Orange County Employees Retirement System Board of Retirement Strategic Planning Workshop
The strategic planning workshop covered various operational and investment topics for the system. Key discussions included an overview of the organization's current state and membership, a status update on the new headquarters project, and a presentation on SaaS in the age of AI. The board also reviewed succession planning strategies, examined geopolitical impacts on technology, trade, and energy, and discussed frameworks for managing investment risk, including data usage and manager research tools.
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Orange County Employees Retirement System Board Of Retirement Regular Meeting Minutes
The Board of Retirement meeting included discussions on benefit elections, the approval of the Building Committee Charter, and the resolution of several disability retirement claims. The Board approved a 3.0% cost-of-living adjustment for benefit allowances effective April 1, 2026, and nominated a representative for the SACRS Board of Directors election. Additional updates were provided on the America250 campaign, trustee meeting compensation legislation, and the implementation of AI tools. A closed session was held to consult on threats to public services or facilities, after which it was noted that no reportable action was taken.
Jan 1, 2026·Strategic plan
Orange County Employees Retirement System Strategic & Business Plan 2026-2028
This document outlines the strategic and business plan for the Orange County Employees Retirement System, aiming to provide secure retirement and disability benefits with excellence and prudent financial stewardship. The plan focuses on five key strategic goals for 2026-2028: Fund Sustainability, Excellent Service and Support, Risk Management, Talent Management, and Effective Governance. These efforts are guided by a broader Vision 2030, which prioritizes enhanced member services, technology modernization, and organizational excellence to build a resilient and future-ready institution.
Oct 18, 2021·Board meeting
Orange County Employees Retirement System Board Of Retirement Regular Meeting
The meeting addressed several key administrative and benefits matters, including the retroactive approval of Option 4 retirement elections for members Francis Newcomb and Marc Hale, effective in 2021. The Board was asked to make findings regarding the continuation of remote meetings due to the ongoing COVID-19 state of emergency under AB 361. The Consent Agenda included approving the UAAL triennial recalculation results for Orange County Mosquito and Vector Control District, showing a surplus of $(915,479), and for Cypress Recreation and Parks District. The Disability/Member Benefits Agenda involved numerous recommendations, primarily granting service-connected or non-service-connected disability retirements for several members, with denials for others due to failure to cooperate or insufficient evidence. Closed session discussions covered individual disability applications, including a recommendation to grant service-connected disability retirement for Amber Drysol and deny it for Cristina Rupp. Action items in open session included approving the OCERS 2022-2024 Strategic Plan and the 2022 Business Plan, giving voting direction for an upcoming SACRS meeting, and approving new positions for the Member Services and IT departments as recommended by the Personnel Committee. Informational items covered the State of OCERS and a COVID-19 update.
