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​​​​​

• 2019-2020 Certificated Work Days Calendar (CDAYS) 05/01/2019 (PDF)
• CalSTRS Reduced Workload Program - Contracts for 2020/2021 03/26/2020​ (PDF)
• CalSTRS Retirement Incentive Programs ED2016-06 04/13/2016 (PDF)
• CalSTRS Retirement Incentive Program - Employer Certification of Member Eligibility MS 187 (PDF)
• CalSTRS Retirement Incentive Program - Certification of Employer Participation MS 1169-1 (PDF)
• CalSTRS Retirement Incentive Program - Certification Information MS 1169-2 (PDF) 
• CalPERS Golden Handshake Benefit Procedures "02-32" 06/03/2002 (PDF)

          Employer Rates

• 2019-2020 Employer Rates - STRS, PERS, Social Security, and Medicare 08/12/2019 (PDF)
• 2018-2019 Employer Rates - STRS, PERS, Social Security, and Medicare 07/03/2018 (PDF)
• 2017-2018 Employer Rates - STRS, PERS, Social Security, and Medicare 07/03/2017 (PDF)
• 2016-2017 Employer Rates - STRS, PERS, Social Security, and Medicare 02/27/2017 (PDF)
• 2014-2015 Employer Rates - STRS, PERS, Social Security, and Medicare 02/22/2015 (PDF)
• 2014-2015 Employer Rates - STRS, PERS, Social Security, and Medicare 07/31/2014 (PDF)
• 2013-2014 Employer Rates - STRS, PERS, Social Security, and Medicare "13-05" 01/28/2014 (PDF)
• 2013-2014 Employer Rates - STRS, PERS, Social Security, and Medicare “13-01” 07/09/2013 (PDF)
• 2012-2013 Employer Rates - STRS, PERS, Social Security, and Medicare “12-02” 09/25/2012 (PDF)

           Year-to-Date Summary

• PERS/STRS 2018-2019 Year-to-Date Summary (as of June 2019) 08/28/2019 (PDF)
• PERS/STRS 2017-2018 Year-to-Date Summary (as of June 2018) 08/30/2018 (PDF)
• PERS/STRS 2017-2018 Year-to-Date Summary (as of December 2017) 03/15/2018 (PDF)
• PERS/STRS 2016-2017 Year-to-Date Summary (as of June 2017) 08/17/2017 (PDF)
• PERS/STRS 2016-2017 Year-to-Date Summary (as of December 2016) 02/14/2017 (PDF)
• PERS/STRS 2015-2016 Year-to-Date Summary (as of June 2016) 09/23/2016 (PDF)
• PERS/STRS 2015-2016 Year-to-Date Summary (as of December 2015) 12/22/2015 (PDF)
• PERS/STRS 2014-2015 Year-to-Date Summary (as of June 2015) 08/07/2015 (PDF)
• PERS/STRS 2014-2015 Year-to-Date Summary (as of December 2014) 02/22/2015 (PDF)
• PERS/STRS 2013-2014 Year-to-Date Summary (as of June 2014) 09/08/2014 (PDF)
• PERS/STRS 2013-2014 Year-to-Date Summary (as of December 2013) "13-10" 03/24/2014 (PDF)
• PERS/STRS 2012-2013 Year-to-Date Summary (as of June 2013) "13-02" 07/31/2013 (PDF)
• PERS/STRS 2012-2013 Year-to-Date Summary (as of December 2012) "12-05" 02/08/2013 (PDF)

Additional Information

• Charter School Independent Reporting
• Staff Assignments
• my|CalPERS for Employers
• CalSTRS Secure Employer Website

Beth Valderrama
Supervisor III, Retirement Reporting 
858-​569-5441​​

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