Once reviewed by the Board, links to the the Ventura County Employees’ Retirement Association Board of Retirement bylaws, charters, and policies will be placed here. Entries with revision dates contain links to posted policies. (This is a work in progress.)
Disability Hearing Procedures
For the complete procedures, click here:
Board Bylaws and Regulations
Bylaws and Regulations
Charters
- Board of Retirement (Revised 2016-09-12)
- Chair (Revised 2016-09-12)
- Vice Chair (Revised 2016-09-12)
- Retirement Administrator (Revised 2016-09-12)
Policies
- Actuarial Funding (Revised 2012-05-21)
- Alternate Board Member
- Annual Administrative Budget
- Appointment and Election of Trustees (Revised 2017-02-27)
- Assigned Portable Electronic Devices (Revised 2015-06-15)
- Board Policy Development Process (Revised 2016-09-12)
- Business Planning (Revised 2015-06-15)
- Check and Wire Signing Authority
- Compensation Review
- Confidential Legal Opinions
- Conflict of Interest Code (Revised 2016-09-12)
- Credit Card
- Death Benefit
- Education and Travel (Revised 2016-05-02)
Travel Expense Reimbursement Template (v. 2016-05-02) - Interest Crediting (Revised 2015-04-20)
- Monitoring and Reporting (Revised 2016-09-12)
- Placement Agent (Revised 2010-12-20)
- Retention of Legal Services
- Retirement Administrator Performance Evaluation (Revised 2012-09-10)
- Service Provider Selection (Revised 2016-09-12)
- Tax Deferred Transfers (Rollovers)
- Trustee Communication (Revised 2013-06-17)
Investment Policy Manual
Containing the Total Fund Investment Policy Statement, Asset Allocation Policy, and Manager Guidelines
Board Education