Retiree Benefits

The County of Santa Clara provides retirement benefits to its long-term coded employees. These benefits are determined by a combination of factors, including age, length of qualified service, PERS member classification (miscellaneous or safety), and a contribution rate determined by bargaining unit agreements. Additionally, for eligible employees, the County provides access to retiree group health plans.

Open Enrollment

The County's annual Open Enrollment for Retiree medical insurance runs from May 1 to May 31. The effective date for any changes you make is July 1.

Retiree Guide

The Retiree Benefits Guide provides the information you need to make your benefit elections during this year's Open Enrollment period. Click on the image below to get started!

Retiree Guide cover image

 

 

 

 

 

 

 

Open Enrollment Presentation

In order to keep our employees and the community safe,  we will not be hosting Open Enrollment Information Sessions as we have in the past. Please take a few minutes to review our 2022-23 Open Enrollment presentation.

Retiree Benefit Plans Enrollment & Change Form

•    Schedule a personal appointment with a Kaiser Permanente representative, who can answer your questions about Medicare A, B, C, and D, enrolling in Medicare benefits, and enrolling in the County’s Medicare retirement plan options, including Kaiser Senior Advantage. You can book your 15-minute appointment online using Kaiser’s Bookings system at https://tinyurl.com/2p9h3627.

Current Retiree Medical Rates

Retiree Medical Rates from the previous plan year​​

 

Future Retirees

Looking to Retire? Just want to be Prepared?

Check out the Retiree Benefits Overview to get a high level overview of what to expect.

If you are within one ​​year or less before retirement, please review the following checklists  to keep you on track towards your retirement:

 

 

Retirement Planning Resources:

  • HR Benefits​ provides medical rate information as well as a checklist to help you through the retirement planning process. 
  • ​Log-in to MyCalPERS to access in-person and online classes (go to Find Classes to view dates and enroll), publications and online resources to estimate for your retirement, update your beneficiaries and make an appointment to meet with a representative​. 
  • Fidelity Investments is your home for information on 457 Deferred Compensation workplace retirement savings plan​ and investments. Once you have logged into your account, you can register for Online Workshops​ (Live Web Workshops, with a presenter, or On-Demand Workshops, where you can learn on your own time, wherever you are), as well as schedule a 1:1 meeting with a Fidelity Retirement Planner.

 

Additional Resources:

  • Log-in to MyCalPERS to access in-person and online classes (go to Find Classes to view dates and enroll), publications and online resources to estimate for your retirement, update your beneficiaries and make an appointment to meet with a representative​. 
  • Fidelity Investments is your home for information on 457 Deferred Compensation workplace retirement savings plan​ and investments. Once you have logged into your account, you can schedule to meet with a representative, update your contributions, and register for On-Demand or Live Web Workshops​
  • ​Employee Assistance Program (EAP) provides free, confidential counseling for individuals, couples, and families, in a private setting.​​
  • Employee Wellness Division (EWD) helps you with your eight dimensions of health as you plan for retirement.
  • Santa Clara County Federal Credit Union can assist you with many services, discounts, and resources, such as seminars and financial education as well as practical ideas to help you achieve financial security in retirement. 
  • sccLearn​ for web based training, videos, and books.
  • Learn how to apply for Medicare coverage.​​
  • ​​Social Security provides online services for you to review your information, apply for benefits and manage your account.

Still have more questions? Read over our F.A.Q. Section below for commonly asked questions. If your questions are not on there, please send us an email at: ​[email protected]​​ 

 

    Related Links

    ©2022 County of Santa Clara. All rights reserved.