Your Secure Retirement Plan

It's Easy to Get Started

Participating in the Secure Retirement Plan is easy. You just need to start working as a caregiver.

  • After working for 6 months you’re automatically enrolled in the Secure Retirement Plan. You will receive a Welcome Letter in the mail to confirm you are enrolled.
  • Every month, your employer will contribute to your retirement account.

To review your funds, set up an online account on My Plan using your touchscreen phone, tablet or computer. Then you can:

See your balance.

Update your contact information.

Name a beneficiary.

Keep working, and watch your retirement grow on My Plan.

Already have an account, created July 1, 2020 or later? Log in here:

How you get your retirement funds

How you get your retirement funds depends on how old you are and whether you are still working as a caregiver.

Under age 65 and still working as a caregiver You qualify for a retirement payment when you reach age 65.
Under age 65 and NOT working as a caregiver
  • If 2 years (24 months) has passed AND your balance is $2,400 or less, you can receive a one-time payment.
  • If you start working as a caregiver with a participating employer again, you will automatically start getting contributions from your employer; you do not have to wait 6 months.
Over 65 and still working as a caregiver Once your account reaches $2,400, you can start receiving a monthly payment of $100 or more, depending on your age and account balance.
Over age 65 and NOT working as a caregiver
  • If your account is less than $2,400 you can get a one-time payment.
  • If your account is more than $2,400 you can get a monthly payment of $100 or more depending on your age and account balance.

Additional information about the SEIU 775 Secure Retirement Plan can be found at Plan Document.  In the event of a conflict between this information and the Plan document, the Plan document controls.

(See Acceptable Proof of Age Documents).

Secure Retirement Timeline

July 2020 - SEIU 775-bargained retirement contributions increase up to a maximum $0.80 per qualifying hour
July 2019 - Access to online participant balance, vesting and beneficiary information
July 2019 - Plan year, participation and vesting rule changes
July 2019 - SEIU 775 successfully bargains for retirement contributions up to $0.65 per qualifying hour
February 2019 - Summary Annual Report mailed for the plan year ending February 28, 2018
December 2018 - Statements mailed for plan year ending Feb. 28, 2018
July 2018 - SEIU 775 successfully bargains for retirement contributions equal to $0.50 per qualifying hour
February 2018 - Summary Annual Report mailed for plan year ending Feb. 28, 2017
December 2017 - Statements mailed for plan year ending Feb. 27, 2017
July 2017 - SEIU 775 successfully bargains for retirement contributions equal to $0.25 per qualifying hour
June 2017 - Existing participants mailed a Summary Plan Document
February 2017 - Initial Plan Design Complete and Plan Document Approved
March 2016 - Secure Retirement Plan goes into effect and begins receiving contributions for hours worked since July 1, 2015
July 2015 - SEIU 775 successfully bargains for retirement contributions equal to $0.23 per qualifying hour

IMPORTANT NOTE ABOUT QUALIFYING HOURS
The vesting rules changed on July 1, 2019. If you were not yet vested on that date, work 1 additional qualifying hour to become vested in your current Account! (Note: This must occur prior to a permanent break in service for you to vest in contributions already made to your account. If you don’t meet the hours requirement for 5 plan years in a row, you will experience a “permanent break in service” and forfeit amounts contributed to your account before the permanent break. If you need help finding a new client, you may want to check out www.carinacare.com.