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Retirement Reporting

The Retirement Reporting Unit assists school districts, community colleges, and charter schools throughout San Diego County with reporting payroll information to the California Public Employees' Retirement System, California State Teachers' Retirement System, Internal Revenue Service, and Social Security Administration. The unit serves as the liaison and reporting agent for the following items:

  • CalPERS and CalSTRS Retirement Reporting
  • CalSTRS Cash Balance Reporting
  • CalPERS and CalSTRS Golden Handshake / Retirement Incentives
  • Social Security and Medicare Tax Reporting
  • Filing Tax Return (Form 941)
  • Filing forms: W-2c, W-3c, & 941X

For CalPERS member assistance from CalPERS San Diego Regional Office, call 888-225-7377, fax: 619-220-7201 or visit the CalPERS member web page​.

For CalSTRS information for San Diego visit http://www.sdcoe.net/human-resources/calstrs/Pages/default.aspx or www.calstrs.com.

Bulletins and Correspondence​​​​​

          Employer Rates

           Year-to-Date Summary

Additional Information

Melissa Satterlee
Supervisor III, Retirement Reporting 
858-​569-5441​​

Tammy Britt
Manager, Retirement Systems 
858-​569-5341​​