Digital Transformation The San Diego County Employees Retirement Association utilizes a modern tech stack including Amazon Web Services, Akamai, and Adobe Tag Manager, indicating openness to digital solutions that enhance online member services and operational efficiency.

Stable Funding With a revenue range of up to 10 million dollars and a focus on managing large pension funds for over 40,000 members, SDCERA represents a stable client with ongoing needs for reliable financial and investment management solutions.

Leadership Stability Having appointed Tracy Sandoval as CEO in 2020 after prior interim leadership, the organization demonstrates stability in its executive management, providing a dependable partnership outlook for long-term collaboration.

Growth Potential Serving a sizable employee base with a specific focus on government administrative services, SDCERA offers opportunities for solutions tailored to government pension administration, compliance, and member engagement.

Market Positioning As a government-focused retirement association comparable to CalSTRS and CalPERS, SDCERA presents a niche opportunity for sector-specific products and services focused on pension management, secure data handling, and member communication strategies.