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San Bernardino County Employees Retirement Association
File #: 25-424    Name:
Type: Action Item
File created: 10/1/2025 In control: ADMINISTRATIVE COMMITTEE
On agenda: 4/16/2026 Final action:
Title: Recommend that the Board approve updates to Benefits Policy No. 027 (Contributions).
Attachments: 1. Exhibit A: Proposed Benefits Policy No. 027 (Contributions) - Redline Version, 2. Exhibit B: Proposed Benefits Policy No. 027 (Contributions) - Clean Version
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FROM:                                            Amy McInerny, Chief Financial Officer

 

SUBJECT:                                            Benefits Policy No. 027 (Contributions)

 

RECOMMENDATION:

title

Recommend that the Board approve updates to Benefits Policy No. 027 (Contributions).

body

 

BACKGROUND:

General Policy No. 005 involves the review of Board Policies and indicates that the review shall be every three years.

 

Pursuant to General Policy No. 005, staff conducted a review of Benefits Policy No. 027 (Contributions) in coordination with tax counsel and propose a series of changes throughout the policy to clarify language regarding: 

                     Unpaid and overpaid service purchase contracts and redeposit contracts

                     Interest calculation methodology and applicability

                     “Normal” contribution amounts

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Operational Excellence & Efficiency

 

STAFF CONTACT:

Amy McInerny

 

ATTACHMENTS:

Exhibit A:                     Proposed Benefits Policy No. 027 (Contributions) - Redline Version

Exhibit B:                     Proposed Benefits Policy No. 027 (Contributions) - Clean Version