HLS 10RS-260 ORIGINAL Page 1 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. Regular Session, 2010 HOUSE BILL NO. 1337 BY REPRESENTATIVES ROBIDEAUX AND TUCKER RETIREMENT/STATE SYSTEMS: Relative to the state retirement systems, makes changes to the benefits for persons hired on or after January 1, 2011 AN ACT1 To amend and reenact R.S. 11:203, 211, 212, 214, 231, 403(5), 441(A) and (F), 444(A),2 461(B), 471(A), 478(A), 551, 553 (introductory paragraph), 581, 601(B), 602,3 701(5)(a), (b), and (c)(i), 761(A)(3), 768(B)(2) and 778(C) and (D), 779, 1002(6)(b),4 1141(A) and (C)(1)(a), 1144(B)(2)(a) and (3), 1147(C)(2)(b), 1151(A), 1307(A),5 1310(A), 1313(B)(introductory paragraph), 1316(A), 1317(A)(1)(introductory6 paragraph), 1318(A), 1319, 1320(A), 1321(A)(1), 1322(A)(introductory paragraph)7 and to enact R.S. 11:62(14), 471.1, Subpart D of Part VII of Chapter 1 of Subtitle8 II of Title 11 of the Louisiana Revised Statutes of 1950, to be comprised of R.S.9 11:611 through 619, 761(A)(4), 779.1, 1002(6)(c), 1144(B)(4), 1147(C)(2)(a)(iii),10 1151.1, 1313(C), 1323, 1323.1, Part III of Chapter 4 of Subtitle II of Title 11 of the11 Louisiana Revised Statutes of 1950, to be comprised of R.S. 11:1351 through 1359,12 and R.S. 24:36(M), relative to the Louisiana State Employees' Retirement System,13 the Teachers' Retirement System of Louisiana, the State Police Pension and14 Retirement System, and the Louisiana School Employees' Retirement System; to15 provide relative to membership, employee contributions, benefit calculation, survivor16 benefits, disability benefits, and retirement eligibility for members of such systems17 newly hired after a certain date; to provide an effective date; and to provide for18 related matters.19 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 2 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. Notice of intention to introduce this Act has been published1 as provided by Article X, Section 29(C) of the Constitution2 of Louisiana.3 Be it enacted by the Legislature of Louisiana:4 Section 1. R.S. 11:203, 211, 212, 214, 231, 403(5), 441(A) and (F), 444(A), 461(B),5 471(A), 478(A), 551, 553 (introductory paragraph), 581, 601(B), 602, 701(5)(a), (b), and6 (c)(i), 761(A)(3), 768(B)(2), 778(C) and (D), 779, 1002(6)(b), 1141(A) and (C)(1)(a),7 1144(B)(2)(a) and (3), 1147(C)(2)(b), 1151(A), 1307(A), 1310(A), 1313(B)(introductory8 paragraph), 1316(A), 1317(A)(1)(introductory paragraph), 1318(A), 1319, 1320(A),9 1321(A)(1), 1322(A)(introductory paragraph) are hereby amended and reenacted and R.S.10 11:62(14), 471.1, Subpart D of Part VII of Chapter 1 of Subtitle II of Title 11 of the11 Louisiana Revised Statutes of 1950, comprised of R.S. 11:611 through 619, 761(A)(4),12 779.1, 1002(6)(c), 1144(B)(4), 1147(C)(2)(a)(iii), 1151.1, 1313(C), 1323, 1323.1, and Part13 III of Chapter 4 of Subtitle II of Title 11 of the Louisiana Revised Statutes of 1950,14 comprised of R.S. 11:1351 through 1359 are hereby enacted to read as follows: 15 §62. Employee contribution rates established16 Employee contributions to state and statewide public retirement systems shall17 be paid at the following rates:18 * * *19 (14) State Retirement Systems; Members Employed on or After January 1,20 2011. Beginning with Fiscal Year 2010-2011, any member of the Louisiana State21 Employees' Retirement System, the Teachers' Retirement System of Louisiana, the22 Louisiana School Employees' Retirement System, or the State Police Pension and23 Retirement System, whose first employment making him eligible for system24 membership occurs on or after January 1, 2011, shall make an employee contribution25 to the system equal to one-half of the system's normal cost rate calculated on the26 basis of an entry age normal funding method.27 * * *28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 3 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §203. Teachers' Retirement System 1 A. A member who becomes disabled, and who files for disability benefits2 while in service, and who upon medical examination and certification, as provided3 for elsewhere in this Subpart, is found to be totally disabled for any cause, shall be4 entitled to disability benefits under the provisions of R.S. 11:778(B), provided the5 member has at least five years of creditable service, and R.S. 11:778 and 779,6 provided that the disability was incurred while the member was an active7 contributing member in active service. However, if the application for disability8 benefits is not filed while the member is in service, it shall be presumed that the9 disability was not incurred while the member was an active contributing member in10 active service. Such presumption may be overcome only by clear, competent, and11 convincing evidence that the disability was incurred while the member was an active12 contributing member in active service. 13 B.(1) A person whose first employment making him eligible for system14 membership occurs on or before December 31, 2010, applying for a disability benefit15 shall have five years of actual credited service in order to qualify for a disability16 benefit. Such member shall not use credit earned while receiving workers'17 compensation in order to meet the minimum five-year eligibility requirement.18 (2) A person whose first employment making him eligible for system19 membership occurs on or after January 1, 2011, applying for a disability benefit shall20 have ten years of actual credited service in order to qualify for a disability benefit.21 Such member shall not use credit earned while receiving workers' compensation in22 order to meet the minimum ten-year eligibility requirement. 23 B. C. A member covered by R.S. 11:801 of this system, who becomes24 disabled, and who files for disability benefits while in service, and who upon medical25 examination and certification as provided for elsewhere in this Subpart, is found to26 be totally disabled for any cause, shall be entitled to disability benefits under the27 provisions of R.S. 11:805, provided the member has at least five years of creditable28 service, and provided that the disability was incurred while the member was an29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 4 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. active contributing member in active service. However, if the application for1 disability benefits is not filed while the member is in service, it shall be presumed2 that the disability was not incurred while the member was an active contributing3 member in active service. Such presumption may be overcome only by clear,4 competent, and convincing evidence that the disability was incurred while the5 member was an active contributing member in active service. 6 * * *7 §211. State Police Retirement Fund 8 A. A member whose first employment making him eligible for system9 membership occurs on or before December 31, 2010, who becomes disabled, and10 who files for disability benefits while in service, and who upon medical examination11 and certification as provided for elsewhere in this Subpart is found to be either12 totally or partially disabled solely as the result of injuries sustained in the13 performance of his official duties, or totally disabled for any cause, provided the14 member has at least five years of creditable service, and provided that the disability15 was incurred while the member was an active contributing member in active service,16 shall be entitled to disability benefits under the provisions of R.S. 11:1313(B). 17 B. A member whose first employment making him eligible for system18 membership occurs on or after January 1, 2011, who becomes disabled and who19 files for disability benefits while in service, and who upon medical examination and20 certification as provided for elsewhere in this Subpart is found to be either totally or21 partially disabled solely as the result of injuries sustained in the performance of his22 official duties, or totally disabled for any cause, provided the member has at least ten23 years of creditable service, and provided that the disability was incurred while the24 member was an active contributing member in active service, shall be entitled to25 disability benefits under the provisions of R.S. 11:1357.26 C. However, if If the application for disability benefits is not filed while the27 member is in service, it shall be presumed that the disability was not incurred while28 the member was an active contributing member in active service. Such presumption29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 5 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. may be overcome only by clear, competent, and convincing evidence that the1 disability was incurred while the member was an active contributing member in2 active service. 3 §212. Louisiana State Employees' Retirement System4 A. A member who becomes disabled, and who is not eligible for regular5 retirement, and who files for disability benefits while in service, and who upon6 medical examination and certification, as provided for elsewhere in this Subpart, is7 found to be totally disabled for any cause, shall be entitled to disability benefits8 under the provisions of R.S. 11:461(B), provided the member has at least ten years9 of creditable service, and provided that the disability was incurred while the member10 was an active contributing member in active state service. However, if the11 application for disability benefits is not filed while the member is in state service, it12 shall be presumed that the disability was not incurred while the member was an13 active contributing member in active state service; such presumption may be14 overcome only by clear, competent, and convincing evidence that the disability was15 incurred while the member was an active contributing member in active state service.16 B.(1) Subject to the appropriation of funds for this purpose, a member of the17 Louisiana State Employees' Retirement System who is first employed as a18 correction officer, probation or parole officer, or security officer of the Department19 of Public Safety and Corrections on or before December 31, 2010, and who, upon20 medical examination and certification as provided in this Subpart, is found to be21 either totally disabled or partially disabled or incapacitated solely as the result of22 injuries sustained in the official performance of official duties of a hazardous nature,23 shall be entitled to disability benefits under the provisions of R.S. 11:461(B)24 regardless of the number of years of service, provided the member has been a25 correction officer, probation or parole officer, or a security officer of the Department26 of Public Safety and Corrections. 27 (2) Any member who is first employed as a correction officer, probation or28 parole officer, or security officer of the Department of Public Safety and Corrections29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 6 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. on or after January 1, 2011, and who, upon medical examination and certification as1 provided in this Subpart, is found to be either totally disabled or partially disabled2 or incapacitated solely as the result of injuries sustained in the official performance3 of official duties of a hazardous nature, shall be entitled to disability benefits under4 the provisions of R.S. 11:617(A).5 C. If the application for disability or survivors' benefits is not filed while the6 member is in state service, it shall be presumed that the disability was not incurred7 while the member was an active contributing member in active service. Such8 presumption may be overcome only by clear, competent, and convincing evidence9 that the disability was incurred while the member was an active contributing member10 in active service.11 * * *12 §214. Employees of the Enforcement Division enforcement division in the13 Department of Wildlife and Fisheries 14 (A)(1) A member of the Louisiana State Employees' Retirement System who15 is an employee of first employed by the enforcement division in the Department of16 Wildlife and Fisheries on or before December 31, 2010, and who upon medical17 examination and certification as provided for elsewhere in this Subpart, is found to18 be either totally disabled solely as the result of injuries sustained in the official19 performance of his official duties, or partially disabled or incapacitated for any20 reason, provided the member has been an employee of the enforcement division for21 at least ten years, and provided that the disability was incurred while the member22 was an active contributing member in active service, shall be entitled to disability23 benefits under the provisions of R.S. 11:583(B). 24 (2) A member who is first employed by the enforcement division in the25 Department of Wildlife and Fisheries on or after January 1, 2011, who becomes26 disabled and who files for disability benefits while in service, and who upon medical27 examination and certification as provided for elsewhere in this Subpart is found to28 be either totally or partially disabled solely as the result of injuries sustained in the29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 7 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. performance of his official duties, or totally disabled for any cause, provided the1 member has at least ten years of creditable service, and provided that the disability2 was incurred while the member was an active contributing member in active service,3 shall be entitled to disability benefits under the provisions of R.S. 11:617.4 B. However, if If the application for disability benefits is not filed while the5 member is in state service, it shall be presumed that the disability was not incurred6 while the member was an active contributing member in active service. Such7 presumption may be overcome only by clear, competent, and convincing evidence8 that the disability was incurred while the member was an active contributing member9 in active service.10 * * *11 §231. Average compensation12 A. Notwithstanding any other provisions of law to the contrary, the13 provisions of this Section shall be applicable, unless specifically exempted in14 Subsection C below of this Section, to all members of the following public15 retirement systems:16 (1) Louisiana State Employees' Retirement System.17 (2) State Police Pension and Retirement System.18 (4) (1) Assessors' Retirement Fund.19 (5) (2) Clerks' of Court Retirement and Relief Fund.20 (6) (3) District Attorneys' Retirement System.21 (7) (4) Municipal Employees' Retirement System of Louisiana.22 (9) (5) Registrars of Voters Employees' Retirement System.23 (10) (6) Sheriffs' Pension and Relief Fund.24 (11) (7) Municipal Police Employees' Retirement System.25 B. For purposes of retirement benefit computation, average compensation,26 or its equivalent, shall be based on the thirty-six highest successive months of27 employment, or on the highest thirty-six successive joined months of employment28 where interruption of service occurred. The earnings to be considered for the29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 8 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. thirteenth through the twenty-fourth month shall not exceed one hundred and1 twenty-five percent of the earnings of the first through the twelfth month. The2 earnings to be considered for the final twelve months shall not exceed one hundred3 and twenty-five percent of the earnings of the thirteenth through the twenty-fourth4 month. Nothing herein in this Subsection, however, shall change the method of5 determining the amount of earned compensation received.6 C.(1) This Section shall not apply to members of the State Police Pension7 and Retirement System who become members on or before September 8, 1978, but8 it shall apply to all persons who become members of the State Police Pension and9 Retirement System on or after September 9, 1978.10 (2) This Section shall not apply to members of the Louisiana State11 Employees' Retirement System whose first employment making them eligible for12 system membership began on or after July 1, 2006, or to any person who receives an13 additional benefit pursuant to R.S. 11:557, 582, or 602 or R.S. 24:36.14 (3) This Section shall not apply to members of the following retirement15 systems whose first employment making them eligible for system membership began16 on or after July 1, 2006:17 (a) Clerks' of Court Retirement and Relief Fund.18 (b) Municipal Employees' Retirement System.19 (c) Registrars of Voters Employees' Retirement System.20 (d) Sheriffs' Pension and Relief Fund.21 (4) (2) This Section shall not apply to members of the Parochial Employees'22 Retirement System whose first employment making them eligible for system23 membership began on or after January 1, 2007.24 (5) (3) This Section shall not apply to members of the Assessors' Retirement25 Fund whose first employment making them eligible for system membership began26 on or after October 1, 2006.27 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 9 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (6) This Section shall not apply to members of the Louisiana School1 Employees' Retirement System whose first employment making them eligible for2 system membership began on or after July 1, 2006.3 * * *4 §403. Definitions5 The following words and phrases used in this Chapter shall have the6 following meanings, unless a different meaning is clearly required by the context:7 * * *8 (5)(a)(i) "Average compensation", for a member whose first employment9 making him eligible for membership in the system began on or before June 30, 2006,10 and for any person who receives an additional benefit pursuant to R.S.11 11:444(A)(2)(b) or (c), 557, 582, or 602 or R.S. 24:36 whose first employment12 making him eligible for receiving such additional benefit began on or before13 December 31, 2010, means the average annual earned compensation of a state14 employee for the thirty-six highest months of successive employment, or for the15 highest thirty-six successive joined months of employment where interruption of16 service occurred; however, average compensation for part-time employees who do17 not use thirty-six months of full-time employment for average compensation18 purposes shall be based on the base pay the part-time employee would have received19 had he been employed on a full-time basis.20 (ii) The earnings to be considered for the thirteenth through the21 twenty-fourth month shall not exceed one hundred and twenty-five percent of the22 earnings of the first through the twelfth month. The earnings to be considered for the23 final twelve months shall not exceed one hundred and twenty-five percent of the24 earnings of the thirteenth through the twenty-fourth month. Nothing in this25 Subparagraph, however, shall change the method of determining the amount of26 earned compensation received.27 (b)(i) "Average compensation", for a member whose first employment28 making him eligible for membership in the system began on or after July 1, 2006,29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 10 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. and subject to the limitations provided in this Subparagraph, means the average1 annual earned compensation of a state employee for the sixty highest months of2 successive employment or for the highest sixty successive joined months of3 employment where interruption of service occurred; however, average compensation4 for part-time employees who do not use sixty months of full-time employment for5 average compensation purposes shall be based on the base pay the part-time6 employee would have received had he been employed on a full-time basis. This Item7 shall also be applicable to any judge, court officer, governor, lieutenant governor,8 clerk or sergeant-at-arms of the House of Representatives, secretary or sergeant-at-9 arms of the Senate, or state treasurer whose first employment making him eligible10 for membership began on or after January 1, 2011.11 (ii) The earnings to be considered for persons to whom Item (i) of this12 Subparagraph applies for the thirteenth through the twenty-fourth month shall not13 exceed one hundred fifteen percent of the earnings of the first through the twelfth14 month. The earnings to be considered for the twenty-fifth through the thirty-sixth15 month shall not exceed one hundred fifteen percent of the earnings of the thirteenth16 through the twenty-fourth month. The earnings to be considered for the thirty-17 seventh through the forty-eighth month shall not exceed one hundred fifteen percent18 of the earnings of the twenty-fifth through the thirty-sixth month. The earnings for19 the final twelve months shall not exceed one hundred fifteen percent of the earnings20 of the thirty-seventh through the forty-eighth month. The limitations on the21 computation of average compensation contained in this Item shall not apply to any22 twelve-month period during which compensation increased by more than fifteen23 percent over the previous twelve-month period solely because of an increase in24 compensation by a uniform systemwide increase adopted by the state Department of25 Civil Service and approved by the governor or because of a pay adjustment enacted26 by the legislature. This Item shall also be applicable to any judge, court officer,27 member of the Louisiana Legislature, governor, lieutenant governor, clerk or28 sergeant-at-arms of the House of Representatives, secretary or sergeant-at-arms of29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 11 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. the Senate, or state treasurer whose first employment making him eligible for1 membership began on or after January 1, 2011.2 (iii) The provisions of this Subparagraph shall not apply to any person who3 receives an additional benefit pursuant to R.S. 11:444(A)(2)(b) or (c), 557, 582, or4 602 or R.S. 24:36 whose first employment making him eligible for receiving such5 additional benefit began on or after January 1, 2011.6 * * *7 §441. Eligibility for retirement8 A.(1) Any member hired on or before June 30, 2006, or and any member9 who receives a benefit calculated pursuant to R.S. 11:444(A)(2)(b) and was hired on10 or before December 21, 2010, shall be eligible for retirement if he has:11 (a) Thirty years or more of service, at any age.12 (b) Twenty-five years or more of service, at age fifty-five or thereafter.13 (c) Ten years or more of service, at age sixty or thereafter.14 (d) Twenty years of service credit at any age, exclusive of military service15 and unused annual and sick leave, but any person retiring under this Subparagraph16 shall have his benefit, inclusive of military service credit and allowable unused17 annual and sick leave, actuarially reduced from the earliest age that he would18 normally become eligible for a regular retirement benefit under Subparagraph (a),19 (b), or (c) of this Paragraph if he had continued in service to that age. Any employee20 who elects to retire under the provisions of this Subparagraph shall not be eligible21 to participate in the Deferred Retirement Option Plan provided by R.S. 11:447 or the22 Initial Benefit Option provided by R.S. 11:446(A)(5).23 (2) Any member hired on or after July 1, 2006, shall be eligible for24 retirement if he has ten years or more of service, at age sixty or thereafter. This25 Paragraph shall also be applicable to any judge, court officer, governor, lieutenant26 governor, clerk or sergeant-at-arms of the House of Representatives, secretary or27 sergeant-at-arms of the Senate, or state treasurer whose first employment making28 him eligible for membership began on or after January 1, 2011.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 12 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (3) Any full-time law enforcement personnel, supervisor, or administrator1 who is employed with the Department of Revenue, office of alcohol and tobacco2 control, on June 30, 2007, or thereafter, but on or before December 31, 2010, who3 is P.O.S.T.-certified, who has the power to arrest, and who holds a commission from4 such office shall be eligible to retire if he has:5 (a) Twenty-five years or more of service, at any age.6 (b) Ten years or more of service, at age sixty or thereafter.7 (c) Twenty years of service credit at any age, exclusive of military service8 and unused annual and sick leave, but any person retiring under this Subparagraph9 shall have his benefit, inclusive of military service credit and allowable unused10 annual and sick leave, actuarially reduced from the earliest age that he would11 normally become eligible for a regular retirement benefit under Subparagraph (a) or12 (b) of this Paragraph if he had continued in service to that age. Any employee who13 elects to retire under the provisions of this Subparagraph shall not be eligible to14 participate in the Deferred Retirement Option Plan provided by R.S. 11:447 or the15 Initial Benefit Option provided by R.S. 11:446(A)(5).16 * * *17 F. Notwithstanding the provisions of Subsection A of this Section or any18 other provision of law to the contrary, employees of persons who are first employed19 by the bridge police section of the Crescent City Connection Division of the20 Department of Transportation and Development on or before December 31, 2010,21 who are members of the system shall be eligible for retirement at any age upon22 attaining twenty- five or more years of service credit, at least ten of which were23 served immediately prior to application for retirement in a position with the bridge24 police section of the Crescent City Connection Division of the Department of25 Transportation and Development. 26 * * *27 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 13 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §444. Computation of retirement benefit1 A.(1)(a) A member who retires effective on or after July 1, 1973, shall2 receive a maximum retirement allowance equal to two and one-half percent of3 average compensation, as determined under R.S. 11:231, for every year of creditable4 service, plus three hundred dollars.5 (b) The additional sum of three hundred dollars referenced in Subparagraph6 (a) of this Paragraph shall only apply to a person who became a member prior to July7 1, 1986.8 (2)(a) Public safety service employees as those employees are referred to as9 "member" or "members" in R.S. 11:601(B) whose first employment making them10 eligible for membership began on or before December 31, 2010, shall receive a11 retirement allowance computed in accordance with R.S. 11:602.12 (b) Peace officers, as defined by R.S. 40:2402 (1)(3)(a), employed by the13 Department of Public Safety and Corrections, office of state police, other than state14 troopers, whose first employment making them eligible for membership began on15 or before December 31, 2010, shall receive a maximum retirement allowance in16 accordance with the following:17 (i)(aa) Any person employed as a peace officer on or before June 30, 2006,18 shall receive a benefit equal to three and one-third percent of average compensation,19 as determined under R.S. 11:231, for every year of creditable service in the20 retirement system whether or not such service was rendered as a peace officer, not21 to exceed one hundred percent of the member's average compensation.22 (bb) Any person employed as a peace officer on or before June 30, 2006,23 who was participating in the Deferred Retirement Option Plan on June 30, 2007, or24 who had continued in employment as of such date after completion of plan25 participation shall have his base benefit recalculated to reflect the increase in benefits26 provided pursuant to Subitem (aa) of this Item. The balance in his plan account and27 any subsequent contributions to such account shall be increased to reflect such28 benefit increase.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 14 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (ii) Any person first employed as a peace officer after June 30, 2006, but1 before December 31, 2010, shall receive a benefit equal to three and one-third2 percent of average compensation, as determined under R.S. 11:231, for every year3 of creditable service as a peace officer, not to exceed one hundred percent of the4 member's average compensation.5 (iii) Any peace officer to whom this Subparagraph applies who continues in6 employment after participation in the Deferred Retirement Option Plan shall receive7 a supplemental benefit pursuant to R.S. 11:450(D) for such continued employment8 calculated using the accrual rate of three and one-third percent.9 (c)(i) Full-time law enforcement personnel, supervisors, and administrators10 who are employed with the Department of Revenue, office of alcohol and tobacco11 control, on June 30, 2007, who are P.O.S.T.-certified, who have the power to arrest,12 and who hold a commission from such office shall receive a maximum retirement13 allowance equal to three and one-third percent of average compensation, as14 determined pursuant to R.S. 11:231, for:15 (aa) Every year of creditable service in the retirement system earned on or16 before June 30, 2007, as a peace officer as defined in R.S. 40:2402(1)(3)(a) in17 compliance with the certification requirements applicable when such credit was18 earned, whether or not such service was rendered as such a commissioned alcohol19 and tobacco control officer, and20 (bb) Every year of creditable service earned thereafter as such a21 commissioned alcohol and tobacco control officer.22 (ii) Full-time law enforcement personnel, supervisors, and administrators23 who become employed by the Department of Revenue, office of alcohol and tobacco24 control, on or after July 1, 2007, but before December 31, 2010, who are P.O.S.T-25 certified, who have the power to arrest, and who hold a commission from such office26 shall receive a maximum retirement allowance equal to three and one-third percent27 of average compensation, as determined pursuant to R.S. 11:231, for every year of28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 15 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. creditable service in the retirement system earned as such a commissioned alcohol1 and tobacco control officer.2 (3) In computing retirement allowances, any fractional period of service shall3 be taken into account and a proportionate amount of such retirement allowance,4 annuity, or benefit shall be granted. The retirement benefits provided pursuant to the5 provisions of this Chapter shall not exceed one hundred percent of the member's6 average compensation.7 * * *8 §461. Eligibility; certification9 * * *10 B. The board of trustees shall award disability benefits to eligible members11 who have been officially certified as disabled by the State Medical Disability Board.12 The disability benefit shall be determined as follows:13 (1) Except as otherwise provided in this Section, a member shall receive a14 maximum disability retirement benefit which shall be equivalent to the regular15 retirement formula without reduction by reason of age.16 (2) Subject to the appropriation of funds for this purpose, a corrections17 officer, probation or parole officer, or a security officer of the Louisiana Department18 of Public Safety and Corrections who becomes disabled solely as a result of19 disabilities sustained in the official performance of official duties of a hazardous20 nature shall receive a maximum disability benefit of sixty percent of average21 compensation. The agency shall certify that the disability was sustained while the22 member was performing official duties while on active status and the disability must23 be certified by a physician on the State Medical Disability Board. Any such officer24 whose first employment as a corrections officer, probation or parole officer, or a25 security officer of the Louisiana Department of Public Safety and Corrections began26 on or after January 1, 2011, shall be subject to provisions of R.S. 11:617(A). 27 (3)(a) For any person whose employment first making him eligible for28 membership in the system occurred on or before June 30, 2006, or who has attained29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 16 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. the age of sixty regardless of hire date, or anyone who receives an additional benefit1 pursuant to R.S. 11:444(A)(2)(b) or (c) or 557 or R.S. 24:36 whose first employment2 making him eligible for such additional benefit began on or before December 31,3 2010, the disability retiree may retire under any of the regular retirement plans which4 applies to him.5 (b) Any person who has not attained the age of sixty and whose employment6 first making him eligible for membership in the system occurred on or after July 1,7 2006, shall receive a disability benefit equal to two and one-half percent of average8 compensation for every year of creditable service. When the disability retiree attains9 the age of sixty, he shall receive his regular retirement benefit upon making10 application therefor to the board. The provisions of this Subparagraph shall not11 apply to any person who receives an additional benefit pursuant to R.S.12 11:444(A)(2)(b) or (c) or 557 or R.S. 24:36 whose first employm ent making him13 eligible for such additional benefit began on or before December 31, 2010.14 (4) Selection of retirement option need not shall be made when application15 is filed. Selection may be made after the applicant receives his disability retirement16 estimate. Upon the death of a disability retiree, his benefit shall be payable in17 accordance with the option selected at the time of application for disability18 retirement. Accumulated annual leave for which payment cannot be made upon19 retirement and unused sick leave accumulated upon retirement shall be credited to20 the extension of service in the computation of disability retirement benefits.21 * * *22 §471. Survivors' benefits; members hired on or before December 31, 201023 A. Surviving minor children. Benefits for the surviving children of members24 whose first employment making them eligible for membership in the system25 occurred on or before December 31, 2010, shall be calculated as set forth in this26 Section. The benefit or benefits shall be based on the average compensation of the27 member. A benefit shall be payable to surviving unmarried minor children of a28 member who had at least five years of creditable service, at least two years of which29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 17 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. was earned immediately prior to death, and was in state service at the time of death1 or had twenty years or more of service credit regardless of when earned and whether2 the deceased member was in the state service at the time of death.3 * * *4 §471.1. Survivors' benefits; members hired on or after January 1, 20115 A. Survivor benefits shall be due and payable by the system effective the6 first day of the next month following the death of a member whose first employment7 making him eligible for membership in the system occurred on or after January 1,8 2011, but shall not be paid until a properly completed and acceptable application is9 received by the system and all proper certifications have been received by the10 system.11 B.(1) A surviving spouse with a minor or handicapped child, or mentally12 disabled child, or children shall be paid per month, for so long as one or more13 children remain eligible for benefits under Subsection C of this Section, fifty percent14 of the benefit to which the member would have been entitled if he had retired on the15 date of his death using the member's applicable accrual rate regardless of years of16 service or age, or six hundred dollars per month, whichever is greater, provided the17 deceased member was an active member at the time of death and had five or more18 years of service credit, at least two years of which were earned immediately prior to19 death or provided the deceased member had twenty or more years of service credit20 regardless of when earned or whether the deceased member was in active service at21 the time of death.22 (2) Benefits shall cease upon remarriage and shall resume upon a subsequent23 divorce or death of a new spouse; however, if the member was eligible to retire on24 the date of his death, benefits shall not cease upon remarriage.25 (3) When all surviving children cease to be eligible for benefits under26 Subsection C of this Section, the surviving spouse shall cease to receive benefits27 provided by this Subsection and thereafter, if eligible, shall receive benefits in28 accordance with the provisions of Subsection D of this Section.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 18 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. C. In addition to the amount payable in accordance with Subsection B of this1 Section, for the benefit of the surviving minor or handicapped child, or mentally2 disabled child, or children, there shall be paid for each such child, subject to a3 maximum of two children, per month fifty percent of the benefit to which a spouse4 would be entitled under Subsection B of this Section. Benefits shall be payable to5 such children even if no spouse eligible for survivor benefits is present, provided the6 member had at least five years of service credit. Benefits for a child shall cease7 when the child is no longer a minor child as defined by this Chapter. No surviving8 minor child shall receive more than one survivor's benefit at any one time. If two9 benefits are applicable, only the larger shall be paid.10 D.(1) A surviving spouse without minor or handicapped child, or mentally11 disabled child, or children shall be paid per month, for the remainder of his life, the12 Option 2-A equivalent of the benefit amount based on years of service that the13 member had earned to the date of his death using the applicable accrual rate; or six14 hundred dollars per month, whichever is greater, provided the surviving spouse had15 been married to the deceased member for at least one year prior to death, and16 provided the deceased member was an active member at the time of death and had17 ten or more years of service credit, at least two years of which were earned18 immediately prior to death or provided the deceased member had twenty or more19 years of service credit regardless of when earned or whether the deceased member20 was in active service at the time of death.21 (2) Benefits shall cease upon remarriage and shall resume upon a subsequent22 divorce or death of the new spouse; however, if the member was eligible to retire on23 the date of his death, benefits shall not cease upon remarriage.24 E. The accumulated contributions of a deceased member shall be paid in a25 lump sum refund to the natural person or persons that he designated as his26 beneficiary, or to his succession if there is no designated beneficiary, but only if no27 benefits under Subsection A, B, C, D, F, or G of this Section are payable. Payment28 of accumulated contributions shall be made only upon receipt of the deceased29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 19 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. member's death certificate. Said payment to the named beneficiary or the estate1 cancels all liability of the system to the deceased member, his named beneficiary or2 his estate.3 F. In the event of death of a member leaving a surviving spouse and4 dependent children, the total of the benefits payable under Subsections B and C of5 this Section shall not be less each month than what would have been payable under6 Subsection D of this Section for as long as both spouse and children are eligible to7 receive benefits under Subsection B and C of this Section.8 G. If a member dies, even after retirement, eligible minor children shall9 receive the benefits under Subsection C of this Section.10 H. The benefits payable under Subsection C of this Section shall be paid to11 the person having legal custody of the property of the child, except in those cases12 when a trust created under Louisiana law has been created by the deceased member13 for the benefit of the child, the terms of the instrument creating the trust so provide14 and the system has been provided with a certified copy of the trust document, then15 the survivor benefit shall be paid to the trust under the terms of the trust for addition16 to the trust property. In the event that the trust is contested by any party, the system17 shall withhold all survivor benefit payments or deposit them in the registry of the18 court if a concursus proceeding is filed, until there is a final binding legal agreement19 or judgment regarding the proper payment of the survivor benefits.20 * * *21 §478. Benefits payable to certain members killed in the line of duty; survivor22 benefits; corrections officers hired on or before December 31, 201023 A. Notwithstanding any other provision of law to the contrary, if a24 correctional officer, probation or parole officer, or a security officer of the Louisiana25 Department of Public Safety and Corrections, whose first employment in such26 position occurred on or before December 31, 2010, is killed in the line of duty while27 serving in his official capacity, survivor benefits shall be payable to qualified28 survivors as provided for in accordance with this Section, except that a surviving29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 20 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. spouse shall be eligible for benefits under this Section, without regard to the amount1 of time that the surviving spouse was married to the deceased officer and without2 regard to the amount of time that the deceased officer was a member of this system.3 This benefit is payable only if the member dies as a direct result of injuries sustained4 in the official performance of his official duties while on active duty status.5 * * *6 §551. Eligibility for membership 7 A. Notwithstanding anything in R.S. 11:413 to the contrary, except for R.S.8 11:413(7) which is specifically applicable, the judges and court officers set forth in9 R.S. 11:553 who take office on and after July 1, 1983 shall become members of the10 Louisiana State Employees' Retirement System and be eligible to obtain credit in and11 transfer credit to the system, as set forth herein. Judges and court officers in office12 prior to July 1, 1983 shall continue to be governed by the law applicable to them13 prior to July 1, 1983. 14 B. Beginning January 1, 2011, the provisions of this Subpart shall not be15 applicable to judges or court officers to whom R.S. 11:553 would otherwise apply16 but whose first employment making them eligible for system membership began on17 or after such date. Such persons shall continue to be members of the Louisiana State18 Employees' Retirement System but shall be subject to the provisions of this Chapter19 otherwise applicable to system members.20 * * *21 §553. Eligible judges and court officers 22 This Subpart shall apply to all present and future judges and court officers23 hereinafter enumerated in this Section whose first employment making them eligible24 for system membership began on or before December 31, 2010: 25 * * *26 §581. Application; definitions27 A. Any other provisions of Chapter 1 of Subtitle II of Title 11 or any other28 laws to the contrary notwithstanding, the retirement of wildlife agents employed by29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 21 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. the enforcement division of the Louisiana Wildlife and Fisheries Commission on or1 before December 31, 2010, who are members of Louisiana State Employees'2 Retirement System, and all benefits accruing from such membership, shall be3 governed by the provisions of this Subpart; provided that with respect to matters not4 specifically covered by the provisions of this Subpart, reference shall be made to5 applicable provisions of Chapter 1 of Subtitle II of Title 11. Beginning January 1,6 2011, the provisions of this Subpart shall not be applicable to wildlife agents whose7 first employment making them eligible for system membership began on or after8 such date.9 B. For purposes of this Subpart:10 (1) The words "member", "members", "employee", or "employees" shall11 mean wildlife agents of the enforcement division of the Louisiana Department of12 Wildlife and Fisheries, whose first employment making them eligible for system13 membership began on or before December 31, 2010, who are members of the14 Louisiana State Employees' Retirement System and shall not include any other15 members of said retirement system or members of any other retirement system to16 which the state makes contribution or otherwise.17 (2) The term "board of trustees" shall mean and refer to the board of trustees18 of the Louisiana State Employees' Retirement System created and provided for by19 Chapter 1 of Subtitle II of Title 11 of the Louisiana Revised Statutes of 1950.20 * * *21 §601. Application; definitions22 * * *23 B. For purposes of the secondary component, the words "member" or24 "members" shall mean wardens, correctional officers, probation and parole officers,25 and security personnel who are employed by the Department of Public Safety and26 Corrections on or before December 31, 2010, and who are or who upon enrollment27 as an employee would be members of the primary component, but shall not include28 any other members of the primary component or members of any other retirement29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 22 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. system to which the state makes contributions. Beginning January 1, 2011, the1 provisions of this Subpart shall not be applicable to wardens, correctional officers,2 probation and parole officers, and security personnel who are employed by the3 Department of Public Safety and Corrections on or after such date.4 §602. Eligibility for retirement5 A. A member shall be eligible for retirement if he has attained at least6 twenty-five years of service credit, regardless of age. A member shall be eligible for7 retirement if he has:8 (1) Attained at least twenty-five years of service, regardless of age.9 (2) Attained at least ten years of service, at age sixty or thereafter.10 B. A member shall be eligible for retirement if he has attained at least ten11 years of service at age sixty or thereafter.12 C. A member shall receive a maximum retirement allowance equal to three13 and one-third percent of average compensation for every year of creditable service,14 not to exceed one hundred percent of the member's average compensation. 15 * * *16 SUBPART D. HAZARDOUS DUTY SERVI CES PLAN17 §611. Creation of Hazardous Duty Services Plan18 A.(1) The legislature recognizes that certain state service requires employees19 to carry weapons and routinely be put in harm's way. These hazardous duty services20 employees, because of the dangerous and unpredictable nature of their21 responsibilities, should be entitled to unique retirement benefits.22 (2) The legislature further recognizes that current law provides myriad23 hazardous duty services plans, but that a single plan applied consistently and24 comprehensively to all hazardous duty services positions is preferred.25 (3) The legislature further recognizes the need for an adequate funding26 source for all retirement benefits as required by Article X, Section 29 of the27 Constitution of Louisiana. The Hazardous Duty Services Plan is therefore created28 for persons whose first employment making them eligible for system membership29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 23 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. occurs on or after January 1, 2011, in hazardous duty positions, as defined in this1 Subpart.2 (4) Funding for this plan shall be actuarially sound with employee and3 employer contribution rates calculated and established at levels necessary to fund all4 benefits provided.5 (5) Members of existing hazardous duty plans may retain membership in6 those plans.7 B. Any other provisions of this Chapter or any other laws to the contrary8 notwithstanding, the retirement of hazardous duty services employees shall be9 governed by the provisions of this Subpart; however, if provisions of this Chapter10 cover matters not specifically addressed by the provisions of this Subpart or if any11 of the provisions of this Chapter are made applicable in this Subpart, then those12 provisions shall apply to members governed by this Subpart.13 §612. Application; definitions14 Terms not specifically defined in this Section shall have the meanings15 provided in R.S. 11:403 unless a different meaning is clearly required by the context.16 For purposes of this Subpart:17 (1) "Average compensation" means the average annual earned compensation18 of a member for the sixty highest months of successive employment , or for the19 highest sixty successive joined months of employment where interruption of service20 occurred; however, average compensation for part-time employees who do not use21 sixty months of full-time employment for average compensation purposes shall be22 based on the base pay the part-time employee would have received had he been23 employed on a full-time basis. The earnings to be considered for the thirteenth24 through the twenty-fourth month shall not exceed one hundred fifteen percent of the25 earnings of the first through the twelfth month. The earnings to be considered for the26 twenty-fifth through the thirty-sixth month shall not exceed one hundred fifteen27 percent of the earnings of the thirteenth through the twenty-fourth month. The28 earnings to be considered for the thirty-seventh through the forty-eighth month shall29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 24 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. not exceed one hundred fifteen percent of the earnings of the twenty-fifth through1 the thirty-sixth month. The earnings for the final twelve months shall not exceed one2 hundred fifteen percent of the earnings of the thirty-seventh through the forty-eighth3 month. The limitations on the computation of average compensation contained in4 this Paragraph shall not apply to any twelve-month period during which5 compensation increased by more than fifteen percent over the previous twelve-month6 period solely because of an increase in compensation by a uniform systemwide7 increase adopted by the state Department of Civil Service and approved by the8 governor or because of a pay adjustment enacted by the legislature.9 (2) "Member" or "members" shall include the following persons whose first10 employment making them eligible for system membership occurs on or after January11 1, 2011:12 (a) Wildlife agents of the enforcement division of the Department of13 Wildlife and Fisheries.14 (b) Wardens, correctional officers, security personnel, and probation and15 parole officers employed by the Department of Public Safety and Corrections.16 (c) Employees of the bridge police section of the Crescent City Connection17 Division of the Department of Transportation and Development.18 (d) Full-time law enforcement personnel, supervisors, and administrators19 who are employed with the Department of Revenue, office of alcohol and tobacco20 control, who are P.O.S.T.-certified, who have the power to arrest, and who hold a21 commission from such office.22 (e) Peace officers, as defined by R.S. 40:2402(3)(a), employed by the23 Department of Public Safety and Corrections, office of state police, other than state24 troopers.25 (f) Arson investigators employed by the office of state fire marshal who are26 P.O.S.T.-certified, who have the power to arrest, and who hold a commission from27 such office.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 25 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (g) Park rangers employed by the Department of Culture, Recreation and1 Tourism, office of state parks, who are P.O.S.T.-certified, who have the power to2 arrest, and who hold a commission from such office.3 (h) Campus police officers employed by the various colleges and4 universities, who are P.O.S.T.-certified, who have the power to arrest, and who hold5 a commission from such office.6 (i) Hospital security officers employed by Louisiana State University Health7 Sciences Center, who are P.O.S.T.-certified, who have the power to arrest, and who8 hold a commission from such office.9 (j) Investigators of the Department of Justice who are in a position required10 to be P.O.S.T.-certified.11 (k) All personnel employed in a position required to be P.O.S.T.-certified,12 who have the power to arrest, and who hold a commission from such office, who are13 otherwise members of the Louisiana State Employees' Retirement System, and are14 not members of any other retirement system.15 (3) "Plan" means the Hazardous Duty Services Plan created by this Subpart16 for certain hazardous duty services employees within the Louisiana State Employees'17 Retirement System.18 (4) "Qualified Survivors" means a surviving spouse, a minor child as defined19 in R.S. 11:403, and a handicapped or mentally incapacitated child.20 (5) "System" means the Louisiana State Employees' Retirement System.21 §613. Eligibility for membership22 Each person who becomes an employee in state service in one of the23 positions enumerated in R.S. 11:612(2) shall become a member of the Hazardous24 Duty Services Plan of the system as a condition of employment.25 §614. Eligibility for retirement26 A. Any member shall be eligible for retirement if he has:27 (1) Twenty-five years or more of service, at any age.28 (2) Ten years or more of service, at age sixty or thereafter.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 26 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (3) Twenty years of service credit at any age, exclusive of military service1 and unused annual and sick leave, but any person retiring under this Paragraph shall2 have his benefit, inclusive of military service credit and allowable unused annual and3 sick leave, actuarially reduced from the earliest age that he would normally become4 eligible for a regular retirement benefit under Paragraph (1) or (2) of this Subsection5 if he had continued in service to that age. Any employee who elects to retire under6 the provisions of this Paragraph shall not be eligible to participate in the Deferred7 Retirement Option Plan provided by R.S. 11:447 or the Initial Benefit Option8 provided by R.S. 11:446(A)(5).9 B. Notwithstanding Subsection A of this Section, to be eligible to retire10 under this plan, the member's last ten years of system eligible service must have been11 in one of the hazardous duty positions defined in R.S. 11:612(2). With less than ten12 years hazardous duty service, he shall be eligible to retire at two and one-half percent13 of his average compensation for the actual number of years of service credit provided14 he has sufficient system service as required in Subsection A of this Section.15 §615. Retirement benefit16 A. A member shall receive a retirement benefit, except as provided in R.S.17 11:614(B), equal to three and one-third percent of average compensation for every18 year of creditable service in the Hazardous Duty Services Plan, not to exceed one19 hundred percent of the member's average compensation.20 B. Retirement benefits for members who had service in nonhazardous duty21 or service under existing plans prior to entering the Hazardous Duty Services Plan22 shall upon retirement eligibility receive a retirement benefit for that prior service23 based on the applicable accrual rate when earned.24 C. Upon application for retirement, members of this plan may choose any25 of the options specified in R.S. 11:446.26 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 27 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §616. Deferred Retirement Option Plan1 A member, except as specified in R.S. 11:614(A)(3), shall have the option of2 participating in the Deferred Retirement Option Plan in accordance with the3 provisions of R.S. 11:447 through 454.4 §617. Disability retirement5 A. Upon approval of a member's retirement based upon a total and permanent6 disability resulting solely from injuries sustained in the performance of his official7 duties, a member shall receive a disability benefit equal to seventy-five percent of8 his average compensation regardless of years of service. This benefit is payable only9 if the injury or injuries were sustained while on active duty status.10 B. If a member's disability occurs for reasons other than in the performance11 of his duties and the member has earned at least ten years of hazardous duty service12 credit, then the member shall be entitled to disability benefits under the provisions13 of R.S. 11:461(B)(1).14 C. The disability retirement procedures contained in R.S. 11:216 through15 225, which are not in conflict with this Section, shall apply to members.16 §618. Survivor's benefit for members killed in the line of duty17 A. If a member's death occurs in the line of duty or is a direct result of an18 injury sustained while in the line of duty, survivor benefits shall be payable to19 qualified survivors as provided for in this Section, except that a survivor shall be20 eligible for benefits under this Section without regard to the amount of time that the21 surviving spouse was married to the deceased member and without regard to the22 amount of time that the deceased was a member of this plan. This benefit is payable23 only if the injury or injuries were sustained while on active duty status.24 B. If the member has a surviving spouse, minor, or handicapped or mentally25 incapacitated child or children, the amount of the total benefit shall equal eighty26 percent of the member's average compensation. The benefit shall be shared equally27 by the surviving spouse and children. When a child who is not handicapped or28 mentally incapacitated no longer meets the definition of minor child under R.S.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 28 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. 11:403, his benefit shall cease, and the remaining beneficiaries shall have their1 shares adjusted accordingly.2 C. The provisions of R.S. 11:472 through 477, concerning procedures for3 payment of survivor benefits which are not in conflict with this Section, shall apply4 to members.5 §619. Survivor's benefit for death other than in the line of duty6 A. The surviving spouse or children of any active member whose death7 occurs other than in the performance of his duties shall have the same pension rights8 as provided in R.S. 11:471.1.9 B. The provisions of R.S. 11:472 through 477, concerning procedures for10 payment of survivor benefits which are not in conflict with this Section, shall apply11 to members.12 §701. Definitions13 As used in this Chapter, the following words and phrases have the meaning14 ascribed to them in this Section unless a different meaning is plainly required by the15 context:16 * * *17 (5)(a) "Average compensation" subject to the other provisions of this18 Paragraph, for any teacher whose first employment making him eligible for system19 membership occurred on or before December 31, 2010, means the average earnable20 compensation of a teacher for the three highest successive years of employment, or21 the highest three successive joined years of employment where interruption of22 service occurred. For any teacher whose first employment making him eligible for23 system membership occurred on or after January 1, 2011, average compensation24 means his average earnable compensation for the five highest successive years of25 employment, or the highest five successive joined years where interruption of service26 occurred. The computation of such average compensation shall be in accordance27 with the following guidelines:28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 29 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (i) The amount for the first through the twelfth month shall not exceed the1 compensation for the immediately preceding twelve months by more than ten percent2 for a teacher whose first employment making him eligible for system membership3 occurs on or before December 31, 2010, or by more than fifteen percent for a teacher4 hired on or after January 1, 2011.5 (ii) The amount for the thirteenth through the twenty-fourth month shall not6 exceed the lesser of the maximum allowable compensation amount or the actual7 compensation amount for the first through twelfth month by more than ten percent8 for a teacher whose first employment making him eligible for system membership9 occurs on or before December 31, 2010, or by more than fifteen percent for a teacher10 hired on or after January 1, 2011.11 (iii) The amount for the twenty-fifth through the thirty-sixth month shall not12 exceed the lesser of the maximum allowable compensation amount or the actual13 compensation amount for the thirteenth through twenty-fourth month by more than14 ten percent for a teacher whose first employment making him eligible for system15 membership occurs on or before December 31, 2010, or by more than fifteen percent16 for a teacher whose first employment making him eligible for system membership17 occurs on or after January 1, 2011.18 (iv) The amount for the thirty-seventh through the forty-eighth month shall19 not exceed the lesser of the maximum allowable compensation amount or the actual20 compensation amount for the twenty-fifth through the thirty-sixth month by more21 than fifteen percent.22 (v) The amount for the final twelve months shall not exceed the lesser of the23 maximum allowable compensation amount or the actual compensation amount for24 the thirty-seventh through the forty-eighth month by more than fifteen percent.25 (b) The thirty-six or sixty months used for average compensation, as the case26 may be, cannot cover a period when the member receives more than three years or27 five years of service credit respectively.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 30 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (c)(i) The limitations on the computation of average compensation in this1 Paragraph shall not apply to any of the twelve-month periods where compensation2 increased by more than ten percent the amount allowable in Subparagraph (a) of this3 Paragraph over the previous twelve-month period solely because of an increase in4 compensation by legislative act, by city/parish systemwide salary increase, or by a5 systemwide increase at a college or university.6 * * *7 §761. Retirement benefits; application; eligibility requirements; effective date;8 cancellation; errors and omissions9 A.10 * * *11 (3) Any person whose first employment making him eligible for system12 membership occurs on or after January 1, 2011, may retire upon written application13 to the board of trustees, if at the time of application the member:14 (a) Has attained the age of sixty years.15 (b) Has credit for ten years of accredited service.16 (4)(a)A properly executed application for retirement shall be considered as17 officially filed when received by the board of trustees of this system. Retirement18 benefits shall become effective as of the date a properly executed application for19 retirement is received by the board of trustees of this system or the day after the20 member terminates from teaching service, whichever is later.21 (b) A member may cancel his application for retirement only prior to22 negotiating, cashing, or depositing any benefit check including an estimated benefit23 check.24 * * *25 §768. Retirement allowances26 * * *27 B.28 * * *29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 31 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2) Notwithstanding the provisions of Paragraph (1) of this Subsection, any1 person who became a member on or after July 1, 1999, but on or before December2 31, 2010, having twenty years of service credit, exclusive of military service and3 unused annual and sick leave, but who is less than sixty years of age, may retire but4 he shall have his maximum benefit inclusive of military service credit and allowable5 unused annual and sick leave actuarially reduced from the earlier of the following:6 (a) The date he would reach sixty years of age.7 (b) The earliest age that he would first become eligible for a retirement8 benefit as provided in Paragraph (A)(2) of this Section, if he had continued in service9 to that age and without regard to the date he became a member.10 * * *11 §778. Disability retirement12 * * *13 C. Upon the application of a member in service or of his employer, any14 member whose first employment making him eligible for membership in the system15 occurred on or before December 31, 2010, and who has five or more years of16 creditable service may be retired by the board of trustees, not less than thirty nor17 more than ninety days following the date of filing such application, on a disability18 retirement allowance, provided that the medical board, after a medical examination19 of the member, certifies that the member is mentally or physically incapacitated for20 the further performance of the duties currently being performed, that the incapacity21 is likely to be total and permanent, and that the member should be retired. Any22 member whose first employment making him eligible for membership in the system23 occurred on or after January 1, 2011, shall be eligible for disability benefits if he has24 ten or more years of creditable service. 25 D. Disability retirees whose first employment making them eligible for26 membership in the system occurred on or before December 31, 2010, and who had27 at least fifteen years of service prior to being certified as disabled and who have been28 receiving disability benefits for at least ten years and who have attained at least age29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 32 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. fifty shall be eligible to convert from disability benefits to regular retirement1 benefits, provided that any such retiree's regular retirement benefits shall be based2 on the number of years actually credited to the member's account, and provided that3 such conversion does not produce a benefit that creates an actuarial cost to the4 system.5 * * *6 §779. Allowance on disability retirement ; members hired on or before December7 31, 20108 A. The provisions of this Section shall apply to members whose first9 employment making them eligible for membership in the system began on or before10 December 31, 2010.11 A. B.(1) Upon retirement for disability, a member shall receive a disability12 retirement allowance equal to two and one-half percent of his average compensation13 multiplied by his years of creditable service, but not more than fifty percent of his14 average compensation. In no event shall such disability retirement allowance be less15 than the lesser of forty percent of the state minimum salary for a beginning teacher16 with a bachelor's degree, or seventy-five percent of his average compensation. Such17 retiree shall not be allowed an optional allowance.18 (2) In addition to the benefit provided by Paragraph (1) of this Subsection,19 if a disability retiree has a minor child, the disability retiree shall be paid an added20 benefit equal to fifty percent of his disability benefit for so long as he has a minor21 child, provided that the total benefit payable to the disability retiree does not exceed22 seventy-five percent of his average compensation.23 B. C. (1) If a disability retiree dies and leaves a surviving spouse who had24 been married to the deceased disability retiree for at least two years before the death25 of the disability retiree and there are no minor children or there are minor children26 who are the children of both the disability retiree and the surviving spouse, the27 surviving spouse shall receive a survivor's benefit equal to seventy-five percent of28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 33 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. the benefit being received by the disability retiree at the time of his death, and no1 benefits shall be paid under R.S. 11:762.2 (2) If a disability retiree dies and leaves a surviving spouse who had been3 married to the deceased disability retiree for at least two years before the death of the4 disability retiree and there are surviving minor children of the deceased disability5 retiree who are not the children of the surviving spouse, the surviving spouse shall6 receive a survivor's benefit equal to thirty-seven and one-half percent of the benefit7 being received by the disability retiree at the time of his death. Benefits equal to a8 total of thirty-seven and one-half percent of the benefit being received by the9 disability retiree at the time of his death shall be divided equally among the minor10 children who are not the children of the surviving spouse for the duration of their11 minority, and no benefits shall be paid under R.S. 11:762. When there are no longer12 any minor children of the deceased disability retiree who are not the children of the13 surviving spouse, the spousal benefit shall revert to seventy-five percent of the14 benefit being received by the disability retiree at the time of his death.15 (3) If a disability retiree dies and leaves a surviving spouse who had been16 married to the deceased disability retiree for at least two years before the death of the17 disability retiree and there are minor children of the deceased disability retiree who18 are not the children of the surviving spouse and also minor children of both the19 deceased disability retiree and the surviving spouse, the surviving spouse shall20 receive a survivor's benefit equal to fifty percent of the benefit being received by the21 disability retiree at the time of his death, and the minor children of the deceased22 disability retiree who are not the children of the surviving spouse shall receive and23 divide equally twenty-five percent of the benefit being received by the disability24 retiree at the time of his death for the duration of their minority, and no benefits shall25 be paid under R.S. 11:762. When there are no longer minor children of the deceased26 disability retiree who are not the children of the surviving spouse, the spousal benefit27 shall revert to seventy-five percent of the benefit being received by the disability28 retiree at the time of his death.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 34 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (4) If a disability retiree dies and does not leave a surviving spouse, or the1 surviving spouse dies after the death of the disability retiree, and there is a minor2 child or children of the disability retiree, the minor child or children shall be entitled3 to a total benefit equal to fifty percent of the benefit being received by the disability4 retiree at the time of his death for so long as there is a minor child, and no benefits5 shall be paid under R.S. 11:762.6 C. D. A disability retiree, upon attainment of the earliest age that he would7 have become eligible for a retirement benefit, if he had continued in service without8 further change in compensation, shall become a regular retiree using only his years9 of creditable service; however, his maximum benefit shall not be less than his10 disability benefit as provided by Paragraph A B(1) of this Section and shall not11 include the benefit provided by Paragraph A B(2) of this Section. The benefit12 provided by Paragraph A B(2) of this Section shall continue, but only be paid to the13 retiree and only for so long as the retiree has a minor child. The years that he is on14 disability retirement shall not be used in the computation of his regular retirement15 benefit. If a member dies after converting from disability retiree to regular retiree16 and leaves a minor child or children, the applicable benefits provided by Paragraph17 A B(2) of this Section shall be paid on behalf of the minor child or children, and no18 benefits shall be paid under R.S. 11:762 and 783(B).19 §779.1 Allowance on disability retirement; members hired on or after January 1,20 201121 Any member whose first employment making him eligible for membership22 in the system began on or after January 1, 2011, shall receive a maximum disability23 retirement benefit which shall be equivalent to the regular retirement formula24 without reduction by reason of age. Selection of a retirement option shall be made25 when application for disability is filed. If the disability retiree dies, the option26 selected upon disability retirement shall be applied to his disability retirement27 benefit.28 * * *29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 35 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1002. Definitions1 As used in this Chapter, the following words and phrases shall have the2 meaning ascribed to them in this Section unless a different meaning is plainly3 required by the context:4 * * *5 (6)6 * * *7 (b) "Average compensation", for a member whose first employment making8 him eligible for membership in the system began on or after July 1, 2006, but on or9 before December 31, 2010, shall be based on the sixty highest successive months of10 employment, or on the highest sixty successive joined months of employment where11 interruption of service occurred; however, the average compensation amount for the12 thirteenth through the twenty-fourth month shall not exceed the actual compensation13 amount for the first through the twelfth month by more than ten percent. The amount14 for the twenty-fifth through the thirty-sixth month shall not exceed the lesser of the15 maximum allowable compensation amount or the actual compensation amount for16 the thirteenth through the twenty-fourth month by more than ten percent. The17 amount for the thirty-seventh through the forty-eighth month shall not exceed the18 lesser of the maximum allowable compensation amount or the actual compensation19 amount for the twenty-fifth through the thirty-sixth month by more than ten percent.20 The amount for the forty-ninth through the sixtieth month shall not exceed the lesser21 of the maximum allowable compensation amount or the actual compensation amount22 for the thirty-seventh through the forty-eighth month by more than ten percent. The23 limitations on the computation of average compensation contained in this Paragraph24 shall not apply to any twelve-month period during which compensation increased by25 more than one hundred ten percent over the previous twelve-month period solely26 because of an increase in compensation by legislative act or by a city/parish27 system-wide salary increase.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 36 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (c) "Average compensation", for a member whose first employment making1 him eligible for membership in the system began on or after January 1, 2011, shall2 be based on the sixty highest successive months of employment, or on the highest3 sixty successive joined months of employment where interruption of service4 occurred; however, the average compensation amount for the thirteenth through the5 twenty-fourth month shall not exceed the actual compensation amount for the first6 through the twelfth month by more than fifteen percent. The amount for the7 twenty-fifth through the thirty-sixth month shall not exceed the lesser of the8 maximum allowable compensation amount or the actual compensation amount for9 the thirteenth through the twenty-fourth month by more than fifteen percent. The10 amount for the thirty-seventh through the forty-eighth month shall not exceed the11 lesser of the maximum allowable compensation amount or the actual compensation12 amount for the twenty-fifth through the thirty-sixth month by more than fifteen13 percent. The amount for the forty-ninth through the sixtieth month shall not exceed14 the lesser of the maximum allowable compensation amount or the actual15 compensation amount for the thirty-seventh through the forty-eighth month by more16 than fifteen percent. The limitations on the computation of average compensation17 contained in this Subparagraph shall not apply to any twelve-month period during18 which compensation increased by more than one hundred fifteen percent over the19 previous twelve-month period solely because of an increase in compensation by20 legislative act or by a city/parish system-wide salary increase.21 §1141. Retirement benefits; application; eligibility requirements; effective date;22 cancellation23 A. Any member , whose first employment making him eligible for system24 membership began on or before December 31, 2010, may retire upon written25 application to the board of trustees, if the member at the time of application has26 attained the age of sixty years and has credit for ten years of accredited service or has27 attained the age of fifty-five years and has credit for twenty-five or more years of28 accredited service or at any age with thirty or more years of accredited service. Any29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 37 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. member whose first employment making him eligible for system membership began1 on or after January 1, 2011, may retire upon written application to the board of2 trustees, if the member at the time of application has attained the age of sixty years3 and has credit for ten years of accredited service. An application for retirement shall4 be officially filed with the board when received in the office of the director.5 Retirement benefits shall become effective as of the date an application for6 retirement is filed in the office of the director or the day after the member terminates7 from service, whichever is later. A member may only cancel his application for8 retirement prior to negotiating, cashing, or depositing any benefit check including9 an estimated benefit check.10 * * *11 C.(1)(a) Notwithstanding the provisions of Subsection A of this Section, any12 member whose first employment making him eligible for system membership began13 on or before December 31, 2010, shall be eligible for retirement if he has twenty14 years of service credit at any age, exclusive of military service and unused annual15 and sick leave, but any person retiring under this Subsection shall have his benefit16 inclusive of military service credit and allowable unused annual and sick leave17 actuarially reduced from the earliest age that he would normally become eligible for18 a regular retirement benefit pursuant to Subsection A of this Section if he had19 continued in service to that age.20 * * *21 §1144. Retirement allowance; regular, minimum, and supplemental22 * * *23 B. Minimum allowance. 24 * * *25 (2)(a) The provisions of this Paragraph shall apply to any member who26 retires on or after July 1, 2001, but shall not apply to any member to whom27 Paragraph (4) of this Subsection is applicable.28 * * *29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 38 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (3) In the event that the funded status of this system should fall below one1 hundred percent, the employe e contribution rate shall be increased in an amount2 sufficient to fund any cost to the system resulting from the application of the benefit3 accrual rates provided for in this Paragraphs (1) and (2) of this Subsection, with the4 loss being amortized in accordance with the provisions of R.S. 11:102(B)(3)(d)(i).5 (4) The provisions of this Paragraph shall apply to any member whose first6 employment making him eligible for membership in the system began on or after7 January 1, 2011. The minimum allowance for such members shall be no less than8 an amount which provides a total allowance equal to two and one-half percent9 multiplied by the total years of accredited service and multiplied by the average10 compensation for such person as provided in R.S. 11:1002(6)(c).11 * * *12 §1147. Disability retirement13 * * *14 C.15 * * *16 (2)(a)17 * * *18 (iii) A disability retiree whose first employment making him eligible for19 system membership occurs on or after January 1, 2011, shall receive a maximum20 disability retirement benefit which shall be equivalent to the regular retirement21 formula without reduction by reason of age.22 (b)(i) If a disability retiree whose membership in the system began on or23 before December 31, 2010, dies and leaves a surviving spouse who had been married24 to the deceased disability retiree for at least two years prior to the death of the25 disability retiree, the surviving spouse shall receive a survivor's benefit equal to26 seventy-five percent of the benefit being received by the disability retiree at his27 death. Benefits shall cease upon remarriage.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 39 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (ii) For disability retirees whose membership began on or after January 1,1 2011, selection of a retirement option shall be made when application for disability2 is filed. If the disability retiree dies, the option selected upon disability retirement3 shall be applied to his disability retirement benefit.4 * * *5 §1151. Survivor benefits; members hired on or before December 31, 20106 A. This Section shall apply to members whose membership in the system7 began on or after January 1, 2011. Survivor's benefits are payable upon application8 therefor and become effective as of the day following the death of the member.9 * * *10 §1151.1. Survivors' benefits; members hired on or after January 1, 201111 A. Survivor benefits shall be due and payable by the system effective the12 first day of the next month following the death of a member whose first employment13 making him eligible for membership in the system occurred on or after January 1,14 2011, but shall not be paid until a properly completed and acceptable application is15 received by the system and all proper certifications have been received by the16 system.17 B.(1) A surviving spouse with a minor or handicapped child, or mentally18 disabled child, or children shall be paid per month, for so long as one or more19 children remain eligible for benefits under Subsection C of this Section, fifty percent20 of the benefit to which the member would have been entitled if he had retired on the21 date of his death using the member's applicable accrual rate regardless of years of22 service or age, or six hundred dollars per month, whichever is greater, provided the23 deceased member was an active member at the time of death and had five or more24 years of service credit, at least two years of which were earned immediately prior to25 death or provided the deceased member had twenty or more years of service credit26 regardless of when earned or whether the deceased member was in active service at27 the time of death.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 40 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2) Benefits shall cease upon remarriage and shall resume upon a subsequent1 divorce or death of a new spouse; however, if the member was eligible to retire on2 the date of his death, benefits shall not cease upon remarriage.3 (3) When all surviving children cease to be eligible for benefits under4 Subsection C of this Section, the surviving spouse shall cease to receive benefits5 provided by this Subsection and thereafter, if eligible, shall receive benefits in6 accordance with the provisions of Subsection D of this Section.7 C. In addition to the amount payable in accordance with Subsection B of this8 Section, for the benefit of the surviving minor or handicapped child, or mentally9 disabled child, or children, there shall be paid for each such child, subject to a10 maximum of two children, per month fifty percent of the benefit to which a spouse11 would be entitled under Subsection B of this Section. Benefits shall be payable to12 such children even if no spouse eligible for survivor benefits is present, provided the13 member had at least five years of service credit. Benefits for a child shall cease14 when the child is no longer a minor child as defined by this Chapter. No surviving15 minor child shall receive more than one survivor's benefit at any one time. If two16 benefits are applicable, only the larger shall be paid.17 D.(1) A surviving spouse without minor or handicapped child, or mentally18 disabled child, or children shall be paid per month, for the remainder of his life, the19 benefit payable in accordance with R.S. 11:1150(B)(2) based on years of service that20 the member had earned to the date of his death using the applicable accrual rate; or21 six hundred dollars per month, whichever is greater, provided the surviving spouse22 had been married to the deceased member for at least one year prior to death, and23 provided the deceased member was an active member at the time of death and had24 ten or more years of service credit, at least two years of which were earned25 immediately prior to death or provided the deceased member had twenty or more26 years of service credit regardless of when earned or whether the deceased member27 was in active service at the time of death.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 41 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2) Benefits shall cease upon remarriage and shall resume upon a subsequent1 divorce or death of the new spouse; however, if the member was eligible to retire on2 the date of his death, benefits shall not cease upon remarriage.3 E. The accumulated contributions of a deceased member shall be paid in a4 lump sum refund to the natural person or persons that he designated as his5 beneficiary, or to his succession if there is no designated beneficiary, but only if no6 benefits under Subsection A, B, C, D, F, or G of this Section are payable. Payment7 of accumulated contributions shall be made only upon receipt of the deceased8 member's death certificate. Said payment to the named beneficiary or the estate9 cancels all liability of the system to the deceased member, his named beneficiary or10 his estate.11 F. In the event of death of a member leaving a surviving spouse and12 dependent children, the total of the benefits payable under Subsections B and C of13 this Section shall not be less each month than what would have been payable under14 Subsection D of this Section for as long as both spouse and children are eligible to15 receive benefits under Subsections B and C of this Section.16 G. If a member dies, even after retirement, eligible minor children shall17 receive the benefits under Subsection C of this Section.18 H. The benefits payable under Subsection C of this Section shall be paid to19 the person having legal custody of the property of the child, unless a trust created20 under Louisiana law has been created by the deceased member for the benefit of the21 child, the terms of the instrument creating the trust so provide and the system has22 been provided with a certified copy of the trust document, then the survivor benefit23 shall be paid to the trust under the terms of the trust for addition to the trust property.24 In the event that the trust is contested by any party, the system shall withhold all25 survivor benefit payments or deposit them in the registry of the court if a concursus26 proceeding is filed, until there is a final binding legal agreement or judgment27 regarding the proper payment of the survivor benefits.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 42 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. I. Each survivor benefit recipient shall be required to establish proof1 annually or at such other times as the board of trustees may deem necessary that they2 are still legally entitled to the survivor benefits provided in this Section. The board3 of trustees shall have the right to suspend or cancel any survivor benefit wherein the4 recipient fails to provide proper certification of eligibility.5 * * *6 §1307. Persons eligible to retire on basis of service and age; retirement salaries7 A. Upon application to the board as provided in R.S. 11:1306, members of8 this system shall be retired by the board at salaries benefits fixed as follows:9 (1) Any member of the system , whose initial date of employment occurred10 on or before December 31, 2010, and who has attained age fifty and who has credit11 for at least ten years of service shall be paid a monthly salary benefit equal to the12 sum of three and one-third percent multiplied by the member's monthly average13 salary, and further multiplied by the number of years of service credited to the14 member's account, but the total annual benefit shall not exceed one hundred percent15 of the member's final average annual salary.16 (2)(a) Any member of the system whose initial date of employment was17 prior to September 8, 1978, regardless of age, who has credit for at least twenty years18 of service shall be paid a monthly salary benefit equal to the sum of three and one-19 third percent multiplied by the member's monthly average salary, and further20 multiplied by the number of years of service credited to the member's account, but21 the total annual benefit shall not exceed one hundred percent of the member's final22 average annual salary.23 (b) Any member of the system whose initial date of employment occurred24 on or after September 8, 1978, but on or before December 31, 2010, regardless of25 age, who has credit for at least twenty-five years of service, regardless of age, shall26 be paid a monthly salary benefit equal to the sum of three and one-third percent27 multiplied by the member's monthly average salary, and further multiplied by the28 number of years of service credited to the member's account, but the total annual29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 43 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. benefit shall not exceed one hundred percent of the member's final average annual1 salary.2 (3) Notwithstanding any other provision of law to the contrary, any member3 of the system who participated in the Deferred Retirement Option Plan on or before4 June 30, 2003, and who continued in employment after participation in the Deferred5 Retirement Option Plan without a break in service and who remained in such6 continuous employment on July 1, 2003, shall be paid a monthly salary equal to the7 greater of the monthly benefit computed under R.S. 11:1307.1 or the sum of the8 member's original benefit plus twenty percent of the member's original average9 monthly salary, but the total annual benefit, including any additional benefit accrued10 after termination of participation in the Deferred Retirement Option Plan, shall not11 exceed one hundred percent of the member's final average annual salary.12 * * *13 §1310. Average salary; method of determining 14 A.(1) With respect to persons employed prior to September 8, 1978, the term15 "average salary" as used in this Chapter for the purpose of determining pension16 payments and retirement is the average salary including any additional pay or salary17 provided by the legislature over and above that set by the Civil Service Commission,18 received for the year ending on the last day of the month immediately preceding the19 date of retirement or date of death or for any one-year period, whichever is the20 greatest. For the purposes of computation, "average salary" shall not include21 overtime, expenses expenses, or clothing allowances.22 (2)(a) With respect to persons becoming employed on and after September23 8, 1978, but on or before December 31, 2010, the term "average salary" as used in24 this Chapter for the purpose of determining pension payments and retirement is the25 average salary including any additional pay or salary provided by the legislature over26 and above that set by the Civil Service Commission, received for the thirty-six month27 period ending on the last day of the month immediately preceding the date of28 retirement or date of death or for any thirty-six consecutive months, whichever is the29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 44 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. greatest. For the purposes of computation, "average salary" shall not include1 overtime, expenses expenses, or clothing allowances. 2 (b) The earnings to be considered for the thirteenth through the twenty-fourth3 month shall not exceed one hundred and twenty-five percent of the earnings of the4 first through the twelfth month. The earnings to be considered for the final twelve5 months shall not exceed one hundred and twenty-five percent of the earnings of the6 thirteenth through the twenty-fourth month. Nothing in this Subparagraph, however,7 shall change the method of determining the amount of earned compensation8 received.9 * * *10 §1313. Disability retirement; eligibility11 * * *12 B. The board of trustees shall award disability benefits to any sworn,13 commissioned law enforcement officer of the office of state police whose initial date14 of employment occurred on or before December 31, 2010, who is eligible and who15 has been officially certified as disabled by the State Medical Disability Board. The16 disability benefit shall be determined as follows:17 * * *18 C. The board of trustees shall award disability benefits to any sworn,19 commissioned law enforcement officer of the office of state police whose initial date20 of employment occurred on or after January 1, 2011, who is eligible and who has21 been officially certified as disabled by the State Medical Disability Board. The22 disability benefit shall be determined as provided in R.S. 11:1357.23 * * *24 §1316. Death in the line of duty; certain members hired on or before December 31,25 2010; pension of surviving spouse of deceased employee; minor children26 with no surviving spouse27 A. This Section shall apply to any sworn commissioned law enforcement28 officer of the office of state police of the Department of Public Safety and29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 45 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. Corrections whose initial date of employment occurred on or before December 31,1 2010. The surviving spouse of any such sworn commissioned law enforcement2 officer of the office of state police of the Department of Public Safety and3 Corrections who is killed in the discharge of his duties, or dies from immediate4 effects of any injury received as the result of an act of violence occurring while5 engaged in the discharge of his duties, shall be pensioned at seventy-five percent of6 the salary being received by the employee at the time of the decedent's death or7 injury, provided the surviving spouse was married to the decedent at the time of the8 event which resulted in the officer's death.9 * * *10 §1317. Pension of children of deceased employee and children of deceased retired11 employees ; certain members hired on or before December 31, 2010 12 A.(1) This Section shall apply to any employee whose initial date of13 employment occurred on or before December 31, 2010. If there is no surviving14 spouse to receive the pension due a spouse of any police employee or retired15 employee under R.S. 11:1320 or 1322, or if the spouse has remarried and forfeited16 his or her benefit under R.S. 11:1321, the minor children of the deceased employee17 or deceased retired employee, if any, shall receive a monthly pension equal to the18 greater of:19 * * *20 §1318. Pension of physically handicapped or mentally disabled children of deceased21 employee hired on or before December 31, 201022 A. The surviving totally physically handicapped or mentally disabled child23 or children of a deceased member whose initial date of employment occurred on or24 before December 31, 2010, whether under or over the age of eighteen years, shall be25 entitled to the same benefits, payable in the same manner as provided by this Chapter26 for surviving spouses.27 * * *28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 46 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1319. Pension of parents of deceased employee hired on or before December 31,1 20102 If For any employee whose initial date of employment occurred on or before3 December 31, 2010, if there is no surviving spouse and no minor children, a monthly4 pension of twenty-five percent of the average salary of the deceased employee shall5 be paid to the parent or parents of the deceased employee, if they, or either of them,6 derived their main support from the employee.7 §1320. Death of employee not in performance of duty; certain members hired on or8 before December 31, 2010; payments 9 A. This Section shall apply to any sworn commissioned law enforcement10 officer of the office of state police of the Department of Public Safety and11 Corrections whose initial date of employment occurred on or before December 31,12 2010. On and after January 1, 1973, the surviving spouse of any such sworn,13 commissioned law enforcement officer of the office of state police whose death14 occurs other than in the line of duty, but who at the time of death was a member of15 the system and had less than twenty years of service credit with the department, shall16 be pensioned at twenty-five percent of his average salary if the officer, at the time17 of death, had under five years of service credit, thirty percent of his average salary18 if he had five years but under ten years of service credit, forty percent of his average19 salary if he had ten years but under fifteen years of service credit, and fifty percent20 of his average salary if he had fifteen years but under twenty years of service credit.21 On and after September 9, 1977, if the employee had twenty years of service or22 more, the surviving spouse shall receive a pension equal to the retirement benefit the23 employee would have received had the employee elected to retire at the time of his24 death.25 * * *26 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 47 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1321. Surviving spouse remarrying; forfeiture of pension; employees hired on or1 before December 31, 20102 A.(1) This Section shall apply to any employee whose initial date of3 employment occurred on or before December 31, 2010. If the surviving spouse of4 a deceased employee remarries while receiving the surviving spouse's pension under5 the provisions of this Chapter, such spouse thereupon forfeits all rights to the6 spouse's pension.7 * * *8 §1322. Death of former or retired employee hired on or before December 31, 2010;9 pension payable to survivors10 A. This Section shall apply to any employee whose initial date of11 employment occurred on or before December 31, 2010. The surviving spouse of a12 deceased former employee shall receive a pension in an amount equal to the monthly13 retirement pay that would have been payable to the decedent, provided all of the14 following conditions exist:15 * * *16 §1323. Death of employee not in performance of duty; employees hired on or after17 January 1, 201118 A. This Section shall apply to any member whose initial date of employment19 occurred on or after January 1, 2011, and whose death occurs other than in the line20 of duty. Survivor benefits shall be due and payable by the system effective the first21 day of the next month following the death of such member, but shall not be paid until22 a properly completed and acceptable application is received by the system and all23 proper certifications have been received by the system.24 B.(1) A surviving spouse with a minor or handicapped child, or mentally25 disabled child, or children shall be paid per month, for so long as one or more26 children remain eligible for benefits under Subsection C of this Section, fifty percent27 of the benefit to which the member would have been entitled if he had retired on the28 date of his death using the member's applicable accrual rate regardless of years of29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 48 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. service or age, or six hundred dollars per month, whichever is greater, provided the1 deceased member was an active member at the time of death and had five or more2 years of service credit, at least two years of which were earned immediately prior to3 death or provided the deceased member had twenty or more years of service credit4 regardless of when earned or whether the deceased member was in active service at5 the time of death.6 (2) Benefits shall cease upon remarriage and shall resume upon a subsequent7 divorce or death of a new spouse; however, if the member was eligible to retire on8 the date of his death, benefits shall not cease upon remarriage.9 (3) When all surviving children cease to be eligible for benefits under10 Subsection C of this Section, the surviving spouse shall cease to receive benefits11 provided by this Subsection and thereafter, if eligible, shall receive benefits in12 accordance with the provisions of Subsection D of this Section.13 C. In addition to the amount payable in accordance with Subsection B of this14 Section, for the benefit of the surviving minor or handicapped child, or mentally15 disabled child, or children, there shall be paid for each such child, subject to a16 maximum of two children, per month fifty percent of the benefit to which a spouse17 would be entitled under Subsection B of this Section. Benefits shall be payable to18 such children even if no spouse eligible for survivor benefits is present, provided the19 member had at least five years of service credit. Benefits for a child shall cease20 when the child is no longer a minor child as defined by this Chapter. No surviving21 minor child shall receive more than one survivor's benefit at any one time. If two22 benefits are applicable, only the larger shall be paid.23 D.(1) A surviving spouse without minor or handicapped child, or mentally24 disabled child, or children shall be paid per month, for the remainder of his life, the25 benefit payable in accordance with R.S. 11:1323.1(A)(2)(a) based on years of service26 that the member had earned to the date of his death using the applicable accrual rate;27 or six hundred dollars per month, whichever is greater, provided the surviving spouse28 had been married to the deceased member for at least one year prior to death, and29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 49 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. provided the deceased member was an active member at the time of death and had1 ten or more years of service credit, at least two years of which were earned2 immediately prior to death or provided the deceased member had twenty or more3 years of service credit regardless of when earned or whether the deceased member4 was in active service at the time of death.5 (2) Benefits shall cease upon remarriage and shall resume upon a subsequent6 divorce or death of the new spouse; however, if the member was eligible to retire on7 the date of his death, benefits shall not cease upon remarriage.8 E. The accumulated contributions of a deceased member shall be paid in a9 lump sum refund to the natural person or persons that he designated as his10 beneficiary, or to his succession if there is no designated beneficiary, but only if no11 benefits under Subsection A, B, C, D, F, or G of this Section are payable. Payment12 of accumulated contributions shall be made only upon receipt of the deceased13 member's death certificate. Said payment to the named beneficiary or the estate14 cancels all liability of the system to the deceased member, his named beneficiary or15 his estate.16 F. In the event of death of a member leaving a surviving spouse and17 dependent children, the total of the benefits payable under Subsections B and C of18 this Section shall not be less each month than what would have been payable under19 Subsection D of this Section for as long as both spouse and children are eligible to20 receive benefits under Subsections B and C of this Section.21 G. If a member dies, even after retirement, eligible minor children shall22 receive the benefits under Subsection C of this Section.23 H. The benefits payable under Subsection C of this Section shall be paid to24 the person having legal custody of the property of the child, unless a trust created25 under Louisiana law has been created by the deceased member for the benefit of the26 child, the terms of the instrument creating the trust so provide and the system has27 been provided with a certified copy of the trust document, then the survivor benefit28 shall be paid to the trust under the terms of the trust for addition to the trust property.29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 50 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. In the event that the trust is contested by any party, the system shall withhold all1 survivor benefit payments or deposit them in the registry of the court if a concursus2 proceeding is filed, until there is a final binding legal agreement or judgment3 regarding the proper payment of the survivor benefits.4 I. Each survivor benefit recipient shall be required to establish proof5 annually or at such other times as the board of trustees may deem necessary that they6 are still legally entitled to the survivor benefits provided in this Section. The board7 of trustees shall have the right to suspend or cancel any survivor benefit wherein the8 recipient fails to provide proper certification of eligibility.9 §1323.1. Mode of payment where option elected; employees hired on or after10 January 1, 201111 A. Upon application for retirement any member may elect to receive his12 benefit in a retirement allowance payable throughout his life, or he may elect at that13 time to receive the actuarial equivalent of his retirement allowance in a reduced14 retirement allowance payable throughout life, with the provision that:15 (1) Option 1. If he dies before he has received in annuity payments the value16 of the member's annuity as it was at the time of his retirement, the balance shall be17 paid to his legal representatives or to the person he nominates by written designation18 duly acknowledged and filed with the board; or19 (2)(a) Option 2-A. Upon his death his reduced retirement allowance shall20 be continued throughout the life of and paid to the person he nominated by written21 designation duly acknowledged and filed with the board of trustees at the time of his22 retirement; or23 (b) Option 2-B. Upon his death his reduced retirement allowance shall be24 continued throughout the life of and paid to the person he nominated by written25 designation and, upon the death of that designated person, his reduced benefit shall26 be continued throughout the life of the deceased member's mentally handicapped27 child or children, but such benefits shall be paid to the guardian of such child or28 children. The written designation provided for in this Subparagraph shall be duly29 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 51 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. acknowledged and filed with the board of trustees at the time of the member's1 retirement.2 (c) Unless otherwise specified, any reference in law to this Paragraph or to3 Option 2, without reference to a particular Subparagraph or to Option 2-A or Option4 2-B shall mean Subparagraph (a) of this Paragraph or Option 2-A.5 (3) Option 3. Upon his death one-half of his reduced retirement allowance6 shall be continued throughout the life of and be paid to the person he nominated by7 written designation duly acknowledged and filed with the board of trustees at the8 time of his retirement; or9 (4) Option 4. Some other benefit or benefits shall be paid either to the10 member or to the person or persons he nominated, provided the other benefit or11 benefits, together with the reduced retirement allowance, shall be certified by the12 actuary to be of equivalent actuarial value to his retirement allowance and shall be13 approved by the board.14 * * *15 Part III. NEW STATE POLICE RETIREMENT PLAN16 §1351. Creation; application17 There is hereby created a retirement plan within this system for persons who18 would otherwise be eligible for membership in the State Police Employees' Pension19 and Retirement System but whose initial date of employment began on or after20 January 1, 2011. Such plan shall be known as the New State Police Retirement Plan.21 Any other provisions of this Chapter or any other laws to the contrary22 notwithstanding, the retirement of such persons shall be governed by the provisions23 of this Part; however, if provisions of this Chapter cover matters not specifically24 addressed by the provisions of this Part or if any of the provisions of this Chapter are25 made applicable in this Part, then those provisions shall apply to members governed26 by this Part.27 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 52 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1352. Application; definitions1 Terms not specifically defined in this Section shall have the meanings2 provided in R.S. 11:1301 unless a different meaning is clearly required by the3 context. For purposes of this Part:4 (1) "Average compensation" means the average annual earned compensation5 of a member for the sixty highest months of successive employment, or for the6 highest sixty successive joined months of employment where interruption of service7 occurred; however, average compensation for part-time employees who do not use8 sixty months of full-time employment for average compensation purposes shall be9 based on the base pay the part-time employee would have received had he been10 employed on a full-time basis. The earnings to be considered for the thirteenth11 through the twenty-fourth month shall not exceed one hundred fifteen percent of the12 earnings of the first through the twelfth month. The earnings to be considered for the13 twenty-fifth through the thirty-sixth month shall not exceed one hundred fifteen14 percent of the earnings of the thirteenth through the twenty-fourth month. The15 earnings to be considered for the thirty-seventh through the forty-eighth month shall16 not exceed one hundred fifteen percent of the earnings of the twenty-fifth through17 the thirty-sixth month. The earnings for the final twelve months shall not exceed one18 hundred fifteen percent of the earnings of the thirty-seventh through the forty-eighth19 month. The limitations on the computation of average compensation contained in20 this Item shall not apply to any twelve-month period during which compensation21 increased by more than fifteen percent over the previous twelve-month period solely22 because of an increase in compensation by a uniform systemwide increase adopted23 by the state Department of Civil Service and approved by the governor or because24 of a pay adjustment enacted by the legislature.25 (2) "Member" or "members" shall include persons who would be eligible26 for system membership pursuant to R.S. 11:1305 but whose initial date of27 employment began on or after January 1, 2011.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 53 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (3) "Plan" means the New State Police Retirement Plan created by this1 Subpart.2 (4) "System" means the Louisiana State Employees' Retirement System.3 §1353. Eligibility for membership4 Each person who would be eligible for system membership pursuant to R.S.5 11:1305 but whose initial date of employment began on or after January 1, 2011,6 shall become a member of the New State Police Retirement Plan of the system as a7 condition of employment.8 §1354. Eligibility for retirement9 Any member shall be eligible for retirement if he has:10 A. Twenty-five years or more of service, at any age.11 B. Ten years or more of service, at age sixty or thereafter.12 C. Twenty years of service credit at any age, exclusive of military service13 and unused annual and sick leave, but any person retiring under this Paragraph shall14 have his benefit, inclusive of military service credit and allowable unused annual and15 sick leave, actuarially reduced from the earliest age that he would normally become16 eligible for a regular retirement benefit under Subsection A or B of this Section if he17 had continued in service to that age. Any employee who elects to retire under the18 provisions of this Paragraph shall not be eligible to participate in the Back-Deferred19 Retirement Option Program provided by R.S. 11:1312.1.20 §1355. Retirement benefit21 A member shall receive a retirement equal to three and one-third percent of22 average compensation for every year of creditable service in the plan, not to exceed23 one hundred percent of the member's average compensation.24 §1356. Back-Deferred Retirement Option Plan25 A member, except as specified in R.S. 11:1354(C), shall have the option of26 participating in the Back-Deferred Retirement Option Plan in accordance with the27 provisions of R.S. 11:1312.1.28 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 54 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1357. Disability retirement1 A. Upon approval of a member's retirement based upon a total and2 permanent disability resulting solely from injuries sustained in the performance of3 his official duties, a member shall receive a disability benefit equal to seventy-five4 percent of his average compensation regardless of years of service. This benefit is5 payable only if the injury or injuries were sustained while on active duty status.6 B. If a member's disability occurs for reasons other than in the performance7 of his duties and the member has earned at least ten years of service credit in this8 Plan, then the member shall be entitled to disability benefits under the provisions of9 R.S. 11:1313(B)(2).10 C. The disability retirement procedures contained in R.S. 11:216 through 22511 which are not in conflict with this Section shall apply to members.12 §1358. Survivor's benefit for members killed in the line of duty13 A. If a member's death occurs in the line of duty or is a direct result of an14 injury sustained while in the line of duty, survivor benefits shall be payable to15 qualified survivors as provided for in this Section, except that a survivor shall be16 eligible for benefits under this Section without regard to the amount of time that the17 surviving spouse was married to the deceased member and without regard to the18 amount of time that the deceased was a member of this plan. This benefit is payable19 only if the injury or injuries were sustained while on active duty status.20 B. If the member has a surviving spouse, minor, or handicapped or mentally21 incapacitated child or children, the amount of the total benefit shall equal eighty22 percent of the member's average compensation. The benefit shall be shared equally23 by the surviving spouse and children. When a child who is not handicapped or24 mentally incapacitated no longer meets the definition of minor child under R.S.25 11:1301, his benefit shall cease, and the remaining beneficiaries shall have their26 shares adjusted accordingly.27 HLS 10RS-260 ORIGINAL HB NO. 1337 Page 55 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. §1359. Survivor's benefit for death other than in the line of duty1 The surviving spouse or children of any active member whose death occurs2 other than in the performance of his duties shall have the same pension rights as3 provided in R.S. 11:1323.4 Section 2. R.S. 24:36(M) is hereby enacted to read as follows:5 §36. Additional benefits payable to legislators; certain legislative personnel;6 governor; lieutenant governor; political subdivision service credit; credit for7 service previously rendered; additional contributions; computation of8 benefits payable; membership9 * * *10 M. Beginning January 1, 2011, the provisions of this Subpart shall not be11 applicable to any person whose first employment making him eligible for12 membership in any public retirement system, plan, or fund, began on or after such13 date.14 Section 3. The cost of this Act, if any, shall be funded through additional employee15 contributions as provided in this Act and with additional employer contributions in16 compliance with Article X, Section 29(E)(5)(b) of the Constitution of Louisiana.17 Section 4. This Act shall become effective on January 1, 2011.18 DIGEST The digest printed below was prepared by House Legislative Services. It constitutes no part of the legislative instrument. The keyword, one-liner, abstract, and digest do not constitute part of the law or proof or indicia of legislative intent. [R.S. 1:13(B) and 24:177(E)] Robideaux HB No. 1337 Abstract: For members hired on or after January 1, 2011, changes the benefit structure and employee contribution rates for the four state retirement systems: the Louisiana State Employees' Retirement System (LASERS), the Teachers' Retirement System of Louisiana (TRSL), the State Police Pension and Retirement System (LSPRS), and the Louisiana School Employees' Retirement System (LSERS). Proposed law generally makes changes to the benefit structure of the four state retirement systems, which are the Louisiana State Employees' Retirement System (LASERS), the Teachers' Retirement System of Louisiana (TRSL), the Louisiana School Employees' Retirement System (LSERS), and the State Police Pension and Retirement System (LSPRS), for members hired on or after January 1, 2011, in the following respects: (1)Employee contribution rates. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 56 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2)Final average compensation. (3)Benefit accrual rates. (4)Retirement eligibility. (5)Disability benefits. (6)Survivor benefits. Present law, relative to LASERS, provides generally for several plans for that provide enhanced benefits (ie. retirement benefits, disability benefits, survivor benefits, etc) to certain individuals: (1)Wildlife agents of the enforcement division of the Dept. of Wildlife and Fisheries. (2)Wardens, correctional officers, security personnel, and probation and parole officers employed by the Dept. of Public Safety and Corrections (DPS&C). (3)Full-time law enforcement personnel, supervisors, and administrators who are employed with the Dept. of Revenue, office of alcohol and tobacco control, who are Peace Officers Standard and Training (P.O.S.T.)-certified, who have the power to arrest, and who hold a commission from such office. (4)Peace officers, as defined by R.S. 40:2402(3)(a), employed by the DPS&C, office of state police, other than state troopers. (5)Judges. (6)The governor, lieutenant governor and certain legislators. (7)The Clerk of the House and Secretary of the Senate, and the Sergeant at arms of the House and Senate. Proposed law closes all such subplans and eliminates such enhanced benefit provision within LASERS relative to such persons listed above, who are hired on or after Jan. 1, 2011. Provides for consolidation of all hazardous duty personnel in LASERS into the newly created Hazardous Duty Services Plan within LASERS, regardless of whether such persons receive enhanced benefits under present law. Further provides that the individuals referenced in (5), (6), and (7) above, who are hired on or after Jan. 1, 2011, will receive the same benefits as rank-and-file members. Proposed law generally creates the Hazardous Duty Services Plan within LASERS for certain law enforcement personnel hired on or after Jan. 1, 2011, who are members of LASERS, and provides that members of existing hazardous duty plans may retain membership in those plans. Provides that with respect to any matters not addressed within the provisions of the Hazardous Duty Services Plan, the generally applicable LASERS provisions shall apply. The law enforcement personnel eligible for the Hazardous Duty Services Plan include the following persons hired on or after Jan. 1, 2011: (1)Wildlife agents of the enforcement division of the Dept. of Wildlife and Fisheries. (2)Wardens, correctional officers, security personnel, and probation and parole officers employed by the DPS&C. (3)Employees of the bridge police section of the Crescent City Connection Division of the DOTD. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 57 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (4)Full-time law enforcement personnel, supervisors, and administrators who are employed with the Dept. of Revenue, office of alcohol and tobacco control, who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (5)Peace officers, as defined by R.S. 40:2402(1)(a), employed by the DPS&C, office of state police, other than state troopers. (6)Arson investigators employed by the office of state fire marshal who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (7)Park rangers employed by the Dept. of Culture, Recreation and Tourism, office of state parks, who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (8)Campus police officers employed by the various colleges and universities, who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (9)Hospital security officers employed by LSU Health Sciences Center, who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (10)Investigators of the Dept. of Justice who are in a position required to be P.O.S.T.- certified. (11)All personnel employed in a position required to be P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office, who are otherwise members of LASERS and are not members of any other retirement system. Proposed law, establishes within LSPRS a plan similar to the LASERS Hazardous Duty Service Plan, called the New State Police Retirement Plan, for members of LSPRS hired on or after Jan. 1, 2011. EMPLOYEE CONTRIBUTIONS Present law establishes the employee contribution rates in the following amounts for members of the four state retirement systems: (1)LASERS: Rank-and-file state employees - 7.5% if hired on or before June 30, 2006; 8% if hired on or after July 1, 2006. (2)LASERS: Judges, court officers, the governor, lieutenant governor and certain legislators - 11.5%. (3)LASERS: Certain correctional employees employed by the Department of Public Safety and Corrections; peace officers employed by the Department of Public Safety and Corrections, office of state police, other than state troopers; and personnel employed by the Department of Revenue, office of alcohol and tobacco control, as provided in R.S. 11:444(A)(2)(c) - 9%. (4)LASERS: Clerk of the House and Secretary of the Senate - 9.5%. (5)LASERS: Wildlife Agents - 9.5%. (6)LASERS: Bridge police of the Crescent City Connection Division of the Department of Transportation and Development - 8.5%. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 58 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (7)TRSL: 8% for regular members, 9.1% for School lunch Plan A members, and 5% for School Lunch Plan B members. (8)LSERS: 7.5%. (8)LSPRS: 8.5%. Proposed law requires members of state retirement systems hired on or after Jan. 1, 2011, to pay employee contributions equal to one-half of the system's normal cost. AVERAGE COMPENSATI ON I. LASERS Present law provides that, for purposes of retirement benefit computation, average compensation of a LASERS rank-and-file members hired on or before June 30, 2006, shall be based on the 36 highest successive months of employment or on the highest 36 successive joined months of employment where interruption of service occurred. The earnings to be considered for the first, second, and last 12-month period shall not increase by more than 25% ('anti-spiking' provisions). Present law provides the same 36-month average compensation provisions apply to certain persons, regardless of hire date, who receive an additional benefit pursuant to present law (certain peace officers, wildlife agents, public safety services employees, judicial administrators, judges, certain legislators, the governor, lieutenant governor, the clerk and sergeant-at-arms of the House of Representatives, the secretary and the sergeant-at-arms of the Senate). Present law provides that, for any rank-and-file member hired on or after July 1, 2006, average compensation shall be calculated over a 60-month period, and the anti-spiking provisions prohibit an increase in earnings over 15% each year of such period. Proposed law retains present law but provides that persons hired on or after Jan. 1, 2011, who would receive an additional benefit pursuant to present law (certain peace officers, wildlife agents, public safety services employees, judicial administrators, judges, certain legislators, the governor, lieutenant governor, the clerk and sergeant-at-arms of the House of Representatives, the secretary and the sergeant-at-arms of the Senate), shall be have their average compensation calculated over a 60-month period, and shall be subject to the 15% anti-spiking if hired on or after Jan. 1, 2011. II.TRSL Present law provides that average compensation for a teacher shall mean the three highest consecutive years of employment or the three highest joined successive years where break in service occurred. Furthermore, anti-spiking provisions prohibit an increase in earnings over 10% each year of such period. Proposed law retains present law but provides that average compensation for any teacher hired on or after January 1, 2011, shall be calculated over the highest five years, and the anti- spiking provisions relative to such persons prohibit an increase in earnings over 15% each year of such period. III.LSERS Present law provides that average compensation for a school employee hired on or before June 30, 2006, shall mean the three highest consecutive years of employment or the three highest joined successive years where break in service occurred. Provides that average compensation for any school employee hired on or after July 1, 2006, shall be calculated HLS 10RS-260 ORIGINAL HB NO. 1337 Page 59 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. over five years. Furthermore, anti-spiking provisions prohibit an increase in earnings over 10% each year of such period. Proposed law retains present law with regard to the 5-year FAC, but provides that for members hired on or after Jan, 1, 2011, the anti-spiking provisions relative to such persons prohibit an increase in earnings over 15% each year of such period. IV.LSPRS Present law provides that average compensation for a member of the system hired before September 8, 1978, shall be based on the highest one-year period. Present law provides that average compensation for a member of the system hired on or after September 8, 1978, shall be based on the highest three-year period. Furthermore, anti- spiking provisions prohibit an increase in earnings over 25% during any year of such period. Proposed law retains present law but, pursuant to the New State Police Retirement Plan created under proposed law, provides that for any member of the system hired on or after Jan.1, 2011, average compensation shall be calculated over the highest five years. Furthermore, anti-spiking provisions prohibit an increase in earnings over 15% during any year in such period. RETIREMENT ELIGIBILITY I. LASERS Present law provides for retirement eligibility for members of LASERS. Rank-and-file members hired on or before June 30, 2006, may retire: (1) at age 60 with 10 years of service credit; (2) at age 55 with 25 years of service credit; (3) at any age with 30 years of service credit; and (4) at any age with 20 years of service credit, but subject to an actuarial reduction of benefits. Provides that rank-and-file members hired on or after July 1, 2006, may only retire at age 60 with 10 years of service credit. Proposed law retains present law for rank-and-file members. Present law also provides various eligibility provisions for several hazardous duty subplans within LASERS, including plans for: (1)Wildlife agents of the enforcement division of the Dept. of Wildlife and Fisheries: (a)10 years of service at age 55 if hired before July 1, 2003. (b)20 years of service at any age if hired before July 1, 2003. (c)10 years of service at age 60 if hired on or after July 1, 2003. (d)25 years of service at any age if hired on or after July 1, 2003. (2)Wardens, correctional officers, security personnel, and probation and parole officers employed by the Dept. of Public Safety and Corrections: (a)10 years of service at age 60. (b)25 years of service at any age. (3)Full-time law enforcement personnel, supervisors, and administrators who are employed with the Dept. of Revenue, office of alcohol and tobacco control, who are Peace Officers Standard and Training (P.O.S.T.)-certified, who have the power to arrest, and who hold a commission from such office: (a)10 years of service at age 60. (b)25 years of service at any age. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 60 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (c)20 years of service at any age but subject to an actuarial reduction of benefits. (4)Peace officers, employed by the Dept. of Public Safety and Corrections, office of state police, other than state troopers: (a)10 years of service at age 60. (b)25 years of service at age 55. (c)30 years of service at any age. (c)20 years of service at any age but subject to an actuarial reduction of benefits. (5)Bridge police in the Crescent City Connection Division of the Department of Transportation and Development: (a)10 years of service at age 60. (b)25 years of service at any age. (c)20 years of service at any age but subject to an actuarial reduction of benefits. Proposed law retains present law for hazardous duty personnel hired on or before Dec. 31, 2010. However, pursuant to the Hazardous Duty Services Plan created by proposed law, any hazardous duty personnel hired on or after Jan. 1, 2011, shall only be eligible to retire with: (a)10 years of service at age 60. (b)25 years of service at age 55. Present law provides a subplan within LASERS for Judges and court officers containing special retirement eligibility requirements and benefit provisions: (a)10 years as a judge / court officer at age 65. (b)18 years as a judge / court officer at any age. (c)20 years of service at age 50 (with 12 years served as judge / court officer). (d)12 years at age 55 (with 12 years served as judge / court officer). (e)Age 70 with no service requirements. Proposed law retains present law for judges and court officers hired on or before Dec. 31, 2010. However, any judges or court officers hired on or after Jan. 1, 2011, shall only be eligible to retire with 10 years of service at age 60. II.TRSL Present law provides for retirement eligibility for members of TRSL. Members hired before July 1, 1999, may retire: (1) at the age of 60 with 5 years of service credit; or (2) at any age with 20 years of service credit. Members hired on or afer July 1, 1999, may retire: (1) at the age of 60 with 5 years of service credit; (2) at the age of 55 with 25 years of service credit; (3) at any age with 30 years of service credit; and (4) at any age with 20 years of service credit but subject to an actuarial reduction in benefits. Proposed law retains present law but provides that present law's retirement eligibility requirements apply only to members hired on or before Dec. 31, 2010. Provides that members hired on or after Jan. 1, 2011, may only retire at age 60 with 10 years of service credit. III.LSERS Present law provides for retirement eligibility for members of LSERS. Members may retire: (1) at the age of 60 with 10 years of service credit; (2) at the age of 55 with 25 years of HLS 10RS-260 ORIGINAL HB NO. 1337 Page 61 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. service credit; (3) at any age with 30 years of service credit; and (4) at any age with 20 years of service credit but subject to an actuarial reduction in benefits. Proposed law retains present law but provides that present law's retirement eligibility requirements apply only to members hired on or before Dec. 31, 2010. Provides that members hired on or after Jan. 1, 2011, may only retire at age 60 with 10 years of service credit. IV.LSPRS Present law provides that a member of LSPRS may retire if he has: (1)10 years of service at age 50. (2)20 years of service at any age, if hired before September 8, 1978. (3)25 years of service at any age, if hired on or after September 8, 1978. Proposed law retains present law but provides that, in accordance with the New State Police Retirement Plan established under proposed law, a member of LSPRS hired on or after Jan. 1, 2011, shall only be able to retire if he has: (1)10 years of service at age 60. (2)25 years of service at age 55. V. GOVERNOR, LIEUTENANT GOVERNOR, LEGISLATORS, HOUSE CLERK, SERGEANT-AT-ARMS, SENATE SECRETARY, STATE TREASURER. Present law provides the following retirement eligibility provisions for the governor, legislators, the clerk or sergeant-at-arms of the House of Representatives, the secretary or sergeant-at-arms of the Senate, and the state treasurer, in any actuarially-funded retirement system: 20 years of service (at least 12 served in the designated position) at age 50 (or the age requirement of the system of which he is a member). Present law also permits the governor, lieutenant governor, or member of the legislature to retire with: (1)16 years in such position at any age. (2)12 years in such position at age 55. Proposed law provides that such members, hired or elected on or after Jan. 1, 2011, shall only be eligible for retirement with 10 years of service at age 60. BENEFIT ACCRUAL RATE Present law generally provides for a benefit calculation formula for each state system typically consisting of: [(years of service) x (accrual rate)] x (average compensation)], where the accrual rate is a percentage of pay, typically equal to 2.5%, 3%, 3 and 1/3%, or 3.5%, depending on the member's job classification and the retirement system he in. I. LASERS Present law provides for an accrual rate of 2.5% for rank-and-file members, and 3% to 3 and 1/3% for certain hazardous duty personnel. Also provides for a 2.5% accrual rate with an extra 1% accrual for every year of service as a judge or court officer. Present law Provides for a 3 and 1/3% accrual rate for the following groups: (1)Wildlife agents of the enforcement division of the Dept. of Wildlife and Fisheries. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 62 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2)Wardens, correctional officers, security personnel, and probation and parole officers employed by the DPS&C. (3)Full-time law enforcement personnel, supervisors, and administrators who are employed with the Dept. of Revenue, office of alcohol and tobacco control, who are P.O.S.T.-certified, who have the power to arrest, and who hold a commission from such office. (4)Peace officers, as defined by R.S. 40:2402(1)(a), employed by the DPS&C, office of state police, other than state troopers. Proposed law provides, pursuant to the Hazardous Duty Services Plan created by proposed law, that all hazardous duty personnel in such plan hired on or after Jan. 1, 2011, shall receive a 3 and 1/3% accrual rate. Furthermore, proposed law eliminates the extra 1% accrual for years of service as a judge or court officer, for such persons hired on or after Jan. 1, 2011. II.LSERS Present law, relative to members of LSERS, provides for accrual rates of 2.5%, 3%, or 3 and 1/3%, depending on the member's retirement date. Proposed law retains present law, but provides that members hired on or after January 1, 2011, shall only receive an accrual rate of 2.5%. III.LSPRS Present law, relative to members of LSPRS, provides for accrual rates of 3 and 1/3%. Proposed law's New State Police Retirement Plan retains present law. IV.Governor, Lieutenant Governor, Legislators, House Clerk, Sergeant-at-arms, Senate Secretary Present law provides for an extra 1% accrual rate in any actuarially-funded retirement system for every year of service as a the governor, a legislator, the clerk or sergeant-at-arms of the House of Representatives, and the secretary or sergeant-at-arms of the Senate. Proposed law retains present law but eliminates the extra 1% accrual for years of service as for such persons hired on or after January 1, 2011. DISABILITY RETIREMENT I. LASERS - injuries not sustained in the line of duty Present law provides a variety of disability retirement provisions for the following groups of employees for injuries sustained not in the line of duty: (1)Rank-and-file members hired on or before June 30, 2006, or peace officers, enforcement personnel in the Dept. of Revenue, office of alcohol and tobacco control, judges, the governor, lieutenant governor, the clerk and sergeant-at-arms of the House of Representatives, the secretary and the sergeant-at-arms of the Senate, regardless of hire date - Must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit that is the same as provided under the regular retirement provisions applicable to them. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 63 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. (2)Rank-and-file members hired on or after July 1, 2006 - Must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit calculated based on a 2.5% accrual rate. (3)Wildlife agents - Must have 10 years of service credit. Shall receive disability benefits equal to 75% of their regular retirement benefit. Proposed law retains present law for rank-and-file members. Furthermore, provides that judges, the governor, lieutenant governor, the clerk and sergeant-at-arms of the House of Representatives, the secretary and the sergeant-at-arms of the Senate, hired on or after Jan. 1, 2011, shall be treated as rank-and-file and shall receive the same disability as rank-and- file members in (2) above for injuries not sustained in the line of duty. Proposed law provides that disability benefits for all hazardous duty personnel hired on or after Jan. 1, 2011, pursuant to the Hazardous Duty Services Plan established in proposed law, must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit based on a 3 and 1/3% accrual rate for injuries not sustained in the line of duty. II.LASERS - injuries sustained in the line of duty Present law provides a variety of disability retirement provisions for the following groups of hazardous duty personnel for injuries sustained in the line of duty: (1)Wildlife agents - 60% of FAC (Final Average Compensation) with 10 years of service credit. (2)Corrections officers - 40% of (FAC) if less than 10 years of service credit. If he has 10 or more years of service, his disability retirement benefit shall be the greater of 40% of FAC or the amount that he would have received under regular retirement. (3)Peace officers - Same as not in the line of duty above. (4)Enforcement personnel in the Dept. of Revenue, office of alcohol and tobacco control - Same as not in the line of duty above. Proposed law provides that hazardous duty personnel hired on or after Jan. 1, 2011, subject to the Hazardous Duty Services Plan established by proposed law shall receive a disability benefit equal to 75% of FAC for injuries sustained in the line of duty. III.TRSL Present law provides that members who have 5 years of service credit shall receive a disability benefit equal to 2.5% x Years of service x FAC, which shall not be less than the lesser of: (1) 40% of the minimum beginning teacher salary; or (2) 75% of FAC. Present law also provides a multitude of benefits to the surviving spouse and children upon the disability retiree’s death. Proposed law provides that a member hired on or after Jan. 1, 2011, must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit that is the same as provided under the regular retirement provisions applicable to them. Upon the death of the disability retiree, the normal retirement benefit payment options selected by the retiree shall apply. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 64 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. IV.LSERS Present law provides that members hired on or before June 30, 2006, must have 5 years of service credit in order to receive a disability benefit, which benefit shall equal 2.5% x years of service x FAC, but shall not be less than 33 and 1/3% of FAC. Members hired on or after July 1, 2006, must have 10 years of service credit in order to receive a disability benefit, which benefit shall equal 3% x years of service x FAC. Upon the disability retiree’s death, the surviving spouse shall receive 75% of the retiree’s disability benefit. Proposed law provides that a member hired on or after Jan. 1, 2011, must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit that is the same as provided under the regular retirement provisions applicable to them (2.5% x years of service x FAC for members hired on or after Jan. 1, 2011). Upon the death of the disability retiree, the normal retirement benefit payment options selected by the retiree shall apply. V. LSPRS Present law provides that a member must have 5 years of service credit in order to receive a disability benefit for injuries not sustained in the line of duty. Such members shall receive a disability benefit equal to 50% of FAC + 1.5% of FAC for every year of service in excess of 10 years. Proposed law provides that in accordance with the New State Police Retirement Plan established by proposed law, members hired on or after Jan 1., 2011, must have 10 years of service credit in order to receive a disability benefit. Such members shall receive a disability benefit that is the same as provided under the regular retirement provisions applicable to them (3 and 1/3% x years of service x FAC) for injuries not sustained in the line of duty. Present law provides that a member may receive a disability benefit for injuries sustained in the line of duty regardless of years of service credit. Such members shall receive a disability benefit equal to 50% of FAC + 1.5% of FAC for every year of service in excess of 10 years. Proposed law provides that in accordance with the New State Police Retirement Plan established by proposed law, members hired on or after Jan 1., 2011, shall receive a disability benefit equal to 75% of FAC for injuries sustained in the line of duty. SURVIVOR BENEFITS I. LASERS - death not sustained in the line of duty Present law provides for benefits payable to surviving spouses and children upon the death of a member not yet retired who dies other than in the line of duty. Present law provides for different survivor benefit amounts for surviving spouses and children typically expressed as a percentage of FAC. Provides that a spouse with children shall receive 25% of FAC for the spouse and 50% of FAC for the children. A spouse with no children shall receive 50% of FAC. Children with no surviving spouse shall receive 75% of FAC divided equally among them. Proposed law retains present law for members hired on or before Dec. 31, 2010, but for members hired on or after Jan. 1, 2011, provides that a spouse with children shall receive 50% of what the member’s normal retirement benefit would have been. Additionally, any children shall each receive 50% of what the spouse would be entitled to under proposed law. A spouse with no children shall receive an actuarially reduced benefit. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 65 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. II.LASERS - death sustained in the line of duty Present law provides for numerous survivor benefits payable to surviving spouses and children of the wildlife agents and correctional officers who die while in the line of duty. Proposed law provides, pursuant to the Hazardous Duty Service Plan established by proposed law, that for hazardous duty personnel hired on or after Jan. 1, 2011, the surviving spouse and children of a member in hazardous duty services who dies in the line of duty shall receive 80% of FAC, which benefit shall be shared equally between the spouse and children. III.TRSL Present law provides that upon the death of member not yet retired, a spouse with children shall receive 50% of what the member’s normal retirement benefit would have been. Additionally, any children shall each receive 50% of what the spouse would be entitled to under present law. A spouse with no children shall receive an actuarially reduced benefit. Proposed law retains present law IV.LSERS Present law provides that upon the death of member not yet retired, a surviving spouse with children shall receive 75% of FAC, 1/3 of which shall go to the spouse and 2/3 to go to the children. Children with no surviving spouse shall receive 75% of FAC. A spouse with no child shall receive 50% of FAC. Proposed law retains present law for members hired on or before Dec. 31, 2010, but for members hired on or after Jan. 1, 2011, provides that a spouse with children shall receive 50% of what the member’s normal retirement benefit would have been. Additionally, any children shall each receive 50% of what the spouse would be entitled to under proposed law. A spouse with no children shall receive an actuarially reduced benefit. V. LSPRS - survivor benefits for death not sustained in the line of duty Present law provides for benefits payable to surviving spouses and children upon the death of a member not yet retired who dies other than in the line of duty. Provides that a surviving spouse shall receive a survivor benefit equal to 25% of FAC in the member had less than 5 years of service credit; 30% of FAC if he had more than 5 but less than 10 years of service credit; 40% if he had at least 10 but less than 15 years of service credit; and 50% if he had at least 15 but less than 20 years. If the member had 20 or more years of service the surviving spouse shall receive a benefit equal to what the member’s regular retirement benefit would have been. Surviving children, without a surviving spouse, shall receive the greater of 60% of FAC or the regular retirement that the member would have received. Provides that in lieu of a surviving spouse or children, the member’s parents shall receive 25% of FAC. Proposed law retains present law for members hired on or before Dec. 31, 2010, but for members hired on or after Jan. 1, 2011, provides that a spouse with children shall receive 50% of what the member’s normal retirement benefit would have been. Additionally, any children shall each receive 50% of what the spouse would be entitled to under proposed law. A spouse with no children shall receive an actuarially reduced benefit. VI.LSPRS - survivor benefits for death sustained in the line of duty Present law provides that for a death sustained in the line of duty a member’s surviving spouse shall receive 75% of the salary being received by the member. Surviving children, without a surviving spouse, shall receive 75% of FAC. HLS 10RS-260 ORIGINAL HB NO. 1337 Page 66 of 66 CODING: Words in struck through type are deletions from existing law; words underscored are additions. Proposed law provides, pursuant to the New State Police Plan established by proposed law, that for members hired on or after Jan. 1, 2011, the surviving spouse and children of a member in hazardous duty services who dies in the line of duty shall receive 80% of FAC, which benefit shall be shared equally between the spouse and children. Proposed law requires that any cost of proposed law be funded with additional employee and employer contributions in compliance with Art. X, Sec. 29(E)(5)(b) of the state constitution. Effective Jan. 1, 2011. (Amends R.S. 11:203, 211, 212, 214, 231, 403(5), 441(A) and (F), 444(A), 461(B), 471(A), 478(A), 551, 553 (intro. para.), 581, 601(B), 602, 701(5)(a), (b), and (c)(i), 761(A)(3), 768(B)(2), 778(C) and (D), 779, 1002(6)(b), 1141(A) and (C)(1)(a), 1144(B)(2)(a) and (3), 1147(C)(2)(b), 1151(A), 1307(A), 1310(A), 1313(B)(introductory paragraph), 1316(A), 1317(A)(1)(introductory paragraph), 1318(A), 1319, 1320(A), 1321(A)(1), 1322(A)(introductory paragraph); Adds R.S. 11:62(14), 471.1, R.S. 11:611-619, 761(A)(4), 779.1, 1002(6)(c) 1144(B)(4), 1147(C)(2)(a)(iii), 1151.1, 1313(C), 1323, 1323.1, 1351 - 1359 and R.S. 24:36(M))