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Retirement Reporting

The Retirement Reporting Unit  ensures the accuracy, integrity, and compliance of retirement reporting for employees of Orange County educational agencies by managing contributions to CalPERS and CalSTRS, reconciling payroll and service credit data, and supporting districts in maintaining accurate retirement records that safeguard long-term benefits. This unit also serves as a liaison to both state retirement systems to assist employees with any discrepancies in retirement service records. 

Ensuring that school employees receive the proper service credit from CalSTRS and CalPERS is this unit's priority. 

Over 160,000 pay lines per month are processed for more than 100,000 school employees.  More than $130​​ million of contributions are reported and collected per month.  

The department operates as the intermediary unit between school districts in orange county, school employees, CalPERS and CalSTRS and provides services in the following areas:

  • Legislative updates
  • Monitoring Membership qualification and retiree earnings
  • Purchase and redeposit of retirement service credit
  • Resolutions and contract amendments such as Golden Handshake
  • Processing retirement forms for membership, refund or correcting service credit
  • Charter school retirement reporting agent

The Retirement Reporting Unit  also provides advisory services, workshops, procedures and documentation for school districts, community college district, ROPs and charter school employers on compliance and regulatory information related to retirement reporting and compliance. 

 For questions regarding Retirement, please contact us at retirement@ocde.us.

Retirement Resources

The Retirement Reporting Unit serves as a resource to the County's districts in matters of retirement reporting and changes in regulations affecting retirement reporting.  This unit must remain current with any pending and current legislation.  The following resources and links may be helpful to school district payroll departments.