The Trustee Handbook is a resource to help educate trustees on the fundamentals of their duties. It provides an introduction and overview of the responsibilities of pension trustees, but is not intended to replace legal or investment advice from counsel or consultants.
Use the links below to download sections of the Trustee Handbook in PDF format, or click here to purchase a hard copy.
SECTION 1 Contents, Introduction
SECTION 2 County Employees Retirement Act (CERL)
SECTION 3 History of SACRS
SECTION 4 Role of the Trustee
SECTION 5 Retirement Benefits Administration
SECTION 6 Advisory Relationships
SECTION 7 Pension Plan Staff
SECTION 8 Actuarial Methods and Assumptions
SECTION 9 Investment Basics
SECTION 10 Financial Management of the Pension
SECTION 11 Appendix