Welcome to SERS!
Established in 1923, the Pennsylvania State Employees' Retirement System is one of the nation's oldest and largest statewide retirement plans for public employees. We are proud to serve you and thank you for your work to make Pennsylvania great.
New members can use this website to learn about your retirement benefit, particularly some choices you need to make when you're first hired. Active members can run estimates to see how your retirement benefit grows as your years of service and salary change. Members who are getting ready to retire can read about payment options and get a check list for your counseling session. Retired members can get duplicate tax forms and click through to the Pennsylvania Employees Benefit Trust Fund - the PEBTF - for more about your health care.
Estimate your future retirement benefit or the federal tax withholding from your current annuity.Read more
Enroll in or manage your account in this optional, tax-deferred retirement savings program.Read more
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News & Updates
Retirees: Federal Tax Changes to Your Pension Payment
For many of you, the new federal tax law enacted on 12/22/17 will impact the amount of money withheld from your monthly pension payments for federal income tax, starting with your February payment. If you have instructed us to withhold money from your pension for income tax purposes, your net February payment will be, in most cases, higher than that listed on your recently mailed annuitant statement.
Today, we mailed letters to those of you who will see a change in your monthly pension due to the federal income tax law changes. It lists the modified amount of money that will be withheld from your gross monthly pension payments for federal income tax, and the resulting net amount of your pension payments in 2018. You can also calculate the net amount of your 2018 payments using our online Federal Income Tax withholding calculator.
If you would like to receive retiree updates directly to your e-mail, sign up here.
Pennsylvania SERS Board Approves $675 Million in New Investments
The Board of the Pennsylvania State Employees’ Retirement System today approved $675 million in new investments.
Retirees: Your Annual Statement Is in the Mail
Yesterday, we mailed your Personal Statement of Pension Payments, featuring the 2018 payment calendar, directly from our print and mail vendor in Claysburg, PA. A copy of your statement is available in your online member services account.
As indicated on your statement, the 2018 amounts listed do not reflect the new federal tax law enacted on 12/22/17. If you have instructed us to withhold money from your pension for income tax purposes, your net 2018 payments will, in most cases, be higher than those listed on the statement. We will mail you a letter in mid-February listing the amount of money that will be withheld from your gross monthly pension payments for federal income tax based on the new tax law and the resulting net amount of your monthly payments for 2018. You can also calculate your 2018 payments using our online Federal Income Tax withholding calculator.
Retirees: 1099-R Tax Documents Are in the Mail
Yesterday, we mailed your 1099-R tax documents directly from our print and mail vendor in Claysburg, PA. Your forms will also be available in your online member services account before the end of the week. If you do not receive your 1099-R tax documents by Jan 31, 2018, please contact a SERS Retirement Counselor at 1.800.633.5461.
You can expect your account statement, featuring the 2018 payment calendar, in about a week. It, too, will be mailed from Claysburg and available in your online member service account shortly thereafter.
Pennsylvania SERS Announces Investment Returns, Approves $175 million in New Investments
The Pennsylvania State Employees' Retirement System today announced a 3.7% return for the third quarter of 2017, resulting in an 11.2% net-of-fees return on investments that added nearly $2.9 billion in earnings to the SERS Fund during the first nine months of the year.