SERS Plan 3 Home > Plan 3 Overview
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Washington State

Department of
Retirement Systems

SERS Plan Choice
Review summary of plan, investment programs, and comparison to Plan 2
Review procedures for enrolling, rules of contributions, planning tools, and investment education
Review fund descriptions, fund performance, asset allocation planning tool, Plan 3 Report library, and investment education
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  • Summary of Plan 3
• Eligibility for Plan 3
 • Investment Programs
• SERS Plan 2 vs Plan 3

Plan 3 Overview

  • Summary of Plan 3
    SERS Plan 3 is designed to achieve similar benefits for all educational employees by providing increased flexibility in retirement planning.
  • Who is Eligible for Plan 3
    Who is eligible to enroll in SERS Plan 3.
  • Investment Programs
    SERS Plan 3 allows you to direct contributions to one of two investment programs: the Washington State Investment Board (WSIB) Investment Program or the Self-Directed Investment Program.
  • Comparison of SERS Plan 2 to SERS Plan 3
    SERS Plan 2 members contemplating a transfer to SERS Plan 3 can use this table to compare the primary differences between the two plans.

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