Welcome to SERS Plan 3
- SERS Plan Choice
Determine which plan is suitable for your retirement needs. This is specifically for SERS employees first hired on or after July 1, 2007, without prior Public Employees' Retirement System Plan 2 service.*
- Plan 3 Overview
Review a summary of your plan, who is eligible for Plan 3, investment programs, and a comparison to Plan 2.
- Joining Plan 3
Review procedures for enrolling and selecting a contribution rate. Also find information concerning investment programs and investment education, and useful financial planning tools.
- Account Access
Manage your Plan 3 account by accessing personal account balance information and initiating transactions. Read about our new log in procedure.
- Investment Options
Review fund descriptions and fund performance, use an asset allocation tool, browse the SERS Plan 3 Report library, and find investment education information. DRS and the Washington State Investment Board will offer new investment choices for Plan 3, DCP and JRA members this Fall - Retirement Strategy Funds. Known in the industry as “target date funds,” the new options will automatically change the asset mix for you as you move closer to your target retirement date. Retirement Strategy Funds will replace the Horizon Funds and become available on Monday, October 6, 2008.
- Gain Sharing
New legislation passed in 2007 concerning gain sharing. See if the new changes affect you.
- Retirement Planning
Find easy-to-use tools and calculators to meet your retirement planning needs.
- Publications and Forms
Download Plan 3 publications and forms in PDF format.
- Investment Education Seminars
Learn more about Plan 3 by attending a seminar or workshop.
- Frequently Asked Questions (FAQs)
Find answers to commonly asked questions about SERS.
- Contact Us
Find contact information if you have questions or concerns about your Plan 3 account.
- Site Search
Search the SERS Plan 3 web site.
*If a court of law decides the repeal of gain sharing is invalid, new members hired after the court decision will be mandated into plan 3. See Gain Sharing.
|