Louisiana 2018 Regular Session

Louisiana Senate Bill SB11

Introduced
1/24/18  
Introduced
1/24/18  
Refer
1/24/18  
Refer
1/24/18  
Refer
3/12/18  
Report Pass
3/13/18  
Report Pass
3/13/18  
Engrossed
3/15/18  
Refer
3/19/18  
Refer
3/19/18  
Report Pass
4/27/18  
Report Pass
4/27/18  
Enrolled
5/15/18  
Enrolled
5/15/18  
Chaptered
5/20/18  
Passed
5/20/18  

Caption

Provides for certain eligible rollover distributions. (6/30/18) (EN NO IMPACT APV)

Impact

The impact of SB11 is significant as it simplifies the rollover process for members of the Clerks' of Court Retirement and Relief Fund. By allowing individuals to directly rollover their eligible distributions to various retirement plans without incurring immediate tax repercussions, the bill provides greater flexibility and security in retirement planning. This adjustment in state law aligns with broader federal regulations concerning retirement savings and distributions.

Summary

Senate Bill No. 11, introduced by Senator Peacock, aims to amend existing legislation regarding the Clerks' of Court Retirement and Relief Fund in Louisiana. The bill specifically focuses on enabling eligible rollover distributions for members and former members of the fund. The proposed changes seek to clarify the conditions under which these rollovers can occur, thereby providing more options for individuals managing their retirement accounts.

Sentiment

The sentiment surrounding SB11 appears to be generally positive, as there is a clear recognition of the need for more accessible retirement options for public servants affected by this regulation. Lawmakers and stakeholders have expressed support for the bill, understanding its potential to improve the financial wellness of members at the time of retirement. The unanimous support during the voting process further reflects the bipartisan agreement on the necessity of these amendments.

Contention

Notable points of contention may arise regarding how these changes interact with existing pension frameworks and their long-term fiscal impact on the state’s retirement system. While the bill promotes individual choice and flexibility in managing retirement funds, concerns may be voiced regarding the sustainability and funding of the retirement system as more individuals opt for rollovers. Lawmakers will need to ensure that these adjustments do not inadvertently compromise the financial stability of the retirement fund.

Companion Bills

No companion bills found.

Previously Filed As

LA HB9

Provides for definitions relative to rollovers of sums between the Firefighters' Retirement System and other qualified plans under the provisions of the Internal Revenue Code (EN NO IMPACT APV)

LA SB20

Provides for compliance with federal tax qualification standards. (7/1/14) (EN NO IMPACT APV)

LA SB191

Provides relative to compliance with applicable federal tax qualification requirements for Teachers' Retirement System of Louisiana, Louisiana School Employees' Retirement System, and State Police Pension and Retirement System. (7/1/10) (EN NO IMPACT APV)

LA HB41

Provides relative to the federal tax qualification status of the system (EN INCREASE APV)

LA SB12

Provides for survivor benefits. (6/30/18) (EN NO IMPACT APV)

LA HB481

Relative to the La. Assessors' Retirement Fund, provides for compliance with applicable federal tax qualification requirements (EN NO IMPACT APV)

LA SB14

Provides for a hybrid plan for rank and file members. (2/3 - CA 10s29(F)) (6/30/18) (EG INCREASE APV)

LA SB16

Provides relative to investment of lump-sum benefits. (6/30/19) (EN NO IMPACT APV)

LA HB4665

Retirement: state police; membership in the retirement system of certain law enforcement officers first hired after certain date; provide for, and allow for purchasing service credit for certain law enforcement officers' service under the state employees' retirement system. Amends secs. 3 & 4 of 1986 PA 182 (MCL 38.1603 & 38.1604).

LA SB0165

Retirement: state police; membership in the retirement system of certain law enforcement officers first hired after certain date; provide for, and allow for purchasing service credit for certain law enforcement officers' service under the state employees' retirement system. Amends secs. 3 & 4 of 1986 PA 182 (MCL 38.1603 & 38.1604). TIE BAR WITH: SB 0166'23, SB 0167'23

Similar Bills

IN SB0066

Solvent supervised estates.

MI HB6259

Probate: trusts; charitable organization as a qualified trust beneficiary; modify. Amends secs. 7103 & 7110 of 1998 PA 386 (MCL 700.7103 & 700.7110).

MI HB5814

Probate: other; prima facie evidence that transfer is made for value; modify to reflect repeal of the state real estate transfer tax act. Amends sec. 3912 of 1998 PA 386 (MCL 700.3912). TIE BAR WITH: HB 5811'24

TX HB3085

Relating to the independent administration of a decedent's estate.

LA HB9

Provides for definitions relative to rollovers of sums between the Firefighters' Retirement System and other qualified plans under the provisions of the Internal Revenue Code (EN NO IMPACT APV)

CA SB1159

Uniform Fiduciary Income and Principal Act.

LA HB41

Provides relative to the federal tax qualification status of the system (EN INCREASE APV)

IN SB0067

Small estates.