Alabama 2023 Regular Session

Alabama Senate Bill SB61

Introduced
3/7/23  

Caption

Relating to the Teachers' Retirement System and the Employees' Retirement System; to amend Sections 16-25-26 and 36-27-8.2, Code of Alabama 1975, and to add Sections 16-25-25.2 and 36-27-8.3 to the Code of Alabama 1975; to temporarily revise the eligibility and compensation of retirees of either system for participating in either system after retirement.

Impact

If enacted, SB61 would significantly amend current laws relating to the compensation of retirees and their ability to engage in employment post-retirement. Previously, retirees faced stricter limits and limitations on the types of work they could pursue without jeopardizing their benefits. By increasing the income threshold and allowing for more post-retirement work opportunities, the bill positions itself as a means to both support retirees seeking additional income and to potentially address workforce shortages in certain sectors by enabling experienced professionals to return to work.

Summary

SB61 aims to revise the eligibility and compensation guidelines for retirees under the Teachers' Retirement System and the Employees' Retirement System in Alabama. The bill allows retirees to work for any employer participating in these systems without losing their retirement allowance, provided they adhere to a 90-day break in service after retirement and their earned income remains below a specified threshold. Initially set at $52,000 for 2023, this limit will be adjusted annually based on the Consumer Price Index, ensuring that retirees can gradually earn more over time while still benefiting from their pensions.

Contention

While many lawmakers support the increased flexibility for retirees, there are concerns regarding its long-term impacts on the retirement systems and the overall workforce landscape. Opponents argue that increasing the income limits may lead to fewer individuals actively contributing to the retirement systems, as retired individuals may opt to work part-time instead of those roles being filled by younger, active contributors. This could result in a financial strain on the systems over time if not properly managed. Moreover, the potential for retirees to occupy roles that might otherwise be available for new entrants into the job market raises questions about equitable job opportunities for the younger workforce.

Companion Bills

No companion bills found.

Previously Filed As

AL SB339

Retirement Systems of Alabama; to provide a benefit increase for certain retirees of the ERS and the TRS

AL SB216

Employees' Retirement System; retired firemedics, return to work without suspension of retirement allowance

AL HB621

Teachers' Retirement System of Alabama, future Alabama High School Athletic Association employees prohibited from participating

AL HB504

Public Investments; to prohibit Board of Control of Employees' Retirement Systems of Alabama and Teachers' Retirement Systems of Alabama from investing with restricted entities affiliated with Communist Chinese military companies

AL HB136

Retirement, deferred retirement option plan (DROP), options for Tier I and Tier II Teacher Retirement System members to participate, reopened

AL SB166

Jefferson County, General Retirement System for Employees of Jefferson County, amended to identify the Personnel Board of Jefferson County as the civil service system of the county

AL HB190

Jefferson County, General Retirement System for Employees of Jefferson County, amended to identify the Personnel Board of Jefferson County as the civil service system of the county

AL HB123

Teachers' Retirement System, reopened to allow purchase of credit in the system for prior service rendered to the St. Clair County DAY Program, Inc.

AL HB255

Employees' Retirement System of Alabama, State Police Tier II Plan members paid for up to 80 hours unused annual leave over 480 hours per year

AL HB279

Teachers' Retirement System; officers and employees of Lauderdale County Teacher's Credit Union authorized to participate

Similar Bills

AL HB376

Teachers' Retirement System and Employees' Retirement System, to revise temporarily the eligibility and compensation of retirees for participating in either system after retirement, Secs. 16-25-25.2, 36-27-8.3 added; Secs. 16-25-26, 36-27-8.2 am'd.

AL HB41

Relating to the Employees' Retirement System; to amend Section 36-27-8.2, Code of Alabama 1975, to temporarily permit certain retired individuals performing duties as school resource officers or as correctional officers to serve without suspension of his or her retirement allowance.

CA AB1788

Sex trafficking: hotels: actual knowledge or reckless disregard: civil penalty.

AL HB36

State employees, retired under ERS or TRS, compensation increased which does not affect retirement, Secs. 16-25-26, 36-27-8.2 am'd.

CA AB2192

Public agencies: cost accounting standards.

SC S0107

Retirement earning limitations

PA HB1242

Providing for Keystone State Apprenticeship Tax Credit.

PA HB891

Providing for Keystone State Apprenticeship Tax Credit; establishing the Keystone State Apprenticeship Tax Credit Program; and imposing duties on the Department of Labor and Industry.