AP Keenan Financial Services Supplemental Employee Retirement Plan (SERP) Group Orientation Meeting Southwestern Community College District February 21st & 24th, 2023 Keenan & Associates | CA License No. 0451271 | www.keenan.com What is SERP? • Supplemental Employee Retirement Plan – Provides monthly retirement income benefits to you • CalSTRS / CalPERS is your primary source of income • Voluntary for employees & paid for by employers 2 Keenan & Associates | CA License No. 0451271