Connecticut 2020 2020 Regular Session

Connecticut Senate Bill SB00438 Introduced / Bill

Filed 03/05/2020

                        
 
 
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General Assembly  Raised Bill No. 438  
February Session, 2020  
LCO No. 2711 
 
 
Referred to Committee on APPROPRIATIONS  
 
 
Introduced by:  
(APP)  
 
 
 
 
AN ACT CONCERNING RE VISIONS TO THE TEACHERS' 
RETIREMENT SYSTEM. 
Be it enacted by the Senate and House of Representatives in General 
Assembly convened: 
 
Section 1. Section 10-183b of the 2020 supplement to the general 1 
statutes is repealed and the following is substituted in lieu thereof 2 
(Effective July 1, 2020): 3 
As used in this chapter, unless the context otherwise requires: 4 
(1) "Actuarial reserve basis" means a basis under which the liabilities 5 
of the retirement system are determined under acceptable actuarial 6 
methods and under which assets are accumulated under a program 7 
designed to achieve a proper balance between the accumulated assets 8 
and the liabilities of the system. 9 
(2) "Amortization of unfunded liabilities" means: (A) For fiscal years 10 
ending on or before June 30, 2019, a systematic program of annual 11 
payments determined as a level per cent of expected member annual 12 
salaries in lieu of a lump sum payment; and (B) for fiscal years ending 13 
on or after June 30, 2020, a systematic program of annual payments, 14  Raised Bill No.  438 
 
 
 
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transitioning equally over five consecutive fiscal years from a level per 15 
cent of expected annual member salaries to a level payment, in lieu of a 16 
lump sum payment. 17 
(3) "Annual salary" means the annual salary rate for service as a 18 
Connecticut teacher during a school year but not including unused sick 19 
leave, unused vacation, terminal pay, coaching or extra duty 20 
assignments, unless compensation for coaching or extra duty 21 
assignment was included in salary for which contributions were made 22 
prior to July 1, 1971. In no event shall annual salary include amounts 23 
determined by the board to be included for the purpose of inflating the 24 
member's average annual salary. The inclusion in annual salary of 25 
amounts paid to the member, in lieu of payment by the employer for the 26 
cost of benefits, insurance, or individual retirement arrangements which 27 
in prior years had been paid by the employer and not included in the 28 
member's annual salary, shall be prima facie evidence that such 29 
amounts are included for the purpose of inflating the member's average 30 
annual salary. Annual salary shall not (A) include payments the timing 31 
of which may be directed by the member, (B) include payments to a 32 
superintendent pursuant to an individual contract between such 33 
superintendent and a board of education, of amounts which are not 34 
included in base salary, or (C) exceed the maximum amount allowed 35 
under Section 401(a)(17) of the Internal Revenue Code for the applicable 36 
limitation year, provided in no event shall the limitation under Section 37 
401(a)(17) of the Internal Revenue Code apply to the annual salary of a 38 
member whose membership began prior to January 1, 1996, if such 39 
limitation would reduce the amount of the member's annual salary 40 
below the amount permitted for calculation of the member's retirement 41 
benefit under this chapter, [167a,] without regard to the limitation under 42 
Section 401(a)(17) of the Internal Revenue Code. Annual salary shall 43 
include amounts paid to the member during a sabbatical leave during 44 
which mandatory contributions were remitted, provided such member 45 
returned to full-time teaching for at least five full years following the 46 
completion of such leave. 47 
(4) "Average annual salary" means the average [annual salary 48  Raised Bill No.  438 
 
 
 
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received during the three years of highest salary] of the three highest 49 
annual salaries received as an active member. 50 
(5) "Board" means the Teachers' Retirement Board. 51 
(6) "Child" means a natural child, an adopted child, or a stepchild of 52 
a deceased member who has been a stepchild for at least one year 53 
immediately prior to the date on which the member died. A child is a 54 
"dependent child" of a deceased member if at the time of the member's 55 
death (A) the member was living with the child or providing or 56 
obligated to provide, by agreement or court order, a reasonable portion 57 
of the support of the child, and (B) the child (i) is unmarried and has not 58 
attained age eighteen, or (ii) is disabled and such disability began prior 59 
to the child's attaining age eighteen. 60 
(7) "Contributions" means amounts withheld pursuant to this chapter 61 
and paid to the board by an employer from compensation payable to a 62 
member. Prior to July 1, 1989, "mandatory contributions" are 63 
contributions required to be withheld under this chapter and consist of 64 
five per cent regular contributions and "one per cent contributions". 65 
From July 1, 1989, to June 30, 1992, "mandatory contributions" are 66 
contributions required to be withheld under this chapter and consist of 67 
five per cent regular contributions and one per cent health 68 
contributions. From July 1, 1992, to June 30, 2004, "mandatory 69 
contributions" are contributions required to be withheld under this 70 
chapter and consist of six per cent "regular contributions" and one per 71 
cent health contributions. From July 1, 2004, to December 31, 2017, 72 
"mandatory contributions" are contributions required to be withheld 73 
under this chapter and consist of six per cent regular contributions and 74 
one and one-fourth per cent health contributions. From January 1, 2018, 75 
to December 31, 2019, inclusive, "mandatory contributions" are 76 
contributions required to be withheld under this chapter and consist of 77 
seven per cent "regular contributions" and one and one-fourth per cent 78 
health contributions. On and after January 1, 2020, "mandatory 79 
contributions" are contributions required to be withheld under this 80 
chapter and consist of seven per cent "regular contributions" and one 81  Raised Bill No.  438 
 
 
 
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and one-fourth per cent health contributions, except that no health 82 
contributions shall be required for an employee of the state that (A) has 83 
completed the vesting service necessary to receive health benefits 84 
provided to retired state employees, and (B) does not participate in any 85 
group health insurance plans maintained for retired teachers. Nothing 86 
in this subdivision shall affect any other obligation of such a state 87 
employee to contribute to the state's retiree health care trust fund. 88 
"Voluntary contributions" are contributions by a member authorized to 89 
be withheld under section 10-183i, as amended by this act. 90 
(8) "Coparticipant" means a designated beneficiary under the 91 
provisions of subsection (d) of section 10-183j, as amended by this act. 92 
[(8)] (9) "Credited interest" means interest at the rate from time to time 93 
fixed by the board consistent with industry standards and practices. 94 
Such interest shall be applied to a member's account based on the 95 
balance as of the previous June thirtieth. Credited interest shall [be 96 
assessed] accrue on any mandatory contributions which were due but 97 
not remitted prior to the close of the school year for which salary was 98 
paid. 99 
[(9)] (10) "Current service" means service rendered in the current 100 
fiscal year. 101 
[(10)] (11) "Dependent former spouse" means a former spouse of a 102 
deceased member who (A) has in his or her care a dependent child of 103 
the deceased member; and (B) was receiving, or was entitled to receive, 104 
from the deceased member at the time of the death of the deceased 105 
member, at least one-half of his or her support; and (C) has not 106 
remarried; and (D) is the parent of the child or adopted the child while 107 
married to the member and before the child attained age eighteen or, 108 
while married to the member, both of them adopted the child before the 109 
child attained age eighteen. 110 
[(11)] (12) "Dependent parent" means a parent of a deceased member 111 
who (A) has reached the age of sixty-five; and (B) has not married after 112 
the death of the member; and (C) was receiving at least one-half of his 113  Raised Bill No.  438 
 
 
 
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or her support from the member at the time of the member's death and 114 
files proof of such support within two years of the date of the member's 115 
death; and (D) is not receiving, or entitled to a federal or state old age 116 
benefit based on the parent's own earnings, equal to or greater than the 117 
amount the parent would be entitled to as a dependent parent under 118 
this chapter. A "parent of a deceased member" is (i) the mother or father 119 
of a deceased member; or (ii) a stepparent of a deceased member by a 120 
marriage entered into before the member attained age sixteen; or (iii) an 121 
adopting parent of a deceased member who adopted the deceased 122 
member before the member attained age sixteen. 123 
[(12)] (13) "Designated beneficiary" means a person designated on a 124 
form prescribed by the board by a member to receive amounts which 125 
may become payable under this chapter as the result of the member's 126 
death whether before or after retirement. If a designated beneficiary is 127 
not living at the time of the death of a member, the amounts that would 128 
have been payable to the designated beneficiary shall be paid to the 129 
member's estate. 130 
(14) "Disability allowance" means the amount payable to a disabled 131 
member pursuant to the provisions of section 10-183aa, as amended by 132 
this act. 133 
[(13)] (15) "Disabled" means the inability to perform any teaching 134 
service, whether or not such service is performed full-time or part-time, 135 
in a public or nonpublic school or a nonschool setting, on a volunteer 136 
basis or for compensation, within or without the state of Connecticut, or 137 
engage in any substantial gainful activity by reason of any medically 138 
determinable physical or mental impairment [which] that (A) is 139 
permanent or can be expected to last continually for not less than twelve 140 
months from the onset of such impairment, or (B) can be expected to 141 
result in death or to be of long-continued and indefinite duration, except 142 
that during the first twenty-four months that a member is receiving a 143 
disability allowance, "disabled" means the inability to perform the usual 144 
duties of his occupation by reason of any such impairment. 145  Raised Bill No.  438 
 
 
 
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[(14)] (16) "Employer" means an elected school committee, a board of 146 
education, the State Board of Education, the Office of Early Childhood, 147 
the Board of Regents for Higher Education or any of the constituent 148 
units, [the governing body of the Children's Center and its successors,] 149 
the E. O. Smith School and any other activity, institution or school 150 
employing members. With respect to members hired prior to July 1, 151 
2020, "employer" also means the governing body of the Children's 152 
Center and its successors. 153 
[(15)] (17) "Formal leave of absence" means any absence from active 154 
service in the public schools of Connecticut formally granted by a 155 
member's employer as evidenced by contemporary records of the 156 
employer, provided in the case of an absence due to illness, medical or 157 
other evidence of such illness may, at the discretion of the Teachers' 158 
Retirement Board, be accepted in lieu of evidence of the formal granting 159 
of a leave. 160 
[(16)] (18) "Formal application of retirement" means (A) the member's 161 
application, birth certificate or notarized statement supported by other 162 
evidence satisfactory to the board, in lieu thereof, (B) records of service, 163 
[when] if such records are required by the board to determine a salary 164 
rate or years of creditable service, (C) a statement of payment plan, 165 
[and,] including, if applicable, the fixed period of time selected by a 166 
member under Plan C or the coparticipant's share designated under 167 
Plan D, pursuant to section 10-183j, as amended by this act, (D) in the 168 
case of an application for a disability benefit, a physician's or an 169 
advanced practice registered nurse's statement of health, (E) in the case 170 
of a member who is married, a marriage certificate, and (F) any other 171 
documentation required by the board. 172 
[(17)] (19) "Funding" means the accumulation of assets in advance of 173 
the payment of retirement allowances in accordance with a [definite 174 
actuarial program] reasonable actuarial methodology. 175 
[(18)] (20) "Member" means any Connecticut teacher employed for an 176 
average of at least one-half of each school day, [except that no teacher 177  Raised Bill No.  438 
 
 
 
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who under any provision of the general statutes elects not to participate 178 
in the system shall be a member unless and until the teacher elects to 179 
participate in the system] and who was employed on and compensated 180 
for the first school day, according to such member's schedule, of a school 181 
month. Members teaching in a nonpublic school classified as a public 182 
school [by the board] under the provisions of this section may continue 183 
as members as long as they continue as teachers in such school even if 184 
the school ceases to be so classified. A former teacher who has not 185 
withdrawn his or her accumulated contributions shall be an "inactive 186 
member". A member who, during the period of a formal leave of 187 
absence granted by his or her employer, but not exceeding an aggregate 188 
of ten school months, continues to make mandatory contributions to the 189 
board, retains his or her status as an active member. 190 
[(19)] (21) "Normal cost" means the amount of contribution which the 191 
state is required to make into the retirement fund in order to meet the 192 
actuarial cost of current service. 193 
[(20)] (22) "Public school" means any day school conducted within or 194 
without this state under the orders and superintendence of a duly 195 
elected school committee, a board of education, the State Board of 196 
Education, the Office of Early Childhood, the board of governors or any 197 
of its constituent units, the E. O. Smith School, [the Children's Center 198 
and its successors, the State Education Resource Center established 199 
pursuant to section 10-4q of the 2014 supplement to the general statutes, 200 
revision of 1958, revised to January 1, 2013, the State Education Resource 201 
Center established pursuant to section 10-357a,] joint activities of boards 202 
of education authorized by subsection (b) of section 10-158a and any 203 
institution supported by the state at which teachers are employed or any 204 
incorporated secondary school not under the orders and 205 
superintendence of a duly elected school committee or board of 206 
education but located in a town not maintaining a high school and 207 
providing free tuition to pupils of the town in which it is located, and 208 
which has been approved by the State Board of Education under the 209 
provisions of part II of chapter 164, provided that such institution or 210 
such secondary school is classified as a public school by the retirement 211  Raised Bill No.  438 
 
 
 
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board. With respect to members hired prior to July 1, 2020, "public 212 
school" also means the Children's Center and its successors, the State 213 
Education Resource Center established pursuant to section 10-4q of the 214 
2014 supplement to the general statutes, revision of 1958, revised to 215 
January 1, 2013, and the State Education Resource Center established 216 
pursuant to section 10-357a. 217 
[(21)] (23) "Retirement allowance" means payments for life derived 218 
from member contributions, including credited interest, and 219 
contributions from the state. 220 
(24) "Retired member" means a member receiving a retirement 221 
benefit as computed under section 10-183g, as amended by this act. 222 
[(22)] (25) "School year" means the twelve months ending on June 223 
thirtieth of each year. 224 
[(23)] (26) "Surviving spouse" means a widow or widower of a 225 
deceased member who (A) was living with the member at the time of 226 
the member's death, or receiving, or entitled by court order or 227 
agreement to receive, regular support payments from the member, and 228 
(B) has not remarried. 229 
[(24)] (27) "Survivors" means a surviving spouse, a dependent former 230 
spouse, a dependent child and a dependent parent. 231 
[(25)] (28) "System" means the Connecticut teachers' retirement 232 
system. 233 
[(26)] (29) "Teacher" means (A) any person employed by the public 234 
schools of Connecticut, including, but not limited to, a teacher, 235 
permanent substitute teacher, principal, assistant principal, supervisor, 236 
assistant superintendent or superintendent employed by the public 237 
schools in a professional capacity while possessing a certificate or 238 
permit issued by the State Board of Education, except State Board of 239 
Education endorsement 85 or any successor to such endorsement, 240 
provided on and after July 1, 1975, such certificate shall be for the 241  Raised Bill No.  438 
 
 
 
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position in which the person is then employed, except as provided for 242 
in section 10-183qq, (B) certified personnel hired prior to July 1, 2020, 243 
who provide health and welfare services for children in nonprofit 244 
schools, as provided in section 10-217a, under an oral or written 245 
agreement, (C) any person who is engaged in teaching or supervising 246 
schools for adults in a program that leads to a high school diploma if the 247 
annual salary paid for such service is equal to or greater than the 248 
minimum salary paid for a regular, full-time teaching position in the 249 
day schools in the town where such service is rendered, (D) a member 250 
of the professional staff of [the State Board of Education,] the Office of 251 
Early Childhood, or of the Board of Regents for Higher Education or any 252 
of the constituent units, [and] (E) a [member of the] staff member of the 253 
State Education Resource Center established pursuant to section 10-4q 254 
of the 2014 supplement to the general statutes, revision of 1958, revised 255 
to January 1, 2013, or the State Education Resource Center established 256 
pursuant to section 10-357a, employed in a professional capacity while 257 
possessing a certificate or permit issued by the State Board of Education, 258 
provided such staff member was hired prior to July 1, 2020, and (F) any 259 
person employed as professional staff of the State Board of Education, 260 
provided such person was a member or inactive member prior to July 1, 261 
2020. A "permanent substitute teacher" is [one] a person who serves as 262 
[such for at least ten months during any school year] a substitute teacher 263 
in the same assignment for an entire school year. 264 
[(27)] (30) "Unfunded liability" means the actuarially determined 265 
value of the liability for service before the date of the actuarial valuation 266 
less the accumulated assets in the retirement fund. 267 
[(28)] (31) "Internal Revenue Code" means the Internal Revenue Code 268 
of 1986, or any subsequent corresponding internal revenue code of the 269 
United States, as from time to time amended, and any regulations 270 
promulgated under or interpretations of said code that may affect this 271 
chapter. 272 
[(29)] (32) "Limitation year" means the twelve-month period 273 
beginning each July first and ending each June thirtieth.  274  Raised Bill No.  438 
 
 
 
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Sec. 2. Section 10-183c of the general statutes is repealed and the 275 
following is substituted in lieu thereof (Effective July 1, 2020): 276 
(a) The Connecticut teachers' retirement system is established to 277 
provide retirement and other benefits for teachers, their survivors and 278 
beneficiaries. On or after a member vests in the system by becoming 279 
eligible to receive a retirement benefit pursuant to section 10-183f, as 280 
amended by this act, or accumulates ten years of credited service in the 281 
system, as defined in subsection (a) of section 10-183e, as amended by 282 
this act, whichever is later, the member's benefit under sections 10-183e, 283 
10-183f, 10-183g, 10-183h, 10-183j and 10-183aa, as amended by this act, 284 
is contractual in nature and no public or special act of the General 285 
Assembly shall diminish such benefit, provided this section shall apply 286 
only to an active member who is vested on October 1, 2003, or to a 287 
member who vests or accumulates ten years of credited service on or 288 
after October 1, 2003, and shall apply to the member's benefit in 289 
existence on October 1, 2003, or to the member's benefit in existence on 290 
the date the member vests or accumulates ten years of credited service, 291 
respectively, whichever is later. 292 
(b) In addition to the benefits described in subsection (a) of this 293 
section, upon the issuance of bonds authorized by section 10-183qq, all 294 
benefits of all members of the teachers' retirement system as of said 295 
issuance shall be construed to be contractual in nature, as long as the 296 
bonds issued in accordance with section 10-183qq or any subsequent 297 
reauthorizations of said bonds remain outstanding. Nothing in this 298 
subsection shall be construed to bestow any vested rights upon a 299 
member of the Connecticut teachers' retirement system until such time 300 
as those rights are earned in accordance with provisions in place upon 301 
issuance of the bonds pursuant to section 10-183qq. 302 
(c) Nothing in this section shall affect the provisions of section 10-303 
183t, as amended by this act, or 10-183z.  304 
Sec. 3. Section 10-183e of the general statutes is repealed and the 305 
following is substituted in lieu thereof (Effective July 1, 2020): 306  Raised Bill No.  438 
 
 
 
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(a) (1) A member shall receive a month of credited service for each 307 
month of service, from September to June, inclusive, as a teacher, 308 
[provided the Teachers' Retirement Board may grant a member] subject 309 
to the payment of the mandatory contribution for such month. Ten 310 
months of credited service shall be equal to one year of credited service. 311 
A member may not accumulate more than one year of credited service 312 
during any school year. 313 
(2) The Teachers' Retirement Board may allow a member to receive a 314 
month of credited service for a month during which such member was 315 
employed after the first school day but not later than the fifth school day 316 
of such month if [(1)] (A) such month was the member's first month of 317 
service as a teacher, [and (2)] (B) such month of credited service is 318 
needed by the member in order to qualify for a normal retirement 319 
benefit, [. Ten months of credited service shall be equal to one year of 320 
credited service. A member may not accumulate more than one year of 321 
credited service during any school year] and (C) the mandatory 322 
contribution for such month is paid. 323 
(b) Any member may purchase, as provided in subsection (c) of this 324 
section, additional credited service, but not to exceed an aggregate of 325 
one year in the case of service described in subdivision (2) of this 326 
subsection for each two years of active full-time service as a Connecticut 327 
teacher; and not to exceed an aggregate of one year in the case of absence 328 
described in subdivision (8) of this subsection for each five years of 329 
active full-time service as a Connecticut teacher, provided if any such 330 
absence exceeds thirty consecutive school months, such additional 331 
credited service shall be limited to thirty school months; and not to 332 
exceed an aggregate of ten years for all service described in this 333 
subsection, except for service described in subdivision (2) of this 334 
subsection. In no event may any service described in this subsection be 335 
purchased if the member is receiving or is, or will become, entitled to 336 
receive a retirement benefit based upon such service from any 337 
governmental system other than the teachers' retirement system or the 338 
federal Social Security System. Additional credited service includes: 339  Raised Bill No.  438 
 
 
 
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(1) Service as a teacher in a school for military dependents established 340 
by the United States Department of Defense; 341 
(2) Service as a teacher in the public schools of another state of the 342 
United States, its territories or possessions; 343 
(3) Service in the armed forces of the United States in time of war, as 344 
defined in section 27-103, or service in said armed forces during the 345 
period beginning October 27, 1953, and ending January 31, 1955; 346 
(4) Service in a permanent full-time position for the state; 347 
(5) Service as a teacher at The University of Connecticut prior to July 348 
1, 1965; 349 
(6) Service as a teacher at the Wheeler School and Library, North 350 
Stonington, prior to September 1, 1949; 351 
(7) Service as a teacher at the Gilbert Home, Winsted, prior to 352 
September 1, 1948; 353 
(8) Any formal leave of absence as provided in regulations adopted 354 
by the board, if the member subsequently returns to service for at least 355 
one school year; 356 
(9) Service as a teacher at the American School [at Hartford] for the 357 
Deaf, the Connecticut Institute for the Blind or the Newington 358 
Children's Hospital; 359 
(10) Forty or more days of service as a substitute teacher, or the 360 
equivalent service rendered at less than half-time, in a single public 361 
school system within the state of Connecticut in any school year, 362 
provided (A) eighteen days of such service shall equal one month of 363 
credited service under subsection (a) of this section, and (B) on and after 364 
July 1, 2020, such service shall be determined on a school year basis; 365 
(11) Service in the armed forces of the United States, other than 366 
service described in subdivision (3) of this subsection, not to exceed 367  Raised Bill No.  438 
 
 
 
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thirty months; 368 
(12) Service as a full-time, salaried, elected official of the state or any 369 
political subdivision of the state during the 1978 calendar year or 370 
thereafter, if such member subsequently returns to service as a teacher 371 
in a public school for at least one school year; 372 
(13) Service in the public schools of Connecticut as a member of the 373 
federal Teacher Corps, not to exceed two years; 374 
(14) Service in the United States Peace Corps; 375 
(15) Service in the United States VISTA (Volunteers in Service to 376 
America) program; 377 
(16) Service in the public schools of Connecticut as a social work 378 
assistant, from January 1, 1969, to December 31, 1986, inclusive, if such 379 
member became a certified school social worker and remained in public 380 
school service as a social worker after certification; and 381 
(17) Service prior to July 1, 2007, as a member of the staff of the State 382 
Education Resource Center established pursuant to section 10-4q of the 383 
general statutes, revision of 1958, revised to January 1, 2007, employed 384 
in a professional capacity while possessing a certificate or permit issued 385 
by the State Board of Education. 386 
Any service described in subdivision (3), (8) or (10) of this subsection 387 
shall be considered service in the public schools of Connecticut. 388 
(c) Additional credited service [must] may only be purchased by a 389 
member (1) prior to the [time] effective date of such member's 390 
retirement, or (2) at the time a surviving spouse elects benefits under the 391 
provisions of subsection (d) of section 10-183h, as amended by this act. 392 
[, or (3) at the time benefits commence as provided under sections 10-393 
183g and 10-183jj.] Any purchase of such service shall be accomplished 394 
by the member paying to the board an amount determined on the basis 395 
of actuarial factors adopted by the board that reflect the present value 396 
of one-half of the full actuarial cost of the benefit increase that will be 397  Raised Bill No.  438 
 
 
 
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derived by the purchase of such service, except that in the case of 398 
purchase of service described in subdivision (17) of subsection (b) of this 399 
section, or in the case of purchase of service described in subdivision (2) 400 
of said subsection (b) in excess of ten years, the present value of the full 401 
actuarial cost. Such factors shall consider the member's age at the time 402 
of purchase, actual or projected salary, and the earliest date on which 403 
the member would be eligible for a normal retirement allowance. 404 
Payments for additional credited service may be made in a lump sum 405 
by transfer of funds from the member's accumulated one per cent 406 
contributions withheld prior to July 1, 1989, with credited interest and 407 
accumulated voluntary contributions with credited interest plus such 408 
other amounts as may be required to complete the purchase. Any other 409 
payment for additional credited service shall be made solely by payroll 410 
deduction of an amount subject to state, federal or local tax in the tax or 411 
income year in which such voluntary contribution is made and shall also 412 
include such other amounts as may be required to complete the 413 
purchase. Any such other amount shall be deposited directly into such 414 
member's regular account. No amount deposited in accordance with 415 
this subsection shall be treated as a voluntary contribution as described 416 
in section 10-183i, as amended by this act. 417 
[(d) For the purpose of determining eligibility for benefits under 418 
section 10-183f, credited service purchased under subsection (b) of this 419 
section shall not be used except that (1) service in a school for military 420 
dependents described in subdivision (1) of subsection (b) of this section 421 
and out-of-state public school service described in subdivision (2) of 422 
said subsection (b) shall be used to determine eligibility for a normal 423 
retirement benefit based upon thirty-five years of credited service and 424 
for an early retirement benefit; and (2) military service described in 425 
subdivision (3) of said subsection (b), any leave of absence described in 426 
subdivision (8) of said subsection (b) and substitute service described in 427 
subdivision (10) of said subsection (b) shall be used as if they were 428 
service in the public schools of Connecticut. 429 
(e) For purposes of computing benefit amounts under section 10-430 
183g, other than proratable benefits and deferred vested retirement 431  Raised Bill No.  438 
 
 
 
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benefits, credited service purchased under subsection (b) of this section 432 
shall be used in the same manner as credited service described in 433 
subsection (a) of this section. In computing proratable benefits, 434 
purchased service credits shall be used as set forth in subsection (b) of 435 
section 10-183g. In computing deferred vested retirement benefits, 436 
purchased service credits shall be used as set forth in subsection (d) of 437 
section 10-183g. In computing the lump sum death benefit under section 438 
10-183h, military service described in subdivision (3) of subsection (b) 439 
of this section and leaves of absence described in subdivision (8) of said 440 
subsection (b) shall be used as if they were service in the public schools 441 
of Connecticut.] 442 
[(f)] (d) For purposes of computing benefit amounts under [section 443 
10-183g] this chapter, whole months of credited service, including 444 
additional credited service, in excess of whole years shall be used in 445 
determining aggregate accumulations of credited service. 446 
[(g)] (e) Any member who has been elected to a full-time or part-time 447 
position in an organization which has been duly designated as the 448 
teachers' representative or who has been elected to a full-time or part-449 
time position in a state-wide, national or international bargaining 450 
organization may, during the time such member so serves, continue 451 
membership and may make, or have made for such member, payments 452 
of contributions for such time, provided the organization which such 453 
member represents shall pay the full actuarial cost that would otherwise 454 
be incurred by the state for the time such member serves in excess of one 455 
year. If payment is made during such periods or at any time before 456 
retirement, such member shall receive credit for such service and shall 457 
be considered as serving as a public school teacher in the state for the 458 
purpose of computing length of service, and for the purpose of 459 
computing average annual salary, and shall be considered by the 460 
retirement board as though such member were remaining in such 461 
member's latest teaching position.  462 
Sec. 4. Section 10-183f of the general statutes is repealed and the 463 
following is substituted in lieu thereof (Effective July 1, 2020): 464  Raised Bill No.  438 
 
 
 
LCO No. 2711   	16 of 56 
 
(a) A member is eligible to receive a normal retirement benefit [who] 465 
if such member (1) has attained age sixty and has accumulated twenty 466 
years of credited service in the public schools of Connecticut, or (2) has 467 
attained any age and has accumulated thirty-five years of credited 468 
service, at least twenty-five years of which are service in the public 469 
schools of Connecticut. 470 
(b) A member is eligible to receive a proratable retirement benefit 471 
[who] if such member has attained age sixty prior to termination of 472 
service and has accumulated at least ten years of credited service in the 473 
public schools of Connecticut. 474 
(c) A member is eligible to receive an early retirement benefit [who] 475 
if such member has accumulated twenty-five years of credited service 476 
at least twenty years of which are service in the public schools of 477 
Connecticut, or [who] if such member has attained the age of fifty-five 478 
and has accumulated at least twenty years of credited service, at least 479 
fifteen of which are service in the public schools of Connecticut. 480 
(d) A member is eligible to receive a deferred vested retirement 481 
benefit beginning at age sixty [who] if such member: (1) Has 482 
accumulated ten years of credited service in the public schools of 483 
Connecticut; and (2) terminates service before becoming eligible for any 484 
other retirement benefit; and (3) leaves his or her accumulated 485 
contributions with the system. 486 
(e) Repealed by P.A. 79-541, S. 5, 6. 487 
(f) The survivors of a member who dies (1) while in service in the 488 
public schools of Connecticut, (2) within two months after withdrawal 489 
from such service and prior to the effective date of such member's 490 
retirement or (3) while receiving a disability benefit under section 10-491 
183aa, as amended by this act, shall receive survivors' benefits. [, except 492 
that, if a member who has elected a coparticipant option, under section 493 
10-183j, dies after such option becomes effective, such coparticipant 494 
option shall be given effect and no survivors' benefits shall be payable.] 495 
Before any survivors' benefits are paid, the board shall receive such 496  Raised Bill No.  438 
 
 
 
LCO No. 2711   	17 of 56 
 
applications and other documents and information as it deems 497 
necessary. 498 
(g) Notwithstanding any provision of this chapter, pursuant to 499 
Section 401(a)(9) of the Internal Revenue Code, a member shall begin 500 
receiving benefits under this chapter no later than April first of the 501 
calendar year following the calendar year in which (1) the member 502 
attains age seventy and one-half, or seventy-two for members who 503 
attain such age on or after January 1, 2020, or (2) if the member retires 504 
after age seventy and one-half, or seventy-two for members who attain 505 
such age on or after January 1, 2020, the calendar year in which such 506 
member retires.  507 
Sec. 5. Section 10-183g of the 2020 supplement to the general statutes 508 
is repealed and the following is substituted in lieu thereof (Effective July 509 
1, 2020): 510 
(a) The normal retirement benefit shall be two per cent times the 511 
number of years of full-time credited service and a proportional fraction 512 
of two per cent times the number of years of credited service at less than 513 
full-time multiplied by average annual salary. In no event, however, 514 
shall such benefit exceed seventy-five per cent of such salary or be less 515 
than three thousand six hundred dollars. 516 
(b) The proratable retirement benefit shall be computed as follows: 517 
Average annual salary multiplied by (1) number of years of credited 518 
service [, excluding all additional credited service, except service 519 
described in subdivisions (3), (8) and (10) of subsection (b) of section 10-520 
183e,] in the public schools of Connecticut multiplied by the applicable 521 
percentage based on age and service as determined from the table 522 
below, and (2) number of years of all additional credited service not 523 
used in subdivision (1) of this subsection multiplied by one per cent. 524 
T1  	TABLE 
T2  	AGE OF RETIREMENT 
T3  Years Of  Raised Bill No.  438 
 
 
 
LCO No. 2711   	18 of 56 
 
T4  Connecticut  
T5  Service 60 61 62 63 64 65 66 67 68 69 70 
T6  10 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 
T7  11 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 
T8  12 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 1.2 
T9  13 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 
T10  14 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 
T11  15 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 1.5 
T12  16 1.6 1.6 1.6 1.6 1.6 1.6 1.6 1.6 1.6 1.6 1.6 
T13  17 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 1.7 
T14  18 1.8 1.8 1.8 1.8 1.8 1.8 1.8 1.8 1.8 1.8 1.8 
T15  19 1.9 1.9 1.9 1.9 1.9 1.9 1.9 1.9 1.9 1.9 1.9 
T16  20 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 2.0 
 
(c) The early retirement benefit shall be computed in the same 525 
manner as the normal retirement benefit, then actuarially reduced, on 526 
the basis of early retirement tables adopted from time to time by the 527 
board, for each month early retirement precedes the minimum age at 528 
which the member could have retired with a normal retirement benefit 529 
pursuant to section 10-183f, as amended by this act. [Such minimum age 530 
shall be such member's actual age at retirement plus the lesser of (1) the 531 
difference between such age and age sixty, or (2) the difference between 532 
thirty-five years and the sum of such member's years of Connecticut 533 
public school service plus all purchased leaves of absence, military and 534 
out-of-state public school service.] On and after July 1, 1999, any 535 
revisions to the early retirement tables shall be submitted to the Office 536 
of Policy and Management and the joint standing committee of the 537 
General Assembly having cognizance of matters relating to 538 
appropriations and the budgets of state agencies within one month of 539 
their adoption by the board. Any such revisions shall be accompanied 540 
by an actuarial certification of the costs associated with such revisions. 541 
(d) The deferred vested retirement benefit shall be computed as 542 
follows: Average annual salary multiplied by (1) number of years of 543 
credited service, [excluding all additional credited service, except 544  Raised Bill No.  438 
 
 
 
LCO No. 2711   	19 of 56 
 
service described in subdivisions (3), (8) and (10) of subsection (b) of 545 
section 10-183e,] in the public schools of Connecticut multiplied by two 546 
per cent, then actuarially reduced in the same manner as the early 547 
retirement benefit if the years of service which could have been 548 
rendered were less than twenty years by age sixty or by the subsequent 549 
date of retirement, and (2) number of years of all additional credited 550 
service not used in subdivision (1) of this subsection multiplied by one 551 
per cent. 552 
(e) Repealed by P.A. 79-541, S. 5, 6. 553 
(f) (1) In addition to a retirement benefit computed under subsections 554 
(a) to (d), inclusive, of this section and a disability allowance under 555 
subsections (a) to (g), inclusive, of section 10-183aa, as amended by this 556 
act, and except as provided in subdivision (2) of this subsection, a 557 
member shall receive a lump sum payment equal to the member's 558 
accumulated one per cent contributions withheld prior to July 1, 1989, 559 
and any voluntary contributions with credited interest. Such lump sum 560 
shall be paid not later than three months after (A) the effective date of 561 
retirement, or (B) the date the first payment of a disability allowance 562 
under section 10-183aa, as amended by this act, is made, except the 563 
board may delay payment of such lump sum in the case of extenuating 564 
circumstances. If such delay occurs, the board shall submit a written 565 
notice to the member explaining the nature of the extenuating 566 
circumstances and an estimate as to when such lump sum shall be paid. 567 
(2) In lieu of such lump sum, the member may elect to receive an 568 
actuarially equivalent annuity for life. [Such lump sum or annuity shall 569 
be paid, or commenced to be paid,] Payment of such annuity, if elected, 570 
shall commence when the first payment of the [other] retirement benefit 571 
computed under subsections (a) to (d), inclusive, of this section or a 572 
disability allowance under section 10-183aa, as amended by this act, is 573 
made. 574 
(g) A member's complete formal application for retirement, if sent by 575 
mail, shall be deemed to have been filed with the board on the date such 576  Raised Bill No.  438 
 
 
 
LCO No. 2711   	20 of 56 
 
application is postmarked. No benefit computed under subsections (a) 577 
to (d), inclusive, of this section and under subsections (a) to (g), 578 
inclusive, of section 10-183aa, as amended by this act, shall become 579 
effective until [the end of the calendar month of the filing by the] a 580 
member eligible for retirement under section 10-183f, as amended by 581 
this act, files with the board [of] a complete formal application for 582 
retirement and terminates service with such member's employer. Such 583 
benefit shall accrue from the first day of the month following [such] the 584 
calendar month such application is filed and payment of such benefit in 585 
equal monthly installments shall commence on the last day of the month 586 
in which such benefit begins to accrue. The initial payment of such 587 
benefit may be made not later than three months following the effective 588 
date of retirement, provided such payment shall be retroactive to such 589 
effective date. Upon a finding that extenuating circumstances relating to 590 
the health of a member caused a delay in the filing of the member's 591 
complete formal application, and such application is filed on or after 592 
July 1, 1986, the board may deem such application to have been filed up 593 
to three months earlier than the actual date of the filing. Upon a finding 594 
that extenuating circumstances related to the health of a member caused 595 
a delay in the filing of an election pursuant to subsection (g) of section 596 
10-183aa, as amended by this act, and such election is filed on or after 597 
July 1, 1986, the board may deem such election to have been filed as of 598 
the date such member's benefits would otherwise have been converted 599 
to a normal retirement [allowance, provided such member's disability 600 
allowance became effective on or before November 1, 1976, and such 601 
member attained the age of sixty on or after August 1, 1984] benefit 602 
under this section. 603 
(h) (1) A benefit computed under subsections (a) to (d), inclusive, of 604 
this section and under subsections (a) to (g), inclusive, of section 10-605 
183aa, as amended by this act, shall continue until the death of the 606 
member. 607 
(2) For any member who [retires] accumulates ten years of credited 608 
service prior to July 1, 2019, if twenty-five per cent of the aggregate 609 
benefits paid to a member prior to death, inclusive of the month of such 610  Raised Bill No.  438 
 
 
 
LCO No. 2711   	21 of 56 
 
member's death, are less than such member's accumulated regular 611 
contributions, including any one per cent contributions withheld prior 612 
to July 1, 1989, and any voluntary contributions plus credited interest, 613 
the member's designated beneficiary shall be paid on the death of the 614 
member a lump sum amount equal to the difference between such 615 
aggregate payments and such accumulated contributions plus credited 616 
interest that had been accrued to the date benefits commenced. 617 
(3) For any member who [retires] accumulates ten years of credited 618 
service on or after July 1, 2019, notwithstanding the provisions of 619 
subdivision (2) of section 10-183c, as amended by this act, if twenty-five 620 
per cent of the aggregate benefits paid to a member before July 1, 2019, 621 
[and prior to death,] plus fifty per cent of the aggregate benefits paid to 622 
a member on or after July 1, 2019, and prior to death, inclusive of the 623 
month of such member's death, are less than such member's 624 
accumulated regular contributions, including any one per cent 625 
contributions withheld prior to July 1, 1989, and any voluntary 626 
contributions plus credited interest, the member's designated 627 
beneficiary shall be paid on the death of the member a lump sum 628 
amount equal to the difference between such aggregate payments and 629 
such accumulated contributions plus credited interest that had been 630 
accrued to the date benefits commenced. 631 
(i) [In lieu of a benefit computed under subsections (a) to (d), 632 
inclusive, of this section and under subsections (a) to (g), inclusive, of 633 
section 10-183aa, a] A member [may] shall elect one of the benefit 634 
options described in section 10-183j , as amended by this act, or any 635 
other actuarially equivalent option which the board may offer from time 636 
to time. 637 
(j) Beginning the first day of January or July which follows nine 638 
months in retirement, a retired member who retired prior to September 639 
1, 1992, or a member's successor beneficiary, except a person receiving 640 
survivor's benefits, shall be eligible for an annual five per cent cost of 641 
living allowance on any benefit except a benefit based upon such 642 
member's one per cent contributions or voluntary contributions. Such 643  Raised Bill No.  438 
 
 
 
LCO No. 2711   	22 of 56 
 
cost of living allowance shall be computed on the basis of the retirement 644 
benefits to which such retired member or successor beneficiary was 645 
entitled on the last day of the preceding December or June except 646 
benefits based upon one per cent or voluntary contributions. Such 647 
member's successor beneficiary means any person, other than such 648 
member, receiving benefits as the result of the election of a period 649 
certain option or a coparticipant option, including an election for such 650 
an option by a surviving spouse under subsection (d) of section 10-183h, 651 
as amended by this act. The right to such allowance, or any portion 652 
thereof, may be waived by the person entitled thereto at any time. Any 653 
waiver shall remain in effect until the first day of the month following 654 
such person's death or the filing with the board of a written notice of 655 
cancellation of the waiver. Any allowance waived shall be forever 656 
forfeited. If on any subsequent first day of January or July the Teacher's 657 
Retirement Board determines that the National Consumer Price Index 658 
for urban wage earners and clerical workers for the twelve-month 659 
period ending on the last day of the preceding November or May has 660 
increased less than the cost of living allowance provided under this 661 
subsection, the cost of living allowance provided by this subsection shall 662 
be adjusted to reflect the change in such index provided such cost of 663 
living allowance shall not be less than three per cent. 664 
(k) Beginning the first day of January or July which follows nine 665 
months in retirement, a retired member who retired on or after 666 
September 1, 1992, or a member's successor beneficiary, except a person 667 
receiving survivor's benefits, shall be eligible for an annual cost of living 668 
allowance calculated in accordance with the provisions of subsections 669 
(l) or (m) of this section on any benefit except a benefit based upon such 670 
member's one per cent contributions or voluntary contributions. Such 671 
cost of living allowance shall be computed on the basis of the retirement 672 
benefits to which such retired member or successor beneficiary was 673 
entitled on the last day of the preceding December or June except 674 
benefits based upon one per cent or voluntary contributions. Such 675 
member's successor beneficiary means any person, other than such 676 
member, receiving benefits as the result of the election of a period 677  Raised Bill No.  438 
 
 
 
LCO No. 2711   	23 of 56 
 
certain option or a coparticipant option, including an election for such 678 
an option by a surviving spouse under subsection (d) of section 10-183h, 679 
as amended by this act. The right to such allowance, or any portion 680 
thereof, may be waived by the person entitled thereto at any time. Any 681 
waiver shall remain in effect until the first day of the month following 682 
such person's death or the filing with the board of a written notice of 683 
cancellation of the waiver. Any allowance waived shall be forever 684 
forfeited. 685 
(l) (1) Beginning the first day of January or July which follows nine 686 
months in retirement, a retired member who retired on or after 687 
September 1, 1992, or a member's successor beneficiary, except a person 688 
receiving survivor's benefits, shall be eligible for an annual cost of living 689 
allowance. The cost of living allowance shall be calculated by using the 690 
percentage cost of living adjustment granted by the Social Security 691 
Administration for the applicable year, computed on the basis of the 692 
retirement benefits to which such retired member or successor 693 
beneficiary was entitled on the last day of the preceding December or 694 
June except benefits based upon one per cent or voluntary contributions, 695 
provided no cost of living allowance shall exceed six per cent and 696 
provided further, if the total return earned by the trustees on the market 697 
value of the pension assets for the preceding fiscal year is less than eight 698 
and one-half per cent, any cost of living allowance granted shall not 699 
exceed one and one-half per cent. 700 
(2) A member entering the retirement system commencing on or after 701 
July 1, 2007, or such member's successor beneficiary, except a person 702 
receiving survivor's benefits, shall, beginning the first day of January or 703 
July that follows nine months in retirement, be eligible for an annual 704 
cost of living allowance as follows: The cost of living allowance shall be 705 
calculated by using the percentage cost of living adjustment granted by 706 
the Social Security Administration for the applicable year, computed on 707 
the basis of the retirement benefits to which such retired member or 708 
successor beneficiary was entitled on the last day of the preceding 709 
December or June, as applicable, except benefits based upon one per 710 
cent or voluntary contributions, provided (A) no cost of living 711  Raised Bill No.  438 
 
 
 
LCO No. 2711   	24 of 56 
 
allowance shall exceed five per cent, and (B) if the total return earned by 712 
the trustees on the market value of the pension assets for the preceding 713 
fiscal year is less than eight and one-half per cent, any cost of living 714 
allowance granted shall not exceed one per cent, if such total return for 715 
the preceding fiscal year is greater than eight and one-half per cent but 716 
less than eleven and one-half per cent, any cost of living allowance 717 
granted shall not exceed three per cent, and if such return exceeds 718 
eleven and one-half per cent, any cost of living allowance granted shall 719 
not exceed five per cent. 720 
(m) Repealed by P.A. 07-186, S. 14. 721 
(n) Repealed by P.A. 07-186, S. 14. 722 
(o) On January 1, 1988, each eligible retired member who had 723 
rendered at least twenty-five years of full-time service prior to normal 724 
retirement under the provisions of subsection (a) of section 10-183f, as 725 
amended by this act, or such member's successor beneficiary, as defined 726 
in subsection (j) of this section, shall receive a single increase in 727 
retirement benefits provided under this chapter. Such increase shall be 728 
paid to such eligible members or successor beneficiaries whose monthly 729 
benefit as of December 31, 1987, before any reduction for an optional 730 
benefit payment plan, is less than eight hundred dollars, and shall be 731 
sufficient to increase such monthly benefit to eight hundred dollars. 732 
(p) On January 1, 1991, each eligible retired member who had 733 
rendered at least twenty-five years of full-time service at least twenty 734 
years of which were service in the public schools of Connecticut prior to 735 
early retirement before January 1, 1976, under the provisions of 736 
subsection (c) of section 10-183f, as amended by this act, or such 737 
member's successor beneficiary, as defined in subsection (j) of this 738 
section, shall receive a single increase in retirement benefits provided 739 
under this chapter. Such increase shall be paid to such eligible members 740 
or successor beneficiaries whose monthly benefit as of December 31, 741 
1990, before any reduction for an optional benefit payment plan, is less 742 
than eight hundred dollars, and shall be sufficient to increase such 743  Raised Bill No.  438 
 
 
 
LCO No. 2711   	25 of 56 
 
monthly benefit to eight hundred dollars. 744 
(q) On January 1, 1999, each eligible retired member who had 745 
rendered at least twenty-five years of full-time service, or such 746 
member's successor beneficiary, as defined in subsection (j) of this 747 
section, shall receive a single increase in benefits provided under this 748 
chapter. Such increase shall be sufficient to increase the monthly benefit 749 
of such eligible members or successor beneficiaries, whose monthly 750 
benefit as of December 31, 1998, before any actuarial reduction for early 751 
retirement or for an optional benefit payment plan, is less than twelve 752 
hundred dollars and shall be sufficient to increase such monthly benefit 753 
to twelve hundred dollars. 754 
(r) No retirement benefit payable under this chapter, including any 755 
cost of living allowance, shall exceed the maximum dollar limit in effect 756 
under Section 415(b) of the Internal Revenue Code for the applicable 757 
limitation year, as increased in subsequent years pursuant to Section 758 
415(d) of the Internal Revenue Code. [A subsequent annual increase 759 
shall apply to a member if the increase becomes effective after the 760 
member retires or, if such increase becomes effective before a member 761 
retires, after the date on which such benefit begins to accrue.]  762 
Sec. 6. Section 10-183h of the general statutes is repealed and the 763 
following is substituted in lieu thereof (Effective July 1, 2020): 764 
(a) The basic monthly survivor's [monthly] benefit, subject to a family 765 
maximum of one thousand five hundred dollars, shall be (1) three 766 
hundred dollars each for a surviving spouse, plus twenty-five dollars 767 
for each year of service in excess of twelve years in the Connecticut 768 
public schools completed by the member, subject to a maximum 769 
monthly benefit of six hundred dollars, (2) three hundred dollars each 770 
for a dependent former spouse; for a dependent parent if there is no 771 
surviving spouse or dependent child; and for a legal guardian of any 772 
dependent child if there is no surviving spouse, dependent former 773 
spouse or dependent parent, and (3) three hundred dollars for each 774 
dependent child. In applying the family maximum, the benefit shall be 775  Raised Bill No.  438 
 
 
 
LCO No. 2711   	26 of 56 
 
first allocated to the child or children, with the excess allocated to the 776 
surviving spouse and any dependent former spouse in proportion to the 777 
amount each would receive according to the above formula. Payment of 778 
the benefit shall commence on the last day of the month following the 779 
month of the member's death. Such benefit shall continue through the 780 
month preceding the month in which the survivor dies or ceases to be 781 
eligible for such benefit. Such benefit to the legal guardian of dependent 782 
children shall continue until all such children are no longer dependent, 783 
as defined in section 10-183b, as amended by this act. Notwithstanding 784 
the provisions of this subsection, any such surviving spouse, dependent 785 
former spouse, dependent parent or legal guardian may waive the right 786 
to payment of the benefit under this subsection in order that a 787 
designated beneficiary who is the child of the deceased member may 788 
receive such member's accumulated contributions plus credited 789 
interest. Such waiver shall be made prior to the payment of the benefit 790 
to any such surviving spouse, dependent former spouse, dependent 791 
parent or legal guardian. 792 
(b) [If no coparticipant option under 10-183j has become effective, a] 793 
A lump sum death benefit shall be payable to [the] a surviving spouse. 794 
Such benefit shall be one thousand dollars for five years or less of 795 
[Connecticut public school] service in the public schools of Connecticut, 796 
plus two hundred dollars for each year of credited service in the public 797 
schools of Connecticut in excess of five years, to a maximum of two 798 
thousand dollars. [For purposes of this subsection, purchased military 799 
service and purchased leaves of absence under subdivisions (3) and (8) 800 
of subsection (b) of section 10-183e shall be deemed to be Connecticut 801 
public school service.] If there is no surviving spouse, such benefit shall 802 
be equal to the member's burial expenses but not in excess of what 803 
would have been payable to a surviving spouse and shall be payable to 804 
the person who paid such expenses. No payment under this subsection 805 
shall be made unless application for the payment is filed with the board 806 
within two years of such member's death. 807 
(c) In lieu of such basic survivor's benefit and such lump sum death 808 
benefit, a sole survivor who has attained age eighteen, and is the 809  Raised Bill No.  438 
 
 
 
LCO No. 2711   	27 of 56 
 
member's designated beneficiary may elect to receive an amount equal 810 
to such member's accumulated contributions together with credited 811 
interest. [When a member has designated two or more beneficiaries, 812 
who have, at the time of such member's death, attained age eighteen, the 813 
one entitled to basic survivor's benefits, if any, shall be deemed the sole 814 
survivor within the meaning of this subsection, provided, that all other 815 
designated beneficiaries relinquish all claim to any amounts that may 816 
be due them from the system.] 817 
(d) The surviving spouse of any member who, at the time of death 818 
was eligible for a retirement benefit other than a disability benefit and 819 
had not filed a waiver of the coparticipant's option, may elect to receive 820 
(1) a monthly benefit for life equal to the benefit payable if a one 821 
hundred per cent coparticipant's option had been elected, or (2) an 822 
amount equal to the member's accumulated contributions with credited 823 
interest. 824 
(e) If no coparticipant option has become effective and if the 825 
aggregate payments under this section are less than the accumulated 826 
mandatory contributions of a deceased member plus credited interest, 827 
there shall be paid to such member's designated beneficiary an amount 828 
equal to the difference between such aggregate payments and such 829 
accumulated mandatory contributions plus credited interest. 830 
(f) Notwithstanding the provisions of subparagraph (B) of 831 
subdivision [(23)] (26) of section 10-183b, as amended by this act, 832 
benefits payable under this section to a surviving spouse shall not be 833 
terminated because of remarriage if such surviving spouse has attained 834 
the age of sixty. 835 
(g) If a member who has filed an application for retirement dies prior 836 
to the effective date of retirement, such member's spouse, if such spouse 837 
is designated on such application as the sole beneficiary, may elect to 838 
receive either (1) the preretirement death benefits as set forth in this 839 
section, or (2) the benefit payment option selected by the deceased 840 
member on such retirement application.  841  Raised Bill No.  438 
 
 
 
LCO No. 2711   	28 of 56 
 
Sec. 7. Subsection (a) of section 10-183i of the general statutes is 842 
repealed and the following is substituted in lieu thereof (Effective July 1, 843 
2020): 844 
(a) A member may make voluntary contributions to the system and 845 
may, no more than once, withdraw such voluntary contributions from 846 
the system under rules of the board. Any voluntary contribution shall 847 
be made solely by payroll deduction of an amount subject to state, 848 
federal or local tax in the tax or income year in which such voluntary 849 
contribution is made. Voluntary contributions shall be subject to the 850 
limitations imposed under Section 415(c) of the Internal Revenue Code 851 
for the applicable limitation year. Such contributions shall earn credited 852 
interest. Upon retirement such member shall elect to receive the 853 
accumulated contributions plus credited interest either in a lump sum 854 
or in the form of an actuarially equivalent annuity for life. Such lump 855 
sum, [or] if elected, shall be paid not later than three months after the 856 
effective date of retirement, except the board may delay payment of 857 
such lump sum in the case of extenuating circumstances. If such delay 858 
occurs, the board shall submit a written notice to the member explaining 859 
the nature of the extenuating circumstances and an estimate as to when 860 
such lump sum shall be paid. Payment of such annuity, if elected, shall 861 
[be paid or commenced to be paid] commence when the first payment 862 
of such member's other retirement benefit is made. If such member dies 863 
before the effective date of his or her retirement, the accumulated 864 
contributions plus credited interest shall be paid to such member's 865 
designated beneficiary.  866 
Sec. 8. Section 10-183j of the general statutes is repealed and the 867 
following is substituted in lieu thereof (Effective July 1, 2020): 868 
(a) [In lieu of a normal, early, proratable or deferred vested benefit, 869 
a] A member [may] shall elect [either] one of the benefit options 870 
described in [subsections] subsection (b), [and] (c) or (d) of this section. 871 
(b) The Plan N allowance may be elected in which the member 872 
receives the benefit described in section 10-183g, as amended by this act. 873  Raised Bill No.  438 
 
 
 
LCO No. 2711   	29 of 56 
 
[(b) A] (c) The Plan C period certain option may be elected in which 874 
the member receives an actuarially reduced benefit for a fixed period of 875 
time selected by such member and for the remainder of such member's 876 
life. Such member may select a fixed period of twenty-five years or such 877 
shorter period as the board may offer. If such member dies before 878 
receiving the benefit for the selected period, such benefit shall be paid 879 
to the member's designated beneficiary for the remainder of such 880 
period. If such member's designated beneficiary dies before such 881 
member, or if such member has no designated beneficiary and such 882 
member dies before receiving the benefit for the selected period, any 883 
remaining benefit shall be paid to such member's estate as a commuted 884 
value. If there are multiple designated beneficiaries and a designated 885 
beneficiary dies before the end of such period, such beneficiary's 886 
remaining benefit shall be equally allocated to the remaining designated 887 
beneficiaries. If a sole designated beneficiary dies before the end of such 888 
period, any remaining benefit shall be paid to such designated 889 
beneficiary's estate as a commuted value. 890 
[(c) A] (d) (1) The Plan D coparticipant's option may be elected in 891 
which the member receives an actuarially reduced benefit as provided 892 
in [subsection (d)] subdivision (2) of this [section] subsection and upon 893 
such member's death, one-third, one-half, two-thirds, three-fourths or 894 
all of such amount is paid to such member's designated beneficiary for 895 
life. Any member who elects said option shall designate a sole 896 
designated beneficiary, who shall be such member's coparticipant. Such 897 
designation shall be irrevocable and shall terminate only as provided in 898 
subparagraph (B) of subdivision (2) of this subsection. With respect to 899 
any benefits which become effective on or after January 1, 2001, if 900 
twenty-five per cent of the aggregate benefits paid to the member or 901 
such member's designated beneficiary are, upon the death of such 902 
member or such designated beneficiary, less than such member's 903 
accumulated contributions plus credited interest, the estate of such 904 
member or such designated beneficiary, as appropriate, shall be paid a 905 
lump sum amount equal to the difference between such aggregate 906 
benefits paid and such accumulated contributions plus credited interest. 907  Raised Bill No.  438 
 
 
 
LCO No. 2711   	30 of 56 
 
[(d)] (2) The benefits payable to such member and such coparticipant 908 
shall be computed as follows: 909 
[(1)] (A) The benefit payable to such member at retirement and to 910 
such coparticipant upon such member's death shall be the actuarial 911 
equivalent of the normal, early, [or] proratable or deferred vested 912 
benefit for which such member is eligible and based upon such 913 
member's age at retirement and the age of such coparticipant on such 914 
retirement date. In the event the member predeceases the coparticipant, 915 
upon the death of the coparticipant, any remaining value in the account 916 
shall be paid in a lump sum to the coparticipant's estate. In the event the 917 
coparticipant predeceases the member, upon divorce or, on or after July 918 
1, 2020, upon legal separation, the member's actuarially reduced benefit 919 
shall revert to the unreduced benefit provided for under Plan N and, 920 
upon the member's death, any remaining value in the member's account 921 
shall be paid to the member's designated beneficiary, if any, otherwise 922 
to the member's estate. 923 
[(2) The benefit payable to such coparticipant of such member who 924 
dies after such option first becomes effective but before retirement shall 925 
be the actuarial equivalent of the normal, early or proratable benefit for 926 
which such member was eligible based on such member's age at death 927 
and the age of such coparticipant on such date of death.] 928 
[(3) (A)] (B) (i) Except as provided in subparagraph [(B)] (B)(ii) of this 929 
subdivision, a coparticipant option shall be terminated, for any member 930 
whose designated coparticipant dies or is divorced from the member 931 
after the member's retirement, on the date of such death or divorce. Such 932 
member shall thereupon be paid the normal, early or proratable 933 
retirement benefit for which the member is eligible. [(B)] (ii) On and after 934 
July 1, 2016, upon the divorce or, on or after July 1, 2020, the divorce or 935 
legal separation of a member and such member's designated 936 
coparticipant subsequent to the member's retirement, the member may 937 
retain the coparticipant designation and the coparticipant option elected 938 
at the time of retirement by filing a [qualified] domestic relations order 939 
with the board.  940  Raised Bill No.  438 
 
 
 
LCO No. 2711   	31 of 56 
 
Sec. 9. Section 10-183k of the general statutes is repealed and the 941 
following is substituted in lieu thereof (Effective July 1, 2020): 942 
(a) [A] Any member who voluntarily or involuntarily terminates 943 
service with an employer prior to retirement shall be entitled to have 944 
refunded his or her accumulated voluntary contributions with credited 945 
interest. 946 
(b) A member who voluntarily or involuntarily terminates service 947 
with an employer prior to retirement with less than five years' credited 948 
service in the public schools of Connecticut shall be entitled to have 949 
refunded his or her accumulated regular contributions with credited 950 
interest. A member who voluntarily or involuntarily terminates service 951 
with his or her employer prior to retirement or death with more than 952 
five years of credited service shall be entitled to have refunded his or 953 
her accumulated regular contributions with credited interest and his or 954 
her accumulated one per cent contributions withheld prior to July 1, 955 
1989. If a member elects a refund pursuant to this subsection, all credited 956 
service shall be cancelled and any rights to benefits provided by this 957 
chapter shall be extinguished, except as provided in subsection (d) of 958 
this section. 959 
(c) A member who voluntarily or involuntarily terminates service 960 
with his or her employer prior to retirement with more than ten years' 961 
credited service in the public schools of Connecticut but prior to 962 
retirement may elect to receive in lieu of the benefits provided by this 963 
chapter a refund of his or her accumulated contributions with credited 964 
interest as provided in subsection (b) of this section. If such member 965 
elects a refund, all credited service shall be cancelled and any rights to 966 
benefits provided by this chapter shall be extinguished, except as 967 
provided in subsection (d) of this section. If such member does not elect 968 
a refund, but dies before age sixty or before receiving the deferred 969 
vested benefit, if later, such member's [accumulated voluntary 970 
contributions,] accumulated regular contributions with credited interest 971 
and accumulated one per cent contributions withheld prior to July 1, 972 
1989, [together with credited interest] shall be paid to such member's 973  Raised Bill No.  438 
 
 
 
LCO No. 2711   	32 of 56 
 
designated beneficiary. 974 
(d) A member who receives a refund and returns to service shall be 975 
regarded as a new member unless such member repays, subject to the 976 
requirements established by the board, the amount refunded, other than 977 
voluntary contributions and the interest thereon, together with credited 978 
interest compounded from the date interest was last credited to such 979 
member's account to the date of repayment. The credited service 980 
accumulated before termination and any unrefunded one per cent 981 
contributions withheld prior to July 1, 1989, and credited interest shall 982 
be restored to a member who makes such repayment. Resto red 983 
contributions and interest shall be credited with credited interest for the 984 
period between the last day for which interest was credited on such 985 
contributions and such member's [return to service] date of repayment.  986 
Sec. 10. Section 10-183l of the general statutes is repealed and the 987 
following is substituted in lieu thereof (Effective July 1, 2020): 988 
(a) (1) On and after July 1, 1991, the management of the system shall 989 
continue to be vested in the Teachers' Retirement Board, whose 990 
members shall include the Treasurer, the Secretary of the Office of Policy 991 
and Management and the Commissioner of Education, or their 992 
designees, who shall be voting members of the board, ex officio. (2) On 993 
or before June 15, 1985, and quadrennially thereafter, the members of 994 
the system shall elect from their number, in a manner prescribed by said 995 
board, two persons to serve as members of said board for terms of four 996 
years beginning July first following such election. Both of such persons 997 
shall be active teachers who shall be nominated by the members of the 998 
system who are not retired and elected by all the members of the system. 999 
On or before July 1, 1991, and quadrennially thereafter, the members of 1000 
the system shall elect from their number, in a manner prescribed by said 1001 
board, three persons to serve as members of said board for terms of four 1002 
years beginning July first following such election. Two of such persons 1003 
shall be retired teachers who shall be nominated by the retired members 1004 
of the system and elected by all the members of the system and one shall 1005 
be an active teacher who shall be nominated by the members of the 1006  Raised Bill No.  438 
 
 
 
LCO No. 2711   	33 of 56 
 
system who are not retired and elected by all the members of the system. 1007 
(3) On or before July 1, 2011, and quadrennially thereafter, the members 1008 
of the system shall elect from their number, in a manner prescribed by 1009 
said board, one person to serve as a member of said board for a term of 1010 
four years beginning July first following such election. Such person shall 1011 
be an active teacher who shall be nominated by the members of the 1012 
system who are not retired, elected by all the members of the system 1013 
and a member of an exclusive representative of a teachers' bargaining 1014 
unit that is not represented by the members of the board elected under 1015 
subdivision (2) of this subsection. (4) If a vacancy occurs in the positions 1016 
filled by the members of the system who are not retired, said board shall 1017 
elect a member of the system who is not retired to fill the unexpired 1018 
portion of the term. If a vacancy occurs in the positions filled by the 1019 
retired members of the system, said board shall elect a retired member 1020 
of the system to fill the unexpired portion of the term. The Governor 1021 
shall appoint five public members to said board in accordance with the 1022 
provisions of section 4-9a, one of whom shall be the mayor, first 1023 
selectman or chief elected official of a municipality. On and after the 1024 
effective date of this section, the Governor shall fill the next vacant 1025 
position on the board that is appointed by the Governor with a person 1026 
who is the mayor, first selectman or chief elected official of a 1027 
municipality. The members of the board shall serve without 1028 
compensation, but shall be reimbursed for any expenditures or loss of 1029 
salary or wages which they incur through service on the board. [All 1030 
decisions of the board shall require the approval of six members of the 1031 
board or a majority of the members who are present, whichever is 1032 
greater] A majority of the membership of the board shall constitute a 1033 
quorum for the transaction of any business. 1034 
(b) In carrying out its duties, the board may employ [a secretary] an 1035 
administrative officer with a title established by the board, who shall 1036 
also serve as secretary of the board, and such [clerical and other 1037 
assistance] staff as may be necessary. Their salaries shall be paid by said 1038 
board with the approval of the Secretary of the Office of Policy and 1039 
Management. Said board shall employ the services of one or more 1040  Raised Bill No.  438 
 
 
 
LCO No. 2711   	34 of 56 
 
actuaries, each of which shall be an individual or firm having on its staff 1041 
a fellow of the Society of Actuaries, to carry out the actuarial duties of 1042 
this section and sections 10-183b, as amended by this act, 10-183r, and 1043 
10-183z and for such related purposes as the board deems advisable. 1044 
The cost of such services shall be charged to the funds provided for in 1045 
section 10-183r. Said board shall arrange for such actuary to prepare an 1046 
actuarial valuation of the assets and liabilities of the system as of June 1047 
30, 1980, and at least once every two years thereafter. On the basis of 1048 
reasonable actuarial assumptions approved by the board, such actuary 1049 
shall determine the [normal cost] actuarially determined employer 1050 
contribution required to meet the actuarial cost of current service and 1051 
the unfunded accrued liability. Commencing December 1, 2002, such 1052 
valuation shall be completed prior to December first biennially. Said 1053 
board shall adopt all needed actuarial tables and may adopt regulations 1054 
and rules not inconsistent with this chapter, including regulations and 1055 
rules for payment of purchased service credits and repayment of 1056 
previously withdrawn accumulated contributions. Said board shall 1057 
establish [such funds as are] an operational budget necessary for the 1058 
management of the system. The board may enter into such contractual 1059 
agreements, in accordance with established procedures, as may be 1060 
necessary for the discharge of its duties.  1061 
Sec. 11. Section 10-183n of the general statutes is repealed and the 1062 
following is substituted in lieu thereof (Effective July 1, 2020): 1063 
(a) Each employer shall: (1) Before employing a teacher notify such 1064 
teacher of the provisions of this chapter applicable to such teacher; (2) 1065 
distribute, post or otherwise disseminate in a timely manner, to teachers 1066 
in its employ, any notices, bulletins, newsletters, annual statements of 1067 
account and other information supplied by the board for the purpose of 1068 
properly notifying teachers of their rights and obligations under the 1069 
system; (3) furnish to the board at times designated by said board such 1070 
reports and information as the board deems necessary or desirable for 1071 
the proper administration of the system; and (4) deduct each month 1072 
[seven] eight and one-fourth per cent of one-tenth of such teacher's 1073 
annual salary rate as directed by said board and any additional 1074  Raised Bill No.  438 
 
 
 
LCO No. 2711   	35 of 56 
 
voluntary deductions as authorized by such teacher. [, except that no 1075 
deductions shall be made from any amounts received by regularly 1076 
employed teachers for special teaching assignments rendered for the 1077 
State Board of Education or the Board of Regents for Higher Education 1078 
unless the salary for such special teaching assignment is equal to or 1079 
greater than the minimum salary paid for such teacher's regular 1080 
teaching assignment.] In the event the employer does not deduct the 1081 
amount set forth in subdivision (4) of this subsection, a member shall 1082 
remit such payment to the board in order to receive the annual salary 1083 
rate credit for the amount on which the payment relates. If the employer 1084 
deducted but failed to remit the mandatory contribution amount, the 1085 
employer shall be responsible for the payment of both the mandatory 1086 
contribution amount plus the credited interest due from the date the 1087 
payment of the mandatory contribution amount was required to be 1088 
made by the employer to the date of payment to the system. In the event 1089 
the mandatory contribution amount is not received by the system, the 1090 
member will be ineligible for the associated service credit. The board 1091 
shall not be required to refund credited interest for payments made 1092 
prior to the date such deduction was required. 1093 
(b) Each local treasurer or other person having custody of amounts 1094 
deducted under this chapter by an employer shall transmit and report 1095 
such amounts to the board so that they are received by said board no 1096 
later than the fifth business day of the following month. On and after 1097 
July 1, 2001, all such amounts shall be transmitted via electronic transfer 1098 
of funds. Such amounts shall at all times be the property of the system 1099 
and while in the custody of such local treasurer or other person such 1100 
person is a fiduciary with respect to such amounts and shall discharge 1101 
a fiduciary's responsibilities solely for the benefit of the system. If such 1102 
amounts are not accompanied by the reports and information deemed 1103 
necessary or desirable by the board for the proper administration of the 1104 
system, in accordance with subsection (a) of this section, the board may 1105 
deem such amounts not received by the fifth business day of the 1106 
following month for purposes of this subsection until the date on which 1107 
such reports and information are received. Said board shall be entitled 1108  Raised Bill No.  438 
 
 
 
LCO No. 2711   	36 of 56 
 
to receive from an employer interest at the rate of nine per cent per year 1109 
from the due date on all amounts deducted by such employer and not 1110 
received by said board by the fifth business day of the following month. 1111 
Interest at the rate of nine per cent per year shall be compounded 1112 
annually on the interest assessed from the date payment is received to 1113 
the date the interest assessment is paid. Such interest shall be treated as 1114 
an amount earned by assets of the system. 1115 
(c) All amounts received by the board under this section shall be 1116 
forwarded to the State Treasurer. 1117 
(d) Each member shall file with the board [an enrollment and such 1118 
other] such forms, documents and information as the board deems 1119 
necessary or desirable for the proper administration of the system.  1120 
Sec. 12. Section 10-183o of the general statutes is repealed and the 1121 
following is substituted in lieu thereof (Effective July 1, 2020): 1122 
During any period when this country is at war, a board of education 1123 
may [cause to be paid] pay to the retirement board the mandatory 1124 
contributions of members who were in its employ at the time of entering 1125 
into the armed forces, as defined in section 27-103, [. Such contributions 1126 
as may be approved by the board of education shall be included in the 1127 
annual itemized budget estimate of the costs of maintenance of public 1128 
schools for the ensuing year] on behalf of such members, in accordance 1129 
with the Uniformed Services Employment and Reemployment Rights 1130 
Act of 1994, 38 USC Chapter 43, as amended from time to time.  1131 
Sec. 13. Section 10-183p of the general statutes is repealed and the 1132 
following is substituted in lieu thereof (Effective July 1, 2020): 1133 
[(a) Any member of either the state employees retirement system or 1134 
the teachers' retirement system, if eligible to belong to the other or in 1135 
accordance with the provisions of subsection (h) of section 5-160 or 1136 
section 5-192e, may transfer from the one to which such member 1137 
belongs to the other or prior to the first of the month following three 1138 
months after June 28, 1985, to an alternate retirement program, as 1139  Raised Bill No.  438 
 
 
 
LCO No. 2711   	37 of 56 
 
defined in subsection (u) of section 5-154, when authorized to do so, in 1140 
the case of a transfer between said systems or a transfer from the 1141 
teachers' retirement system to an alternate retirement program, by the 1142 
concurrent action of the State Employees Retirement Commission and 1143 
the Teachers' Retirement Board. No person shall be eligible to 1144 
membership in more than one such system or program at the same time, 1145 
provided nothing contained herein shall affect the rights of any person 1146 
who, on June 18, 1953, was a member of both systems. Any member of 1147 
the teachers' retirement system who elects or has elected to participate 1148 
in an alternate retirement program shall receive a refund of all 1149 
contributions made by him into said system in lieu of any benefits under 1150 
said system. Any former state employee who was, during such 1151 
employee's period of employment, eligible to belong to either the state 1152 
employees retirement system or the teachers' retirement system and 1153 
who withdrew from the state employees retirement system after July 1, 1154 
1940, to become a member of the teachers' retirement system may be 1155 
credited in the teachers' retirement system with such member's period 1156 
of state service upon making application in writing to the secretary of 1157 
the Teachers' Retirement Board and paying contributions for such 1158 
period of service with credited interest from the date such service was 1159 
rendered. 1160 
(b) No person who has creditable service as a member of the state 1161 
employees retirement system and who transfers, on or after May 6, 1975, 1162 
to the teachers' retirement system shall be entitled to benefits from the 1163 
teachers' retirement system until such person has been a member of and 1164 
contributed to said system for a period of one year. If such transferee 1165 
dies or becomes disabled before completion of that one year, such 1166 
transfer shall be deemed to be cancelled and such person shall be 1167 
deemed to be a member of the state employees retirement system.] 1168 
Any member who is also a participant in an alternate retirement 1169 
program, as defined in subsection (u) of section 5-154, the state 1170 
employees retirement system or any other retirement system may 1171 
purchase service credit in the Connecticut teachers' retirement system 1172 
in accordance with section 10-183e, as amended by this act, provided 1173  Raised Bill No.  438 
 
 
 
LCO No. 2711   	38 of 56 
 
such member withdraws any and all employee funds and forfeits all 1174 
employer contributions and earnings thereon in the respective system, 1175 
other than the Social Security System or the nonregular military 1176 
retirement system under 10 USC Chapter 1223, as amended from time 1177 
to time. No person shall be eligible for membership in more than one 1178 
such system or program at the same time for the same service. 1179 
Sec. 14. Section 10-183q of the general statutes is repealed and the 1180 
following is substituted in lieu thereof (Effective July 1, 2020): 1181 
(a) The portion of each member's compensation deducted or to be 1182 
deducted under this chapter and all rights of each member and of each 1183 
survivor to receive benefits or other payments under this chapter shall 1184 
be exempt from the operation of any laws relating to bankruptcy or 1185 
insolvency; and, except as provided in subsection (b) of this section, 1186 
shall not be subject to garnishment, attachment, execution, levy or any 1187 
other similar legal process of any court. [No] Except as provided in 1188 
subsection (c) of this section, assignment of any right of a member or 1189 
any other person to receive benefits or other payments from the system 1190 
shall be valid. The funds of the system invested in personal property 1191 
shall be exempt from taxation. 1192 
(b) The portion of each member's compensation deducted or to be 1193 
deducted under this chapter and all rights of each member and of each 1194 
survivor to receive benefits or other payments under this chapter shall 1195 
be subject to attachment in favor of an alternate payee as set forth in an 1196 
approved domestic relations order. 1197 
(c) A distributee may elect, at the time and in the manner prescribed 1198 
by the board, to have any portion of an eligible rollover distribution or 1199 
trustee to trustee transfer paid directly to an eligible retirement plan by 1200 
way of a direct rollover. Taxable funds may be distributed as a rollover 1201 
if so elected by a distributee. For purposes of this subsection, (1) 1202 
"distributee" means a member, a member's surviving spouse or a 1203 
member's former spouse who is an alternate payee under an approved 1204 
domestic relations order; and (2) "eligible rollover distribution" and 1205  Raised Bill No.  438 
 
 
 
LCO No. 2711   	39 of 56 
 
"eligible retirement plan" each have the meaning provided in Section 1206 
402 of the Internal Revenue Code of 1986, or any subsequent 1207 
corresponding internal revenue code of the United States, as amended 1208 
from time to time, except (A) a qualified trust shall be considered an 1209 
eligible retirement plan only if it accepts the distributee's eligible 1210 
rollover distribution; and (B) in the case of an eligible rollover 1211 
distribution to a surviving spouse, an eligible retirement plan shall 1212 
mean an individual retirement account or an individual retirement 1213 
annuity as defined in Section 408 of said Internal Revenue Code. 1214 
Sec. 15. Section 10-183t of the general statutes is repealed and the 1215 
following is substituted in lieu thereof (Effective July 1, 2020): 1216 
(a) The retirement board shall offer one or more health benefit plans 1217 
to: Any member receiving retirement benefits or a disability allowance 1218 
from the system; the spouse or surviving spouse of such member, and a 1219 
disabled dependent of such member if there is no spouse or surviving 1220 
spouse, provided such member, spouse, surviving spouse, or disabled 1221 
dependent is participating in Medicare Part A hospital insurance and 1222 
Medicare Part B medical insurance. The board may offer one or more 1223 
basic plans, the cost of which to any such member, spouse, surviving 1224 
spouse or disabled dependent shall be one-third of the basic plan's 1225 
premium equivalent, and one or more optional plans, provided such 1226 
member, spouse, surviving spouse or disabled dependent shall pay one-1227 
third of the basic plan's premium equivalent plus the difference in cost 1228 
between any such basic plans and any such optional plans. The board 1229 
shall designate those plans which are basic and those plans which are 1230 
optional for the purpose of determining such cost and the amount to be 1231 
charged or withheld from benefit payments for such plans. The 1232 
surviving spouse of a member, or a disabled dependent of a member if 1233 
there is no surviving spouse, shall not be ineligible for participation in 1234 
any such plan solely because such surviving spouse or disabled 1235 
dependent is not receiving benefits from the system. With respect to any 1236 
person participating in any such plan, the state shall appropriate to the 1237 
board one-third of the cost of such basic plan or plans, or one-third of 1238 
the cost of the rate in effect during the fiscal year ending June 30, 1998, 1239  Raised Bill No.  438 
 
 
 
LCO No. 2711   	40 of 56 
 
whichever is greater. [On and after July 1, 2012, federal reimbursements 1240 
received by the retirement board under the retiree drug subsidy 1241 
provisions of Medicare Part D shall be used to offset amounts 1242 
appropriated by the state to the board pursuant to this subsection.] 1243 
(b) Any member who is receiving retirement benefits or a disability 1244 
allowance from the system, the spouse or surviving spouse of such 1245 
member, or a disabled dependent of such member if there is no spouse 1246 
or surviving spouse, and who is not participating in Medicare Part A 1247 
hospital insurance and Medicare Part B medical insurance, may fully 1248 
participate in any or all group health insurance plans maintained for 1249 
active teachers by such member's last employing board of education, or 1250 
by the state in the case of a member who was employed by the state, 1251 
provided such member either meets the state's eligibility criteria for 1252 
health insurance or is eligible to participate in the group health 1253 
insurance plan offered by such member's last employing board of 1254 
education, upon payment to such board of education or to the state, as 1255 
applicable, by such member, spouse, surviving spouse or disabled 1256 
dependent, of the premium charged for his form of coverage. Such 1257 
premium shall be no greater than that charged for the same form of 1258 
coverage for active teachers. The spouse, surviving spouse or disabled 1259 
dependent shall not be ineligible for participation in any such plan 1260 
solely because such spouse, surviving spouse or disabled dependent is 1261 
not receiving benefits from the system. No person shall be ineligible for 1262 
participation in such plans for failure to enroll in such plans at the time 1263 
the member's retirement benefit or disability allowance became 1264 
effective. Nothing in this subsection shall be construed to impair or alter 1265 
the provisions of any collective bargaining agreement relating to the 1266 
payment by a board of education of group health insurance premiums 1267 
on behalf of any member receiving benefits from the system. Prior to the 1268 
cancellation of coverage for any member, spouse, surviving spouse or 1269 
disabled dependent for failure to pay the required premiums or cost 1270 
due, the board of education or the state, if applicable, shall notify the 1271 
Teachers' Retirement Board of its intention to cancel such coverage at 1272 
least thirty days prior to the date of cancellation. Absent any contractual 1273  Raised Bill No.  438 
 
 
 
LCO No. 2711   	41 of 56 
 
provisions to the contrary, the payments made pursuant to subsection 1274 
(c) of this section shall be first applied to any cost borne by the member, 1275 
spouse, surviving spouse or disabled dependent participating in any 1276 
such plan. As used in this subsection, "last employing board of 1277 
education" means the board of education by which such member was 1278 
employed when such member filed his initial application for retirement, 1279 
and "health insurance plans" means hospital, medical, major medical, 1280 
dental, prescription drug or auditory benefit plans that are available to 1281 
active teachers. 1282 
(c) (1) On and after July 1, 2000, the board shall pay a subsidy equal 1283 
to the subsidy paid in the fiscal year ending June 30, 2000, to the board 1284 
of education or to the state, if applicable, on behalf of any member who 1285 
is receiving retirement benefits or a disability allowance from the 1286 
system, the spouse of such member, the surviving spouse of such 1287 
member, or a disabled dependent of such member if there is no spouse 1288 
or surviving spouse, who is participating in a health insurance plan 1289 
maintained by a board of education or by the state, if applicable. Such 1290 
payment shall not exceed the actual cost of such insurance. 1291 
(2) With respect to any person participating in any such plan 1292 
pursuant to subsection (b) of this section, the state shall appropriate to 1293 
the board one-third of the cost of the subsidy, except that, for the fiscal 1294 
year ending June 30, 2013, the state shall appropriate twenty-five per 1295 
cent of the cost of the subsidy. On and after July 1, 2018, for the fiscal 1296 
year ending June 30, 2019, and for each fiscal year thereafter, fifty per 1297 
cent of the total amount appropriated by the state in each such fiscal 1298 
year for the state's share of the cost of such subsidies shall be paid to the 1299 
board on or before July first of such fiscal year, and the remaining fifty 1300 
per cent of such total amount shall be paid to the board on or before 1301 
December first of such fiscal year. 1302 
(3) No payment to a board of education pursuant to this subsection 1303 
may be used to reduce the amount of any premium payment on behalf 1304 
of any such member, spouse, surviving spouse, or disabled dependent, 1305 
made by such board pursuant to any agreement in effect on July 1, 1990. 1306  Raised Bill No.  438 
 
 
 
LCO No. 2711   	42 of 56 
 
On and after July 1, 2012, the board shall pay a subsidy of two hundred 1307 
twenty dollars per month on behalf of the member, spouse or the 1308 
surviving spouse of such member who: (A) Has attained the normal 1309 
retirement age to participate in Medicare, (B) is not eligible for Medicare 1310 
Part A without cost, and (C) contributes at least two hundred twenty 1311 
dollars per month towards his or her medical and prescription drug 1312 
plan provided by the board of education. 1313 
(d) The Treasurer shall establish a separate retired teachers' health 1314 
insurance premium account within the Teachers' Retirement Fund. 1315 
Commencing July 1, 1989, and annually thereafter all health benefit plan 1316 
contributions withheld under this chapter in excess of five hundred 1317 
thousand dollars shall, upon deposit in the Teachers' Retirement Fund, 1318 
be credited to such account. Interest derived from the investment of 1319 
funds in the account shall be credited to the account. Funds in the 1320 
account shall be used for (1) payments to boards of education pursuant 1321 
to subsection (c) of this section and for payment of premiums on behalf 1322 
of members, spouses of members, surviving spouses of members or 1323 
disabled dependents of members participating in one or more health 1324 
insurance plans pursuant to subsection (a) of this section in an amount 1325 
equal to the difference between the amount paid pursuant to subsection 1326 
(a) of this section and the amount paid pursuant to subsection (c) of this 1327 
section, and (2) payments for professional fees associated with the 1328 
administration of the health benefit plans offered pursuant to this 1329 
section. If, during any fiscal year, there are insufficient funds in the 1330 
account for the purposes of all such payments, the General Assembly 1331 
shall appropriate sufficient funds to the account for such purpose. 1332 
(e) (1) Not later than the first business day of February, May, August 1333 
and November, annually, each employer shall submit to the board, in a 1334 
format established by the board, any information the board determines 1335 
to be necessary with respect to the additions, deletions and premium 1336 
changes for the health insurance subsidy program under subsection (c) 1337 
of this section. Any report received by the board after the due date shall 1338 
be processed in the following quarterly cycle. Failure to timely submit 1339 
the quarterly report shall result in a delay of the subsidy for that quarter, 1340  Raised Bill No.  438 
 
 
 
LCO No. 2711   	43 of 56 
 
which shall be paid as a retroactive subsidy as provided in subdivision 1341 
(2) of this subsection. 1342 
(2) Retroactive subsidy payments shall be limited to six months prior 1343 
to the first day of the month in which the board receives an untimely 1344 
report with the new eligible retired members or dependents included. 1345 
The board shall pay the subsidy retroactively to the effective date of the 1346 
disability, provided the eligible members or dependents are added to 1347 
the report not later than the first quarter following the board's approval 1348 
of the disability and the member's disability allowance is initiated 1349 
within four months of board approval. The employer shall hold any 1350 
member or dependent harmless for any costs associated with, arising 1351 
from or out of the loss of the benefit of the subsidy as a result of such 1352 
employer's untimely or inaccurate filing of the quarterly report. 1353 
Sec. 16. Section 10-183v of the 2020 supplement to the general statutes 1354 
is repealed and the following is substituted in lieu thereof (Effective July 1355 
1, 2020): 1356 
(a) (1) Except as provided in subdivisions (2) and (3) of this subsection 1357 
and subsection (b) of this section, a teacher receiving retirement benefits 1358 
from the system may not be employed by an employer in a teaching 1359 
position receiving compensation paid out of public money appropriated 1360 
for school purposes except that such teacher may be employed in such 1361 
a position and receive no more than forty-five per cent of the maximum 1362 
salary level for the assigned position for each school year. Any teacher 1363 
who receives in excess of such amount shall reimburse the board for the 1364 
amount of such excess. 1365 
(2) Commencing July 1, 2016, to June 30, 2020, inclusive, the 1366 
provisions of subdivision (1) of this subsection establishing a limitation 1367 
on the compensation of a reemployed teacher and requiring the 1368 
reimbursement of any amount received in excess of that limitation shall 1369 
not apply to a teacher who (A) is receiving retirement benefits from the 1370 
system based on thirty-four or more years of credited service, (B) is 1371 
reemployed as a teacher in a district designated as an alliance district 1372  Raised Bill No.  438 
 
 
 
LCO No. 2711   	44 of 56 
 
pursuant to section 10-262u, and (C) was serving as a teacher in that 1373 
district on July 1, 2015. 1374 
(3) On and after July 1, 2016, a teacher receiving retirement benefits 1375 
from the system may be employed in a teaching position and receive (A) 1376 
compensation paid out of public money appropriated for school 1377 
purposes, (B) health insurance benefits, and (C) other employment 1378 
benefits provided to active teachers employed by such school system, 1379 
provided such teacher does not receive a retirement income during such 1380 
employment. Payment of such teacher's retirement income shall resume 1381 
on the first day of the month following the termination of such 1382 
employment. The compensation under subparagraph (A) of this 1383 
subdivision shall be provided in accordance with subsection (c) of this 1384 
section. 1385 
(4) Notice of employment under this subsection shall be sent to the 1386 
board by the employer at the beginning and end of the school year, or 1387 
assignment within the school year when reemployed for less than the 1388 
full school year. 1389 
(b) A teacher receiving retirement benefits from the system may be 1390 
reemployed for up to one full school year by a local board of education, 1391 
the State Board of Education or by any constituent unit of the state 1392 
system of higher education (1) in a position designated by the 1393 
Commissioner of Education as a subject shortage area for the school year 1394 
in which the teacher is being employed, (2) at a school located in a school 1395 
district identified as a priority school district, pursuant to section 10-1396 
266p, for the school year in which the teacher is being employed, (3) if 1397 
the teacher graduated from a public high school in an educational 1398 
reform district, as defined in section 10-262u, or (4) if the teacher 1399 
graduated from an historically black college or university or a Hispanic-1400 
serving institution, as those terms are defined in the Higher Education 1401 
Act of 1965, P.L. 89-329, as amended from time to time, and reauthorized 1402 
by the Higher Education Opportunity Act of 2008, P.L. 110-315, as 1403 
amended from time to time. Notice of such reemployment shall be sent 1404 
to the board by the employer and by the retired teacher at the time of 1405  Raised Bill No.  438 
 
 
 
LCO No. 2711   	45 of 56 
 
hire and at the end of the assignment. Such reemployment may be 1406 
extended for [an] one additional school year, not to exceed two school 1407 
years over the lifetime of the retiree, provided the local board of 1408 
education (A) submits a written request for approval to the Teachers' 1409 
Retirement Board, (B) certifies that no qualified candidates are available 1410 
prior to the reemployment of such teacher, and (C) indicates the type of 1411 
assignment to be performed, the anticipated date of rehire and the 1412 
expected duration of the assignment. 1413 
(c) The employment of a teacher under subsections (a) and (b) of this 1414 
section shall not be considered as service qualifying for continuing 1415 
contract status under section 10-151 and the salary of such teacher shall 1416 
be fixed at an amount at least equal to that paid other teachers in the 1417 
same school system with similar training and experience for the same 1418 
type of service. 1419 
(d) No person shall be entitled to survivor's benefits under subsection 1420 
(f) of section 10-183f, as amended by this act, as a result of reemployment 1421 
under this section. 1422 
(e) The same option plan of retirement benefits in effect prior to 1423 
reemployment shall continue for a reemployed teacher during 1424 
reemployment. 1425 
(f) Any member in violation of any provision of this section, as 1426 
determined by the board, shall be required to reimburse the board for 1427 
all amounts they received in excess of the amount permitted under this 1428 
section. Such reimbursement shall be accomplished through an offset of 1429 
all or a portion of the excess amount which can be recaptured 1430 
commencing with the next immediate retirement benefit payment 1431 
issued to such member. Such member may request an alternative 1432 
payment method to reimburse the board for the excess amount through 1433 
an acceptable alternative method agreed to by the board. 1434 
(g) In no event shall a retired member be permitted to revert to active 1435 
status after the effective date of retirement, except a member may 1436 
suspend their retirement benefit for reemployment purposes. 1437  Raised Bill No.  438 
 
 
 
LCO No. 2711   	46 of 56 
 
[(f)] (h) The provisions of this section in effect on June 30, 2003, 1438 
revision of 1958, revised to January 1, 2003, shall be applicable to any 1439 
person making contributions to the Teachers' Retirement System on 1440 
June 30, 2003, in accordance with said provisions. 1441 
(i) For purposes of this section, "employed" and "reemployed" mean 1442 
to hire, retain or otherwise procure the services of a retired teacher or 1443 
member by an employer. 1444 
Sec. 17. Section 10-183y of the general statutes is repealed and the 1445 
following is substituted in lieu thereof (Effective July 1, 2020): 1446 
Any member may appeal to the Teachers' Retirement Board for 1447 
reconsideration of a decision of the board affecting such member. Such 1448 
member shall submit with such appeal a written statement identifying 1449 
the section of the general statutes that provides for the benefit to which 1450 
such member claims he or she was entitled and denied and received a 1451 
written denial for such request. Such appeal shall be made within ninety 1452 
days of the date of issuance of written notice of such decision. The board 1453 
shall meet to review such member's records and, if requested in writing, 1454 
allow such member to appear at such meeting. The board shall render a 1455 
written decision within sixty days of receipt of such request for 1456 
reconsideration.  1457 
Sec. 18. Section 10-183aa of the general statutes is repealed and the 1458 
following is substituted in lieu thereof (Effective July 1, 2020): 1459 
(a) (1) An active member is eligible for a disability allowance if he or 1460 
she has [(1)] (A) become disabled as a result of any sickness or injury 1461 
incurred in the performance of his or her duty as a teacher, without 1462 
regard to the member's accumulated years of service at the time the 1463 
disability is incurred; or [(2)] (B) accumulated at least five years of 1464 
service in the public schools and becomes disabled, without regard to 1465 
whether the disability was incurred in the performance of his or her 1466 
duty as a teacher.  1467 
(2) Any active member seeking a disability allowance shall submit to 1468  Raised Bill No.  438 
 
 
 
LCO No. 2711   	47 of 56 
 
the board a formal application for disability allowance, which shall 1469 
include the following: (A) The member's application; (B) the member's 1470 
birth certificate or, in lieu thereof, a notarized statement supported by 1471 
other evidence satisfactory to the board; (C) records of service, if such 1472 
records are required by the board to determine a salary rate or years of 1473 
creditable service; (D) a physician's statement of health for the member, 1474 
including, but not limited to, medical reports and office notes from such 1475 
physician; (E) in the case of a member who is married, a marriage 1476 
certificate; (F) an employer's statement regarding work performance, 1477 
attendance records and any other information regarding the member's 1478 
disability; (G) the member's statement outlining the effect his or her 1479 
impairment has on the ability to perform the duties of his or her 1480 
occupation; and (H) any other documentation required by the board. 1481 
For any formal application for disability allowance filed on or after July 1482 
1, 1986, upon a finding by the board that extenuating circumstances 1483 
relating to the health of an active member caused a delay in the filing of 1484 
such member's complete formal application for disability allowance, the 1485 
board may deem such application to have been filed up to three months 1486 
earlier than the actual date of such filing. 1487 
(b) The disability allowance is computed as follows: Two per cent 1488 
times credited service to the date of disability multiplied by average 1489 
annual salary, provided such allowance shall not be less than fifteen per 1490 
cent or more than fifty per cent of the member's average annual salary. 1491 
In no case shall such disability allowance, less cost of living adjustments, 1492 
plus any initial award of Social Security benefits and workers' 1493 
compensation, exceed seventy-five per cent of the member's average 1494 
annual salary. 1495 
(c) The board shall designate a medical committee to be composed of 1496 
no more than five physicians. If required, other physicians may be 1497 
employed to report on special cases. Such medical committee shall 1498 
review each application for a disability allowance and shall make 1499 
findings and recommendations in writing to the board. The medical 1500 
committee shall perform additional examinations or case reviews as 1501 
deemed necessary by the board. Members of such committee shall 1502  Raised Bill No.  438 
 
 
 
LCO No. 2711   	48 of 56 
 
receive compensation for their services at a rate to be determined by the 1503 
board. 1504 
(d) The disability allowance being paid to a member shall cease when 1505 
and if the disability ends. The board may determine that a member's 1506 
disability has ended if it finds, upon the recommendation of its medical 1507 
committee, that the member has failed to pursue an appropriate 1508 
program of treatment. In either event, such member shall receive 1509 
credited service for the years he received such disability allowance 1510 
subject to a maximum total credit of thirty years, or actual years of 1511 
credited service to the date the disability commenced, whichever is 1512 
greater. Such member, if eligible, may then (1) retire on a normal, early 1513 
or proratable retirement benefit or (2) retain a vested right to a deferred 1514 
normal, early or proratable retirement benefit. Upon attainment of the 1515 
member's normal retirement date, as determined by his age and 1516 
credited service, including the credited service granted by this 1517 
subsection, the member's disability allowance shall convert to a normal 1518 
or other service retirement, which shall be payable either in the normal 1519 
form or under an optional payment form under section 10-183j. The 1520 
board may require periodic medical examinations. 1521 
(e) No credit for a period of service of any kind prior to the months 1522 
in which contribution therefor is made shall be given under this chapter 1523 
or any special act in determining service in connection with an 1524 
application for disability allowance other than for injury received in 1525 
performance of duty as a teacher if such disability occurred within five 1526 
years after contributions and required interest on account of such period 1527 
were paid in full. The foregoing limitation shall not apply to (1) any 1528 
reinstatement of prior Connecticut teaching service, or (2) credit 1529 
obtained immediately after transfer from the state employees retirement 1530 
system under this chapter for service previously credited in said system; 1531 
but in the case of such transfer, no allowance on account of disability 1532 
occurring within such five-year period, other than for injury received in 1533 
performance of duty as a teacher, shall exceed the benefit which would 1534 
have been payable by said system if transfer had not been made. 1535  Raised Bill No.  438 
 
 
 
LCO No. 2711   	49 of 56 
 
(f) During the first twenty-four months of payment of the disability 1536 
allowance to a member, twenty per cent of all of such member's outside 1537 
earned income or wages shall be offset against the disability allowance 1538 
payable, unless the board determines that such earned income or wages 1539 
are being paid as part of the rehabilitation of the member. At the 1540 
expiration of such twenty-four-month period, if the total of the disability 1541 
allowance and outside earned income exceeds one hundred per cent of 1542 
average annual salary, the disability allowance will be reduced by the 1543 
amount of such excess over one hundred per cent. The board shall adopt 1544 
regulations, in accordance with the provisions of chapter 54, concerning 1545 
procedures for verification of the income of members in receipt of a 1546 
disability allowance. 1547 
(g) All members of the teachers' retirement system who are receiving 1548 
disability payments under subsection (e) of section 10-183g of the 1549 
general statutes, revision of 1958, revised to 1979, may, using a form 1550 
provided by the board, elect to have their disability payments 1551 
recomputed with regard to the percentage basis and pursuant to the 1552 
provisions of this section and section 10-183bb. Such election shall not 1553 
be revocable.  1554 
Sec. 19. Section 10-183ff of the general statutes is repealed and the 1555 
following is substituted in lieu thereof (Effective July 1, 2020): 1556 
(a) Should any change or error in records result in any member or 1557 
beneficiary receiving from the teachers' retirement system more or less 1558 
than he would have been entitled to receive had the records been 1559 
correct, then upon discovery of any such error the Teachers' Retirement 1560 
Board shall notify the member or beneficiary affected and correct the 1561 
same, and as far as practicable shall adjust the payments in such manner 1562 
that the actuarial equivalent of the benefit to which such member or 1563 
beneficiary was correctly entitled shall be paid, provided if such change 1564 
or error results in any member or beneficiary receiving less than he 1565 
would have been eligible to receive, such member or beneficiary may 1566 
elect to have such benefit paid in a single payment. The board may, 1567 
within the board's discretion, grant a request for a reimbursement of 1568  Raised Bill No.  438 
 
 
 
LCO No. 2711   	50 of 56 
 
overdraft charges incurred by a member resulting from an erroneous 1569 
suspension of benefits in error by the board, provided such member 1570 
submits such request to the board not later than the last business day of 1571 
the month following the month in which such error occurred. 1572 
(b) If a member or beneficiary has been overpaid through no fault of 1573 
his own, and he could not reasonably have been expected to detect the 1574 
error, the board may waive any repayment which it believes would 1575 
cause hardship. 1576 
(c) Upon determination by the Teachers' Retirement Board that any 1577 
person has erroneously been included in membership in the teachers' 1578 
retirement system, contributions and interest credited under the 1579 
provisions of this chapter shall be refunded and records of related 1580 
service voided. 1581 
(d) Upon determination that the Teachers' Retirement Board has 1582 
invoiced a member for the purchase of additional credited service in an 1583 
amount in excess of that permitted by law, and such member has paid 1584 
the invoiced amount, the amount of the overpayment shall be refunded 1585 
to such member with interest at a rate equal to the average of interest 1586 
rates for the most recent ten-year period from the date of the member's 1587 
retirement to the date such amount is refunded. 1588 
[(e) Upon determination that a member has not purchased additional 1589 
credited service which was invoiced to him in an amount in excess of 1590 
that permitted by law, such member shall be given the opportunity at 1591 
any time to make such purchase by the payment of the proper amount 1592 
with interest to the date of payment. The additional benefit resulting 1593 
from the credited service so purchased shall be made retroactive to the 1594 
date of the member's retirement, and the aggregate amount of such 1595 
additional benefit shall be paid to the member in a single payment 1596 
together with interest calculated at a rate equal to the average of interest 1597 
rates for the most recent ten-year period from the date each payment 1598 
was due to the date such payment is made.] 1599 
[(f)] (e) Upon determination by the Teachers' Retirement Board that a 1600  Raised Bill No.  438 
 
 
 
LCO No. 2711   	51 of 56 
 
member received, on or after November 1, 2008, an estimate of benefits 1601 
statement from the board that contained a material error, the board shall 1602 
pay the member the benefits set forth in such estimate if the board 1603 
determines that (1) the member could not reasonably have been 1604 
expected to detect such error, and (2) the member, in reliance upon such 1605 
estimate, irrevocably submitted (A) his or her resignation to the 1606 
employing board of education, and (B) a formal application of 1607 
retirement to the Teachers' Retirement Board. For purposes of this 1608 
subsection, "material error" means an error that amounts to a difference 1609 
of ten per cent or greater between the estimated retirement benefits and 1610 
the actual retirement benefits to which such member would otherwise 1611 
be entitled.  1612 
Sec. 20. Section 10-183gg of the general statutes is repealed and the 1613 
following is substituted in lieu thereof (Effective July 1, 2020): 1614 
Part-time service averaging at least one-half of a school day but less 1615 
than a full school day shall be treated as full-time service for purposes 1616 
of determining eligibility for benefits under this chapter. For purposes 1617 
of determining benefits under subsections (a) to (d), inclusive, of section 1618 
10-183g, as amended by this act, the percentages utilized in said sections 1619 
shall be proportionally reduced for each year or portion of a year of 1620 
service rendered or purchased after July 1, 1977, which is part-time 1621 
service. Notwithstanding the provisions of [subdivision (4) of] section 1622 
10-183b, as amended by this act, the average annual salary of a member 1623 
with part-time service shall be such member's full-time annualized 1624 
salary during his three highest years. Any benefit awarded pursuant to 1625 
this section shall be proportional in all respects to the benefit which 1626 
would have been payable had such service been rendered on a full-time 1627 
basis.  1628 
Sec. 21. Subsection (a) of section 10-183jj of the general statutes is 1629 
repealed and the following is substituted in lieu thereof (Effective July 1, 1630 
2020): 1631 
(a) A local or regional board of education may establish a retirement 1632  Raised Bill No.  438 
 
 
 
LCO No. 2711   	52 of 56 
 
incentive plan for teachers, as defined in [subparagraph (A) of 1633 
subdivision (26) of] section 10-183b, as amended by this act, in its 1634 
employ who are members of the teachers' retirement system. The plan 1635 
shall provide for purchase of additional credited service by a board of 1636 
education and a member of the system who chooses to participate in the 1637 
plan, of additional credited service for such member and for payment 1638 
by the board of education of not less than fifty per cent of the entire cost 1639 
of such additional credited service and payment by the member of the 1640 
remaining percentage of such total cost. The member shall pay the 1641 
remaining percentage of such total cost, if any, in one lump sum not later 1642 
than thirty days after receipt of notification by the Teachers' Retirement 1643 
Board of the amount owed. Any such plan shall specify a maximum 1644 
number of years, not exceeding five years, of additional credited service 1645 
which may be purchased under the plan. Any such plan shall have a 1646 
two-month application period. 1647 
Sec. 22. Section 10-183pp of the general statutes is repealed and the 1648 
following is substituted in lieu thereof (Effective July 1, 2020): 1649 
Any member who began receiving disability benefits October 1, 1977, 1650 
under the provisions of subsection (d) of section 10-166 and who elected 1651 
to receive benefits in accordance with the former provisions of 1652 
subsection (c) of section 10-164-7 of the Regulations of Connecticut State 1653 
Agencies in effect June 30, 1978, may elect to receive such benefits 1654 
readjusted under the provisions of subsection [(b) or] (c) or (d) of section 1655 
10-183j, as amended by this act, provided such member provides written 1656 
notice of such election to the Teachers' Retirement Board not later than 1657 
ninety days following January 1, 2001.  1658 
Sec. 23. Section 10-183rr of the general statutes is repealed and the 1659 
following is substituted in lieu thereof (Effective July 1, 2020): 1660 
Notwithstanding the provisions of subdivision [(26)] (29) of section 1661 
10-183b, as amended by this act, concerning the requirement that a 1662 
teacher hold a certificate for the position in which the person is 1663 
employed, any teacher who possesses a certificate or permit issued by 1664  Raised Bill No.  438 
 
 
 
LCO No. 2711   	53 of 56 
 
the State Board of Education and is notified on or after December 1, 2003, 1665 
by the Department of Education that such teacher is not properly 1666 
certified for the position in which the teacher is employed or has been 1667 
employed, such teacher shall receive no further credit in the teachers' 1668 
retirement system for employment in such position until the teacher 1669 
becomes properly certified for such position. The Teachers' Retirement 1670 
Board shall not rescind any credited service to such teacher for such 1671 
employment and shall restore any such credit to such teacher if 1672 
rescinded prior to May 27, 2008.  1673 
Sec. 24. Subsection (a) of section 10-183ww of the 2020 supplement to 1674 
the general statutes is repealed and the following is substituted in lieu 1675 
thereof (Effective July 1, 2020): 1676 
(a) Not later than fourteen business days after the last action 1677 
necessary to make effective a state budget act for the biennium ending 1678 
June 30, 2021, subject to the approval of the Teachers' Retirement Board, 1679 
the credited interest percentage for member accounts, except voluntary 1680 
accounts containing only those contributions made pursuant to section 1681 
10-183i, as amended by this act, shall be not more than four per cent per 1682 
annum and the return assumption shall be six and nine-tenths per cent 1683 
per annum. Notwithstanding the provisions of sections 10-183vv, 12-1684 
801, 12-806 and 12-812, if the board fails to revise such percentage and 1685 
adopt such return assumption: (1) No moneys shall be deposited in the 1686 
Connecticut Teachers' Retirement Fund Bonds Special Capital Reserve 1687 
Fund, established in section 10-183vv; (2) the Treasurer's duties and 1688 
obligations under section 10-183vv shall terminate; and (3) the pledges 1689 
made in section 10-183vv shall not be in effect. 1690 
Sec. 25. Subsection (d) of section 10-66dd of the general statutes is 1691 
repealed and the following is substituted in lieu thereof (Effective July 1, 1692 
2020): 1693 
(d) (1) An otherwise qualified school professional hired by a charter 1694 
school prior to July 1, 2010, and employed in a charter school may 1695 
participate in the state teachers' retirement system under chapter 167a 1696  Raised Bill No.  438 
 
 
 
LCO No. 2711   	54 of 56 
 
on the same basis as if such professional were employed by a local or 1697 
regional board of education. The governing council of a charter school 1698 
shall make the contributions, as defined in [subdivision (7) of] section 1699 
10-183b, as amended by this act, for such professional. 1700 
(2) An otherwise qualified school professional hired by a charter 1701 
school on or after July 1, 2010, and who has not previously been 1702 
employed by a charter school in this state prior to July 1, 2010, shall 1703 
participate in the state teachers' retirement system under chapter 167a 1704 
on the same basis as if such professional were employed by a local or 1705 
regional board of education. The governing council of a charter school 1706 
shall make the contributions, as defined in [subdivision (7) of] section 1707 
10-183b, as amended by this act, for such professional. 1708 
(3) Any administrator or person providing instruction or pupil 1709 
services in a charter school who holds a charter school educator permit 1710 
issued by the State Board of Education pursuant to section 10-145q shall 1711 
participate in the state teachers' retirement system under chapter 167a 1712 
pursuant to subdivision (2) of this section when such administrator or 1713 
person providing instruction or pupil services obtains professional 1714 
certification pursuant to section 10-145b.  1715 
Sec. 26. Subsection (a) of section 10a-55i of the general statutes is 1716 
repealed and the following is substituted in lieu thereof (Effective July 1, 1717 
2020): 1718 
(a) There is established a Higher Education Consolidation Committee 1719 
which shall be convened by the chairpersons of the joint standing 1720 
committee of the General Assembly having cognizance of matters 1721 
relating to higher education or such chairpersons' designee, who shall 1722 
be a member of such joint standing committee. The membership of the 1723 
Higher Education Consolidation Committee shall consist of the higher 1724 
education subcommittee on appropriations and the chairpersons, vice 1725 
chairpersons and ranking members of the joint standing committees of 1726 
the General Assembly having cognizance of matters relating to higher 1727 
education and appropriations. The Higher Education Consolidation 1728  Raised Bill No.  438 
 
 
 
LCO No. 2711   	55 of 56 
 
Committee shall establish a meeting and public hearing schedule for 1729 
purposes of receiving updates from (1) the Board of Regents for Higher 1730 
Education on the progress of the consolidation of the state system of 1731 
higher education pursuant to this section, section 4-9c, subsection (g) of 1732 
section 5-160, section 5-199d, subsection (a) of section 7-323k, subsection 1733 
(a) of section 7-608, subsection (a) of section 10-9, section 10-155d, 1734 
subdivision [(14)] (16) of section 10-183b, as amended by this act, 1735 
sections 10a-1a to 10a-1d, inclusive, 10a-3 and 10a-3a, subsection (a) of 1736 
section 10a-6a, sections 10a-6b, 10a-8, 10a-10a to 10a-11a, inclusive, 10a-1737 
17d and 10a-22a, subsections (f) and (h) of section 10a-22b, subsections 1738 
(c) and (d) of section 10a-22d, sections 10a-22h and 10a-22k, subsection 1739 
(a) of section 10a-22n, sections 10a-22r, 10a-22s, 10a-22u, 10a-22v, 10a-1740 
22x and 10a-34 to 10a-35a, inclusive, subsection (a) of section 10a-48a, 1741 
sections 10a-71 and 10a-72, subsections (c) and (f) of section 10a-77, 1742 
section 10a-88, subsection (a) of section 10a-89, subsection (c) of section 1743 
10a-99 and sections 10a-102, 10a-104, 10a-105, 10a-109e, 10a-143 and 10a-1744 
168a, and (2) the Board of Regents for Higher Education and The 1745 
University of Connecticut on the program approval process for the 1746 
constituent units. The Higher Education Consolidation Committee shall 1747 
convene its first meeting on or before September 15, 2011, and meet not 1748 
less than once every two months. 1749 
This act shall take effect as follows and shall amend the following 
sections: 
 
Section 1 July 1, 2020 10-183b 
Sec. 2 July 1, 2020 10-183c 
Sec. 3 July 1, 2020 10-183e 
Sec. 4 July 1, 2020 10-183f 
Sec. 5 July 1, 2020 10-183g 
Sec. 6 July 1, 2020 10-183h 
Sec. 7 July 1, 2020 10-183i(a) 
Sec. 8 July 1, 2020 10-183j 
Sec. 9 July 1, 2020 10-183k 
Sec. 10 July 1, 2020 10-183l 
Sec. 11 July 1, 2020 10-183n 
Sec. 12 July 1, 2020 10-183o 
Sec. 13 July 1, 2020 10-183p  Raised Bill No.  438 
 
 
 
LCO No. 2711   	56 of 56 
 
Sec. 14 July 1, 2020 10-183q 
Sec. 15 July 1, 2020 10-183t 
Sec. 16 July 1, 2020 10-183v 
Sec. 17 July 1, 2020 10-183y 
Sec. 18 July 1, 	10-183aa 
Sec. 19 July 1, 2020 10-183ff 
Sec. 20 July 1, 2020 10-183gg 
Sec. 21 July 1, 2020 10-183jj(a) 
Sec. 22 July 1, 2020 10-183pp 
Sec. 23 July 1, 2020 10-183rr 
Sec. 24 July 1, 2020 10-183ww(a) 
Sec. 25 July 1, 2020 10-66dd(d) 
Sec. 26 July 1, 2020 10a-55i(a) 
 
Statement of Purpose:   
To revise and update the teachers' retirement system statutes to align 
with current practices. 
[Proposed deletions are enclosed in brackets. Proposed additions are indicated by underline, except 
that when the entire text of a bill or resolution or a section of a bill or resolution is new, it is not 
underlined.]