Massachusetts 2025 2025-2026 Regular Session

Massachusetts House Bill H28 Introduced / Bill

                    1 of 8
HOUSE DOCKET, NO. 28       FILED ON: 1/2/2025
HOUSE . . . . . . . . . . . . . . . No. 28
The Commonwealth of Massachusetts
_______________
In the One Hundred and Ninety-Fourth General Court
(2025-2026)
_______________
An Act relative to pension forfeiture.
Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority 
of the same, as follows:
1 SECTION 1. Paragraph (m) of subdivision 1 of section 5 of chapter 32 of the general 
2laws, as appearing in the 2014 Official Edition, is hereby amended in line 76 by adding after the 
3word “contrary”, the following: “except as provided in section 15 of this chapter,”. 
4 SECTION 2. Subdivision 1 of section 10 of chapter 32 of the general laws, as appearing 
5in the 2014 Official Edition, is hereby amended by striking the phrase “without moral turpitude 
6on his part” in lines 6,9,84 	and 126. 
7 SECTION 3. Section 15 of chapter 32 of the general laws is hereby amended by striking 
8everything after the title and inserting in place thereof the following new section 15. 
9 Section 15. 
10 (1) Initiation of Forfeiture Proceedings. Proceedings under this section may be initiated 
11by the board or the commission. The board shall notify the member by certified mail when 
12proceedings are initiated. If the member refuses the delivery of the mail, it shall be deemed to  2 of 8
13have been received. Unless otherwise agreed to by the parties, a hearing shall be held no less 
14than ten days nor more than ninety days after the member has received notification. The board 
15shall conduct the hearing pursuant to the provisions of 840 CMR 10.12. The board shall prepare 
16and file with its clerk or secretary a certificate containing its findings and decision, copies of 
17which shall be sent to the proper parties within fifteen days after completion of such hearing. 
18 (2) Forfeiture of a retirement allowance upon conviction. Upon final conviction of a 
19felony criminal offense involving violation of the laws applicable to a member’s office or 
20position or arising out of and in the course of their employment, a member shall be subject to the 
21forfeiture provisions of this section. A retirement board, upon notification of such conviction of a 
22member, must hold a hearing to determine whether the crimes for which a member was 
23convicted involved the laws applicable to the member’s office or position or if said criminal 
24offenses were committed while the member was in the course of his or her employment, the total 
25value of the member’s potential retirement benefits, and the amount of said benefits which shall 
26be forfeited. For the purposes of this section, ‘criminal offense involving violation of the laws 
27applicable to a member’s office or position,’ shall also include, but not be limited to, in the case 
28of a member whose primary job responsibilities involve contact with children or any member of 
29the Massachusetts Teachers’ Retirement System or a teacher who is a member of the Boston 
30Retirement System, a conviction for knowing purchase or possession of visual material of a child 
31depicted in sexual conduct 	under section 29C of chapter 272 of the general laws, or a conviction 
32of a sex offense involving a child as defined in section 178C of chapter 6 of the general laws 
33whom the member has contact with as part of his or her official duties, or a conviction of any 
34other sex offense or sexually violent offense, as those terms are defined in said section 178C, in 
35which the victim was any person under the age of 18.  3 of 8
36 (3) Forfeiture amount. Any member with ten or more years of creditable service on the 
37date of the offense who is subject to forfeiture under the foregoing paragraph (2) shall forfeit 
38their retirement allowance as determined by the board. A member’s allowance shall be reduced 
39by either one-third, two-thirds, to a minimum allowance or their right to an allowance shall be 
40forfeited entirely. Such minimum allowance shall be equal to the amount a member would 
41receive in group 1 having ten years of creditable service and at the minimum age for a group 1 
42employee; provided that in no event shall a member whose pension has been reduced to the 
43minimum allowance be eligible for any retirement benefit prior to reaching the minimum age for 
44a group 1 employee; and provided further that, except in cases of total forfeiture, a reduced 
45retirement allowance shall not be reduced below the amount of the annual annuity portion. Such 
46reduced allowance shall be payable for the life of the member; provided that, if the member 
47retires having elected option (c) the beneficiary shall receive, upon the death of the member, the 
48option (c) survivor benefit as if forfeiture had not occurred, based on the age and actual 
49creditable service at the time of the member’s retirement, if the board determines, after a hearing 
50as specified by the Board, that the beneficiary has proven by substantial evidence that they (i) 
51had no role in the illegal conduct for which the member was convicted, (ii) did not have 
52knowledge of the illegal conduct, and (iii) did not commit nor conspire to commit the murder or 
53voluntary manslaughter of the member upon whom the retirement allowance is based. In the 
54event the entire allowance is forfeited, the member shall not be entitled to receive a retirement 
55allowance under the provisions of section one to 28, nor shall any beneficiary be entitled to 
56receive a retirement allowance under such provisions on account of such member. Further, in the 
57event of total forfeiture, unless otherwise prohibited by law, a member or beneficiary shall 
58receive only a return of their accumulated total deductions; provided, however, that the rate of  4 of 8
59regular interest for the purpose of calculating accumulated total deductions shall be zero. Any 
60retirement allowance received by a member up to the decision of total forfeiture by a board shall 
61be offset against and reduce the accumulated total deductions otherwise due the member. In 
62determining the amount of the forfeiture the board must consider and make findings of fact 
63relative to the following factors: 
64 (1) the severity of the crime for which the member was convicted including the sentence 
65imposed as well as the maximum sentence provided for by law; 
66 (2) the amount of monetary loss suffered by the state, municipality, political subdivision, 
67or by any other person as a result of the crime for which the member was convicted or the 
68financial gain realized by the member; 
69 (3) the degree of public trust reposed in the member by virtue of the member’s office or 
70position and the degree to which it was violated; 
71 (4) if the crime was part of a fraudulent scheme against the state or political subdivision, 
72the role of the member in the fraudulent scheme; 
73 (5) any recommendation by the prosecuting attorney or their office to the degree of 
74forfeiture; and 
75 (6) any such other factors as, in the judgment of the board, justice may require. 
76 Any member who has had their retirement allowance forfeited entirely or has had a 
77portion of their retirement allowance forfeited under this paragraph shall be ineligible to become 
78a member of a different retirement system and is also prohibited from increasing their allowance  5 of 8
79from the forfeited amount except by cost of living increases granted pursuant to sections 102 and 
80103. 
81 Any member who has had their retirement allowance forfeited entirely or has had a 
82portion of their retirement allowance forfeited under this paragraph shall cease to be an active 
83member of the retirement system and shall be ineligible for membership in any retirement 
84system. 
85 (4) Forfeiture for members having less than ten years of creditable service. Any member, 
86having less than ten years of creditable service on the date the offense is committed, who upon 
87conviction is subject to the provisions of this section shall forfeit all rights to a retirement 
88allowance based upon any creditable service prior to and after the date of the offense and shall 
89receive a return of his accumulated total deductions; provided, however, that the rate of regular 
90interest for the purpose of calculating accumulated total deductions shall be zero. The member 
91shall thereupon cease to be a member in the retirement system and shall be ineligible to become 
92a member of any retirement system. 
93 (5) Notification. If a current employer, last employer, the attorney general or a district 
94attorney becomes aware of a final conviction of a member of a retirement system under 
95circumstances which may require forfeiture of the member's rights to a pension, or retirement 
96allowance pursuant to this chapter, section 59 of chapter 30 or section 25 of chapter 268A, they 
97shall immediately notify the retirement board and the commission of such conviction. 
98 (6) Repayment of allowance. If a member's final conviction of an offense results in a 
99forfeiture of rights under this chapter, the member shall forfeit, and the board shall require the 
100member to repay all benefits in excess of the allowable amount received after the date of the  6 of 8
101offense of which the member was convicted. Following a member’s conviction and partial 
102forfeiture, the member’s retirement allowance will be reduced, upon such terms and conditions 
103as the board may determine, until all excess payment amounts are recovered. 
104 (7) Misreported Salary. In no event shall any member be entitled to receive a retirement 
105allowance under this chapter, which is based upon a salary that was concealed from or 
106knowingly misreported to the commonwealth, or any 	political subdivision, district or authority of 
107the commonwealth. If a member concealed compensation from or knowingly misreported 
108compensation to an entity to which the member was required to report the compensation, even if 
109the reporting was not required for purposes of calculating the member's retirement allowance, the 
110member's retirement allowance shall be based only upon the regular compensation actually 
111reported to that entity or the amount reported to the board, whichever is lower. Unless otherwise 
112prohibited by law, such member shall receive a return of any accumulated total deductions paid 
113on amounts in excess of the compensation actually reported, but no interest shall be payable on 
114the accumulated deductions returned to the member. The board shall notify the commission of 
115any proceedings commenced pursuant to this subdivision and shall provide any and all 
116documents relating to said proceedings upon request of the commission. Notwithstanding the 
117waiver provisions of paragraph (a) of subdivision 3 of section 21 of chapter 32 of the general 
118laws any calculations performed pursuant to this section will be submitted to the commission for 
119approval. 
120 (8) Appeal of Forfeiture. Any person who is aggrieved by a decision made pursuant to 
121this section regarding the forfeiture of all or any portion of a member’s retirement allowance 
122under this section may, within thirty days after the certification of the decision bring a petition in 
123the superior court. This action shall be commenced in the Massachusetts Superior Court covering  7 of 8
124the geographic area in which a member resides or was convicted, or in Suffolk Superior Court. 
125The court shall review all legal issues under a de novo standard, but may base its determination 
126either on the administrative record below, or may, in its discretion, request additional evidence. 
127 (9) Restitution. In no event shall any member after final conviction of an offense 
128involving the funds or property of any governmental unit in which or by which he is employed or 
129was employed at the time of his retirement or termination of service, as the case may be, or of 
130any system of which he is a member, be entitled to receive a retirement allowance or a return of 
131his accumulated total deductions under the provisions of sections one to twenty-eight inclusive, 
132nor shall any beneficiary be entitled to receive any benefits under such provisions on account of 
133such member, unless and until full restitution for any such misappropriation has been made. 
134Restitution may be made using all or a portion of the total deductions of the member on account 
135with a retirement system. If restitution is made using the accumulated total deductions of the 
136member on account with a retirement system then the annuity portion of any retirement 
137allowance will be reduced when a retirement allowance becomes effective or when a retirement 
138allowance is resumed, as the case may be. The pension portion of the retirement allowance shall 
139remain unchanged from the allowance determined using the accumulated total deductions in the 
140member’s account prior to restitution. 
141 SECTION 4. Subdivision 3 of section 16 of said chapter 32 is hereby amended in line 63 
142by striking the phrase: “or any member who is aggrieved by any action taken or decision of a 
143board or the public employee retirement administration commission rendered with reference to 
144his dereliction of duty as set forth in section 15,”.  8 of 8
145 SECTION 5. Subdivision 3 of section 16 of said chapter 32 is hereby amended in line 
146113 by adding after the word “rendered”: , except decisions made or actions taken pursuant to 
147section 15 of this chapter,. 
148 SECTION 6. Section 105 of said chapter 32 is hereby amended by adding the following 
149paragraph; 
150 (d) Any member having had their retirement allowance forfeited entirely or having had 
151any portion of their retirement allowance forfeited pursuant to section 15 of this chapter shall be 
152ineligible for reinstatement to service under the provisions of this section. 
153 SECTION 7. Paragraph (b) of subdivision (2) of section (8) of chapter 32 is hereby 
154amended by inserting in line 105 after the word “compensation”: ; provided, however, that any 
155member who has had their retirement allowance forfeited entirely or had any portion of their 
156retirement allowance forfeited pursuant to section 15 shall not become an active member of the 
157retirement system upon reinstatement but shall contribute to the deferred compensation fund 
158established by section 64D of chapter 29.