North Carolina 2023-2024 Regular Session

North Carolina Senate Bill S729

Introduced
4/6/23  
Refer
4/10/23  
Refer
4/13/23  
Report Pass
4/19/23  
Refer
4/19/23  
Report Pass
4/25/23  
Refer
4/25/23  
Report Pass
4/26/23  
Engrossed
5/2/23  
Refer
5/3/23  
Refer
6/1/23  
Report Pass
6/6/23  
Refer
6/6/23  
Report Pass
6/6/23  
Enrolled
6/7/23  
Chaptered
6/19/23  

Caption

CBBC Working Group Changes

Impact

The enactment of S729 will modify the existing contributions framework under G.S. 135-8, providing public school boards with a clearer guideline on how to calculate and certify contributions for retiree pensions. Notably, the bill introduces a system where additional employer contributions are structured based on the relative difference between local supplement amounts and state-funded salaries. Consequently, if local supplements exceed 20% of the salary from State funds, school boards may face increased contribution requirements, which could influence budgeting and funding for local education systems.

Summary

Senate Bill 729, also known as the Anti-Pension Spiking Contribution-Based Benefit Cap Law, revises the framework governing how retirement benefits are calculated and funded for public school employees in North Carolina. This bill specifically addresses the issue of pension spiking, which occurs when a public employee's final salary is artificially inflated before retirement to increase pension benefits. The legislation seeks to ensure a fair method for calculating retirement contributions and provides mechanisms for resolving disputes regarding these contributions.

Sentiment

The sentiment around S729 seems to be largely neutral to positive, reflecting a collective understanding of the need for clearer regulations on pension contributions and the intention to eliminate potential abuses in the pension systems. Multiple stakeholders, including educators and financial auditors, appear to support the bill as it aims to create long-term sustainability for the retirement system while safeguarding taxpayer interests. However, some concerns remain among school districts about the financial implications of increased employer contributions.

Contention

While the overall consensus was supportive, points of contention arose related to the practical implementation of the new contribution requirements. Critics argued that the thresholds set for determining additional contributions could place financial burdens on local education authorities, particularly those in areas with tight budgets. Additionally, the ability for the Department of State Treasurer to resolve legal disputes involving contribution adjustments was seen as expansive, raising questions about oversight and the rights of local administrations.

Companion Bills

No companion bills found.

Previously Filed As

NC H1055

Working Families and Small Businesses Act

NC HB1337

Relative to the state retirement systems, makes changes to the benefits for persons hired on or after January 1, 2011 (EN -$13,070,780 FC EX)

NC S652

Investing in North Carolina Act

NC H581

Investing in North Carolina Act

NC H201

Retirement Admin. Changes Act of 2023-AB

NC S187

Teacher Licensure Changes

NC S332

2023 Appropriations Act Changes

NC H192

Salary Adjustments and Budget Offsets

NC H988

2024 Retirement Technical Corrections

NC HB569

Relative to the Harbor Police Retirement System for the port of New Orleans, makes comprehensive changes to the provisions of such system (EN INCREASE APV)

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