The following chart provides a brief summary of the membership rules in effect for prior periods. If you need additional information about SERS eligibility rules, contact Employer Support Services.
| Period | Membership Rule in Effect |
|---|---|
| 08/01/2009 forward | New SERS members and potential members (substitutes) have the option to become members of Plan 2 or Plan 3 if hired into an eligible position. |
| 07/01/2007 through 07/31/2009 | New SERS members and potential SERS members have the option to become members of Plan 2 or Plan 3, if no prior PERS Plan 2 service and if hired into an eligible position |
| 09/01/2000 through 06/30/2007 | Plan 3 established by legislature 9/1/2000. All new members mandated into Plan 3, except those with prior PERS Plan 2 service who are reported in SERS Plan 2 with a January transfer option |
| 09/01/1991 forward¹ | Eligible position: Normally requires at least five months each year in which regular compensation is earned for at least 70 hours per month |
| 09/01/1990 through 08/31/1991¹ | Eligible position: Normally requires at least five months each year in which regular compensation is earned for at least 90 hours per month |
| July 23, 1989 forward¹ | All of an employee's work each month for an employer must be considered as a single position |
| 10/01/1977 through 08/31/2000¹ | PERS Plan 2 established by legislature 10/1/1977. All new classified employees working in school districts and educational service districts are reported in PERS Plan 2 |
| 03/23/65 through 06/06/90¹ | Employee could work in an eligible position on a temporary basis not to exceed six consecutive months without being brought into SERS membership |
| 04/01/1955 through 08/31/1990¹ | Eligible position: Normally requires at least five consecutive months each year in which regular compensation is earned for at least 90 hours per month |
¹Note: Prior to SERS effective date of September 1, 2000, classified employees working in school districts and educational service districts held PERS membership. Classified employees working in eligible PERS Plan 2 positions on September 1, 2000 were converted to SERS Plan 2. The PERS service rules prior to September 1, 2000 apply to these converted SERS members.