13 | | - | Enrolled, An Act, |
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| 13 | + | SYNOPSIS: |
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| 14 | + | This bill would reopen the State Police Tier II |
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| 15 | + | Plan to any employee of the Alabama State Law |
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| 16 | + | Enforcement Agency who is certified by the Alabama |
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| 17 | + | Peace Officers' Standards and Training Commission and |
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| 18 | + | performs law enforcement duties and would modify the |
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| 19 | + | Tier II benefits received by State Police Tier II |
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| 20 | + | members to allow 25-year retirement and hazardous duty |
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| 21 | + | time, and would clarify that an employee of the Alabama |
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| 22 | + | State Law Enforcement Agency who is certified by the |
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| 23 | + | Alabama Peace Officers' Standards and Training |
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| 24 | + | Commission is a state policeman. |
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| 25 | + | A BILL |
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| 26 | + | TO BE ENTITLED |
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| 27 | + | AN ACT |
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14 | 28 | | To amend Sections 36-27-1, 36-27-16, as last amended by |
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15 | 29 | | Acts 2022-184 and 2022-351, 2022 Regular Session, and 41-27-7, |
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16 | 30 | | Code of Alabama 1975, relating to retirement benefits for |
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17 | 31 | | employees who are members of the Employees' Retirement System; |
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18 | 32 | | to reopen the State Police Tier II Plan to any employee of the |
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19 | 33 | | Alabama State Law Enforcement Agency who is certified by the |
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20 | 34 | | Alabama Peace Officers' Standards and Training Commission and |
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21 | | - | performs law enforcement duties; to modify the Tier II |
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22 | | - | benefits received by all State Police Tier II members; and to |
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23 | | - | clarify that employees of the Alabama State Law Enforcement |
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24 | | - | Agency are state policemen for retirement purposes. |
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25 | | - | BE IT ENACTED BY THE LEGISLATURE OF ALABAMA: |
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26 | | - | Section 1. Sections 36-27-1, 36-27-16, as last amended |
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27 | | - | by Acts 2022-184 and 2022-351, 2022 Regular Session, and |
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28 | | - | 41-27-7 of the Code of Alabama 1975, are amended to read as |
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29 | | - | follows: |
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30 | | - | "§36-27-1 |
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31 | | - | When used in this article, the following terms shall |
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32 | | - | have the following meanings, respectively, unless the context |
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33 | | - | clearly indicates otherwise: |
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34 | | - | (1) RETIREMENT SYSTEM. The Employees' Retirement System |
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35 | | - | of Alabama as defined in Section 36-27-2. |
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36 | | - | (2) EMPLOYEE. Any regular employee of the State of |
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37 | | - | Alabama whose salary is paid by state warrant by the state, |
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38 | | - | except a member of the Legislature of the state, a person who |
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| 64 | + | performs law enforcement duties; to modify the Tier II |
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| 65 | + | benefits received by all State Police Tier II members; and to |
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| 66 | + | clarify that employees of the Alabama State Law Enforcement |
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| 67 | + | Agency are state policemen for retirement purposes. |
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| 68 | + | BE IT ENACTED BY THE LEGISLATURE OF ALABAMA: |
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| 69 | + | Section 1. Sections 36-27-1, 36-27-16, as last amended |
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| 70 | + | by Acts 2022-184 and 2022-351, 2022 Regular Session, and |
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| 71 | + | 41-27-7 of the Code of Alabama 1975, are amended to read as |
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| 72 | + | follows: |
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| 73 | + | "§36-27-1 |
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| 74 | + | When used in this article, the following terms shall |
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| 75 | + | have the following meanings, respectively, unless the context |
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| 76 | + | clearly indicates otherwise: |
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| 77 | + | (1) RETIREMENT SYSTEM. The Employees' Retirement System |
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| 78 | + | of Alabama as defined in Section 36-27-2. |
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| 79 | + | (2) EMPLOYEE. Any regular employee of the State of |
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| 80 | + | Alabama whose salary is paid by state warrant by the state, |
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| 81 | + | except a member of the Legislature of the state, a person who |
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68 | 82 | | is covered or eligible to be covered under the Teachers' |
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69 | 83 | | Retirement System of Alabama or any other retirement system to |
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70 | 84 | | which contributions are made by the state, an elective |
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71 | 85 | | official of the state government, and a temporary employee or |
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72 | 86 | | person engaged under retainer or special agreement. In all |
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73 | 87 | | cases of doubt the Board of Control shall determine who is an |
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74 | 88 | | employee within the meaning of this article. The term shall |
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75 | 89 | | include any regular employee of the Alabama state hospitals |
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76 | 90 | | and Partlow State School and Hospital and the Alabama State |
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77 | 91 | | Port Authority, however paid. |
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78 | | - | (3) EMPLOYER. The State of Alabama or any department, |
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79 | | - | commission, institution, or any other agency of and within the |
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80 | | - | state by which an employee is paid, including employers as |
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81 | | - | provided in Section 36-27-6. |
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82 | | - | (4) MEMBER. Any employee included in the membership of |
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83 | | - | the system as provided in Section 36-27-4. |
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84 | | - | (5) BOARD OF CONTROL. The board provided for in Section |
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85 | | - | 36-27-23 to administer the retirement system. |
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86 | | - | (6) MEDICAL BOARD. The board of physicians provided for |
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87 | | - | in Section 36-27-23. |
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88 | | - | (7) SERVICE. Service as an employee paid for by an |
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89 | | - | employer. |
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90 | | - | (8) PRIOR SERVICE. Service rendered prior to the date |
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91 | | - | of establishment of the retirement system for which credit is |
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92 | | - | allowable under Section 36-27-11. |
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93 | | - | (9) MEMBERSHIP SERVICE. Service as an employee rendered |
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94 | | - | while a member of the retirement system and on account of |
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95 | | - | which contributions are made. |
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| 121 | + | (3) EMPLOYER. The State of Alabama or any department, |
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| 122 | + | commission, institution, or any other agency of and within the |
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| 123 | + | state by which an employee is paid, including employers as |
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| 124 | + | provided in Section 36-27-6. |
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| 125 | + | (4) MEMBER. Any employee included in the membership of |
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| 126 | + | the system as provided in Section 36-27-4. |
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| 127 | + | (5) BOARD OF CONTROL. The board provided for in Section |
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| 128 | + | 36-27-23 to administer the retirement system. |
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| 129 | + | (6) MEDICAL BOARD. The board of physicians provided for |
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| 130 | + | in Section 36-27-23. |
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| 131 | + | (7) SERVICE. Service as an employee paid for by an |
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| 132 | + | employer. |
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| 133 | + | (8) PRIOR SERVICE. Service rendered prior to the date |
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| 134 | + | of establishment of the retirement system for which credit is |
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| 135 | + | allowable under Section 36-27-11. |
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| 136 | + | (9) MEMBERSHIP SERVICE. Service as an employee rendered |
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| 137 | + | while a member of the retirement system and on account of |
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| 138 | + | which contributions are made. |
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125 | 139 | | (10) CREDITABLE SERVICE. "Prior service" plus |
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126 | 140 | | "membership service" rendered since last becoming a member. |
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127 | 141 | | (11) BENEFICIARY. Any person in receipt of a pension, |
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128 | 142 | | an annuity, a retirement allowance or other benefit as |
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129 | 143 | | provided by this article. |
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130 | 144 | | (12) REGULAR INTEREST. Interest compounded annually at |
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131 | 145 | | the rate determined by the Board of Control in accordance with |
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132 | 146 | | subsection (f) of Section 36-27-25. |
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133 | 147 | | (13) ACCUMULATED CONTRIBUTIONS. The sum of all the |
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134 | 148 | | amounts deducted from the compensation of a member credited to |
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135 | | - | his or her individual account in the Annuity Savings Fund, |
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136 | | - | together with regular interest thereon, as provided in Section |
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137 | | - | 36-27-24. |
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138 | | - | (14) EARNABLE COMPENSATION. The full rate of |
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139 | | - | compensation that would be payable to an employee if he or she |
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140 | | - | worked the full normal work-time. In cases where compensation |
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141 | | - | includes maintenance, the Board of Control shall fix the value |
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142 | | - | of that part of the compensation not paid in money. Earnable |
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143 | | - | compensation shall not exceed the limitations imposed by |
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144 | | - | Section 401(a)(17) of the Internal Revenue Code for public |
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145 | | - | pension funds, except that any employee who was a member of |
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146 | | - | the Employees' Retirement System before the first plan year |
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147 | | - | beginning after December 31, 1995, shall not be subject to the |
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148 | | - | earning limitations set forth in Section 401(a)(17). For Tier |
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149 | | - | I plan members, the term earnable compensation for retirement |
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150 | | - | purposes shall not include subsistence payments that are made |
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151 | | - | to a member and shall include overtime payments that are made |
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152 | | - | to a member; however, earnable compensation shall not exceed |
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| 178 | + | his or her individual account in the Annuity Savings Fund, |
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| 179 | + | together with regular interest thereon, as provided in Section |
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| 180 | + | 36-27-24. |
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| 181 | + | (14) EARNABLE COMPENSATION. The full rate of |
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| 182 | + | compensation that would be payable to an employee if he or she |
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| 183 | + | worked the full normal work-time. In cases where compensation |
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| 184 | + | includes maintenance, the Board of Control shall fix the value |
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| 185 | + | of that part of the compensation not paid in money. Earnable |
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| 186 | + | compensation shall not exceed the limitations imposed by |
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| 187 | + | Section 401(a)(17) of the Internal Revenue Code for public |
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| 188 | + | pension funds, except that any employee who was a member of |
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| 189 | + | the Employees' Retirement System before the first plan year |
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| 190 | + | beginning after December 31, 1995, shall not be subject to the |
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| 191 | + | earning limitations set forth in Section 401(a)(17). For Tier |
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| 192 | + | I plan members, the term earnable compensation for retirement |
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| 193 | + | purposes shall not include subsistence payments that are made |
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| 194 | + | to a member and shall include overtime payments that are made |
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| 195 | + | to a member; however, earnable compensation shall not exceed |
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182 | 196 | | 120 percent of any members' annual base compensation as |
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183 | 197 | | certified by the employer. For Tier II plan members, earnable |
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184 | 198 | | compensation shall include overtime payments that are made to |
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185 | 199 | | the member but shall not include subsistence payments that are |
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186 | 200 | | made to the member and shall not exceed one hundred |
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187 | 201 | | twenty-five percent (125%) of the member's annual base |
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188 | 202 | | compensation, as certified by the employer. |
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189 | 203 | | (15) AVERAGE FINAL COMPENSATION. For any Tier I plan |
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190 | 204 | | member, the average annual compensation of the member, with |
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191 | 205 | | respect to which he or she had made contributions pursuant to |
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192 | | - | subsection (b) of Section 36-27-24 during the three years, in |
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193 | | - | his or her last 10 years of creditable service for which the |
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194 | | - | average is highest or during his or her entire period of |
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195 | | - | creditable service if less than three years; except, that for |
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196 | | - | any period prior to November 1, 1959, the compensation used in |
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197 | | - | computing the average shall include compensation in excess of |
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198 | | - | the maximum amount with respect to which members were required |
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199 | | - | to contribute. For any Tier II plan member, the average annual |
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200 | | - | compensation of the member, with respect to which he or she |
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201 | | - | has made contributions pursuant to subsection (b) of Section |
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202 | | - | 36-27-24 during the five years, in his or her last ten 10 |
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203 | | - | years of creditable service for which the average is highest |
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204 | | - | or during his or her entire period of creditable service if |
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205 | | - | less than five years. |
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206 | | - | (16) ANNUITY. Payments for life derived from the |
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207 | | - | "accumulated contributions" of a member. All annuities shall |
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208 | | - | be payable in equal monthly installments. |
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209 | | - | (17) PENSION. Payments for life derived from money |
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| 235 | + | subsection (b) of Section 36-27-24 during the three years, in |
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| 236 | + | his or her last 10 years of creditable service for which the |
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| 237 | + | average is highest or during his or her entire period of |
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| 238 | + | creditable service if less than three years; except, that for |
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| 239 | + | any period prior to November 1, 1959, the compensation used in |
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| 240 | + | computing the average shall include compensation in excess of |
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| 241 | + | the maximum amount with respect to which members were required |
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| 242 | + | to contribute. For any Tier II plan member, the average annual |
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| 243 | + | compensation of the member, with respect to which he or she |
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| 244 | + | has made contributions pursuant to subsection (b) of Section |
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| 245 | + | 36-27-24 during the five years, in his or her last ten 10 |
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| 246 | + | years of creditable service for which the average is highest |
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| 247 | + | or during his or her entire period of creditable service if |
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| 248 | + | less than five years. |
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| 249 | + | (16) ANNUITY. Payments for life derived from the |
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| 250 | + | "accumulated contributions" of a member. All annuities shall |
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| 251 | + | be payable in equal monthly installments. |
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| 252 | + | (17) PENSION. Payments for life derived from money |
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239 | 253 | | provided by the employer. All pensions shall be payable in |
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240 | 254 | | equal monthly installments. |
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241 | 255 | | (18) RETIREMENT ALLOWANCE. The sum of the "annuity" and |
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242 | 256 | | the "pension." |
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243 | 257 | | (19) RETIREMENT. Withdrawal from active service with a |
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244 | 258 | | retirement allowance or optional benefit in lieu thereof |
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245 | 259 | | granted under this article. |
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246 | 260 | | (20) ANNUITY RESERVE. The present value of all payments |
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247 | 261 | | to be made on account of any annuity or benefit in lieu of any |
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248 | 262 | | annuity computed upon the basis of the mortality tables |
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249 | | - | adopted by the Board of Control and regular interest. |
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250 | | - | (21) PENSION RESERVE. The present value of all payments |
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251 | | - | to be made on account of any pension or benefit in lieu of any |
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252 | | - | pension computed upon the basis of the mortality tables |
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253 | | - | adopted by the Board of Control and regular interest. |
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254 | | - | (22) ACTUARIAL EQUIVALENT. A benefit of equal value |
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255 | | - | when computed upon the basis of the mortality tables adopted |
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256 | | - | by the Board of Control and regular interest. |
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257 | | - | (23) STATE POLICEMAN. An employee in the classified |
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258 | | - | service under the Merit System Act approved by the State |
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259 | | - | Personnel Board to perform the duties of highway patrolman or |
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260 | | - | a beverage control agent or a crime investigator. The term |
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261 | | - | includes any employee hired by of the Alabama State Law |
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262 | | - | Enforcement Agency after January 1, 2015, who is certified by |
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263 | | - | the Alabama Peace Officers' Standards and Training Commission |
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264 | | - | and performs law enforcement duties. Such an employee of the |
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265 | | - | Alabama State Law Enforcement Agency shall pay the same |
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266 | | - | employee contribution rate as and receive the same benefits as |
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| 292 | + | adopted by the Board of Control and regular interest. |
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| 293 | + | (21) PENSION RESERVE. The present value of all payments |
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| 294 | + | to be made on account of any pension or benefit in lieu of any |
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| 295 | + | pension computed upon the basis of the mortality tables |
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| 296 | + | adopted by the Board of Control and regular interest. |
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| 297 | + | (22) ACTUARIAL EQUIVALENT. A benefit of equal value |
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| 298 | + | when computed upon the basis of the mortality tables adopted |
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| 299 | + | by the Board of Control and regular interest. |
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| 300 | + | (23) STATE POLICEMAN. An employee in the classified |
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| 301 | + | service under the Merit System Act approved by the State |
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| 302 | + | Personnel Board to perform the duties of highway patrolman or |
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| 303 | + | a beverage control agent or a crime investigator. The term |
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| 304 | + | includes any employee hired by of the Alabama State Law |
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| 305 | + | Enforcement Agency after January 1, 2015, who is certified by |
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| 306 | + | the Alabama Peace Officers' Standards and Training Commission |
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| 307 | + | and performs law enforcement duties. Such an employee of the |
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| 308 | + | Alabama State Law Enforcement Agency shall pay the same |
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| 309 | + | employee contribution rate as and receive the same benefits as |
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296 | 310 | | Tier II law enforcement officers, as defined by Section |
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297 | 311 | | 36-27-59(a)(3). The term shall not include a member employed |
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298 | 312 | | as a policeman under Section 36-27-6. |
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299 | 313 | | (24) TIER I PLAN. The defined benefit pension plan |
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300 | 314 | | provided by the Retirement System to Tier I plan members. |
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301 | 315 | | (25) TIER II PLAN. The defined benefit pension plan |
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302 | 316 | | provided by the Retirement System to Tier II plan members. |
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303 | 317 | | (26) TIER I PLAN MEMBER. Any member of the Retirement |
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304 | 318 | | System who had service for which he or she received credit in |
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305 | 319 | | the Employees' Retirement System or in the Teachers' |
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306 | | - | Retirement System prior to January 1, 2013. |
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307 | | - | (27) TIER II PLAN MEMBER. Any member of the Retirement |
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308 | | - | System who first began eligible employment with an Employees' |
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309 | | - | Retirement System or a Teachers' Retirement System |
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310 | | - | participating employer on or after January 1, 2013, and who |
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311 | | - | had no eligible service in the Employees' Retirement System or |
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312 | | - | the Teachers' Retirement System prior to January 1, 2013." |
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313 | | - | "§36-27-16 |
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314 | | - | (a)(1) RETIREMENT, ETC., OF EMPLOYEES GENERALLY; |
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315 | | - | ELIGIBILITY FOR SERVICE RETIREMENT BENEFITS. |
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316 | | - | a. Any Tier I plan member who withdraws from service |
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317 | | - | upon or after attainment of age 60 and any Tier II plan member |
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318 | | - | who withdraws from service upon or after attainment of age 62 |
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319 | | - | may retire upon written application to the Board of Control |
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320 | | - | setting forth at what time, not less than 30 days nor more |
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321 | | - | than 90 days subsequent to the execution and filing thereof, |
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322 | | - | he or she desires to be retired; provided, that any such |
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323 | | - | member who became a member on or after October 1, 1963, shall |
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| 349 | + | Retirement System prior to January 1, 2013. |
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| 350 | + | (27) TIER II PLAN MEMBER. Any member of the Retirement |
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| 351 | + | System who first began eligible employment with an Employees' |
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| 352 | + | Retirement System or a Teachers' Retirement System |
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| 353 | + | participating employer on or after January 1, 2013, and who |
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| 354 | + | had no eligible service in the Employees' Retirement System or |
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| 355 | + | the Teachers' Retirement System prior to January 1, 2013." |
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| 356 | + | "§36-27-16 |
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| 357 | + | (a)(1) RETIREMENT, ETC., OF EMPLOYEES GENERALLY; |
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| 358 | + | ELIGIBILITY FOR SERVICE RETIREMENT BENEFITS. |
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| 359 | + | a. Any Tier I plan member who withdraws from service |
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| 360 | + | upon or after attainment of age 60 and any Tier II plan member |
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| 361 | + | who withdraws from service upon or after attainment of age 62 |
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| 362 | + | may retire upon written application to the Board of Control |
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| 363 | + | setting forth at what time, not less than 30 days nor more |
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| 364 | + | than 90 days subsequent to the execution and filing thereof, |
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| 365 | + | he or she desires to be retired; provided, that any such |
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| 366 | + | member who became a member on or after October 1, 1963, shall |
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353 | 367 | | have completed 10 or more years of creditable service; |
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354 | 368 | | provided further, that a Tier I or Tier II plan member |
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355 | 369 | | employed as a state policeman shall be eligible to file |
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356 | 370 | | application for service retirement upon attaining age 52 and a |
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357 | 371 | | Tier II plan member employed as a state policeman or employed |
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358 | 372 | | as a correctional officer, firefighter, or law enforcement |
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359 | 373 | | officer as defined in Section 36-27-59 with at least 10 years |
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360 | 374 | | of creditable service as a correctional officer, firefighter, |
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361 | 375 | | or law enforcement officer shall be eligible to file |
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362 | 376 | | application for service retirement upon attaining age 56. |
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363 | | - | b. Any Tier I plan member who has attained age 60, or |
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364 | | - | age 52 in the case of a state policeman and any Tier II plan |
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365 | | - | member who has attained age 62, or age 56 52 in the case of a |
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366 | | - | state policeman, or age 56 in the case of a correctional |
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367 | | - | officer, firefighter, or law enforcement officer as defined in |
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368 | | - | Section 36-27-59 who has at least 10 years of creditable |
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369 | | - | service as a correctional officer, firefighter, or law |
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370 | | - | enforcement officer, and has previously withdrawn from service |
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371 | | - | may retire upon written application to the Board of Control |
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372 | | - | setting forth at what time, not less than 30 days nor more |
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373 | | - | than 90 days subsequent to the execution and filing thereof, |
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374 | | - | he or she desires to be retired; provided, the member shall |
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375 | | - | have at the time of his or her withdrawal from service |
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376 | | - | completed the age and service requirements established by the |
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377 | | - | Board of Control for eligibility for deferred benefits; |
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378 | | - | provided, that the minimum number of years of creditable |
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379 | | - | service shall not be less than 10 years nor more than 25 |
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380 | | - | years. |
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| 406 | + | b. Any Tier I plan member who has attained age 60, or |
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| 407 | + | age 52 in the case of a state policeman and any Tier II plan |
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| 408 | + | member who has attained age 62, or age 56 52 in the case of a |
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| 409 | + | state policeman, or age 56 in the case of a correctional |
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| 410 | + | officer, firefighter, or law enforcement officer as defined in |
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| 411 | + | Section 36-27-59 who has at least 10 years of creditable |
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| 412 | + | service as a correctional officer, firefighter, or law |
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| 413 | + | enforcement officer, and has previously withdrawn from service |
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| 414 | + | may retire upon written application to the Board of Control |
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| 415 | + | setting forth at what time, not less than 30 days nor more |
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| 416 | + | than 90 days subsequent to the execution and filing thereof, |
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| 417 | + | he or she desires to be retired; provided, the member shall |
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| 418 | + | have at the time of his or her withdrawal from service |
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| 419 | + | completed the age and service requirements established by the |
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| 420 | + | Board of Control for eligibility for deferred benefits; |
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| 421 | + | provided, that the minimum number of years of creditable |
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| 422 | + | service shall not be less than 10 years nor more than 25 |
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| 423 | + | years. |
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410 | 424 | | c. In addition to any law or part of law relating to |
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411 | 425 | | service retirement under the Employees' Retirement System of |
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412 | 426 | | Alabama, any Tier I plan member of the Employees' Retirement |
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413 | 427 | | System or Tier II plan member employed as a state policeman |
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414 | 428 | | who withdraws from service after completion of not less than |
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415 | 429 | | 25 years of creditable service, or any Tier II plan member who |
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416 | 430 | | withdraws from service after completion of not less than 30 |
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417 | 431 | | years of creditable service, may retire without a reduction in |
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418 | 432 | | retirement allowance upon written application to the Board of |
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419 | 433 | | Control of the Employees' Retirement System setting forth the |
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420 | | - | first day of which month, not less than 30 days or more than |
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421 | | - | 90 days subsequent to the execution and filing thereof, he or |
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422 | | - | she desires to be retired, provided that no person whose |
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423 | | - | employer participates in the Employees' Retirement System |
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424 | | - | under Section 36-27-6 shall be entitled to the benefits |
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425 | | - | provided in this paragraph for Tier I members unless the |
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426 | | - | employer elects to come under the provisions of the paragraph. |
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427 | | - | Any employer making this election must bear the cost of the |
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428 | | - | benefit. |
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429 | | - | (2) AMOUNT OF SERVICE RETIREMENT ALLOWANCE. |
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430 | | - | a. Upon retirement from service, a Tier I plan member |
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431 | | - | shall receive a service retirement allowance which shall |
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432 | | - | consist of: |
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433 | | - | 1. An annuity which shall be the actuarial equivalent |
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434 | | - | of his or her accumulated contributions at the time of his or |
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435 | | - | her retirement; except, that in the case of a state policeman |
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436 | | - | who has completed 20 years of creditable service as a state |
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437 | | - | policeman who retires after age 56 but prior to age 60, the |
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| 463 | + | first day of which month, not less than 30 days or more than |
---|
| 464 | + | 90 days subsequent to the execution and filing thereof, he or |
---|
| 465 | + | she desires to be retired, provided that no person whose |
---|
| 466 | + | employer participates in the Employees' Retirement System |
---|
| 467 | + | under Section 36-27-6 shall be entitled to the benefits |
---|
| 468 | + | provided in this paragraph for Tier I members unless the |
---|
| 469 | + | employer elects to come under the provisions of the paragraph. |
---|
| 470 | + | Any employer making this election must bear the cost of the |
---|
| 471 | + | benefit. |
---|
| 472 | + | (2) AMOUNT OF SERVICE RETIREMENT ALLOWANCE. |
---|
| 473 | + | a. Upon retirement from service, a Tier I plan member |
---|
| 474 | + | shall receive a service retirement allowance which shall |
---|
| 475 | + | consist of: |
---|
| 476 | + | 1. An annuity which shall be the actuarial equivalent |
---|
| 477 | + | of his or her accumulated contributions at the time of his or |
---|
| 478 | + | her retirement; except, that in the case of a state policeman |
---|
| 479 | + | who has completed 20 years of creditable service as a state |
---|
| 480 | + | policeman who retires after age 56 but prior to age 60, the |
---|
467 | 481 | | annuity shall be equal to the annuity that would have been |
---|
468 | 482 | | payable upon service retirement at age 60 had the member |
---|
469 | 483 | | continued in service to age 60 without change in compensation; |
---|
470 | 484 | | 2. A pension which shall be equal to the annuity |
---|
471 | 485 | | allowance at age of retirement, but not to exceed an annuity |
---|
472 | 486 | | allowable at age 65, computed on the basis of contributions |
---|
473 | 487 | | made prior to attainment of age 65; except, that in the case |
---|
474 | 488 | | of a state policeman who has completed 20 years of creditable |
---|
475 | 489 | | service as a state policeman who retires after age 56 but |
---|
476 | 490 | | prior to age 60, the pension shall be equal to the annuity |
---|
477 | | - | that he or she would have received had he or she contributed |
---|
478 | | - | to age 60 without change in compensation; and |
---|
479 | | - | 3. An additional pension, if he or she has a prior |
---|
480 | | - | service certificate in full force and effect, which shall be |
---|
481 | | - | equal to the annuity which would have been provided at the age |
---|
482 | | - | of retirement, but which shall not exceed an annuity allowable |
---|
483 | | - | at age 65 by twice the contributions which he or she would |
---|
484 | | - | have made during the period of prior service with which he or |
---|
485 | | - | she is credited had the system been in operation and had he or |
---|
486 | | - | she contributed thereunder; except, that in case of a state |
---|
487 | | - | policeman who has completed 20 years of creditable service as |
---|
488 | | - | a state policeman who retired after age 56 but prior to age |
---|
489 | | - | 60, an additional pension, if he or she has a prior service |
---|
490 | | - | certificate in full force and effect, which shall be equal to |
---|
491 | | - | the annuity which would have been provided at age 60, but |
---|
492 | | - | which shall not exceed an annuity allowable at age 60 by twice |
---|
493 | | - | the contributions which he or she would have made during the |
---|
494 | | - | period of prior service with which he or she is credited had |
---|
| 520 | + | that he or she would have received had he or she contributed |
---|
| 521 | + | to age 60 without change in compensation; and |
---|
| 522 | + | 3. An additional pension, if he or she has a prior |
---|
| 523 | + | service certificate in full force and effect, which shall be |
---|
| 524 | + | equal to the annuity which would have been provided at the age |
---|
| 525 | + | of retirement, but which shall not exceed an annuity allowable |
---|
| 526 | + | at age 65 by twice the contributions which he or she would |
---|
| 527 | + | have made during the period of prior service with which he or |
---|
| 528 | + | she is credited had the system been in operation and had he or |
---|
| 529 | + | she contributed thereunder; except, that in case of a state |
---|
| 530 | + | policeman who has completed 20 years of creditable service as |
---|
| 531 | + | a state policeman who retired after age 56 but prior to age |
---|
| 532 | + | 60, an additional pension, if he or she has a prior service |
---|
| 533 | + | certificate in full force and effect, which shall be equal to |
---|
| 534 | + | the annuity which would have been provided at age 60, but |
---|
| 535 | + | which shall not exceed an annuity allowable at age 60 by twice |
---|
| 536 | + | the contributions which he or she would have made during the |
---|
| 537 | + | period of prior service with which he or she is credited had |
---|
524 | 538 | | the system been in operation and had he or she contributed |
---|
525 | 539 | | thereunder. |
---|
526 | 540 | | b. Notwithstanding the provisions of subparagraphs 1., |
---|
527 | 541 | | 2., and 3. of paragraph a. of this subdivision, a state |
---|
528 | 542 | | policeman who is a Tier I plan member and who has completed 20 |
---|
529 | 543 | | years of service as a state policeman who retires after age 52 |
---|
530 | 544 | | but prior to age 56 shall receive: |
---|
531 | 545 | | 1. An annuity which shall be equal to the annuity that |
---|
532 | 546 | | would have been payable had the member continued in service |
---|
533 | 547 | | for four years without change in compensation; |
---|
534 | | - | 2. A pension which shall be equal to the annuity that |
---|
535 | | - | he or she would have received had he or she contributed for |
---|
536 | | - | four years without change in compensation; and |
---|
537 | | - | 3. An additional pension, if he or she has a prior |
---|
538 | | - | service certificate in full force and effect, which shall be |
---|
539 | | - | equal to the annuity which would have been provided at the age |
---|
540 | | - | of retirement, but which shall not exceed an annuity allowable |
---|
541 | | - | at the age of retirement plus four years by twice the |
---|
542 | | - | contributions which he or she would have made during the |
---|
543 | | - | period of prior service with which he or she is credited had |
---|
544 | | - | the system been in operation and had he or she contributed |
---|
545 | | - | thereunder. In lieu of a determination of the actual |
---|
546 | | - | compensation of a member that was received during that prior |
---|
547 | | - | service, the Board of Control may use for the purpose of this |
---|
548 | | - | article the compensation rate which, if it had progressed with |
---|
549 | | - | the rates of salary increase shown in the tables as prescribed |
---|
550 | | - | in subsection (n) of Section 36-27-23, would have resulted in |
---|
551 | | - | the same average salary of the member for the five years |
---|
| 577 | + | 2. A pension which shall be equal to the annuity that |
---|
| 578 | + | he or she would have received had he or she contributed for |
---|
| 579 | + | four years without change in compensation; and |
---|
| 580 | + | 3. An additional pension, if he or she has a prior |
---|
| 581 | + | service certificate in full force and effect, which shall be |
---|
| 582 | + | equal to the annuity which would have been provided at the age |
---|
| 583 | + | of retirement, but which shall not exceed an annuity allowable |
---|
| 584 | + | at the age of retirement plus four years by twice the |
---|
| 585 | + | contributions which he or she would have made during the |
---|
| 586 | + | period of prior service with which he or she is credited had |
---|
| 587 | + | the system been in operation and had he or she contributed |
---|
| 588 | + | thereunder. In lieu of a determination of the actual |
---|
| 589 | + | compensation of a member that was received during that prior |
---|
| 590 | + | service, the Board of Control may use for the purpose of this |
---|
| 591 | + | article the compensation rate which, if it had progressed with |
---|
| 592 | + | the rates of salary increase shown in the tables as prescribed |
---|
| 593 | + | in subsection (n) of Section 36-27-23, would have resulted in |
---|
| 594 | + | the same average salary of the member for the five years |
---|
581 | 595 | | immediately preceding the date of establishment as the records |
---|
582 | 596 | | show the member actually received. |
---|
583 | 597 | | c. The annual service retirement pension payable to a |
---|
584 | 598 | | Tier I plan member not employed as a state policeman retiring |
---|
585 | 599 | | on or after October 1, 1975, shall not be less than an amount |
---|
586 | 600 | | which, when added to his or her annuity, is equal to the |
---|
587 | 601 | | greater of the following two amounts: |
---|
588 | 602 | | 1. Two and one-eightieth percent of the member's |
---|
589 | 603 | | average final compensation multiplied by the number of years |
---|
590 | 604 | | of his or her creditable service; or |
---|
591 | | - | 2. If he or she became a member before October 1, 1965, |
---|
592 | | - | seventy-two dollars ($72) multiplied by the number of years of |
---|
593 | | - | his or her creditable service not in excess of 25 years. |
---|
594 | | - | d. The annual service retirement pension payable to a |
---|
595 | | - | Tier I plan member employed as a state policeman retiring on |
---|
596 | | - | or after October 1, 1975, shall not be less than an amount |
---|
597 | | - | which, when added to his or her annuity, is equal to the |
---|
598 | | - | greater of the following two amounts: |
---|
599 | | - | 1. Two and seven-eighths percent of the member's |
---|
600 | | - | average final compensation multiplied by the number of years |
---|
601 | | - | of his or her creditable service. Creditable service for any |
---|
602 | | - | state policeman under the age of 56 years who has completed 20 |
---|
603 | | - | years of creditable service as a state policeman shall include |
---|
604 | | - | a bonus equal to four additional years. Creditable service for |
---|
605 | | - | a state policeman 56 years or older shall include a bonus |
---|
606 | | - | equal to the years or portion thereof remaining until the |
---|
607 | | - | member reaches age 60; or |
---|
608 | | - | 2. If he or she became a member before October 1, 1965, |
---|
| 634 | + | 2. If he or she became a member before October 1, 1965, |
---|
| 635 | + | seventy-two dollars ($72) multiplied by the number of years of |
---|
| 636 | + | his or her creditable service not in excess of 25 years. |
---|
| 637 | + | d. The annual service retirement pension payable to a |
---|
| 638 | + | Tier I plan member employed as a state policeman retiring on |
---|
| 639 | + | or after October 1, 1975, shall not be less than an amount |
---|
| 640 | + | which, when added to his or her annuity, is equal to the |
---|
| 641 | + | greater of the following two amounts: |
---|
| 642 | + | 1. Two and seven-eighths percent of the member's |
---|
| 643 | + | average final compensation multiplied by the number of years |
---|
| 644 | + | of his or her creditable service. Creditable service for any |
---|
| 645 | + | state policeman under the age of 56 years who has completed 20 |
---|
| 646 | + | years of creditable service as a state policeman shall include |
---|
| 647 | + | a bonus equal to four additional years. Creditable service for |
---|
| 648 | + | a state policeman 56 years or older shall include a bonus |
---|
| 649 | + | equal to the years or portion thereof remaining until the |
---|
| 650 | + | member reaches age 60; or |
---|
| 651 | + | 2. If he or she became a member before October 1, 1965, |
---|
638 | 652 | | eighty-six dollars forty cents ($86.40) multiplied by the |
---|
639 | 653 | | number of years of his or her creditable service not in excess |
---|
640 | 654 | | of 25 years; provided, however, that if the member has |
---|
641 | 655 | | completed 20 years of creditable service as a state policeman |
---|
642 | 656 | | and has not attained age 60 at the time of retirement, the |
---|
643 | 657 | | pension shall be determined as provided in this subparagraph |
---|
644 | 658 | | on the basis of the number of years of creditable service |
---|
645 | 659 | | which he or she would have had if he or she had remained in |
---|
646 | 660 | | service for four years, except that, in the case of those |
---|
647 | 661 | | state policemen retiring at age 56 or after, the number of |
---|
648 | | - | years in determining the pension shall not exceed the number |
---|
649 | | - | of years of creditable service which he or she would have had |
---|
650 | | - | if he or she had remained in service to age 60. |
---|
651 | | - | e. Upon retirement from service, a Tier II plan member |
---|
652 | | - | who is not employed as a state policeman shall receive a |
---|
653 | | - | service retirement allowance which shall consist of an annuity |
---|
654 | | - | which shall be the actuarial equivalent of the member's |
---|
655 | | - | accumulated contributions at the time of retirement and a |
---|
656 | | - | pension which, when added to the member's annuity, shall be |
---|
657 | | - | equal to one and sixty-five hundredths percent (1.65%) of the |
---|
658 | | - | member's average final compensation multiplied by the number |
---|
659 | | - | of years of creditable service. The service retirement |
---|
660 | | - | allowance for a member who retires with 30 years of creditable |
---|
661 | | - | service before reaching the age of 62 shall be reduced by two |
---|
662 | | - | percent (2%) for each year of the difference between age 62 |
---|
663 | | - | and the age at retirement of the member. Notwithstanding the |
---|
664 | | - | foregoing, the service retirement allowance shall not exceed |
---|
665 | | - | eighty percent (80%) of the member's average final |
---|
| 691 | + | years in determining the pension shall not exceed the number |
---|
| 692 | + | of years of creditable service which he or she would have had |
---|
| 693 | + | if he or she had remained in service to age 60. |
---|
| 694 | + | e. Upon retirement from service, a Tier II plan member |
---|
| 695 | + | who is not employed as a state policeman shall receive a |
---|
| 696 | + | service retirement allowance which shall consist of an annuity |
---|
| 697 | + | which shall be the actuarial equivalent of the member's |
---|
| 698 | + | accumulated contributions at the time of retirement and a |
---|
| 699 | + | pension which, when added to the member's annuity, shall be |
---|
| 700 | + | equal to one and sixty-five hundredths percent (1.65%) of the |
---|
| 701 | + | member's average final compensation multiplied by the number |
---|
| 702 | + | of years of creditable service. The service retirement |
---|
| 703 | + | allowance for a member who retires with 30 years of creditable |
---|
| 704 | + | service before reaching the age of 62 shall be reduced by two |
---|
| 705 | + | percent (2%) for each year of the difference between age 62 |
---|
| 706 | + | and the age at retirement of the member. Notwithstanding the |
---|
| 707 | + | foregoing, the service retirement allowance shall not exceed |
---|
| 708 | + | eighty percent (80%) of the member's average final |
---|
695 | 709 | | compensation. |
---|
696 | 710 | | f. Upon retirement from service, a Tier II plan member |
---|
697 | 711 | | who is employed as a state policeman shall receive a service |
---|
698 | 712 | | retirement allowance which shall consist of an annuity which |
---|
699 | 713 | | shall be the actuarial equivalent of the member's accumulated |
---|
700 | 714 | | contributions at the time of retirement and a pension which, |
---|
701 | 715 | | when added to the member's annuity, shall be equal to two and |
---|
702 | 716 | | three-eighths percent (2.375%) of the member's average final |
---|
703 | 717 | | compensation multiplied by the member's number of years of |
---|
704 | 718 | | creditable service. The service retirement allowance for a |
---|
705 | | - | member who retires with 30 years of creditable service before |
---|
706 | | - | reaching the age of 62 shall be reduced by two percent (2%) |
---|
707 | | - | for each year of the difference between age 62 and the age at |
---|
708 | | - | retirement of the member. Notwithstanding the foregoing, the |
---|
709 | | - | service retirement allowance shall not exceed eighty percent |
---|
710 | | - | (80%) of the member's average final compensation. Creditable |
---|
711 | | - | service for any Tier II plan member who is employed as a state |
---|
712 | | - | policeman shall include one year of hazardous duty time for |
---|
713 | | - | every five years of service as a state policeman. |
---|
714 | | - | g. Anything in this article to the contrary |
---|
715 | | - | notwithstanding, in the application of the foregoing |
---|
716 | | - | provisions of this subdivision to a member whose creditable |
---|
717 | | - | service includes a period of service as a state policeman and |
---|
718 | | - | a period of service in another employment classification, the |
---|
719 | | - | benefit rates applicable to a member employed as a state |
---|
720 | | - | policeman shall apply to all creditable service as a state |
---|
721 | | - | policeman, and the benefit rates applicable to a member not |
---|
722 | | - | employed as a state policeman shall apply to all creditable |
---|
| 748 | + | member who retires with 30 years of creditable service before |
---|
| 749 | + | reaching the age of 62 shall be reduced by two percent (2%) |
---|
| 750 | + | for each year of the difference between age 62 and the age at |
---|
| 751 | + | retirement of the member. Notwithstanding the foregoing, the |
---|
| 752 | + | service retirement allowance shall not exceed eighty percent |
---|
| 753 | + | (80%) of the member's average final compensation. Creditable |
---|
| 754 | + | service for any Tier II plan member who is employed as a state |
---|
| 755 | + | policeman shall include one year of hazardous duty time for |
---|
| 756 | + | every five years of service as a state policeman. |
---|
| 757 | + | g. Anything in this article to the contrary |
---|
| 758 | + | notwithstanding, in the application of the foregoing |
---|
| 759 | + | provisions of this subdivision to a member whose creditable |
---|
| 760 | + | service includes a period of service as a state policeman and |
---|
| 761 | + | a period of service in another employment classification, the |
---|
| 762 | + | benefit rates applicable to a member employed as a state |
---|
| 763 | + | policeman shall apply to all creditable service as a state |
---|
| 764 | + | policeman, and the benefit rates applicable to a member not |
---|
| 765 | + | employed as a state policeman shall apply to all creditable |
---|
752 | 766 | | service, but in all other respects the pension under this |
---|
753 | 767 | | subdivision shall be determined on the basis of the member's |
---|
754 | 768 | | employment classification at the time of his or her withdrawal |
---|
755 | 769 | | from service. |
---|
756 | 770 | | h. The annual service retirement pension payable to any |
---|
757 | 771 | | state employee who had attained age 60 on or before October 1, |
---|
758 | 772 | | 1945, who declined membership in the Employees' Retirement |
---|
759 | 773 | | System of Alabama in the manner prescribed in Section 36-27-4 |
---|
760 | 774 | | and who retires as a state employee after completing a minimum |
---|
761 | 775 | | of 15 years' service shall be seventy-two dollars ($72) |
---|
762 | | - | multiplied by the number of years of his or her service not in |
---|
763 | | - | excess of 25 years. |
---|
764 | | - | (b)(1) RETIREMENT OF DISABLED EMPLOYEES; ELIGIBILITY |
---|
765 | | - | FOR DISABILITY RETIREMENT BENEFITS. |
---|
766 | | - | a. Upon application of a Tier I plan member in service |
---|
767 | | - | or of his or her employer, any member who has had 10 or more |
---|
768 | | - | years of creditable service who becomes disabled may be |
---|
769 | | - | retired on a disability retirement allowance by the Board of |
---|
770 | | - | Control not less than 30 nor more than 90 days next following |
---|
771 | | - | the date of filing of the application; provided, that the |
---|
772 | | - | medical board, after a medical examination of the member, |
---|
773 | | - | shall certify that the member is mentally or physically |
---|
774 | | - | incapacitated for the further performance of duty, that the |
---|
775 | | - | incapacity is likely to be permanent and that the member |
---|
776 | | - | should be retired. Upon the application of a Tier II plan |
---|
777 | | - | member in service or his or her employer, any member who has |
---|
778 | | - | had 10 or more years of creditable service may be retired by |
---|
779 | | - | the Board of Control on a disability retirement allowance not |
---|
| 805 | + | multiplied by the number of years of his or her service not in |
---|
| 806 | + | excess of 25 years. |
---|
| 807 | + | (b)(1) RETIREMENT OF DISABLED EMPLOYEES; ELIGIBILITY |
---|
| 808 | + | FOR DISABILITY RETIREMENT BENEFITS. |
---|
| 809 | + | a. Upon application of a Tier I plan member in service |
---|
| 810 | + | or of his or her employer, any member who has had 10 or more |
---|
| 811 | + | years of creditable service who becomes disabled may be |
---|
| 812 | + | retired on a disability retirement allowance by the Board of |
---|
| 813 | + | Control not less than 30 nor more than 90 days next following |
---|
| 814 | + | the date of filing of the application; provided, that the |
---|
| 815 | + | medical board, after a medical examination of the member, |
---|
| 816 | + | shall certify that the member is mentally or physically |
---|
| 817 | + | incapacitated for the further performance of duty, that the |
---|
| 818 | + | incapacity is likely to be permanent and that the member |
---|
| 819 | + | should be retired. Upon the application of a Tier II plan |
---|
| 820 | + | member in service or his or her employer, any member who has |
---|
| 821 | + | had 10 or more years of creditable service may be retired by |
---|
| 822 | + | the Board of Control on a disability retirement allowance not |
---|
809 | 823 | | less than 30 nor more than 90 days next following the date of |
---|
810 | 824 | | filing the application; provided, that the medical board, |
---|
811 | 825 | | after a medical examination of the member, shall certify that |
---|
812 | 826 | | the member is totally and permanently mentally or physically |
---|
813 | 827 | | incapacitated from regular and substantial gainful employment, |
---|
814 | 828 | | and that member should be retired. |
---|
815 | 829 | | b. Without regard to the number of years of creditable |
---|
816 | 830 | | service, a member employed as a state policeman, a municipal |
---|
817 | 831 | | police officer or a deputy sheriff, or a member employed as a |
---|
818 | 832 | | state, municipal, or county firefighter who is not covered |
---|
819 | | - | through his or her current employer under the United States |
---|
820 | | - | Social Security Act, who as a result of his or her employment, |
---|
821 | | - | in the line of duty and not as a result of his or her own |
---|
822 | | - | misconduct, shall become permanently and totally disabled to |
---|
823 | | - | the extent that he or she cannot perform his or her duties or |
---|
824 | | - | duties of a less strenuous nature, as an employee of the State |
---|
825 | | - | of Alabama or as an employee of an employer participating |
---|
826 | | - | under the provisions of Section 36-27-6, shall be retired on a |
---|
827 | | - | disability retirement allowance, not less than 30 nor more |
---|
828 | | - | than 90 days next following the date of filing of the |
---|
829 | | - | application, provided that the medical board, after a medical |
---|
830 | | - | examination of the member shall certify that the member is |
---|
831 | | - | mentally or physically incapacitated for the further |
---|
832 | | - | performance of duty, that the incapacity is likely to be |
---|
833 | | - | permanent, and that the member should be retired. |
---|
834 | | - | (2) AMOUNT OF DISABILITY RETIREMENT ALLOWANCE. |
---|
835 | | - | a. Upon retirement for disability a member shall |
---|
836 | | - | receive a service retirement allowance based on age and |
---|
| 862 | + | through his or her current employer under the United States |
---|
| 863 | + | Social Security Act, who as a result of his or her employment, |
---|
| 864 | + | in the line of duty and not as a result of his or her own |
---|
| 865 | + | misconduct, shall become permanently and totally disabled to |
---|
| 866 | + | the extent that he or she cannot perform his or her duties or |
---|
| 867 | + | duties of a less strenuous nature, as an employee of the State |
---|
| 868 | + | of Alabama or as an employee of an employer participating |
---|
| 869 | + | under the provisions of Section 36-27-6, shall be retired on a |
---|
| 870 | + | disability retirement allowance, not less than 30 nor more |
---|
| 871 | + | than 90 days next following the date of filing of the |
---|
| 872 | + | application, provided that the medical board, after a medical |
---|
| 873 | + | examination of the member shall certify that the member is |
---|
| 874 | + | mentally or physically incapacitated for the further |
---|
| 875 | + | performance of duty, that the incapacity is likely to be |
---|
| 876 | + | permanent, and that the member should be retired. |
---|
| 877 | + | (2) AMOUNT OF DISABILITY RETIREMENT ALLOWANCE. |
---|
| 878 | + | a. Upon retirement for disability a member shall |
---|
| 879 | + | receive a service retirement allowance based on age and |
---|
866 | 880 | | service if he or she is a Tier I plan member and he or she has |
---|
867 | 881 | | attained age 60 or if he or she is a Tier II plan member and |
---|
868 | 882 | | he or she has attained age 62, or if any law or part of any |
---|
869 | 883 | | law pertaining to retirement under the Employees' Retirement |
---|
870 | 884 | | System of Alabama provides for service retirement after the |
---|
871 | 885 | | completion of 25 years of creditable service or 30 years of |
---|
872 | 886 | | creditable service without a reduction in the retirement |
---|
873 | 887 | | allowance and the member has completed 25 years of creditable |
---|
874 | 888 | | service or 30 years of creditable service, whichever is |
---|
875 | 889 | | applicable, or, in the case of a state policeman, if he or she |
---|
876 | | - | is a Tier I plan member and he or she has attained age 52 or, |
---|
877 | | - | in the case of a state policeman or a correctional officer, |
---|
878 | | - | firefighter, or law enforcement officer as defined in Section |
---|
879 | | - | 36-27-59 with at least 10 years of creditable service as a |
---|
880 | | - | correctional officer, firefighter, or law enforcement officer, |
---|
881 | | - | if he or she is a Tier II plan member and he or she has |
---|
882 | | - | attained age 56 otherwise eligible to retire ; otherwise, he or |
---|
883 | | - | she shall receive a disability retirement allowance which |
---|
884 | | - | shall consist of: |
---|
885 | | - | 1. An annuity which shall be the actuarial equivalent |
---|
886 | | - | of his or her accumulated contributions at the time of his or |
---|
887 | | - | her retirement; |
---|
888 | | - | 2. A pension which shall be equal to the pension that |
---|
889 | | - | would have been payable under subparagraphs (a)(2)a.2. and |
---|
890 | | - | (a)(2)a.3. of this section upon service retirement at age 65 |
---|
891 | | - | had the member continued in service to that age without change |
---|
892 | | - | in compensation. |
---|
893 | | - | b. The annual disability retirement pension payable to |
---|
| 919 | + | is a Tier I plan member and he or she has attained age 52 or, |
---|
| 920 | + | in the case of a state policeman or a correctional officer, |
---|
| 921 | + | firefighter, or law enforcement officer as defined in Section |
---|
| 922 | + | 36-27-59 with at least 10 years of creditable service as a |
---|
| 923 | + | correctional officer, firefighter, or law enforcement officer, |
---|
| 924 | + | if he or she is a Tier II plan member and he or she has |
---|
| 925 | + | attained age 56 otherwise eligible to retire ; otherwise, he or |
---|
| 926 | + | she shall receive a disability retirement allowance which |
---|
| 927 | + | shall consist of: |
---|
| 928 | + | 1. An annuity which shall be the actuarial equivalent |
---|
| 929 | + | of his or her accumulated contributions at the time of his or |
---|
| 930 | + | her retirement; |
---|
| 931 | + | 2. A pension which shall be equal to the pension that |
---|
| 932 | + | would have been payable under subparagraphs (a)(2)a.2. and |
---|
| 933 | + | (a)(2)a.3. of this section upon service retirement at age 65 |
---|
| 934 | + | had the member continued in service to that age without change |
---|
| 935 | + | in compensation. |
---|
| 936 | + | b. The annual disability retirement pension payable to |
---|
923 | 937 | | a Tier I plan member not employed as a state policeman |
---|
924 | 938 | | retiring on or after October 1, 1975, shall not be less than |
---|
925 | 939 | | an amount which when added to his or her annuity is equal to |
---|
926 | 940 | | the greatest of the following two amounts: |
---|
927 | 941 | | 1. Two and one-eightieth percent of the member's |
---|
928 | 942 | | average final compensation multiplied by the number of years |
---|
929 | 943 | | of creditable service. |
---|
930 | 944 | | 2. If he or she became a member before October 1, 1965, |
---|
931 | 945 | | fifty-four dollars ($54) multiplied by the number of years of |
---|
932 | 946 | | his or her creditable service not in excess of 25 years. |
---|
933 | | - | c. The annual disability retirement pension payable to |
---|
934 | | - | a Tier I plan member employed as a state policeman retiring on |
---|
935 | | - | or after October 1, 1975, shall not be less than an amount |
---|
936 | | - | which when added to his or her annuity is equal to the greater |
---|
937 | | - | of the following two amounts: |
---|
938 | | - | 1. Two and seven-eighths percent of the member's |
---|
939 | | - | average final compensation multiplied by the number of years |
---|
940 | | - | of his or her creditable service. Creditable service for any |
---|
941 | | - | state policeman under the age of 56 years who has completed 20 |
---|
942 | | - | years of creditable service as a state policeman shall include |
---|
943 | | - | a bonus equal to four additional years. Creditable service for |
---|
944 | | - | a state policeman 56 years or older shall include a bonus |
---|
945 | | - | equal to the years or portion thereof remaining until the |
---|
946 | | - | member reaches age 60; or |
---|
947 | | - | 2. If he or she became a member before October 1, 1965, |
---|
948 | | - | sixty-four dollars eighty cents ($64.80) multiplied by the |
---|
949 | | - | number of years of his or her creditable service not in excess |
---|
950 | | - | of 25 years. |
---|
| 976 | + | c. The annual disability retirement pension payable to |
---|
| 977 | + | a Tier I plan member employed as a state policeman retiring on |
---|
| 978 | + | or after October 1, 1975, shall not be less than an amount |
---|
| 979 | + | which when added to his or her annuity is equal to the greater |
---|
| 980 | + | of the following two amounts: |
---|
| 981 | + | 1. Two and seven-eighths percent of the member's |
---|
| 982 | + | average final compensation multiplied by the number of years |
---|
| 983 | + | of his or her creditable service. Creditable service for any |
---|
| 984 | + | state policeman under the age of 56 years who has completed 20 |
---|
| 985 | + | years of creditable service as a state policeman shall include |
---|
| 986 | + | a bonus equal to four additional years. Creditable service for |
---|
| 987 | + | a state policeman 56 years or older shall include a bonus |
---|
| 988 | + | equal to the years or portion thereof remaining until the |
---|
| 989 | + | member reaches age 60; or |
---|
| 990 | + | 2. If he or she became a member before October 1, 1965, |
---|
| 991 | + | sixty-four dollars eighty cents ($64.80) multiplied by the |
---|
| 992 | + | number of years of his or her creditable service not in excess |
---|
| 993 | + | of 25 years. |
---|
980 | 994 | | d. The annual disability retirement allowance payable |
---|
981 | 995 | | to a Tier II plan member not employed as a state policeman |
---|
982 | 996 | | shall be equal to one and sixty-five hundredths percent |
---|
983 | 997 | | (1.65%) of the member's average final compensation multiplied |
---|
984 | 998 | | by the number of years of creditable service. |
---|
985 | 999 | | e. The annual disability retirement allowance payable |
---|
986 | 1000 | | to a Tier II plan member employed as a state policeman shall |
---|
987 | 1001 | | be equal to two and three-eighths percent (2.375%) of the |
---|
988 | 1002 | | member's average final compensation multiplied by the number |
---|
989 | 1003 | | of years of creditable service. |
---|
990 | | - | f. Anything in this chapter to the contrary |
---|
991 | | - | notwithstanding in the application of the provisions of this |
---|
992 | | - | subdivision to a member whose creditable service includes a |
---|
993 | | - | period of service as a state policeman and a period of service |
---|
994 | | - | in another employment classification the benefit rates |
---|
995 | | - | applicable to a member employed as a state policeman shall |
---|
996 | | - | apply to all creditable service as a state policeman, and the |
---|
997 | | - | benefit rates applicable to a member not employed as a state |
---|
998 | | - | policeman shall apply to all other creditable service, but in |
---|
999 | | - | all other respects the pension under this subdivision shall be |
---|
1000 | | - | determined on the basis of the member's employment |
---|
1001 | | - | classification at the time of his or her withdrawal from |
---|
1002 | | - | service. |
---|
1003 | | - | (3) REEXAMINATION OF BENEFICIARIES RETIRED ON ACCOUNT |
---|
1004 | | - | OF DISABILITY. Once each year during the first five years |
---|
1005 | | - | following the retirement of a member on a disability |
---|
1006 | | - | retirement allowance and once every three-year period |
---|
1007 | | - | thereafter, the Board of Control may, and upon his or her |
---|
| 1033 | + | f. Anything in this chapter to the contrary |
---|
| 1034 | + | notwithstanding in the application of the provisions of this |
---|
| 1035 | + | subdivision to a member whose creditable service includes a |
---|
| 1036 | + | period of service as a state policeman and a period of service |
---|
| 1037 | + | in another employment classification the benefit rates |
---|
| 1038 | + | applicable to a member employed as a state policeman shall |
---|
| 1039 | + | apply to all creditable service as a state policeman, and the |
---|
| 1040 | + | benefit rates applicable to a member not employed as a state |
---|
| 1041 | + | policeman shall apply to all other creditable service, but in |
---|
| 1042 | + | all other respects the pension under this subdivision shall be |
---|
| 1043 | + | determined on the basis of the member's employment |
---|
| 1044 | + | classification at the time of his or her withdrawal from |
---|
| 1045 | + | service. |
---|
| 1046 | + | (3) REEXAMINATION OF BENEFICIARIES RETIRED ON ACCOUNT |
---|
| 1047 | + | OF DISABILITY. Once each year during the first five years |
---|
| 1048 | + | following the retirement of a member on a disability |
---|
| 1049 | + | retirement allowance and once every three-year period |
---|
| 1050 | + | thereafter, the Board of Control may, and upon his or her |
---|
1037 | 1051 | | application shall, require any disability beneficiary who has |
---|
1038 | 1052 | | not yet attained age 60 if the beneficiary is a Tier I plan |
---|
1039 | 1053 | | member or age 62 if the beneficiary is a Tier II plan member |
---|
1040 | 1054 | | to undergo a medical examination, the examination to be made |
---|
1041 | 1055 | | at the place of residence of the beneficiary or other place |
---|
1042 | 1056 | | mutually agreed upon by a physician or physicians of or |
---|
1043 | 1057 | | designated by the medical board. Should any disability |
---|
1044 | 1058 | | beneficiary who has not yet attained age 60 , if the |
---|
1045 | 1059 | | beneficiary is a Tier I plan member or age 62 , if the |
---|
1046 | 1060 | | beneficiary is a Tier II plan member , refuse to submit to the |
---|
1047 | | - | medical examination, his or her allowance may be discontinued |
---|
1048 | | - | until his or her withdrawal of the refusal, and, should his or |
---|
1049 | | - | her refusal continue for one year, all his or her rights in |
---|
1050 | | - | and to his or her pension may be revoked by the Board of |
---|
1051 | | - | Control; provided, that these requirements relative to the |
---|
1052 | | - | medical examination shall not apply in the case of a state |
---|
1053 | | - | policeman retired for disability and who has attained age 52 |
---|
1054 | | - | if he or she is a Tier I plan member or in the case of a state |
---|
1055 | | - | policeman or a correctional officer, firefighter, or law |
---|
1056 | | - | enforcement officer as defined in Section 36-27-59 with at |
---|
1057 | | - | least 10 years of creditable service as a correctional |
---|
1058 | | - | officer, firefighter, or law enforcement officer retired for |
---|
1059 | | - | disability who has attained age 56 if he or she is a Tier II |
---|
1060 | | - | plan member. Should the medical board report and certify to |
---|
1061 | | - | the Board of Control that a disability beneficiary who is a |
---|
1062 | | - | Tier I plan member is engaged in or is able to engage in a |
---|
1063 | | - | gainful occupation paying more than the difference between his |
---|
1064 | | - | or her retirement allowance and his or her average final |
---|
| 1090 | + | medical examination, his or her allowance may be discontinued |
---|
| 1091 | + | until his or her withdrawal of the refusal, and, should his or |
---|
| 1092 | + | her refusal continue for one year, all his or her rights in |
---|
| 1093 | + | and to his or her pension may be revoked by the Board of |
---|
| 1094 | + | Control; provided, that these requirements relative to the |
---|
| 1095 | + | medical examination shall not apply in the case of a state |
---|
| 1096 | + | policeman retired for disability and who has attained age 52 |
---|
| 1097 | + | if he or she is a Tier I plan member or in the case of a state |
---|
| 1098 | + | policeman or a correctional officer, firefighter, or law |
---|
| 1099 | + | enforcement officer as defined in Section 36-27-59 with at |
---|
| 1100 | + | least 10 years of creditable service as a correctional |
---|
| 1101 | + | officer, firefighter, or law enforcement officer retired for |
---|
| 1102 | + | disability who has attained age 56 if he or she is a Tier II |
---|
| 1103 | + | plan member. Should the medical board report and certify to |
---|
| 1104 | + | the Board of Control that a disability beneficiary who is a |
---|
| 1105 | + | Tier I plan member is engaged in or is able to engage in a |
---|
| 1106 | + | gainful occupation paying more than the difference between his |
---|
| 1107 | + | or her retirement allowance and his or her average final |
---|
1094 | 1108 | | compensation and should the Board of Control concur in the |
---|
1095 | 1109 | | report, then the amount of his or her pension shall be reduced |
---|
1096 | 1110 | | to an amount which, together with his or her annuity and the |
---|
1097 | 1111 | | amount earnable by him or her, shall equal the amount of his |
---|
1098 | 1112 | | or her average final compensation. Should his or her earning |
---|
1099 | 1113 | | capacity be later changed, the amount of his or her pension |
---|
1100 | 1114 | | may be further modified; provided, that the new pension shall |
---|
1101 | 1115 | | not exceed the amount of the pension originally granted nor an |
---|
1102 | 1116 | | amount which, when added to the amount earnable by the |
---|
1103 | 1117 | | beneficiary, together with this annuity exceeds the amount of |
---|
1104 | | - | his or her average final compensation. |
---|
1105 | | - | Should the medical board report and certify to the |
---|
1106 | | - | Board of Control that a disability beneficiary who is a Tier |
---|
1107 | | - | II plan member has the capacity to engage in regular and |
---|
1108 | | - | substantial gainful employment, the Board of Control shall |
---|
1109 | | - | discontinue the beneficiary's retirement allowance until the |
---|
1110 | | - | beneficiary is otherwise eligible for service retirement. |
---|
1111 | | - | (c) Disposition of contributions and allowances upon |
---|
1112 | | - | death, etc., of member. |
---|
1113 | | - | (1) Should a member cease to be an employee except by |
---|
1114 | | - | death or by retirement under the provisions of this article, |
---|
1115 | | - | the contributions standing to the credit of his or her |
---|
1116 | | - | individual account in the Annuity Savings Fund shall be paid |
---|
1117 | | - | to him or her upon demand and, in addition to the payment, |
---|
1118 | | - | there shall be paid five-tenths of the interest accumulations |
---|
1119 | | - | standing to the credit of his or her individual account if he |
---|
1120 | | - | or she shall have not less than three but less than 16 years |
---|
1121 | | - | of membership service, six-tenths of the interest |
---|
| 1147 | + | his or her average final compensation. |
---|
| 1148 | + | Should the medical board report and certify to the |
---|
| 1149 | + | Board of Control that a disability beneficiary who is a Tier |
---|
| 1150 | + | II plan member has the capacity to engage in regular and |
---|
| 1151 | + | substantial gainful employment, the Board of Control shall |
---|
| 1152 | + | discontinue the beneficiary's retirement allowance until the |
---|
| 1153 | + | beneficiary is otherwise eligible for service retirement. |
---|
| 1154 | + | (c) Disposition of contributions and allowances upon |
---|
| 1155 | + | death, etc., of member. |
---|
| 1156 | + | (1) Should a member cease to be an employee except by |
---|
| 1157 | + | death or by retirement under the provisions of this article, |
---|
| 1158 | + | the contributions standing to the credit of his or her |
---|
| 1159 | + | individual account in the Annuity Savings Fund shall be paid |
---|
| 1160 | + | to him or her upon demand and, in addition to the payment, |
---|
| 1161 | + | there shall be paid five-tenths of the interest accumulations |
---|
| 1162 | + | standing to the credit of his or her individual account if he |
---|
| 1163 | + | or she shall have not less than three but less than 16 years |
---|
| 1164 | + | of membership service, six-tenths of the interest |
---|
1151 | 1165 | | accumulations if he or she shall have not less than 16 but |
---|
1152 | 1166 | | less than 21 years of membership service, seven-tenths of the |
---|
1153 | 1167 | | interest accumulations if he or she shall have not less than |
---|
1154 | 1168 | | 21 but less than 26 years of membership service and |
---|
1155 | 1169 | | eight-tenths of the interest accumulations if he or she shall |
---|
1156 | 1170 | | have not less than 26 years of membership service. |
---|
1157 | 1171 | | (2) In case of the death of a member eligible for |
---|
1158 | 1172 | | service retirement pursuant to subsection (a), an allowance |
---|
1159 | 1173 | | shall be paid to the surviving spouse, if designated as the |
---|
1160 | 1174 | | sole beneficiary, in an amount that would have been payable if |
---|
1161 | | - | the member had retired immediately prior to his or her death |
---|
1162 | | - | and had elected Option 2, as set forth in subsection (d), or |
---|
1163 | | - | to such other person who the member shall have designated, in |
---|
1164 | | - | an amount that would have been payable if the member had |
---|
1165 | | - | retired immediately prior to his or her death and had elected |
---|
1166 | | - | Option 3, as set forth in subsection (d). Alternatively, if |
---|
1167 | | - | the surviving spouse or other designee desires, he or she may |
---|
1168 | | - | choose to receive, in lieu of the allowance provided under |
---|
1169 | | - | Option 2 or Option 3, the accumulated contributions of the |
---|
1170 | | - | member plus an amount equal to the accumulated contributions |
---|
1171 | | - | of the member not to exceed five thousand dollars ($5,000) or |
---|
1172 | | - | the accumulated contributions of the member plus the benefit |
---|
1173 | | - | provided by Section 36-27B-3 if a benefit is payable under |
---|
1174 | | - | that section; |
---|
1175 | | - | (3) In case of the death of a Tier I plan member not |
---|
1176 | | - | eligible for service retirement, after completion of 25 years |
---|
1177 | | - | of creditable service, an allowance shall be paid to the |
---|
1178 | | - | surviving spouse, if designated as the sole beneficiary, in an |
---|
| 1204 | + | the member had retired immediately prior to his or her death |
---|
| 1205 | + | and had elected Option 2, as set forth in subsection (d), or |
---|
| 1206 | + | to such other person who the member shall have designated, in |
---|
| 1207 | + | an amount that would have been payable if the member had |
---|
| 1208 | + | retired immediately prior to his or her death and had elected |
---|
| 1209 | + | Option 3, as set forth in subsection (d). Alternatively, if |
---|
| 1210 | + | the surviving spouse or other designee desires, he or she may |
---|
| 1211 | + | choose to receive, in lieu of the allowance provided under |
---|
| 1212 | + | Option 2 or Option 3, the accumulated contributions of the |
---|
| 1213 | + | member plus an amount equal to the accumulated contributions |
---|
| 1214 | + | of the member not to exceed five thousand dollars ($5,000) or |
---|
| 1215 | + | the accumulated contributions of the member plus the benefit |
---|
| 1216 | + | provided by Section 36-27B-3 if a benefit is payable under |
---|
| 1217 | + | that section; |
---|
| 1218 | + | (3) In case of the death of a Tier I plan member not |
---|
| 1219 | + | eligible for service retirement, after completion of 25 years |
---|
| 1220 | + | of creditable service, an allowance shall be paid to the |
---|
| 1221 | + | surviving spouse, if designated as the sole beneficiary, in an |
---|
1208 | 1222 | | amount that would have been payable if the member had retired |
---|
1209 | 1223 | | immediately prior to his or her death and had elected Option |
---|
1210 | 1224 | | 2, as set forth in subsection (d), or to such other person who |
---|
1211 | 1225 | | the member shall have designated, in an amount that would have |
---|
1212 | 1226 | | been payable if the member had retired for disability |
---|
1213 | 1227 | | immediately prior to his or her death and had elected Option 3 |
---|
1214 | 1228 | | as set forth in subsection (d). Alternatively, if the |
---|
1215 | 1229 | | surviving spouse or other designee desires, he or she may |
---|
1216 | 1230 | | choose to receive, in lieu of the allowance provided under |
---|
1217 | 1231 | | Option 2 or Option 3, the accumulated contributions of the |
---|
1218 | | - | member plus an amount equal to the accumulated contributions |
---|
1219 | | - | of the member not to exceed five thousand dollars ($5,000) or |
---|
1220 | | - | the accumulated contributions of the member plus the benefit |
---|
1221 | | - | provided by Section 36-27B-3 if a benefit is payable under |
---|
1222 | | - | that section. For purposes of this subsection only, hazardous |
---|
1223 | | - | duty time, as set forth in subdivision (b)(1) of Section |
---|
1224 | | - | 36-27-59, may be used in calculating the requisite years of |
---|
1225 | | - | service for firefighters, law enforcement officers, and |
---|
1226 | | - | correctional officers even if the member has not otherwise |
---|
1227 | | - | attained 25 years of creditable service; |
---|
1228 | | - | (4) Upon the death of a member on account of whom no |
---|
1229 | | - | survivor allowance is payable under subdivisions (2) or (3) of |
---|
1230 | | - | this subsection, the accumulated contributions of the member |
---|
1231 | | - | plus an amount equal to the accumulated contributions not to |
---|
1232 | | - | exceed five thousand dollars ($5,000) or the accumulated |
---|
1233 | | - | contributions of the member plus the benefit provided by |
---|
1234 | | - | Section 36-27B-3 if a benefit is payable under that section |
---|
1235 | | - | shall be paid to his or her estate or to such person as he or |
---|
| 1261 | + | member plus an amount equal to the accumulated contributions |
---|
| 1262 | + | of the member not to exceed five thousand dollars ($5,000) or |
---|
| 1263 | + | the accumulated contributions of the member plus the benefit |
---|
| 1264 | + | provided by Section 36-27B-3 if a benefit is payable under |
---|
| 1265 | + | that section. For purposes of this subsection only, hazardous |
---|
| 1266 | + | duty time, as set forth in subdivision (b)(1) of Section |
---|
| 1267 | + | 36-27-59, may be used in calculating the requisite years of |
---|
| 1268 | + | service for firefighters, law enforcement officers, and |
---|
| 1269 | + | correctional officers even if the member has not otherwise |
---|
| 1270 | + | attained 25 years of creditable service; |
---|
| 1271 | + | (4) Upon the death of a member on account of whom no |
---|
| 1272 | + | survivor allowance is payable under subdivisions (2) or (3) of |
---|
| 1273 | + | this subsection, the accumulated contributions of the member |
---|
| 1274 | + | plus an amount equal to the accumulated contributions not to |
---|
| 1275 | + | exceed five thousand dollars ($5,000) or the accumulated |
---|
| 1276 | + | contributions of the member plus the benefit provided by |
---|
| 1277 | + | Section 36-27B-3 if a benefit is payable under that section |
---|
| 1278 | + | shall be paid to his or her estate or to such person as he or |
---|
1265 | 1279 | | she shall have nominated by written designation duly executed |
---|
1266 | 1280 | | and filed with the Board of Control. |
---|
1267 | 1281 | | (d) Optional allowances. With the provision that the |
---|
1268 | 1282 | | election of an option shall be effective on the effective date |
---|
1269 | 1283 | | of retirement, any member may elect prior to retirement to |
---|
1270 | 1284 | | receive, in lieu of his or her retirement allowance payable |
---|
1271 | 1285 | | throughout life, the actuarial equivalent, at that time, of |
---|
1272 | 1286 | | his or her retirement allowance in a reduced retirement |
---|
1273 | 1287 | | allowance payable throughout life with the provisions that: |
---|
1274 | 1288 | | (1) OPTION 1. If he or she dies before he or she has |
---|
1275 | | - | received in annuity payments the present value of his or her |
---|
1276 | | - | annuity as it was at the time of his or her retirement, the |
---|
1277 | | - | balance shall be paid to his or her legal representatives or |
---|
1278 | | - | to the person as he or she shall nominate by written |
---|
1279 | | - | designation duly acknowledged and filed with the Board of |
---|
1280 | | - | Control; |
---|
1281 | | - | (2) OPTION 2. Upon his or her death, his or her reduced |
---|
1282 | | - | retirement allowance shall be continued throughout the life of |
---|
1283 | | - | and paid to the person as he or she shall nominate by written |
---|
1284 | | - | designation duly acknowledged and filed with the Board of |
---|
1285 | | - | Control at the time of his or her retirement; |
---|
1286 | | - | (3) OPTION 3. Upon his or her death, one half of his or |
---|
1287 | | - | her reduced allowance shall be continued throughout the life |
---|
1288 | | - | of and paid to the person as he or she shall nominate by |
---|
1289 | | - | written designation duly acknowledged and filed with the Board |
---|
1290 | | - | of Control at the time of his or her retirement; or |
---|
1291 | | - | (4) OPTION 4. Some other benefit or benefits shall be |
---|
1292 | | - | paid either to the member or to the person or persons as he or |
---|
| 1318 | + | received in annuity payments the present value of his or her |
---|
| 1319 | + | annuity as it was at the time of his or her retirement, the |
---|
| 1320 | + | balance shall be paid to his or her legal representatives or |
---|
| 1321 | + | to the person as he or she shall nominate by written |
---|
| 1322 | + | designation duly acknowledged and filed with the Board of |
---|
| 1323 | + | Control; |
---|
| 1324 | + | (2) OPTION 2. Upon his or her death, his or her reduced |
---|
| 1325 | + | retirement allowance shall be continued throughout the life of |
---|
| 1326 | + | and paid to the person as he or she shall nominate by written |
---|
| 1327 | + | designation duly acknowledged and filed with the Board of |
---|
| 1328 | + | Control at the time of his or her retirement; |
---|
| 1329 | + | (3) OPTION 3. Upon his or her death, one half of his or |
---|
| 1330 | + | her reduced allowance shall be continued throughout the life |
---|
| 1331 | + | of and paid to the person as he or she shall nominate by |
---|
| 1332 | + | written designation duly acknowledged and filed with the Board |
---|
| 1333 | + | of Control at the time of his or her retirement; or |
---|
| 1334 | + | (4) OPTION 4. Some other benefit or benefits shall be |
---|
| 1335 | + | paid either to the member or to the person or persons as he or |
---|
1322 | 1336 | | she shall nominate; provided, that those other benefits, |
---|
1323 | 1337 | | together with the reduced retirement allowance, shall be |
---|
1324 | 1338 | | certified by the actuary to be of equivalent actuarial value |
---|
1325 | 1339 | | to his or her retirement allowance and shall be approved by |
---|
1326 | 1340 | | the Board of Control .; or |
---|
1327 | 1341 | | (5) OPTION 5. At the time of retirement, he or she |
---|
1328 | 1342 | | shall receive a partial lump sum distribution as a single |
---|
1329 | 1343 | | payment not to exceed the sum of 24 months of the maximum |
---|
1330 | 1344 | | monthly retirement allowance the member could receive. This |
---|
1331 | 1345 | | option may be elected in addition to the election of another |
---|
1332 | | - | option under this subsection and the further reduced monthly |
---|
1333 | | - | retirement allowance shall be calculated in accordance with |
---|
1334 | | - | the selected option. This option shall not be available to a |
---|
1335 | | - | member who is receiving a disability retirement. |
---|
1336 | | - | (e) Effect of return to active service. Should any |
---|
1337 | | - | beneficiary be restored to active service, his or her |
---|
1338 | | - | retirement allowance shall be suspended until he or she again |
---|
1339 | | - | withdraws from service and he or she shall not again become a |
---|
1340 | | - | member of the retirement system nor shall he or she make |
---|
1341 | | - | contributions; except, that should the beneficiary who has |
---|
1342 | | - | been restored to active service continue in service for a |
---|
1343 | | - | period of two or more years from the date of his or her |
---|
1344 | | - | reentry into active service, he or she may request the Board |
---|
1345 | | - | of Control to allow him or her to again become a member of the |
---|
1346 | | - | retirement system. The Board of Control may grant the request |
---|
1347 | | - | for restoration to membership; provided, that the beneficiary |
---|
1348 | | - | whose retirement allowance has been suspended shall repay to |
---|
1349 | | - | the system all monies received by him or her as benefits |
---|
| 1375 | + | option under this subsection and the further reduced monthly |
---|
| 1376 | + | retirement allowance shall be calculated in accordance with |
---|
| 1377 | + | the selected option. This option shall not be available to a |
---|
| 1378 | + | member who is receiving a disability retirement. |
---|
| 1379 | + | (e) Effect of return to active service. Should any |
---|
| 1380 | + | beneficiary be restored to active service, his or her |
---|
| 1381 | + | retirement allowance shall be suspended until he or she again |
---|
| 1382 | + | withdraws from service and he or she shall not again become a |
---|
| 1383 | + | member of the retirement system nor shall he or she make |
---|
| 1384 | + | contributions; except, that should the beneficiary who has |
---|
| 1385 | + | been restored to active service continue in service for a |
---|
| 1386 | + | period of two or more years from the date of his or her |
---|
| 1387 | + | reentry into active service, he or she may request the Board |
---|
| 1388 | + | of Control to allow him or her to again become a member of the |
---|
| 1389 | + | retirement system. The Board of Control may grant the request |
---|
| 1390 | + | for restoration to membership; provided, that the beneficiary |
---|
| 1391 | + | whose retirement allowance has been suspended shall repay to |
---|
| 1392 | + | the system all monies received by him or her as benefits |
---|
1379 | 1393 | | during any periods subsequent to the date of his or her |
---|
1380 | 1394 | | reentry into active service and shall make a contribution |
---|
1381 | 1395 | | equal to the amount he or she would have contributed had he or |
---|
1382 | 1396 | | she been a member during the period of his or her restoration |
---|
1383 | 1397 | | to active service on a suspended allowance basis together with |
---|
1384 | 1398 | | the interest that would have been credited to the |
---|
1385 | 1399 | | contributions on account of the period of restoration up to |
---|
1386 | 1400 | | the date the contribution is made. |
---|
1387 | 1401 | | (f)(1) REDETERMINATION, ETC., OF CERTAIN ALLOWANCES. |
---|
1388 | 1402 | | All retirement allowance payments due on or after October 1, |
---|
1389 | | - | 1975, to members who retired prior to that date shall be |
---|
1390 | | - | redetermined as if the provisions of this section in effect on |
---|
1391 | | - | October 1, 1975, were in effect at the time the member |
---|
1392 | | - | retired. Anything in this article to the contrary |
---|
1393 | | - | notwithstanding, the annual retirement allowance of any member |
---|
1394 | | - | not employed as a state policeman who retired on or before |
---|
1395 | | - | January 1, 1956, shall not be less than seventy-nine dollars |
---|
1396 | | - | twenty cents ($79.20) multiplied by the number of years of his |
---|
1397 | | - | or her creditable service not in excess of 30 years in the |
---|
1398 | | - | case of service retirement of fifty-nine dollars forty cents |
---|
1399 | | - | ($59.40) multiplied by the number of years of his or her |
---|
1400 | | - | creditable service not in excess of 30 years in the case of |
---|
1401 | | - | disability retirement. Any increase provided in the retirement |
---|
1402 | | - | allowance payment under this subdivision for a member who |
---|
1403 | | - | retired under the provisions of any optional benefit elected |
---|
1404 | | - | pursuant to subsection (d) shall accrue only to the retired |
---|
1405 | | - | member, and no person designated to receive any payments after |
---|
1406 | | - | the death of a retired member under the provisions of any |
---|
| 1432 | + | 1975, to members who retired prior to that date shall be |
---|
| 1433 | + | redetermined as if the provisions of this section in effect on |
---|
| 1434 | + | October 1, 1975, were in effect at the time the member |
---|
| 1435 | + | retired. Anything in this article to the contrary |
---|
| 1436 | + | notwithstanding, the annual retirement allowance of any member |
---|
| 1437 | + | not employed as a state policeman who retired on or before |
---|
| 1438 | + | January 1, 1956, shall not be less than seventy-nine dollars |
---|
| 1439 | + | twenty cents ($79.20) multiplied by the number of years of his |
---|
| 1440 | + | or her creditable service not in excess of 30 years in the |
---|
| 1441 | + | case of service retirement of fifty-nine dollars forty cents |
---|
| 1442 | + | ($59.40) multiplied by the number of years of his or her |
---|
| 1443 | + | creditable service not in excess of 30 years in the case of |
---|
| 1444 | + | disability retirement. Any increase provided in the retirement |
---|
| 1445 | + | allowance payment under this subdivision for a member who |
---|
| 1446 | + | retired under the provisions of any optional benefit elected |
---|
| 1447 | + | pursuant to subsection (d) shall accrue only to the retired |
---|
| 1448 | + | member, and no person designated to receive any payments after |
---|
| 1449 | + | the death of a retired member under the provisions of any |
---|
1436 | 1450 | | optional benefit shall receive any increase in payments under |
---|
1437 | 1451 | | this subdivision. Notwithstanding, any member who retired |
---|
1438 | 1452 | | prior to October 1, 1975, and who chose either Option 2 or |
---|
1439 | 1453 | | Option 3 may elect to receive a reduced allowance and to |
---|
1440 | 1454 | | stipulate that the actuarial equivalent of the increase in his |
---|
1441 | 1455 | | or her retirement allowance, which became effective on that |
---|
1442 | 1456 | | date, be ascribed to his or her designated beneficiary; |
---|
1443 | 1457 | | provided, that the member shall clearly express this intention |
---|
1444 | 1458 | | by filing a written application to the effect with the |
---|
1445 | 1459 | | Secretary-Treasurer of the Employees' Retirement System of |
---|
1446 | | - | Alabama prior to October 1, 1976. |
---|
1447 | | - | (2) Any person who, prior to October 1, 1963, was in |
---|
1448 | | - | receipt of a benefit pursuant to Act No. 376, approved |
---|
1449 | | - | November 6, 1959, but was not a member of the system at the |
---|
1450 | | - | time of retirement shall not be entitled to receive an annual |
---|
1451 | | - | retirement allowance from the system, effective October 1, |
---|
1452 | | - | 1971, as follows: |
---|
1453 | | - | a. If the person was retired on or before January 1, |
---|
1454 | | - | 1956, an amount equal to seventy-nine dollars twenty cents |
---|
1455 | | - | ($79.20) multiplied by the number of years of his or her |
---|
1456 | | - | creditable service not in excess of 30 years. |
---|
1457 | | - | b. If the person was retired after January 1, 1956, an |
---|
1458 | | - | amount equal to seventy-two dollars ($72) multiplied by the |
---|
1459 | | - | number of years of his or her creditable service not in excess |
---|
1460 | | - | of 25 years. |
---|
1461 | | - | (3) Prior to October 31, 1975, any beneficiary may |
---|
1462 | | - | elect to leave on deposit with the system all or a specified |
---|
1463 | | - | part of any increase in his or her monthly retirement |
---|
| 1489 | + | Alabama prior to October 1, 1976. |
---|
| 1490 | + | (2) Any person who, prior to October 1, 1963, was in |
---|
| 1491 | + | receipt of a benefit pursuant to Act No. 376, approved |
---|
| 1492 | + | November 6, 1959, but was not a member of the system at the |
---|
| 1493 | + | time of retirement shall not be entitled to receive an annual |
---|
| 1494 | + | retirement allowance from the system, effective October 1, |
---|
| 1495 | + | 1971, as follows: |
---|
| 1496 | + | a. If the person was retired on or before January 1, |
---|
| 1497 | + | 1956, an amount equal to seventy-nine dollars twenty cents |
---|
| 1498 | + | ($79.20) multiplied by the number of years of his or her |
---|
| 1499 | + | creditable service not in excess of 30 years. |
---|
| 1500 | + | b. If the person was retired after January 1, 1956, an |
---|
| 1501 | + | amount equal to seventy-two dollars ($72) multiplied by the |
---|
| 1502 | + | number of years of his or her creditable service not in excess |
---|
| 1503 | + | of 25 years. |
---|
| 1504 | + | (3) Prior to October 31, 1975, any beneficiary may |
---|
| 1505 | + | elect to leave on deposit with the system all or a specified |
---|
| 1506 | + | part of any increase in his or her monthly retirement |
---|
1493 | 1507 | | allowance payments arising in accordance with subdivisions (1) |
---|
1494 | 1508 | | or (2) of this subsection over the monthly allowance which he |
---|
1495 | 1509 | | or she was receiving prior to October 1, 1975. The portion of |
---|
1496 | 1510 | | each monthly payment left in the system in accordance with the |
---|
1497 | 1511 | | election shall be credited, together with regular interest |
---|
1498 | 1512 | | thereon, to the individual account of the beneficiary. Upon |
---|
1499 | 1513 | | the death of the beneficiary the total amount standing to his |
---|
1500 | 1514 | | or her credit, including regular interest to the date of |
---|
1501 | 1515 | | death, shall be paid in a lump sum to his or her legal |
---|
1502 | 1516 | | representatives or to such person as he or she shall have |
---|
1503 | | - | nominated by written designation duly acknowledged and filed |
---|
1504 | | - | with the Board of Control. |
---|
1505 | | - | (g) Notwithstanding any other provisions of this |
---|
1506 | | - | section to the contrary, when a designated beneficiary for a |
---|
1507 | | - | member predeceases the member who is receiving a monthly |
---|
1508 | | - | benefit allowance provided under Option 2, 3, or 4, the member |
---|
1509 | | - | may designate a replacement beneficiary for the deceased |
---|
1510 | | - | beneficiary to become effective two years after the date of |
---|
1511 | | - | designation of the replacement beneficiary and an actuarial |
---|
1512 | | - | adjustment in the monthly benefit allowance of the member to |
---|
1513 | | - | cover any cost associated with designating a replacement |
---|
1514 | | - | beneficiary shall be reflected thereafter in the monthly |
---|
1515 | | - | benefit allowance received by the member, commencing with the |
---|
1516 | | - | first benefit allowance check received by the member following |
---|
1517 | | - | the date of designation of the replacement beneficiary. |
---|
1518 | | - | (h) Notwithstanding any provision of this section to |
---|
1519 | | - | the contrary, if a retired member who is receiving a monthly |
---|
1520 | | - | benefit allowance provided under Option 2, 3, or 4 divorces |
---|
| 1546 | + | nominated by written designation duly acknowledged and filed |
---|
| 1547 | + | with the Board of Control. |
---|
| 1548 | + | (g) Notwithstanding any other provisions of this |
---|
| 1549 | + | section to the contrary, when a designated beneficiary for a |
---|
| 1550 | + | member predeceases the member who is receiving a monthly |
---|
| 1551 | + | benefit allowance provided under Option 2, 3, or 4, the member |
---|
| 1552 | + | may designate a replacement beneficiary for the deceased |
---|
| 1553 | + | beneficiary to become effective two years after the date of |
---|
| 1554 | + | designation of the replacement beneficiary and an actuarial |
---|
| 1555 | + | adjustment in the monthly benefit allowance of the member to |
---|
| 1556 | + | cover any cost associated with designating a replacement |
---|
| 1557 | + | beneficiary shall be reflected thereafter in the monthly |
---|
| 1558 | + | benefit allowance received by the member, commencing with the |
---|
| 1559 | + | first benefit allowance check received by the member following |
---|
| 1560 | + | the date of designation of the replacement beneficiary. |
---|
| 1561 | + | (h) Notwithstanding any provision of this section to |
---|
| 1562 | + | the contrary, if a retired member who is receiving a monthly |
---|
| 1563 | + | benefit allowance provided under Option 2, 3, or 4 divorces |
---|
1550 | 1564 | | his or her designated beneficiary, the member may designate a |
---|
1551 | 1565 | | replacement beneficiary for the beneficiary to become |
---|
1552 | 1566 | | effective two years after the date of designation of the |
---|
1553 | 1567 | | replacement beneficiary and an actuarial adjustment in the |
---|
1554 | 1568 | | monthly benefit allowance of the member to cover any cost |
---|
1555 | 1569 | | associated with designating a replacement beneficiary shall be |
---|
1556 | 1570 | | reflected thereafter in the monthly benefit allowance received |
---|
1557 | 1571 | | by the member, commencing with the first benefit allowance |
---|
1558 | 1572 | | check received by the member following the date of designation |
---|
1559 | 1573 | | of the replacement beneficiary. |
---|
1560 | | - | (i) Any future act to increase the retirement age for |
---|
1561 | | - | Tier II plan members above the age of 62 shall require a |
---|
1562 | | - | two-thirds vote of the elected membership of each house of the |
---|
1563 | | - | Legislature." |
---|
1564 | | - | "§41-27-7 |
---|
1565 | | - | (a) For the purposes of this article, the term "legacy |
---|
1566 | | - | agency" means an existing agency, department, or division that |
---|
1567 | | - | is being reorganized or abolished under this article. |
---|
1568 | | - | (b) Unless otherwise provided in this article, all |
---|
1569 | | - | positions created by this article shall be in the classified |
---|
1570 | | - | service of the state Merit System. |
---|
1571 | | - | (c) All persons employed on January 1, 2015, with a |
---|
1572 | | - | legacy agency and transferred to the Alabama State Law |
---|
1573 | | - | Enforcement Agency, Department of Public Safety, or State |
---|
1574 | | - | Bureau of Investigations shall maintain his or her |
---|
1575 | | - | classification and benefits under the legacy agency. A person |
---|
1576 | | - | employed by a legacy agency on January 1, 2015, shall not |
---|
1577 | | - | receive a decrease in salary, benefits, or seniority or |
---|
| 1603 | + | (i) Any future act to increase the retirement age for |
---|
| 1604 | + | Tier II plan members above the age of 62 shall require a |
---|
| 1605 | + | two-thirds vote of the elected membership of each house of the |
---|
| 1606 | + | Legislature." |
---|
| 1607 | + | "§41-27-7 |
---|
| 1608 | + | (a) For the purposes of this article, the term "legacy |
---|
| 1609 | + | agency" means an existing agency, department, or division that |
---|
| 1610 | + | is being reorganized or abolished under this article. |
---|
| 1611 | + | (b) Unless otherwise provided in this article, all |
---|
| 1612 | + | positions created by this article shall be in the classified |
---|
| 1613 | + | service of the state Merit System. |
---|
| 1614 | + | (c) All persons employed on January 1, 2015, with a |
---|
| 1615 | + | legacy agency and transferred to the Alabama State Law |
---|
| 1616 | + | Enforcement Agency, Department of Public Safety, or State |
---|
| 1617 | + | Bureau of Investigations shall maintain his or her |
---|
| 1618 | + | classification and benefits under the legacy agency. A person |
---|
| 1619 | + | employed by a legacy agency on January 1, 2015, shall not |
---|
| 1620 | + | receive a decrease in salary, benefits, or seniority or |
---|
1607 | 1621 | | otherwise receive a decrease in classification as a result of |
---|
1608 | 1622 | | the transfer to the Alabama State Law Enforcement Agency, |
---|
1609 | 1623 | | Department of Public Safety, or State Bureau of |
---|
1610 | 1624 | | Investigations. |
---|
1611 | 1625 | | (d) Any future change in classification shall not |
---|
1612 | 1626 | | result in any change in benefits an employee previously had at |
---|
1613 | 1627 | | a legacy agency. |
---|
1614 | 1628 | | (e) An employee of a legacy agency transferred to the |
---|
1615 | 1629 | | Alabama State Law Enforcement Agency, Department of Public |
---|
1616 | 1630 | | Safety, or State Bureau of Investigations under this article |
---|
1617 | | - | shall remain in his or her current classification unless |
---|
1618 | | - | appointed to the appropriate classification within the newly |
---|
1619 | | - | created department according to state Merit System procedures. |
---|
1620 | | - | (f) Any employee hired in or transferred into the |
---|
1621 | | - | Alabama State Law Enforcement Agency after January 1, 2015, |
---|
1622 | | - | who is certified by the Alabama Peace Officers' Standards and |
---|
1623 | | - | Training Commission and performs law enforcement duties shall |
---|
1624 | | - | be considered a law enforcement officer, as defined by Section |
---|
1625 | | - | 36-27-59(a)(3), but is a state policeman is not eligible for |
---|
1626 | | - | the benefits specified in Section 36-26-35(d)." |
---|
1627 | | - | Section 2. This act shall become effective on the first |
---|
1628 | | - | day of the third month following its passage and approval by |
---|
1629 | | - | the Governor, or its otherwise becoming law. |
---|
1671 | | - | 812 |
---|
| 1658 | + | 812 SB68 INTRODUCEDSB68 INTRODUCED |
---|
| 1659 | + | Page 30 |
---|
| 1660 | + | shall remain in his or her current classification unless |
---|
| 1661 | + | appointed to the appropriate classification within the newly |
---|
| 1662 | + | created department according to state Merit System procedures. |
---|
| 1663 | + | (f) Any employee hired in or transferred into the |
---|
| 1664 | + | Alabama State Law Enforcement Agency after January 1, 2015, |
---|
| 1665 | + | who is certified by the Alabama Peace Officers' Standards and |
---|
| 1666 | + | Training Commission and performs law enforcement duties shall |
---|
| 1667 | + | be considered a law enforcement officer, as defined by Section |
---|
| 1668 | + | 36-27-59(a)(3), but is a state policeman is not eligible for |
---|
| 1669 | + | the benefits specified in Section 36-26-35(d)." |
---|
| 1670 | + | Section 2. This act shall become effective on the first |
---|
| 1671 | + | day of the third month following its passage and approval by |
---|
| 1672 | + | the Governor, or its otherwise becoming law. |
---|