Resources

Trustee Handbook

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