Pension Trust Office and Contacts
The Pension Trust office at 1000 Mill St. in San Luis Obispo is open to serve our Members during normal business hours of M-F, 8-5. Visitors may need to use the doorbell by the front door to summon staff. Masks are required for non-vaccinated visitors. Mask wearing is encouraged for all visitors. Pension Trust staff may wear masks when close contact with visitors is necessary. As always, the Pension Trust can serve our Members via Telephone/Email/Videoconference (Teams and Zoom). Please call us at 805-781-5465 or email us at [email protected] to set up an appointment to address your pension needs.
Pension Trust's Member Portal
The San Luis Obispo County Pension Trust (SLOCPT) provides the MemberDirect portal which is available to all SLOCPT members and retirees.
MemberDirect is an improved and secure way for members and retirees to access on-line pension benefits earned as part of their compensation for serving the public. Active Members can view account balances, service credits, create benefit estimates, and schedule consultations. Retirees can access paperless statements, IRS forms, and more.
Please visit https://members.slocpt.org to set up your MemberDirect account. During the enrollment process, you will need a PIN to complete the process. All members and retirees should have already received a PIN letter in the mail. If your PIN letter is lost or expired, you can request a PIN from the website or call SLOCPT for assistance. Once requested, the PIN letter will be mailed to you so you can finalize your on-line registration. This is a one-time enrollment PIN and expires after 90 days.
Please contact our office at 805-781-5465 for any questions or troubleshooting technical issues.
What is the Pension Trust?
The San Luis Obispo County Pension Trust (SLOCPT) is an independent trust established for the employees of San Luis Obispo County, the Superior Court in San Luis Obispo County, and certain local agencies that have elected to contract with the County Board of Supervisors to participate in the Trust. The benefits available from SLOCPT are set forth in the San Luis Obispo County Employees Retirement Plan.
Our Mission
The mission of the San Luis Obispo County Pension Trust is to adequately fund and promptly pay the benefits accrued by it's Members pursuant to the provisions of the San Luis Obispo County Employees Retirement Plan and consistent with Article 16, Section 17 of the California State Constitution.
Purpose
SLOCPT exists for the exclusive purpose of providing accurate, timely benefits and services to its members and their beneficiaries. SLOCPT is also charged with the prudent investment of Member Contributions and County Appropriations, and defraying reasonable expenses of administration.
History
Established as a voluntary plan in 1958 under California Government Code Section 53215, SLOCPT has evolved over time. In 1968 the Retirement Plan was amended to its present form. In 1974, participation in the Plan became mandatory for all permanent County employees. Other contracting agencies that participate in the Retirement Plan are the Superior Court of San Luis Obispo County, the Air Pollution Control District, the Local Agency Formation Commission, and the SLOCPT itself.