SERS Retirement Statement lists the beneficiaries you have designated for each of your SERS plans. The front cover lists the number of beneficiaries on file for each of your SERS retirement plans. Welcome to SERS Account Login. Account Login is your resource to access and manage your account with SERS. Features available on Account Login include: Applications for Service Retirement, Disability Benefits, and Refunds. Updating personal information, such as address, beneficiary, direct deposit, and tax withholding. About SERS Legislation. SERS was established by Pennsylvania law in 1923. The current State Employees' Retirement Code was enacted in 1974 and continues to govern our operations and the benefits we administer today. As one would expect, however, over nearly a century of operation, new proposals are frequently considered and many laws have been ... Membership in SERS. Generally, an employee's obligation to participate in SERS - as well as the class of service to which an employee belongs - is set forth in Pennsylvania's State Employees' Retirement Code. In some cases, an employee's obligation to participate may be in an employer's authorizing statute. I. Purpose. The Board must invest and manage the Pennsylvania State Employees' Retirement Fund (the "Fund") prudently, with the judgment, skill, and care that a prudent investor would observe under similar circumstances. As fiduciaries, Board members must invest and manage the Fund for the exclusive benefit of the members of the …Membership in SERS. Generally, an employee's obligation to participate in SERS - as well as the class of service to which an employee belongs - is set forth in Pennsylvania's State Employees' Retirement Code.In some cases, an employee's obligation to participate may be in an employer's authorizing statute.SERS Online Member Services. With a member services account, you can view your SERS benefit information and if you are an active SERS member, you can estimate your future retirement benefit. ... For other technical issues, please e-mail [email protected] or call SERS at 1.866.766.7740. Please provide your name, phone number, e-mail address ...SERS is one of the nation's oldest and largest retirement plans for public employees in Pennsylvania. It offers four types of accounts: Defined Benefit, Defined Contribution, …If you received a disclosure letter from Empower Retirement asking you to verify your e-mail address so that you receive retirement plan statements and other important notices, please note that the instructions to update or change your e …Membership in SERS. Generally, an employee's obligation to participate in SERS - as well as the class of service to which an employee belongs - is set forth in Pennsylvania's State Employees' Retirement Code.In some cases, an employee's obligation to participate may be in an employer's authorizing statute.System, 30 North 3rd Street, Suite 150, Harrisburg PA 17101-1703. Without an IRS W-4P form in your member record, we will withhold the IRS default amount in effect at the time your pay-ments began. SERS pension payments are exempt from Pennsylvania state and local income tax for Pennsylvania residents. If you liveNew Member Plan Comparison Calculator This calculator will estimate retirement benefits for all three of your retirement plan options.. SERS Materials & Counseling SERS pension plan specialists are available to help explain your options by calling 1.800.633.5461 or e-mailing [email protected].. Financial Planner/Tax ConsultantPennsylvania State Employees’ Retirement System, 30 North 3rd Street, Suite 150, Harrisburg PA 17101-1716. DEFINED BENEFIT PENSION BENEFICIARY NOMINATION FORM (All entries should be typed or legibly printed.) 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov SERS Benficiary Form | SERS402 | Rev: 01/30/2020About Your Deferred Compensation Plan. Your "deferred comp plan" offers a simple, flexible way for you to save for retirement. With its powerful pretax savings features, investment …On average, a SERS retiree would get a $1,600 boost in the first year, while a PSERS retiree’s increase would be $2,175, according to an actuarial note prepared by …*Pennsylvania State Police troopers with 20 or more years of service should contact a pension plan specialist for additional information. Age Can Impact Your Benefit. If you haven't reached SERS normal retirement age, your benefit could be reduced for early retirement. The further you are from SERS normal retirement age, the greater the reduction.As a new SERS member, you are automatically enrolled in the Hybrid Plan A-5 class of service. You have 45 days to choose to stay in your current plan or to switch to one of two other options: either the Hybrid Plan A-6 class of service or the straight Defined Contribution Plan. ... Contact a SERS Retirement Counselor at [email protected] or 1 ...Enter the following as of December 31st, last year. State Service. Non-State Service. Total Service (State + Non-State) Final Average Salary: Retirement Covered Earnings Welcome to SERS. Established in 1923, the Pennsylvania State Employees' Retirement System is one of the nation's oldest and largest statewide retirement plans for public employees. Our mission is to prepare our members and participants to achieve financial success and security in retirement. The Pennsylvania State Employees' Retirement System, serving our members since 1923. Contact; Employers; Resources; About SERS; Latest News; search. ... managers have been identified as experiencing quantitative or qualitative pattern changes worthy of greater review by SERS’ investment office and external investment consultants. 2023 Quarter ...The Pennsylvania State Employees' Retirement System, serving our members since 1923In most cases, SERS Board committees make recommendations for consideration by the full board, which is scheduled to meet the following week. If the full board chooses to act on a committee recommendation, the action will be announced after the full board meeting. To view board action approved by date, see the list of 2024 SERS … Member SSN (if Payee is not a SERS member) Account Type Checking (voided check must be attached) Savings Start Direct Deposit Change Account Number Change Financial Institution Direct Deposit of Pension Payments | SERS 123 | Rev: 11/1/2021 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov Welcome to SERS. Established in 1923, the Pennsylvania State Employees' Retirement System is one of the nation's oldest and largest statewide retirement plans for public employees. Our mission is to prepare our members and participants to achieve financial success and security in retirement. The Pennsylvania Treasury issues payments from the plan on three days each month. ... If you need a Separation from Withdrawal Form for your SERS Defined Contribution Plan or SERS Deferred Compensation Plan, please contact Empower at (866) 737-7457. If you need assistance resolving an Agency Debt that is holding up payment of your withdrawal ...SERS Employers. SERS currently serves 101 employers. An employer's authority and/or obligation to offer a SERS pension is generally provided in the Pennsylvania State Employees' Retirement Code or the employer's authorizing legislation. Participating employers include commonwealth agencies under the Governor's jurisdiction, like the Departments of Human …While this video explains the retirement plan options available to most new SERS members, it doesn’t apply to those hired into certain hazardous duty law enforcement or security positions. Most new members have 45 days to choose to stay in the default Hybrid Plan option or switch to one of the other two options.Website. http://sers.pa.gov. The Pennsylvania State Employees’ Retirement System (also known as SERS or Pen SERS) is an independent administrative board of the …Rocco tacos, Kailash parbat decatur, West vet boise, Washington department of natural resources, Duluth coffee company, Elliot electrical, Kansas state board of nursing, Vista toyota, Ocean mazda florida, Champs auto, Reno rock, Sermo, Lowes of danville, Dol washington state
Forgot Account? Pennsylvania State Employees' Retirement System. Ironmasters
View Open Jobs and Apply. View and apply for all commonwealth positions in one location! Open to Public – opportunities for all job seekers. Internal Postings – opportunities for current commonwealth employees only. Intern and Apprenticeship – …About Your Deferred Compensation Plan. Your "deferred comp plan" offers a simple, flexible way for you to save for retirement. With its powerful pretax savings features, investment … Thanks for visiting SERS' website! At SERS, it's our job to make sure that the pension you've earned and the monthly payment option you've selected is calculated accurately and arrives on time - so you can do other things you want and need to do. If you like, you can print the 2023 payment calendar to keep. If you ever have questions, we're ... Check Your SERS Retirement Statement for the Beneficiaries on File for Each SERS Retirement Plan. Your annual SERS Retirement Statement lists the beneficiaries you have designated for each of your SERS plans. The front cover lists the number of beneficiaries on file for each of your SERS retirement plans.2021 Check Mailing Date X2021 Direct Deposit Date SERS Offices Closed 3 10 17 24 4 11 X 25 5 12 19 26 6 13 20 27 7 14 21 28 X 8 15 22 29 2 9 16 23 7 14 21 28 8 X 22 9 ... 30 NORTH 3RD STREET, SUITE 150 | HARRISBURG, PA 17101-1716 P: 800.633.5461 | F: 717.237.0346 | www.SERS.pa.gov Creating a Keystone ID A Keystone ID is a self-created username used to login to multiple state agencies. Once a Keystone ID is associated with your SERS account, it will be permanently attached. If you The Pennsylvania State Employees' Retirement System, serving our members since 1923. Contact; Employers; Resources; About SERS; Latest News; search. ... managers have been identified as experiencing quantitative or qualitative pattern changes worthy of greater review by SERS’ investment office and external investment consultants. 2023 Quarter ...In most cases, SERS Board committees make recommendations for consideration by the full board, which is scheduled to meet the following week. If the full board chooses to act on a committee recommendation, the action will be announced after the full board meeting. To view board action approved by date, see the list of 2024 SERS …Feb 13, 2024 · The Pennsylvania State Employees’ Retirement System today announced the release of its 2022 Annual Comprehensive Financial Report for the calendar year ended Dec. 31, 2022. The purpose of this report is to provide a clear accounting of SERS’ operations and financial position with details about the traditional Defined Benefit Plan and the ... The Pennsylvania State Employees' Retirement System, serving our members since 1923. Contact; Employers; Resources; About SERS; Latest News; search. Defined Benefit Plan. ... In most cases, you contribute to a mandatory SERS retirement plan (pension and/or Defined Contribution Plan) too. Keep in mind that you need to file a separate beneficiary ... Tel: 1.800.633.5461 Fax: 1.717.237.0346 30 North 3rd Street | Suite 150 Harrisburg PA 17101 Right-to-Know Request Check Your SERS Retirement Statement for the Beneficiaries on File for Each SERS Retirement Plan. Your annual SERS Retirement Statement lists the beneficiaries you have designated for each of your SERS plans. The front cover lists the number of beneficiaries on file for each of your SERS retirement [email protected]. If you have questions about insurance providers, coverage, or claims, call the Pennsylvania Employees Benefit Trust Fund at 1.800.522.7279. How We Help. SERS supports the organizations that run REHP by helping you: Determine if you qualify for REHP. Enroll in REHP as part of the retirement process, if appropriateThe Pennsylvania State Employees’ Retirement System (also known as SERS or Pen SERS) is an independent administrative board of the Commonwealth of Pennsylvania that manages the public pension system for state employees in Pennsylvania.. One of the oldest and largest statewide retirement systems for public employees in the United …You can return completed forms to: Pennsylvania State Employees' Retirement System 30 North 3rd Street, Suite 150 Harrisburg, PA 17101. or. Fax: 717.237.0346 Annual SERS Retirement Statement. If you are working for a SERS-participating employer and contributing to the Hybrid Plan, we will send you an annual statement that provides a snapshot of your pension (Defined Benefit Plan) and your investment account (Defined Contribution Plan) as of December 31. 2019 Sample Hybrid Plan Statement 1.800.633.546 www. SERS pagov Pennsylvania State Employees’ Retirement System 30 North 3rd Street, Suite 150 Harrisburg PA 1101 PURCHASING SERVICE Some SERS members may be able to purchase other types of service including previous state, educational or military service to be credited toward their retirement service requirements.Annual SERS Retirement Statement. If you are working for a SERS-participating employer and contributing to the Hybrid Plan, we will send you an annual statement that provides a snapshot of your pension (Defined Benefit Plan) and your investment account (Defined Contribution Plan) as of December 31. 2019 Sample Hybrid Plan StatementYou also can roll over balances from your other eligible plans into your SERS defined contribution plan. Empower offers educational information and tools to help you plan for retirement and select your investments. If you want professional assistance with your investments, Empower also provides investment advisor services at an additional charge. If you created your Keystone ID with an agency other than SERS, please click here. First Name. Last Name. Date of Birth. Last for digits of SSN. Email Address that is on file with SERS (Keystone IDs cannot be sent to other addresses). The Pennsylvania State Employees' Retirement System, serving our members since 1923. As a new SERS member, you are automatically enrolled in the Hybrid Plan A-5 class of service. You have 45 days to choose to stay in your current plan or to switch to one of two other options: either the Hybrid Plan A-6 class of service or the straight Defined Contribution Plan. ... Contact a SERS Retirement Counselor at [email protected] or 1 ...From the PA Turnpike. Take Exit 351 to Route 1 South. Exit at PA Route 132 East (Street Road/Racetrack). Exit ramp empties on to Street Road. At the third traffic light make a left on to Richlieu Road (TGI Fridays Restaurant on the corner). Make a right at the first driveway into Greenwood Square. If you have EZ-Pass, you may use Exit 352 (EZ ... Member SSN (if Payee is not a SERS member) Account Type Checking (voided check must be attached) Savings Start Direct Deposit Change Account Number Change Financial Institution Direct Deposit of Pension Payments | SERS 123 | Rev: 11/1/2021 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov The Pennsylvania State Employees' Retirement System, serving our members since 1923. ... please contact a SERS plan specialist at [email protected] or 1.800.633.5461. You can return completed forms to: Pennsylvania State Employees' Retirement System 30 North 3rd Street, Suite 150 Harrisburg, PA 17101. or. Fax: 717.237.0346Region 2 - Pittsburgh Regional Office. Foster Plaza 6, Suite 320 681 Andersen Drive Pittsburgh, PA 15220. Toll Free Phone: 1.800.633.5461 Local Phone: 412.770.1148 Fax: 412.770.1188 If you created your Keystone ID with an agency other than SERS, please click here. First Name. Last Name. Date of Birth. Last for digits of SSN. Email Address that is on file with SERS (Keystone IDs cannot be sent to other addresses). The Pennsylvania State Employees' Retirement System, serving our members since 1923. Pennsylvania State Employees' Deferred Compensation Plan 98978-01 Participant Information Last Name First Name MI Social Security Number (The name provided MUST match the name on file with Service Provider.) Mailing Address E-Mail Address Married Unmarried Female Male City State Zip Code Mo Day Year Mo Day Year the specific threat to your personal security to the State Employees’ Retirement System, 30 North 3rd Street, Suite 150, Harrisburg PA 17101-1716 Attn: SERS-Office of Member Services or e-mail it to [email protected]. We may provide certain information from your SERS record to a SERS-participating You can return completed forms to: Pennsylvania State Employees' Retirement System 30 North 3rd Street, Suite 150 Harrisburg, PA 17101. or. Fax: 717.237.0346About SERS Legislation. SERS was established by Pennsylvania law in 1923. The current State Employees' Retirement Code was enacted in 1974 and continues to govern our operations and the benefits we administer today. As one would expect, however, over nearly a century of operation, new proposals are frequently considered and many laws have been enacted to …The Pennsylvania State Employees' Retirement System, serving our members since 1923. Contact; Employers; Resources; About SERS; ... Generic SERS Benefit Calculator . Member Birth Date Designated Survivor Birth Date: Credited Class of Service: Anticipated Retirement Date : Enter the following as of December 31st, last year. ...Dec 7, 2018 · Exceptions: If you contributed to a SERS pension in the past or you were hired into certain hazardous duty law enforcement or security positions, this calculator is not for you. Contact a SERS Retirement Counselor at [email protected] or 1.800.633.5461 for more information about your plan options. 1.800.633.546 www. SERS agov Pennsylvania State Employees Retirement System 30 orth 3rd Street, Suite 150 arrisburg P 1101 SERS DEFINED BENEFIT PLAN REFUND PROCEDURES When you leave state employment, whether to retire or to work elsewhere, you have a number of decisions to make regarding your SERS retirement benefit.About SERS 2024 Board Meeting Materials. In most cases, SERS Board committees make recommendations for consideration by the full board, which is scheduled to meet the following week. If the full board chooses to act on a committee recommendation, the action will be announced after the full board meeting.Membership in SERS. Generally, an employee's obligation to participate in SERS - as well as the class of service to which an employee belongs - is set forth in Pennsylvania's State Employees' Retirement Code.In some cases, an employee's obligation to participate may be in an employer's authorizing statute. For questions about your pension benefit please call 1.800.633.5461 ext 8333# or email [email protected]; If you are actively working and live outside of Pennsylvania please call 1.800.633.5461 to be directed to your defined benefit specialist. Photos, directions, and SERS staff information are provided when you click on the map or regional ... PA.Gov is the official website of the Commonwealth of Pennsylvania. If you are a member of the State Employees' Retirement System (SERS), you can use this site to access your …Learn about the financial performance and operations of the Pennsylvania State Employees' Retirement System in the 2017 Comprehensive Annual Financial Report (CAFR).The Pennsylvania Treasury issues payments from the plan on three days each month. ... If you need a Separation from Withdrawal Form for your SERS Defined Contribution Plan or SERS Deferred Compensation Plan, please contact Empower at (866) 737-7457. If you need assistance resolving an Agency Debt that is holding up payment of your withdrawal ... Member SSN (if Payee is not a SERS member) Account Type Checking (voided check must be attached) Savings Start Direct Deposit Change Account Number Change Financial Institution Direct Deposit of Pension Payments | SERS 123 | Rev: 11/1/2021 30 North 3rd Street, Suite 150 | Harrisburg PA 17101 | 1.800.633.5461 | www.SERS.pa.gov SERS Change of Address Form | Rev: 09/17/2019 FORMER ADDRESS Payee’s Full Name (First, MI, Last) Payee’s SSN Street Address Telephone City, State, Zip Payee Type I hereby authorize and request the Pennsylvania State Employees’ Retirement System (SERS) to change my mailing address to the new address listed below. For questions about your pension benefit please call 1.800.633.5461 ext 8333# or email [email protected]; If you are actively working and live outside of Pennsylvania please call 1.800.633.5461 to be directed to your defined benefit specialist. Photos, directions, and SERS staff information are provided when you click on the map or regional ... The Pennsylvania State Employees' Retirement System, serving our members since 1923. ... please contact a SERS plan specialist at [email protected] or 1.800.633.5461. SERS Board and Organizational Structure Review: Final Report – 2016 In Sept. 2015, the SERS Board engaged Funston Advisory Services LLC to identify ways to improve the effectiveness of the board to better serve the needs of SERS members and employers, with corresponding benefits for the taxpayers of Pennsylvania. specialist or at www.SERS.pa.gov; fill it out and return it as directed on the form. FOR FEE QUESTIONS, CALL 1.866.737.7457. Fee type1 Pennsylvania State Employees’ Deferred Comp Plan Other plan/ IRA fees Recordkeeping fee $4.55 a month2 Plan administration fee Accounts with a balance of more than $5,000: • $1 flat fee per month; plusIf you created your Keystone ID with an agency other than SERS, please click here. First Name. Last Name. Date of Birth. Last for digits of SSN. Email Address that is on file with SERS (Keystone IDs cannot be sent to other addresses). The Pennsylvania State Employees' Retirement System, serving our members since 1923.New Member Plan Comparison Calculator This calculator will estimate retirement benefits for all three of your retirement plan options.. SERS Materials & Counseling SERS pension plan specialists are available to help explain your options by calling 1.800.633.5461 or e-mailing [email protected].. Financial Planner/Tax ConsultantYou can return completed forms to: Pennsylvania State Employees' Retirement System 30 North 3rd Street, Suite 150 Harrisburg, PA 17101. or. Fax: 717.237.0346Region 3 - State College Regional Office. 1019 Ghaner Road, Suite 203 Port Matilda PA, 16870. Toll Free Phone: 1.800.633.5461 Local Phone: 814.863.6505 Fax: 814.863.6530. The State College regional office serves employees who work and retirees who live in Bedford, Blair, Cambria (Eastern), Centre, Clearfield, Franklin, Fulton, Huntingdon, … SERS Online Member Services. With a member services account, you can view your SERS benefit information and if you are an active SERS member, you can estimate your future retirement benefit. For questions about your pension benefit please call 1.800.633.5461 ext 8333# or email [email protected]; If you are actively working and live outside of Pennsylvania please call 1.800.633.5461 to be directed to your defined benefit specialist. Photos, directions, and SERS staff information are provided when you click on the map or regional ... . 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