The Santa Barbara County Board of Supervisors is accepting resumes from qualified county residents interested in serving as a board-appointed trustee on the county’s Retirement Board.

The Retirement Board governs the Santa Barbara County Employees’ Retirement System (SBCERS), which administers the county’s pension plan and pension-related benefits for the county’s employees and retirees.

The board is composed of nine members and two alternates. The Board of Supervisors is the appointing authority for four of the trustee positions.

Individuals interested in being considered for an appointment to the SBCERS Board should complete a Board Commission and Committee Application at https://www.countyofsb.org/2839/Boards-Commissions-and-Committees.

Requests for a copy of the roster, applications, or additional information, should be directed to:


Clerk of the Board of Supervisors
105 East Anapamu St.
Santa Barbara, CA 93101

Application submission deadline is Friday, Dec. 4.
 
Qualifications for a trustee are as follows:
• Demonstrated asset management expertise in a private enterprise, nonprofit, or public agency.
• Broad understanding of the fiduciary framework under which pension systems operate, balancing the obligation to effectively manage both plan sponsor and employee costs.
• Knowledge of modern investment theory and retirement savings strategies.
• Demonstrated ability to interpret executive level financial reports and correspondence.
• Understanding of the human resources and employee benefits arena, particularly disability retiree benefits.
• Ability to work well with people who may express differing opinions and use a variety of skills to reach solutions on complicated issues.

Requirements for a trustee are as follows:
• Commit to serving for at least two three-year terms;
• Willingness to make the required financial disclosures for public officials as promulgated by the California Fair Political Practices Commission (e.g. disclosing certain investments and financial interests);
• Complete at least 24 hours of trustee education every two years, including ethics training;
• Attend a New Retirement Trustee Training;
• Attend educational conferences as needed to satisfy educational requirements;
• Commit to a minimum of a one-half day preparation per month for board meetings;
• Commit to attending and actively participating in monthly Board of Retirement meetings and any special Board of Retirement meetings and workshops;
• Commit to attending and participating in half-day committee meetings as needed;
• The appointee may not be connected with Santa Barbara County government in any capacity (e.g., may not be an employee/retiree or married to an employee/retiree).

Direct questions regarding the application process to the clerk of the Board of Supervisors, 805-568-2240.

For specific questions regarding the Retirement Board, call Dani Couture, Clerk of the Board of Retirement of the Santa Barbara County Employees’ Retirement System, 877-568-2940.