1 | 1 | | 82R27767 TJS-F |
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2 | 2 | | By: Duncan S.B. No. 1671 |
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3 | 3 | | (Truitt) |
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4 | 4 | | Substitute the following for S.B. No. 1671: No. |
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5 | 5 | | |
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6 | 6 | | |
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7 | 7 | | A BILL TO BE ENTITLED |
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8 | 8 | | AN ACT |
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9 | 9 | | relating to the Teacher Retirement System of Texas. |
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10 | 10 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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11 | 11 | | SECTION 1. Subsection (i), Section 411.081, Government |
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12 | 12 | | Code, as amended by Chapters 183 (H.B. 1830), 780 (S.B. 1056), 816 |
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13 | 13 | | (S.B. 1599), and 1027 (H.B. 4343), Acts of the 81st Legislature, |
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14 | 14 | | Regular Session, 2009, is reenacted and amended to read as follows: |
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15 | 15 | | (i) A criminal justice agency may disclose criminal history |
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16 | 16 | | record information that is the subject of an order of nondisclosure |
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17 | 17 | | under Subsection (d) to the following noncriminal justice agencies |
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18 | 18 | | or entities only: |
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19 | 19 | | (1) the State Board for Educator Certification; |
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20 | 20 | | (2) a school district, charter school, private school, |
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21 | 21 | | regional education service center, commercial transportation |
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22 | 22 | | company, or education shared service arrangement; |
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23 | 23 | | (3) the Texas Medical Board; |
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24 | 24 | | (4) the Texas School for the Blind and Visually |
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25 | 25 | | Impaired; |
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26 | 26 | | (5) the Board of Law Examiners; |
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27 | 27 | | (6) the State Bar of Texas; |
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28 | 28 | | (7) a district court regarding a petition for name |
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29 | 29 | | change under Subchapter B, Chapter 45, Family Code; |
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30 | 30 | | (8) the Texas School for the Deaf; |
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31 | 31 | | (9) the Department of Family and Protective Services; |
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32 | 32 | | (10) the Texas Youth Commission; |
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33 | 33 | | (11) the Department of Assistive and Rehabilitative |
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34 | 34 | | Services; |
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35 | 35 | | (12) the Department of State Health Services, a local |
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36 | 36 | | mental health service, a local mental retardation authority, or a |
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37 | 37 | | community center providing services to persons with mental illness |
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38 | 38 | | or retardation; |
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39 | 39 | | (13) the Texas Private Security Board; |
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40 | 40 | | (14) a municipal or volunteer fire department; |
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41 | 41 | | (15) the Texas Board of Nursing; |
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42 | 42 | | (16) a safe house providing shelter to children in |
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43 | 43 | | harmful situations; |
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44 | 44 | | (17) a public or nonprofit hospital or hospital |
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45 | 45 | | district; |
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46 | 46 | | (18) the Texas Juvenile Probation Commission; |
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47 | 47 | | (19) the securities commissioner, the banking |
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48 | 48 | | commissioner, the savings and mortgage lending commissioner, or the |
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49 | 49 | | credit union commissioner; |
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50 | 50 | | (20) the Texas State Board of Public Accountancy; |
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51 | 51 | | (21) the Texas Department of Licensing and Regulation; |
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52 | 52 | | (22) the Health and Human Services Commission; |
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53 | 53 | | (23) the Department of Aging and Disability Services; |
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54 | 54 | | (24) the Texas Education Agency; [and] |
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55 | 55 | | (25) the Guardianship Certification Board; [and] |
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56 | 56 | | (26) a county clerk's office in relation to a |
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57 | 57 | | proceeding for the appointment of a guardian under Chapter XIII, |
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58 | 58 | | Texas Probate Code; |
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59 | 59 | | (27) [(25)] the Department of Information Resources |
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60 | 60 | | but only regarding an employee, applicant for employment, |
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61 | 61 | | contractor, subcontractor, intern, or volunteer who provides |
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62 | 62 | | network security services under Chapter 2059 to: |
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63 | 63 | | (A) the Department of Information Resources; or |
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64 | 64 | | (B) a contractor or subcontractor of the |
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65 | 65 | | Department of Information Resources; |
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66 | 66 | | (28) [(25)] the Court Reporters Certification Board; |
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67 | 67 | | [and] |
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68 | 68 | | (29) [(25)] the Texas Department of Insurance; and |
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69 | 69 | | (30) the Teacher Retirement System of Texas. |
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70 | 70 | | SECTION 2. Subchapter F, Chapter 411, Government Code, is |
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71 | 71 | | amended by adding Section 411.0971 to read as follows: |
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72 | 72 | | Sec. 411.0971. ACCESS TO CRIMINAL HISTORY RECORD |
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73 | 73 | | INFORMATION: TEACHER RETIREMENT SYSTEM OF TEXAS. (a) The Teacher |
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74 | 74 | | Retirement System of Texas is entitled to obtain from the |
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75 | 75 | | department, the Federal Bureau of Investigation Criminal Justice |
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76 | 76 | | Information Services Division, or another law enforcement agency |
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77 | 77 | | criminal history record information maintained by the department, |
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78 | 78 | | division, or agency that relates to a person who: |
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79 | 79 | | (1) is an employee or an applicant for employment with |
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80 | 80 | | the retirement system; |
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81 | 81 | | (2) is a consultant, contract employee, independent |
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82 | 82 | | contractor, intern, or volunteer for the retirement system or an |
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83 | 83 | | applicant to serve in one of those positions; |
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84 | 84 | | (3) proposes to enter into a contract with or has a |
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85 | 85 | | contract with the retirement system to perform services for or |
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86 | 86 | | supply goods to the retirement system; or |
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87 | 87 | | (4) is an employee or subcontractor, or an applicant |
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88 | 88 | | to be an employee or subcontractor, of a contractor that provides |
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89 | 89 | | services to the retirement system. |
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90 | 90 | | (b) Criminal history record information obtained by the |
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91 | 91 | | Teacher Retirement System of Texas under Subsection (a) may not be |
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92 | 92 | | released or disclosed to any person except: |
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93 | 93 | | (1) on court order; |
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94 | 94 | | (2) with the consent of the person who is the subject |
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95 | 95 | | of the criminal history record information; or |
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96 | 96 | | (3) to a federal agency as required by federal law or |
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97 | 97 | | executive order. |
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98 | 98 | | (c) The Teacher Retirement System of Texas shall destroy |
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99 | 99 | | criminal history record information obtained under this section |
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100 | 100 | | after the information is used for the purposes authorized by this |
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101 | 101 | | section. |
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102 | 102 | | (d) The Teacher Retirement System of Texas may provide a |
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103 | 103 | | copy of the criminal history record information obtained from the |
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104 | 104 | | department, the Federal Bureau of Investigation Criminal Justice |
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105 | 105 | | Information Services Division, or other law enforcement agency to |
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106 | 106 | | the individual who is the subject of the information. |
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107 | 107 | | (e) The failure or refusal of an employee or applicant to |
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108 | 108 | | provide the following on request constitutes good cause for |
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109 | 109 | | dismissal or refusal to hire: |
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110 | 110 | | (1) a complete set of fingerprints; |
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111 | 111 | | (2) a true and complete name; or |
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112 | 112 | | (3) other information necessary for a law enforcement |
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113 | 113 | | entity to obtain criminal history record information. |
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114 | 114 | | SECTION 3. Subchapter F, Chapter 551, Government Code, is |
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115 | 115 | | amended by adding Section 551.130 to read as follows: |
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116 | 116 | | Sec. 551.130. BOARD OF TRUSTEES OF TEACHER RETIREMENT |
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117 | 117 | | SYSTEM OF TEXAS: QUORUM PRESENT AT ONE LOCATION. (a) In this |
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118 | 118 | | section, "board" means the board of trustees of the Teacher |
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119 | 119 | | Retirement System of Texas. |
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120 | 120 | | (b) This chapter does not prohibit the board or a board |
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121 | 121 | | committee from holding an open or closed meeting by telephone |
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122 | 122 | | conference call. |
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123 | 123 | | (c) The board or a board committee may hold a meeting by |
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124 | 124 | | telephone conference call only if a quorum of the applicable board |
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125 | 125 | | or board committee is physically present at one location of the |
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126 | 126 | | meeting. |
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127 | 127 | | (d) A telephone conference call meeting is subject to the |
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128 | 128 | | notice requirements applicable to other meetings. The notice must |
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129 | 129 | | also specify: |
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130 | 130 | | (1) the location of the meeting where a quorum of the |
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131 | 131 | | board or board committee, as applicable, will be physically |
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132 | 132 | | present; and |
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133 | 133 | | (2) the intent to have a quorum present at that |
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134 | 134 | | location. |
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135 | 135 | | (e) The location where a quorum is physically present must |
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136 | 136 | | be open to the public during the open portions of a telephone |
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137 | 137 | | conference call meeting. The open portions of the meeting must be |
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138 | 138 | | audible to the public at the location where the quorum is present |
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139 | 139 | | and be tape-recorded at that location. The tape recording shall be |
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140 | 140 | | made available to the public. |
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141 | 141 | | (f) The location of the meeting shall provide two-way |
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142 | 142 | | communication during the entire telephone conference call meeting, |
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143 | 143 | | and the identification of each party to the telephone conference |
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144 | 144 | | call must be clearly stated before the party speaks. |
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145 | 145 | | (g) The authority provided by this section is in addition to |
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146 | 146 | | the authority provided by Section 551.125. |
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147 | 147 | | (h) A member of the board who participates in a board or |
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148 | 148 | | board committee meeting by telephone conference call but is not |
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149 | 149 | | physically present at the location of the meeting is not considered |
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150 | 150 | | to be absent from the meeting for any purpose. The vote of a member |
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151 | 151 | | of the board who participates in a board or board committee meeting |
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152 | 152 | | by telephone conference call is counted for the purpose of |
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153 | 153 | | determining the number of votes cast on a motion or other |
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154 | 154 | | proposition before the board or board committee. |
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155 | 155 | | (i) A member of the board may participate remotely by |
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156 | 156 | | telephone conference call instead of by being physically present at |
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157 | 157 | | the location of a board meeting for not more than one board meeting |
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158 | 158 | | per calendar year. A board member who participates remotely in any |
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159 | 159 | | portion of a board meeting by telephone conference call is |
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160 | 160 | | considered to have participated in the entire board meeting by |
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161 | 161 | | telephone conference call. For purposes of the limit provided by |
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162 | 162 | | this subsection, remote participation by telephone conference call |
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163 | 163 | | in a meeting of a board committee does not count as remote |
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164 | 164 | | participation by telephone conference call in a meeting of the |
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165 | 165 | | board, even if: |
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166 | 166 | | (1) a quorum of the full board attends the board |
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167 | 167 | | committee meeting; or |
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168 | 168 | | (2) notice of the board committee meeting is also |
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169 | 169 | | posted as notice of a board meeting. |
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170 | 170 | | (j) A person who is not a member of the board may not speak |
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171 | 171 | | at the meeting from a remote location by telephone conference call, |
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172 | 172 | | except as provided by Section 551.129. |
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173 | 173 | | SECTION 4. Subchapter C, Chapter 552, Government Code, is |
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174 | 174 | | amended by adding Section 552.153 to read as follows: |
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175 | 175 | | Sec. 552.153. EXCEPTION: NAME OF APPLICANT FOR EXECUTIVE |
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176 | 176 | | DIRECTOR, CHIEF INVESTMENT OFFICER, OR CHIEF AUDIT EXECUTIVE OF |
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177 | 177 | | TEACHER RETIREMENT SYSTEM OF TEXAS. The name of an applicant for |
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178 | 178 | | the position of executive director, chief investment officer, or |
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179 | 179 | | chief audit executive of the Teacher Retirement System of Texas is |
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180 | 180 | | excepted from the requirements of Section 552.021, except that the |
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181 | 181 | | board of trustees of the Teacher Retirement System of Texas must |
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182 | 182 | | give public notice of the names of three finalists being considered |
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183 | 183 | | for one of those positions at least 21 days before the date of the |
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184 | 184 | | meeting at which the final action or vote is to be taken on choosing |
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185 | 185 | | a finalist for employment. |
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186 | 186 | | SECTION 5. Section 804.003, Government Code, is amended by |
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187 | 187 | | amending Subsections (f) and (g) and adding Subsection (p) to read |
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188 | 188 | | as follows: |
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189 | 189 | | (f) A domestic relations order is a qualified domestic |
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190 | 190 | | relations order only if such order: |
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191 | 191 | | (1) clearly specifies the: |
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192 | 192 | | (A) name[, social security number,] and last |
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193 | 193 | | known mailing address[, if any,] of: |
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194 | 194 | | (i) the member or retiree; and |
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195 | 195 | | (ii) [the name, social security number, and |
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196 | 196 | | mailing address of] each alternate payee covered by the order; and |
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197 | 197 | | (B) social security number, or an express |
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198 | 198 | | authorization for the parties to use an alternate method acceptable |
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199 | 199 | | to the public retirement system to verify the social security |
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200 | 200 | | number, of the member or retiree and each alternate payee covered by |
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201 | 201 | | the order; |
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202 | 202 | | (2) clearly specifies the amount or percentage of the |
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203 | 203 | | member's or retiree's benefits to be paid by a public retirement |
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204 | 204 | | system to each such alternate payee or the manner in which such |
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205 | 205 | | amount or percentage is to be determined; |
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206 | 206 | | (3) clearly specifies the number of payments or the |
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207 | 207 | | period to which such order applies; |
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208 | 208 | | (4) clearly specifies that such order applies to a |
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209 | 209 | | designated public retirement system; |
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210 | 210 | | (5) does not require the public retirement system to |
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211 | 211 | | provide any type or form of benefit or any option not otherwise |
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212 | 212 | | provided under the plan; |
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213 | 213 | | (6) does not require the public retirement system to |
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214 | 214 | | provide increased benefits determined on the basis of actuarial |
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215 | 215 | | value; |
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216 | 216 | | (7) does not require the payment of benefits to an |
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217 | 217 | | alternate payee which are required to be paid to another alternate |
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218 | 218 | | payee under another order previously determined to be a qualified |
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219 | 219 | | domestic relations order; and |
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220 | 220 | | (8) does not require the payment of benefits to an |
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221 | 221 | | alternate payee before the retirement of a member, the distribution |
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222 | 222 | | of a withdrawal of contributions to a member, or other distribution |
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223 | 223 | | to a member required by law. |
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224 | 224 | | (g) A public retirement system may reject a domestic |
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225 | 225 | | relations order as a qualified domestic relations order unless the |
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226 | 226 | | order: |
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227 | 227 | | (1) provides for a proportional reduction of the |
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228 | 228 | | amount awarded to an alternate payee in the event of the retirement |
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229 | 229 | | of the member before normal retirement age; |
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230 | 230 | | (2) does not purport to require the designation of a |
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231 | 231 | | particular person as the recipient of benefits in the event of a |
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232 | 232 | | member's or annuitant's death; |
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233 | 233 | | (3) does not purport to require the selection of a |
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234 | 234 | | particular benefit payment plan or option; |
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235 | 235 | | (4) provides clearly for each possible benefit |
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236 | 236 | | distribution under plan provisions; |
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237 | 237 | | (5) does not require any action on the part of the |
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238 | 238 | | retirement system contrary to its governing statutes or plan |
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239 | 239 | | provision other than the direct payment of the benefit awarded to an |
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240 | 240 | | alternate payee; |
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241 | 241 | | (6) does not make the award of an interest contingent |
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242 | 242 | | on any condition other than those conditions resulting in the |
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243 | 243 | | liability of a retirement system for payments under its plan |
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244 | 244 | | provisions; |
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245 | 245 | | (7) does not purport to award any future benefit |
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246 | 246 | | increases that are provided or required by the legislature; [and] |
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247 | 247 | | (8) provides for a proportional reduction of the |
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248 | 248 | | amount awarded to an alternate payee in the event that benefits |
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249 | 249 | | available to the retiree or member are reduced by law; and |
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250 | 250 | | (9) if required by the retirement system, conforms to |
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251 | 251 | | a model order adopted by the retirement system. |
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252 | 252 | | (p) A public retirement system may assess administrative |
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253 | 253 | | fees on a party who is subject to a domestic relations order for the |
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254 | 254 | | review of the order under this subchapter and, as applicable, for |
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255 | 255 | | the administration of payments under an order that is determined to |
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256 | 256 | | be qualified. In addition to other methods of collecting fees that |
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257 | 257 | | a retirement system may establish, the retirement system may deduct |
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258 | 258 | | fees from payments made under the order. |
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259 | 259 | | SECTION 6. Subdivision (15), Section 821.001, Government |
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260 | 260 | | Code, is amended to read as follows: |
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261 | 261 | | (15) "School year" means[: |
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262 | 262 | | [(A)] a 12-month period beginning [approximately] |
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263 | 263 | | September 1 and ending [approximately] August 31 of the next |
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264 | 264 | | calendar year[; or |
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265 | 265 | | [(B) for a member whose contract or oral or |
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266 | 266 | | written work agreement begins after June 30 and continues after |
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267 | 267 | | August 31 of the same calendar year, a period not to include more |
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268 | 268 | | than 12 months beginning on the date the contract or agreement |
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269 | 269 | | begins]. |
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270 | 270 | | SECTION 7. Section 821.008, Government Code, is amended to |
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271 | 271 | | read as follows: |
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272 | 272 | | Sec. 821.008. PURPOSE OF RETIREMENT SYSTEM. (a) The |
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273 | 273 | | purpose of the retirement system is to invest and protect funds of |
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274 | 274 | | the retirement system and to deliver the benefits provided by |
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275 | 275 | | statute, not to advocate or influence legislative action or |
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276 | 276 | | inaction or to advocate higher benefits. |
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277 | 277 | | (b) This section does not prohibit comments by an employee |
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278 | 278 | | of the retirement system on federal laws, regulations, or other |
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279 | 279 | | official actions or proposed actions affecting or potentially |
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280 | 280 | | affecting the retirement system that are made in accordance with |
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281 | 281 | | policies adopted by the board. |
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282 | 282 | | SECTION 8. Section 821.010(a), Government Code, is amended |
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283 | 283 | | to read as follows: |
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284 | 284 | | (a) Not later than June 1, 2016, and every fifth year |
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285 | 285 | | thereafter [of each year], the retirement system shall provide to |
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286 | 286 | | the comptroller, for the purpose of assisting the comptroller in |
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287 | 287 | | the identification of persons entitled to unclaimed property |
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288 | 288 | | reported to the comptroller, the name, address, social security |
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289 | 289 | | number, and date of birth of each member, retiree, and beneficiary |
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290 | 290 | | from the retirement system's records. |
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291 | 291 | | SECTION 9. Section 823.002, Government Code, is amended by |
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292 | 292 | | adding Subsection (b) to read as follows: |
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293 | 293 | | (b) A member shall notify the retirement system in writing |
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294 | 294 | | of membership service that has not been properly credited by the |
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295 | 295 | | retirement system on an annual statement. The member must provide |
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296 | 296 | | verification and make deposits as required by the retirement system |
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297 | 297 | | before the service may be credited. A member must notify the |
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298 | 298 | | retirement system of the service in writing on or before the last |
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299 | 299 | | day of the fifth school year after the end of the school year in |
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300 | 300 | | which the service was rendered for the service to be credited. |
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301 | 301 | | SECTION 10. The heading to Section 823.304, Government |
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302 | 302 | | Code, is amended to read as follows: |
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303 | 303 | | Sec. 823.304. USERRA [REEMPLOYED VETERAN'S] CREDIT. |
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304 | 304 | | SECTION 11. Subsections (a), (c), and (d), Section 823.304, |
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305 | 305 | | Government Code, are amended to read as follows: |
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306 | 306 | | (a) A person eligible to establish USERRA [reemployed |
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307 | 307 | | veteran's] credit is one who qualifies under the Uniformed Services |
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308 | 308 | | Employment and [Veteran's] Reemployment Rights Act of 1994 (38 |
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309 | 309 | | U.S.C. Section 4301[, 2021] et seq.), for the benefits of |
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310 | 310 | | reemployment in a position included within the membership of the |
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311 | 311 | | retirement system and who is entitled under that Act to additional |
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312 | 312 | | credit and benefits from the retirement system because of the |
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313 | 313 | | person's active duty in the armed forces of the United States. |
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314 | 314 | | (c) A person may establish credit under this section by |
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315 | 315 | | depositing with the retirement system for each year of service |
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316 | 316 | | claimed an amount equal to[: |
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317 | 317 | | [(1)] the member contributions to the retirement |
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318 | 318 | | system, as determined by the retirement system, that the person |
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319 | 319 | | would have made had the person continued to be employed in the |
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320 | 320 | | person's former position covered by the retirement system during |
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321 | 321 | | the entire period of active duty in the armed forces for which the |
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322 | 322 | | person is to receive retirement credit[; and |
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323 | 323 | | [(2) a fee of five percent, compounded annually, of |
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324 | 324 | | the required contribution from the date of the person's first |
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325 | 325 | | eligibility to establish the credit to the date of deposit]. |
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326 | 326 | | (d) To the extent required by the Uniformed Services |
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327 | 327 | | Employment and [Veteran's] Reemployment Rights Act of 1994 (38 |
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328 | 328 | | U.S.C. Section 4301 et seq.), and permitted by Sections 401(a) and |
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329 | 329 | | 415 of the Internal Revenue Code of 1986 (26 U.S.C. Sections 401 and |
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330 | 330 | | 415), the retirement system may: |
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331 | 331 | | (1) grant the person service credit for the period of |
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332 | 332 | | active duty in the armed forces as if the person had been employed |
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333 | 333 | | in a position eligible for membership and credit with the |
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334 | 334 | | retirement system if the person establishes credit by making the |
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335 | 335 | | required deposits, or, if the person has not made the required |
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336 | 336 | | deposits, consider the period of active duty for the purpose of |
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337 | 337 | | determining whether the person meets the length-of-service |
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338 | 338 | | eligibility requirements for retirement or other benefits |
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339 | 339 | | administered by the retirement system as if the person had |
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340 | 340 | | established the credit; and |
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341 | 341 | | (2) include in relevant benefit computations under |
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342 | 342 | | this subtitle the annual compensation, as determined by the |
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343 | 343 | | retirement system, that would have been otherwise received by the |
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344 | 344 | | person for service covered by the retirement system during any year |
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345 | 345 | | in which the person had active duty in the armed forces. |
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346 | 346 | | SECTION 12. Subsection (c), Section 823.401, Government |
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347 | 347 | | Code, is amended to read as follows: |
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348 | 348 | | (c) A member eligible to establish credit under this section |
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349 | 349 | | is one who has at least five years of service credit in the |
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350 | 350 | | retirement system for actual service in public schools, including |
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351 | 351 | | at least one year completed after the relevant out-of-state |
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352 | 352 | | service. |
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353 | 353 | | SECTION 13. Subsections (c), (d), and (e), Section 823.402, |
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354 | 354 | | Government Code, are amended to read as follows: |
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355 | 355 | | (c) A member eligible to establish credit under this section |
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356 | 356 | | is one who: |
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357 | 357 | | (1) has at least five years of service credited |
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358 | 358 | | [credit] in the retirement system before the developmental leave |
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359 | 359 | | occurs; [and] |
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360 | 360 | | (2) has, [is an employee of a public school] at the |
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361 | 361 | | time the required deposits for the credit are paid, at least one |
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362 | 362 | | year of membership service credit in the retirement system |
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363 | 363 | | following the developmental leave; and |
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364 | 364 | | (3) has at least five years of service credited in the |
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365 | 365 | | retirement system at the time the required deposits for the credit |
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366 | 366 | | are paid [is sought]. |
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367 | 367 | | (d) On or before the date a member takes developmental |
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368 | 368 | | leave, the member must [shall] file with the retirement system a |
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369 | 369 | | notice of intent to take developmental leave, and the member's |
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370 | 370 | | employer must [shall] file with the retirement system a |
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371 | 371 | | certification that the leave meets the requirements of Subsection |
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372 | 372 | | (b). The notice of intent and the certification must be in the form |
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373 | 373 | | required by the retirement system. Leave is not creditable in the |
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374 | 374 | | retirement system if the member does not submit notice of intent and |
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375 | 375 | | obtain the certification required by this subsection. |
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376 | 376 | | (e) A member may establish credit under this section by |
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377 | 377 | | depositing with the retirement system for each year of |
---|
378 | 378 | | developmental leave certified the actuarial present value, at the |
---|
379 | 379 | | time of deposit, of the additional standard retirement annuity |
---|
380 | 380 | | benefits that would be attributable to the purchase of the service |
---|
381 | 381 | | credit under this section, based on rates and tables recommended by |
---|
382 | 382 | | the retirement system's actuary and adopted by the board of |
---|
383 | 383 | | trustees [claimed an amount equal to the sum of: |
---|
384 | 384 | | [(1) the rate of member contributions required during |
---|
385 | 385 | | the year of leave, times the member's annual rate of compensation |
---|
386 | 386 | | during the member's most recent year of creditable service that |
---|
387 | 387 | | preceded the year of leave; plus |
---|
388 | 388 | | [(2) the amount that the state would have contributed |
---|
389 | 389 | | had the member performed membership service during the year of |
---|
390 | 390 | | leave at the member's annual rate of compensation during the most |
---|
391 | 391 | | recent year of service that preceded the leave]. |
---|
392 | 392 | | SECTION 14. Subsection (c), Section 823.501, Government |
---|
393 | 393 | | Code, is amended to read as follows: |
---|
394 | 394 | | (c) A member may reinstate canceled credit under this |
---|
395 | 395 | | section by depositing with the retirement system: |
---|
396 | 396 | | (1) the amount withdrawn or refunded; plus |
---|
397 | 397 | | (2) a reinstatement fee of eight [six] percent, |
---|
398 | 398 | | compounded annually, of the amount withdrawn or refunded from the |
---|
399 | 399 | | date of withdrawal or refund to the date of redeposit. |
---|
400 | 400 | | SECTION 15. Subchapter A, Chapter 824, Government Code, is |
---|
401 | 401 | | amended by adding Section 824.008 to read as follows: |
---|
402 | 402 | | Sec. 824.008. DEDUCTIONS FROM AMOUNTS PAYABLE BY THE |
---|
403 | 403 | | RETIREMENT SYSTEM. (a) Notwithstanding Section 821.005, the |
---|
404 | 404 | | retirement system may deduct the amount of a person's indebtedness |
---|
405 | 405 | | to the retirement system from an amount payable by the retirement |
---|
406 | 406 | | system to the person or the person's estate and the distributees of |
---|
407 | 407 | | the estate. |
---|
408 | 408 | | (b) If the retirement system makes a payment to a |
---|
409 | 409 | | participant who is deceased and the payment is not payable, the |
---|
410 | 410 | | retirement system may deduct the amount of the payment from any |
---|
411 | 411 | | amount payable by the retirement system to a person who received the |
---|
412 | 412 | | payment or to that person's estate and distributees of the estate. |
---|
413 | 413 | | SECTION 16. Section 824.1013, Government Code, is amended |
---|
414 | 414 | | by adding Subsection (c-1) to read as follows: |
---|
415 | 415 | | (c-1) Notwithstanding Subsection (c), a beneficiary |
---|
416 | 416 | | designated under this section is entitled on the retiree's death to |
---|
417 | 417 | | receive monthly payments of the survivor's portion of the retiree's |
---|
418 | 418 | | optional retirement annuity for the remainder of the beneficiary's |
---|
419 | 419 | | life if the beneficiary designated at the time of the retiree's |
---|
420 | 420 | | retirement is a trust and the beneficiary designated under this |
---|
421 | 421 | | section is the sole beneficiary of that trust. |
---|
422 | 422 | | SECTION 17. Subsection (a), Section 824.103, Government |
---|
423 | 423 | | Code, is amended to read as follows: |
---|
424 | 424 | | (a) Benefits payable on the death of a member or annuitant, |
---|
425 | 425 | | except an optional retirement annuity under Section 824.204(c)(1), |
---|
426 | 426 | | (c)(2), or (c)(5), are payable, and rights to elect survivor |
---|
427 | 427 | | benefits, if applicable, are available, to one of the classes of |
---|
428 | 428 | | persons described in Subsection (b), if: |
---|
429 | 429 | | (1) the member or annuitant fails to designate a |
---|
430 | 430 | | beneficiary before death; |
---|
431 | 431 | | (2) a designated beneficiary does not survive the |
---|
432 | 432 | | member or annuitant; [or] |
---|
433 | 433 | | (3) a designated beneficiary, under Section 824.004, |
---|
434 | 434 | | waives claims to benefits payable on the death of the member or |
---|
435 | 435 | | annuitant; |
---|
436 | 436 | | (4) a beneficiary designation is revoked under Section |
---|
437 | 437 | | 824.101(g); or |
---|
438 | 438 | | (5) a person is not eligible to receive a benefit under |
---|
439 | 439 | | Section 824.105. |
---|
440 | 440 | | SECTION 18. Section 824.105, Government Code, is amended by |
---|
441 | 441 | | amending Subsections (a), (c), and (d) and adding Subsection (f) to |
---|
442 | 442 | | read as follows: |
---|
443 | 443 | | (a) A benefit payable on the death of a member or annuitant |
---|
444 | 444 | | may not be paid to a person who has been convicted of causing that |
---|
445 | 445 | | death or who is otherwise ineligible under Subsection (f) but |
---|
446 | 446 | | instead is payable to a person who would be entitled to the benefit |
---|
447 | 447 | | had the convicted or otherwise ineligible person predeceased the |
---|
448 | 448 | | decedent. |
---|
449 | 449 | | (c) The retirement system shall reduce any annuity computed |
---|
450 | 450 | | in part on the age of the convicted or otherwise ineligible person |
---|
451 | 451 | | to a lump sum equal to the present value of the remainder of the |
---|
452 | 452 | | annuity. The reduced amount is payable to a person entitled as |
---|
453 | 453 | | provided by this section to receive the benefit. |
---|
454 | 454 | | (d) The retirement system is not required to pay benefits |
---|
455 | 455 | | under this section unless it receives actual notice of the |
---|
456 | 456 | | conviction or other ground of ineligibility of a beneficiary. |
---|
457 | 457 | | However, the retirement system may delay payment of a benefit |
---|
458 | 458 | | payable on the death of a member or annuitant pending the results of |
---|
459 | 459 | | a criminal investigation and of legal proceedings relating to the |
---|
460 | 460 | | cause of death. |
---|
461 | 461 | | (f) A person is ineligible to receive a benefit payable on |
---|
462 | 462 | | the death of a member or annuitant if the person is: |
---|
463 | 463 | | (1) found not guilty by reason of insanity under |
---|
464 | 464 | | Chapter 46C, Code of Criminal Procedure, of causing the death of the |
---|
465 | 465 | | member or annuitant; or |
---|
466 | 466 | | (2) the subject of an indictment, information, |
---|
467 | 467 | | complaint, or other charging instrument alleging that the person |
---|
468 | 468 | | caused the death of the member or annuitant and the person is |
---|
469 | 469 | | determined to be incompetent to stand trial under Chapter 46B, Code |
---|
470 | 470 | | of Criminal Procedure. |
---|
471 | 471 | | SECTION 19. Subsections (a-1) and (b-1), Section 824.202, |
---|
472 | 472 | | Government Code, are amended to read as follows: |
---|
473 | 473 | | (a-1) This subsection applies only to a person who becomes a |
---|
474 | 474 | | member of the retirement system on or after September 1, 2007 |
---|
475 | 475 | | [2006]. A member subject to this subsection is eligible to retire |
---|
476 | 476 | | and receive a standard service retirement annuity if: |
---|
477 | 477 | | (1) the member is at least 65 years old and has at |
---|
478 | 478 | | least five years of service credit in the retirement system; or |
---|
479 | 479 | | (2) the member is at least 60 years old and has at |
---|
480 | 480 | | least five years of service credit in the retirement system and the |
---|
481 | 481 | | sum of the member's age and amount of service credit in the |
---|
482 | 482 | | retirement system equals the number 80. |
---|
483 | 483 | | (b-1) This subsection applies only to a person who becomes a |
---|
484 | 484 | | member of the retirement system on or after September 1, 2007 |
---|
485 | 485 | | [2006]. If a member subject to this subsection is at least 55 years |
---|
486 | 486 | | old and has at least five years of service credit in the retirement |
---|
487 | 487 | | system, but does not meet the requirements under Subsection (d-1), |
---|
488 | 488 | | the member is eligible to retire and receive a service retirement |
---|
489 | 489 | | annuity reduced from the standard service retirement annuity |
---|
490 | 490 | | available under Subsection (a-1)(1), to a percentage derived from |
---|
491 | 491 | | the following table: |
---|
492 | 492 | | Age at date of 55 56 57 58 59 60 61 62 63 64 65 Age at date of 55 56 57 58 59 60 61 62 63 64 65 |
---|
493 | 493 | | Age at date of 55 56 57 58 59 60 61 62 63 64 65 |
---|
494 | 494 | | retirement retirement |
---|
495 | 495 | | retirement |
---|
496 | 496 | | Percentage of 47% 51% 55% 59% 63% 67% 73% 80% 87% 93% 100% Percentage of 47% 51% 55% 59% 63% 67% 73% 80% 87% 93% 100% |
---|
497 | 497 | | Percentage of 47% 51% 55% 59% 63% 67% 73% 80% 87% 93% 100% |
---|
498 | 498 | | standard annuity standard annuity |
---|
499 | 499 | | standard annuity |
---|
500 | 500 | | receivable receivable |
---|
501 | 501 | | receivable |
---|
502 | 502 | | SECTION 20. Section 824.405, Government Code, is amended to |
---|
503 | 503 | | read as follows: |
---|
504 | 504 | | Sec. 824.405. TABLES FOR DETERMINATION OF DEATH BENEFIT |
---|
505 | 505 | | ANNUITY. For the purpose of computing a death benefit annuity under |
---|
506 | 506 | | Section 824.402(a)(4) or Section 824.403, the board of trustees |
---|
507 | 507 | | shall extend the tables[: |
---|
508 | 508 | | [(1)] in Section 824.202 [824.202(b) or (b-1), as |
---|
509 | 509 | | applicable,] to ages earlier than indicated in the tables [55 |
---|
510 | 510 | | years] by actuarially reducing the benefit available under the |
---|
511 | 511 | | applicable table [at the age of 55 years] to the actuarial |
---|
512 | 512 | | equivalent at the attained age of the member [beneficiary; and |
---|
513 | 513 | | [(2) in Section 824.202(b) or (d-1), as applicable, to |
---|
514 | 514 | | ages earlier than the earliest retirement age by actuarially |
---|
515 | 515 | | reducing the benefit available at the earliest retirement age to |
---|
516 | 516 | | the actuarial equivalent at the attained age of the beneficiary]. |
---|
517 | 517 | | SECTION 21. Section 824.601, Government Code, is amended by |
---|
518 | 518 | | amending Subsection (b) and adding Subsection (b-1) to read as |
---|
519 | 519 | | follows: |
---|
520 | 520 | | (b) Except as provided by Subsection (b-1) or Section |
---|
521 | 521 | | 824.602, a retiree is not entitled to service or disability |
---|
522 | 522 | | retirement benefit payments, as applicable, for any month in which |
---|
523 | 523 | | the retiree is employed in any position by a Texas public |
---|
524 | 524 | | educational institution. |
---|
525 | 525 | | (b-1) Subsection (b) does not apply to a retiree under |
---|
526 | 526 | | Section 824.202 whose effective date of retirement is on or before |
---|
527 | 527 | | January 1, 2011. |
---|
528 | 528 | | SECTION 22. Subsection (a), Section 824.602, Government |
---|
529 | 529 | | Code, as amended by Chapters 674 (S.B. 132) and 1359 (S.B. 1691), |
---|
530 | 530 | | Acts of the 79th Legislature, Regular Session, 2005, is reenacted |
---|
531 | 531 | | and amended to read as follows: |
---|
532 | 532 | | (a) Subject to Section 825.506, the retirement system may |
---|
533 | 533 | | not, under Section 824.601, withhold a monthly benefit payment if |
---|
534 | 534 | | the retiree is employed in a Texas public educational institution: |
---|
535 | 535 | | (1) as a substitute only with pay not more than the |
---|
536 | 536 | | daily rate of substitute pay established by the employer and, if the |
---|
537 | 537 | | retiree is a disability retiree, the employment has not exceeded a |
---|
538 | 538 | | total of 90 days in the school year; |
---|
539 | 539 | | (2) in a position, other than as a substitute, on no |
---|
540 | 540 | | more than a one-half time basis for the month; |
---|
541 | 541 | | (3) in one or more positions on as much as a full-time |
---|
542 | 542 | | basis, if the retiree has been separated from service with all Texas |
---|
543 | 543 | | public educational institutions for at least 12 full consecutive |
---|
544 | 544 | | months [work occurs in not more than six months of a school year |
---|
545 | 545 | | that begins] after the retiree's effective date of retirement; or |
---|
546 | 546 | | (4) in a position, other than as a substitute, on no |
---|
547 | 547 | | more than a one-half time basis for no more than 90 days in the |
---|
548 | 548 | | school year, if the retiree is a disability retiree[; |
---|
549 | 549 | | [(5) in a position as a classroom teacher on as much as |
---|
550 | 550 | | a full-time basis, if the retiree has retired under Section |
---|
551 | 551 | | 824.202(a) or (a-1), is certified under Subchapter B, Chapter 21, |
---|
552 | 552 | | Education Code, to teach the subjects assigned, is teaching in an |
---|
553 | 553 | | acute shortage area as determined by the board of trustees of a |
---|
554 | 554 | | school district as provided by Subsection (m), and has been |
---|
555 | 555 | | separated from service with all public schools for at least 12 |
---|
556 | 556 | | months; |
---|
557 | 557 | | [(6) in a position as a principal, including as an |
---|
558 | 558 | | assistant principal, on as much as a full-time basis, if the retiree |
---|
559 | 559 | | has retired under Section 824.202(a) or (a-1) without reduction for |
---|
560 | 560 | | retirement at an early age, is certified under Subchapter B, |
---|
561 | 561 | | Chapter 21, Education Code, to serve as a principal, and has been |
---|
562 | 562 | | separated from service with all public schools for at least 12 |
---|
563 | 563 | | months; |
---|
564 | 564 | | [(7) as a bus driver for a school district on as much |
---|
565 | 565 | | as a full-time basis, if the retiree has retired under Section |
---|
566 | 566 | | 824.202(a) or (a-1), and the retiree's primary employment is as a |
---|
567 | 567 | | bus driver; or |
---|
568 | 568 | | [(8) as a faculty member, during the period beginning |
---|
569 | 569 | | with the 2005 fall semester and ending on the last day of the 2015 |
---|
570 | 570 | | spring semester, in an undergraduate professional nursing program |
---|
571 | 571 | | or graduate professional nursing program, as defined by Section |
---|
572 | 572 | | 54.221, Education Code, and if the retiree has been separated from |
---|
573 | 573 | | service with all public schools for at least 12 months]. |
---|
574 | 574 | | SECTION 23. Subsection (g), Section 824.602, Government |
---|
575 | 575 | | Code, is amended to read as follows: |
---|
576 | 576 | | (g) The exceptions provided by Subsections (a)(2) and |
---|
577 | 577 | | (a)(3) do not apply to disability retirees. The retirement system |
---|
578 | 578 | | nevertheless may not withhold a monthly benefit payment under |
---|
579 | 579 | | Section 824.601 if: |
---|
580 | 580 | | (1) a disability retiree is employed in a Texas public |
---|
581 | 581 | | educational institution in a position, other than as a substitute, |
---|
582 | 582 | | for a period not to exceed three consecutive months [of the school |
---|
583 | 583 | | year]; |
---|
584 | 584 | | (2) the work occurs in a period, designated by the |
---|
585 | 585 | | disability retiree, of no more than three consecutive months [of a |
---|
586 | 586 | | school year]; |
---|
587 | 587 | | (3) the disability retiree executes on a form and at a |
---|
588 | 588 | | time prescribed by the retirement system a written election to have |
---|
589 | 589 | | this exception apply on a one-time trial basis in determining |
---|
590 | 590 | | whether benefits are to be suspended for the months of employment |
---|
591 | 591 | | after retirement and in determining whether a disability retiree is |
---|
592 | 592 | | no longer mentally or physically incapacitated for the performance |
---|
593 | 593 | | of duty; and |
---|
594 | 594 | | (4) the disability retiree has not previously elected |
---|
595 | 595 | | to avoid loss of monthly benefits [in a school year] under this |
---|
596 | 596 | | subsection. |
---|
597 | 597 | | SECTION 24. Section 824.603, Government Code, is amended to |
---|
598 | 598 | | read as follows: |
---|
599 | 599 | | Sec. 824.603. EXCLUSION FROM CREDIT. Employment of a |
---|
600 | 600 | | retiree described by Section 824.601(b-1) or 824.602(a) does not |
---|
601 | 601 | | entitle the [a] retiree to additional service credit, and the |
---|
602 | 602 | | retiree so employed is not required to make contributions to the |
---|
603 | 603 | | system from compensation for that employment. |
---|
604 | 604 | | SECTION 25. Section 825.002, Government Code, is amended by |
---|
605 | 605 | | amending Subsections (f) and (g) and adding Subsection (h) to read |
---|
606 | 606 | | as follows: |
---|
607 | 607 | | (f) Persons considered for nomination under Subsection (c), |
---|
608 | 608 | | (d), or (e) must have been nominated [by written ballot] at an |
---|
609 | 609 | | election conducted under rules adopted by the board of trustees. |
---|
610 | 610 | | (g) To provide for the nomination of persons for appointment |
---|
611 | 611 | | under Subsection (d), the board shall send to each retiree of the |
---|
612 | 612 | | retirement system: |
---|
613 | 613 | | (1) notice of the deadline for filing as a candidate |
---|
614 | 614 | | for nomination; |
---|
615 | 615 | | (2) information on procedures to follow in filing as a |
---|
616 | 616 | | candidate; and |
---|
617 | 617 | | (3) instructions on how to request a paper ballot or |
---|
618 | 618 | | vote in another manner established by the board, including by |
---|
619 | 619 | | telephone or other electronic means [a written ballot]. |
---|
620 | 620 | | (h) If only two persons are nominated under Subsection (c), |
---|
621 | 621 | | (d), or (e), the governor shall appoint a member of the board to the |
---|
622 | 622 | | applicable trustee position from the slate of two nominated |
---|
623 | 623 | | persons. If only one person is nominated under Subsection (c), (d), |
---|
624 | 624 | | or (e), the governor shall appoint that person to the applicable |
---|
625 | 625 | | trustee position. If no member or retiree is nominated for a |
---|
626 | 626 | | position under Subsection (c), (d), or (e), the governor shall |
---|
627 | 627 | | appoint to the applicable trustee position a person who otherwise |
---|
628 | 628 | | meets the qualifications required for the position. |
---|
629 | 629 | | SECTION 26. Subsection (c), Section 825.206, Government |
---|
630 | 630 | | Code, is amended to read as follows: |
---|
631 | 631 | | (c) The board of trustees annually shall evaluate the |
---|
632 | 632 | | performance of the actuary during the previous year. At least once |
---|
633 | 633 | | every four [three] years, the board shall redesignate its actuary |
---|
634 | 634 | | after advertising for and reviewing proposals from providers of |
---|
635 | 635 | | actuarial services. |
---|
636 | 636 | | SECTION 27. Section 825.215, Government Code, is amended to |
---|
637 | 637 | | read as follows: |
---|
638 | 638 | | Sec. 825.215. ADVOCACY PROHIBITED. (a) An employee of the |
---|
639 | 639 | | retirement system may not advocate increased benefits or engage in |
---|
640 | 640 | | activities to advocate or influence legislative action or inaction. |
---|
641 | 641 | | Advocacy or activity of this nature is grounds for dismissal of an |
---|
642 | 642 | | employee. |
---|
643 | 643 | | (b) This section does not prohibit comments by an employee |
---|
644 | 644 | | of the retirement system on federal laws, regulations, or other |
---|
645 | 645 | | official actions or proposed actions affecting or potentially |
---|
646 | 646 | | affecting the retirement system that are made in accordance with |
---|
647 | 647 | | policies adopted by the board. |
---|
648 | 648 | | SECTION 28. Section 825.315, Government Code, is amended to |
---|
649 | 649 | | read as follows: |
---|
650 | 650 | | Sec. 825.315. PROHIBITED USE OF ASSETS. (a) Assets of the |
---|
651 | 651 | | retirement system may not be used to advocate or influence the |
---|
652 | 652 | | outcome of an election or the passage or defeat of any legislative |
---|
653 | 653 | | measure. This prohibition may not be construed to prevent any |
---|
654 | 654 | | trustee or employee from furnishing information in the hands of the |
---|
655 | 655 | | trustee or employee that is not considered confidential under law |
---|
656 | 656 | | to a member or committee of the legislature, to any other state |
---|
657 | 657 | | officer or employee, or to any private citizen, at the request of |
---|
658 | 658 | | the person or entity to whom the information is furnished. This |
---|
659 | 659 | | prohibition does not apply to the incidental use of retirement |
---|
660 | 660 | | system facilities by groups of members or retirees or by officers or |
---|
661 | 661 | | employees of state agencies. |
---|
662 | 662 | | (b) This section does not prohibit the use of system assets |
---|
663 | 663 | | by an employee of the retirement system to comment on federal laws, |
---|
664 | 664 | | regulations, or other official actions or proposed actions |
---|
665 | 665 | | affecting or potentially affecting the retirement system that are |
---|
666 | 666 | | made in accordance with policies adopted by the board. |
---|
667 | 667 | | SECTION 29. Subsections (h) and (j), Section 825.403, |
---|
668 | 668 | | Government Code, are amended to read as follows: |
---|
669 | 669 | | (h) If deductions were previously required but not paid, the |
---|
670 | 670 | | retirement system may not provide benefits based on the service or |
---|
671 | 671 | | compensation unless the deposits required by this section have been |
---|
672 | 672 | | fully paid. The person's employer at the time the unreported |
---|
673 | 673 | | service was rendered or compensation was paid must verify the |
---|
674 | 674 | | service or compensation as required by Subsection (j) and the |
---|
675 | 675 | | person must submit the verification to the retirement system not |
---|
676 | 676 | | later than five years after [member shall pay the amount of those |
---|
677 | 677 | | deductions plus a fee computed at a rate of five percent a year on |
---|
678 | 678 | | the unpaid amount from] the end of the school year in which the |
---|
679 | 679 | | service was rendered or compensation was paid. To establish the |
---|
680 | 680 | | service or compensation credit, the person must deposit with the |
---|
681 | 681 | | retirement system the actuarial present value, at the time of |
---|
682 | 682 | | deposit, of the additional standard retirement annuity benefits |
---|
683 | 683 | | that would be attributable to the purchase of service or |
---|
684 | 684 | | compensation credit under this section, based on rates and tables |
---|
685 | 685 | | recommended by the retirement system's actuary and adopted by the |
---|
686 | 686 | | board of trustees [deductions first became due or the end of the |
---|
687 | 687 | | 1974-75 school year, whichever is later, to the date of payment]. |
---|
688 | 688 | | The board of trustees shall: |
---|
689 | 689 | | (1) prescribe terms for payments under this |
---|
690 | 690 | | subsection; and |
---|
691 | 691 | | (2) credit the person [member] for prior service to |
---|
692 | 692 | | which the person [member] is entitled under this subtitle[; and |
---|
693 | 693 | | [(3) deposit the fee required by this subsection in |
---|
694 | 694 | | the state contribution account]. |
---|
695 | 695 | | (j) If deductions were previously required [of a member] but |
---|
696 | 696 | | not paid, proof of service satisfactory to the retirement system |
---|
697 | 697 | | must be made before service credit is granted or payment for the |
---|
698 | 698 | | credit is required. Proof of service is sufficient if the person's |
---|
699 | 699 | | [member's] employer documents that the employer has records made at |
---|
700 | 700 | | or near the time of service that establish the amount of time worked |
---|
701 | 701 | | and salary earned. [A member may submit in lieu of employer |
---|
702 | 702 | | documentation internal revenue, social security, bank, or other |
---|
703 | 703 | | written records that were made at or near the time of service and |
---|
704 | 704 | | that establish the amount of time worked and salary earned.] An |
---|
705 | 705 | | affidavit based on memory without written records made at or near |
---|
706 | 706 | | the time of service is not sufficient documentation for the |
---|
707 | 707 | | establishment of service credit. The retirement system may audit |
---|
708 | 708 | | records used for documentation under this subsection. A person who |
---|
709 | 709 | | does not obtain proof of service as required by this section may not |
---|
710 | 710 | | establish the service or compensation credit. |
---|
711 | 711 | | SECTION 30. Section 825.408, Government Code, is amended to |
---|
712 | 712 | | read as follows: |
---|
713 | 713 | | Sec. 825.408. INTEREST ON CONTRIBUTIONS AND FEES; DEPOSITS |
---|
714 | 714 | | IN TRUST. (a) An employer [employing district] that fails to |
---|
715 | 715 | | remit, before the seventh day after the last day of a month, all |
---|
716 | 716 | | member and employer deposits and documentation of the deposits |
---|
717 | 717 | | required by this subchapter to be remitted by the employer |
---|
718 | 718 | | [district] for the month shall pay to the retirement system, in |
---|
719 | 719 | | addition to the deposits, interest on the unpaid or undocumented |
---|
720 | 720 | | amounts at an annual rate compounded monthly. The rate of interest |
---|
721 | 721 | | is the rate established under Section 825.313(b)(1), plus two |
---|
722 | 722 | | percent. Interest required under this section is creditable to the |
---|
723 | 723 | | interest account. On request, the retirement system may grant a |
---|
724 | 724 | | waiver of the deadline imposed by this subsection based on an |
---|
725 | 725 | | employer's [a district's] financial or technological resources. |
---|
726 | 726 | | (b) An employer [employing district] and its trustees or |
---|
727 | 727 | | other governing body hold amounts due to the retirement system |
---|
728 | 728 | | under this subtitle in trust for the retirement system and its |
---|
729 | 729 | | members and may not divert the amounts to any other purpose. |
---|
730 | 730 | | SECTION 31. Subsection (b), Section 825.507, Government |
---|
731 | 731 | | Code, is amended to read as follows: |
---|
732 | 732 | | (b) The retirement system may release records of a |
---|
733 | 733 | | participant, including a participant to which Chapter 803 applies, |
---|
734 | 734 | | to: |
---|
735 | 735 | | (1) the participant or the participant's attorney or |
---|
736 | 736 | | guardian or another person who the executive director determines is |
---|
737 | 737 | | acting on behalf of the participant; |
---|
738 | 738 | | (2) the executor or administrator of the deceased |
---|
739 | 739 | | participant's estate, including information relating to the |
---|
740 | 740 | | deceased participant's beneficiary, or if an executor or |
---|
741 | 741 | | administrator of the deceased participant's estate has not been |
---|
742 | 742 | | named, a person or entity who the executive director determines is |
---|
743 | 743 | | acting in the interest of the deceased participant's estate, or an |
---|
744 | 744 | | heir, legatee, or devisee of the deceased participant; |
---|
745 | 745 | | (3) a spouse or former spouse of the participant if the |
---|
746 | 746 | | executive director determines that the information is relevant to |
---|
747 | 747 | | the spouse's or former spouse's interest in member accounts, |
---|
748 | 748 | | benefits, or other amounts payable by the retirement system; |
---|
749 | 749 | | (4) an administrator, carrier, consultant, attorney, |
---|
750 | 750 | | or agent acting on behalf of the retirement system; |
---|
751 | 751 | | (5) a governmental entity, an employer, or the |
---|
752 | 752 | | designated agent of an employer, only to the extent the retirement |
---|
753 | 753 | | system needs to share the information to perform the purposes of the |
---|
754 | 754 | | retirement system, as determined by the executive director; |
---|
755 | 755 | | (6) a person authorized by the participant in writing |
---|
756 | 756 | | to receive the information; |
---|
757 | 757 | | (7) a federal, state, or local criminal law |
---|
758 | 758 | | enforcement agency that requests a record for a law enforcement |
---|
759 | 759 | | purpose; |
---|
760 | 760 | | (8) the attorney general to the extent necessary to |
---|
761 | 761 | | enforce child support; or |
---|
762 | 762 | | (9) a party in response to a subpoena issued under |
---|
763 | 763 | | applicable law if the executive director determines that the |
---|
764 | 764 | | participant will have a reasonable opportunity to contest the |
---|
765 | 765 | | subpoena. |
---|
766 | 766 | | SECTION 32. Subsection (a), Section 825.515, Government |
---|
767 | 767 | | Code, is amended to read as follows: |
---|
768 | 768 | | (a) At least annually, the retirement system shall acquire |
---|
769 | 769 | | and maintain records identifying members and the types of positions |
---|
770 | 770 | | they hold as members. The type of position shall be identified as |
---|
771 | 771 | | Administrative/Professional, Teacher/Full-Time Librarian, |
---|
772 | 772 | | Support, [or] Bus Driver, or Peace Officer. For each member |
---|
773 | 773 | | identified as a Peace Officer, the records must specify whether the |
---|
774 | 774 | | member is an employee of an institution of higher education or of a |
---|
775 | 775 | | public school that is not an institution of higher education. An |
---|
776 | 776 | | employer shall provide the information required by this section in |
---|
777 | 777 | | the form and manner specified by the retirement system. |
---|
778 | 778 | | SECTION 33. Subdivision (1), Section 1575.003, Insurance |
---|
779 | 779 | | Code, is amended to read as follows: |
---|
780 | 780 | | (1) "Dependent" means: |
---|
781 | 781 | | (A) the spouse of a retiree; |
---|
782 | 782 | | (B) an unmarried child of a retiree or deceased |
---|
783 | 783 | | active member if the child is younger than 25 years of age, |
---|
784 | 784 | | including: |
---|
785 | 785 | | (i) an adopted child; |
---|
786 | 786 | | (ii) a foster child, stepchild, or other |
---|
787 | 787 | | child who is in a regular parent-child relationship; or |
---|
788 | 788 | | (iii) a recognized natural child; |
---|
789 | 789 | | (C) a retiree's recognized natural child, |
---|
790 | 790 | | adopted child, foster child, stepchild, or other child who is in a |
---|
791 | 791 | | regular parent-child relationship and who lives with or has his or |
---|
792 | 792 | | her care provided by the retiree or surviving spouse on a regular |
---|
793 | 793 | | basis regardless of the child's age, if the child has a mental |
---|
794 | 794 | | disability [is mentally retarded] or is physically incapacitated to |
---|
795 | 795 | | an extent that the child is dependent on the retiree or surviving |
---|
796 | 796 | | spouse for care or support, as determined by the trustee; or |
---|
797 | 797 | | (D) a deceased active member's recognized |
---|
798 | 798 | | natural child, adopted child, foster child, stepchild, or other |
---|
799 | 799 | | child who is in a regular parent-child relationship, without regard |
---|
800 | 800 | | to the age of the child, if, while the active member was alive, the |
---|
801 | 801 | | child: |
---|
802 | 802 | | (i) lived with or had the child's care |
---|
803 | 803 | | provided by the active member on a regular basis; and |
---|
804 | 804 | | (ii) had a mental disability [was mentally |
---|
805 | 805 | | retarded] or was physically incapacitated to an extent that the |
---|
806 | 806 | | child was dependent on the active member or surviving spouse for |
---|
807 | 807 | | care or support, as determined by the trustee. |
---|
808 | 808 | | SECTION 34. Section 1575.206, Insurance Code, is amended to |
---|
809 | 809 | | read as follows: |
---|
810 | 810 | | Sec. 1575.206. CONTRIBUTIONS HELD IN TRUST FOR FUND. An |
---|
811 | 811 | | employing public school [district] and its governing body |
---|
812 | 812 | | [trustees]: |
---|
813 | 813 | | (1) hold contributions required by this subchapter in |
---|
814 | 814 | | trust for the fund and its participants; and |
---|
815 | 815 | | (2) may not divert the contributions for any other |
---|
816 | 816 | | purpose. |
---|
817 | 817 | | SECTION 35. Section 1575.207, Insurance Code, is amended to |
---|
818 | 818 | | read as follows: |
---|
819 | 819 | | Sec. 1575.207. INTEREST ASSESSED ON LATE PAYMENT OF |
---|
820 | 820 | | DEPOSITS BY EMPLOYING PUBLIC SCHOOLS [SCHOOL DISTRICTS]. (a) An |
---|
821 | 821 | | employing public school [district] that does not remit to the |
---|
822 | 822 | | trustee all contributions required by this subchapter before the |
---|
823 | 823 | | seventh day after the last day of the month shall pay to the fund: |
---|
824 | 824 | | (1) the contributions; and |
---|
825 | 825 | | (2) interest on the unpaid amounts at the annual rate |
---|
826 | 826 | | of six percent compounded monthly. |
---|
827 | 827 | | (b) On request, the trustee may grant a waiver of the |
---|
828 | 828 | | deadline imposed by this section based on an employing public |
---|
829 | 829 | | school's [district's] financial or technological resources. |
---|
830 | 830 | | SECTION 36. Section 1579.004, Insurance Code, is amended to |
---|
831 | 831 | | read as follows: |
---|
832 | 832 | | Sec. 1579.004. DEFINITION OF DEPENDENT. In this chapter, |
---|
833 | 833 | | "dependent" means: |
---|
834 | 834 | | (1) a spouse of a full-time employee or part-time |
---|
835 | 835 | | employee; |
---|
836 | 836 | | (2) an unmarried child of a full-time or part-time |
---|
837 | 837 | | employee if the child is younger than 25 years of age, including: |
---|
838 | 838 | | (A) an adopted child; |
---|
839 | 839 | | (B) a foster child, stepchild, or other child who |
---|
840 | 840 | | is in a regular parent-child relationship; and |
---|
841 | 841 | | (C) a recognized natural child; |
---|
842 | 842 | | (3) a full-time or part-time employee's recognized |
---|
843 | 843 | | natural child, adopted child, foster child, stepchild, or other |
---|
844 | 844 | | child who is in a regular parent-child relationship and who lives |
---|
845 | 845 | | with or has his or her care provided by the employee or the |
---|
846 | 846 | | surviving spouse on a regular basis, regardless of the child's age, |
---|
847 | 847 | | if the child has a mental disability [is mentally retarded] or is |
---|
848 | 848 | | physically incapacitated to an extent that the child is dependent |
---|
849 | 849 | | on the employee or surviving spouse for care or support, as |
---|
850 | 850 | | determined by the board of trustees; and |
---|
851 | 851 | | (4) notwithstanding any other provision of this code, |
---|
852 | 852 | | any other dependent of a full-time or part-time employee specified |
---|
853 | 853 | | by rules adopted by the board of trustees. |
---|
854 | 854 | | SECTION 37. Section 1601.004(a), Insurance Code, is amended |
---|
855 | 855 | | to read as follows: |
---|
856 | 856 | | (a) In this chapter, "dependent," with respect to an |
---|
857 | 857 | | individual eligible to participate in the uniform program under |
---|
858 | 858 | | Section 1601.101 or 1601.102, means the individual's: |
---|
859 | 859 | | (1) spouse; |
---|
860 | 860 | | (2) [unmarried] child younger than 26 [25] years of |
---|
861 | 861 | | age; and |
---|
862 | 862 | | (3) child of any age who the system determines lives |
---|
863 | 863 | | with or has the child's care provided by the individual on a regular |
---|
864 | 864 | | basis if the child has a mental disability [is mentally retarded] or |
---|
865 | 865 | | is physically incapacitated to the extent that the child is |
---|
866 | 866 | | dependent on the individual for care or support, as determined by |
---|
867 | 867 | | the system, and: |
---|
868 | 868 | | (A) if the child is at least 26 years of age, the |
---|
869 | 869 | | child's coverage under this chapter has not lapsed, and the child |
---|
870 | 870 | | was enrolled as a participant in the health benefits coverage under |
---|
871 | 871 | | the uniform program on the date of the child's 26th birthday; or |
---|
872 | 872 | | (B) as to a child of an individual eligible to |
---|
873 | 873 | | participate as an employee under Section 1601.101, if, at the time |
---|
874 | 874 | | of the individual's initial enrollment in health benefits coverage |
---|
875 | 875 | | under the uniform program, the child is at least 26 years of age and |
---|
876 | 876 | | is enrolled in comparable coverage, as determined by the system, |
---|
877 | 877 | | under the individual's previous health benefits coverage. |
---|
878 | 878 | | SECTION 38. Subchapter C, Chapter 1601, Insurance Code, is |
---|
879 | 879 | | amended by adding Section 1601.111 to read as follows: |
---|
880 | 880 | | Sec. 1601.111. PROGRAMS PROMOTING DISEASE PREVENTION, |
---|
881 | 881 | | WELLNESS, AND HEALTH. A system may establish premium discounts, |
---|
882 | 882 | | surcharges, rebates, or a revision in otherwise applicable |
---|
883 | 883 | | copayments, coinsurance, or deductibles, or any combination of |
---|
884 | 884 | | those incentives, for an individual who participates in |
---|
885 | 885 | | system-approved programs promoting disease prevention, wellness, |
---|
886 | 886 | | and health. |
---|
887 | 887 | | SECTION 39. Section 1601.201, Insurance Code, is amended by |
---|
888 | 888 | | adding Subsection (e) to read as follows: |
---|
889 | 889 | | (e) Subsection (c) does not prohibit a system from |
---|
890 | 890 | | contributing, from money not appropriated from the general revenue |
---|
891 | 891 | | fund, amounts in excess of the amount specified by that subsection |
---|
892 | 892 | | for an individual: |
---|
893 | 893 | | (1) who is a tenured faculty member; and |
---|
894 | 894 | | (2) with whom the system has entered into a phased |
---|
895 | 895 | | retirement agreement under which the individual works less than 40 |
---|
896 | 896 | | hours a week for a specified period at the end of which the |
---|
897 | 897 | | individual will retire. |
---|
898 | 898 | | SECTION 40. Subchapter E, Chapter 1601, Insurance Code, is |
---|
899 | 899 | | amended by adding Section 1601.2041 to read as follows: |
---|
900 | 900 | | Sec. 1601.2041. EMPLOYEE DEDUCTION FOR AUTOMATIC COVERAGE. |
---|
901 | 901 | | Each individual automatically enrolled in the uniform program under |
---|
902 | 902 | | Section 1601.104 is considered to have authorized a deduction from |
---|
903 | 903 | | the participant's monthly compensation in an amount equal to the |
---|
904 | 904 | | difference between: |
---|
905 | 905 | | (1) the total cost for basic coverage; and |
---|
906 | 906 | | (2) the amount contributed by the system. |
---|
907 | 907 | | SECTION 41. (a) The following provisions of the Government |
---|
908 | 908 | | Code are repealed: |
---|
909 | 909 | | (1) Subsection (i), Section 823.401; |
---|
910 | 910 | | (2) Subsections (g) and (h), Section 823.402; |
---|
911 | 911 | | (3) Subsection (e), Section 823.501; |
---|
912 | 912 | | (4) Subsections (c), (d), (m), (p), and (q), Section |
---|
913 | 913 | | 824.602; and |
---|
914 | 914 | | (5) Section 825.3021. |
---|
915 | 915 | | (b) Section 57, Chapter 1359 (S.B. 1691), Acts of the 79th |
---|
916 | 916 | | Legislature, Regular Session, 2005, is repealed. |
---|
917 | 917 | | SECTION 42. The change in law made by this Act to Section |
---|
918 | 918 | | 804.003, Government Code, applies only to a qualified domestic |
---|
919 | 919 | | relations order entered on or after the effective date of this Act. |
---|
920 | 920 | | A qualified domestic relations order entered before the effective |
---|
921 | 921 | | date of this Act is governed by the law in effect immediately before |
---|
922 | 922 | | that date, and the former law is continued in effect for that |
---|
923 | 923 | | purpose. |
---|
924 | 924 | | SECTION 43. Subdivision (15), Section 821.001, Government |
---|
925 | 925 | | Code, as amended by this Act, applies beginning with the 2012-2013 |
---|
926 | 926 | | school year. |
---|
927 | 927 | | SECTION 44. A member of the Teacher Retirement System of |
---|
928 | 928 | | Texas who seeks credit under Subsection (b), Section 823.002, |
---|
929 | 929 | | Government Code, as added by this Act, for service rendered before |
---|
930 | 930 | | September 1, 2011, but not properly credited to a member's annual |
---|
931 | 931 | | statement, must notify the retirement system not later than the |
---|
932 | 932 | | date specified in Subsection (b), Section 823.002, Government Code, |
---|
933 | 933 | | as added by this Act, or August 31, 2016, whichever is later. |
---|
934 | 934 | | SECTION 45. Subsections (d) and (e), Section 823.401, |
---|
935 | 935 | | Government Code, as amended by Section 10, Chapter 1359 (S.B. |
---|
936 | 936 | | 1691), Acts of the 79th Legislature, Regular Session, effective |
---|
937 | 937 | | September 1, 2005, apply to a person who was a member of the Teacher |
---|
938 | 938 | | Retirement System of Texas on December 31, 2005, and to |
---|
939 | 939 | | out-of-state service performed before January 1, 2006, |
---|
940 | 940 | | notwithstanding Section 57 of that Act. |
---|
941 | 941 | | SECTION 46. The changes in law made by this Act to Section |
---|
942 | 942 | | 824.105, Government Code, apply only to the death of a member or |
---|
943 | 943 | | annuitant of the Teacher Retirement System of Texas that is caused |
---|
944 | 944 | | by conduct that occurs on or after the effective date of this Act. |
---|
945 | 945 | | The death of a member or annuitant that is caused by conduct that |
---|
946 | 946 | | occurs before the effective date of this Act is governed by the law |
---|
947 | 947 | | in effect immediately before that date, and the former law is |
---|
948 | 948 | | continued in effect for that purpose. |
---|
949 | 949 | | SECTION 47. (a) A person who resumed employment after |
---|
950 | 950 | | retirement and whose benefit payments were suspended under Section |
---|
951 | 951 | | 824.601, Government Code, as that section existed before amendment |
---|
952 | 952 | | by this Act, is entitled to the resumption of monthly benefit |
---|
953 | 953 | | payments if the person meets the requirements of Subsection (b-1), |
---|
954 | 954 | | Section 824.601, Government Code, as added by this Act, or Section |
---|
955 | 955 | | 824.602, Government Code, as amended by this Act. |
---|
956 | 956 | | (b) The Teacher Retirement System of Texas shall resume |
---|
957 | 957 | | making monthly benefit payments to a person described by Subsection |
---|
958 | 958 | | (a) of this section on the first payment date occurring on or after |
---|
959 | 959 | | the effective date of this Act. |
---|
960 | 960 | | (c) A person who is entitled to the resumption of monthly |
---|
961 | 961 | | benefit payments under this section is not entitled to recover |
---|
962 | 962 | | benefit payments not made during the period the person's benefit |
---|
963 | 963 | | was suspended under Section 824.601, Government Code, as that |
---|
964 | 964 | | section existed before amendment by this Act. |
---|
965 | 965 | | SECTION 48. The change in law made by this Act to Section |
---|
966 | 966 | | 825.002, Government Code, applies only to a vacancy on the board of |
---|
967 | 967 | | trustees of the Teacher Retirement System of Texas for a term that |
---|
968 | 968 | | expires on or after the effective date of this Act. A vacancy for a |
---|
969 | 969 | | term that expires before the effective date of this Act is governed |
---|
970 | 970 | | by the law in effect immediately before that date, and the former |
---|
971 | 971 | | law is continued in effect for that purpose. |
---|
972 | 972 | | SECTION 49. For unreported service rendered or unreported |
---|
973 | 973 | | compensation paid before the effective date of this Act, the |
---|
974 | 974 | | verification required under Subsection (h), Section 825.403, |
---|
975 | 975 | | Government Code, as amended by this Act, must be received by the |
---|
976 | 976 | | Teacher Retirement System of Texas not later than August 31, 2016. |
---|
977 | 977 | | SECTION 50. (a) Notwithstanding the service credit cost |
---|
978 | 978 | | provisions of Section 45 of this Act and Subsection (e), Section |
---|
979 | 979 | | 823.402, Subdivision (2), Subsection (c), Section 823.501, and |
---|
980 | 980 | | Subsection (h), Section 825.403, Government Code, as amended by |
---|
981 | 981 | | this Act, a person may establish service credit by paying the |
---|
982 | 982 | | deposits and fees required under Sections 823.402, 823.501, and |
---|
983 | 983 | | 825.403, Government Code, and by Section 57, Chapter 1359 (S.B. |
---|
984 | 984 | | 1691), Acts of the 79th Legislature, Regular Session, 2005, as |
---|
985 | 985 | | those sections existed before amendment or repeal by this Act, if: |
---|
986 | 986 | | (1) the person otherwise meets all eligibility |
---|
987 | 987 | | requirements under those sections as amended by this Act; |
---|
988 | 988 | | (2) the service for which credit is sought to be |
---|
989 | 989 | | established was rendered, or the compensation for which credit is |
---|
990 | 990 | | sought was paid, before the effective date of this Act; and |
---|
991 | 991 | | (3) the person makes payment for the service credit, |
---|
992 | 992 | | or enters into an installment agreement for payment, not later than |
---|
993 | 993 | | August 31, 2013. |
---|
994 | 994 | | (b) If a person has an installment agreement under |
---|
995 | 995 | | Subsection (a) of this section that is terminated after August 31, |
---|
996 | 996 | | 2013, before the person has made all of the payments, the person may |
---|
997 | 997 | | establish credit only as provided by Sections 823.402, 823.501, and |
---|
998 | 998 | | 825.403, Government Code, as amended by this Act, and by Section 45 |
---|
999 | 999 | | of this Act. |
---|
1000 | 1000 | | SECTION 51. The change in law made by this Act to Subsection |
---|
1001 | 1001 | | (b), Section 825.507, Government Code, applies only to the release |
---|
1002 | 1002 | | of records by the Teacher Retirement System of Texas on or after the |
---|
1003 | 1003 | | effective date of this Act. The release of records before the |
---|
1004 | 1004 | | effective date of this Act is governed by the law in effect |
---|
1005 | 1005 | | immediately before that date, and the former law is continued in |
---|
1006 | 1006 | | effect for that purpose. |
---|
1007 | 1007 | | SECTION 52. (a) Notwithstanding Subsection (a), Section |
---|
1008 | 1008 | | 825.404, Government Code, for the state fiscal year ending August |
---|
1009 | 1009 | | 31, 2012, the amount of the state contribution to the Teacher |
---|
1010 | 1010 | | Retirement System of Texas under that section may be less than the |
---|
1011 | 1011 | | amount contributed by members during that fiscal year. |
---|
1012 | 1012 | | (b) Notwithstanding Subsection (a), Section 1575.202, |
---|
1013 | 1013 | | Insurance Code, for the state fiscal year ending August 31, 2013, |
---|
1014 | 1014 | | the state may contribute an amount to the retired school employees |
---|
1015 | 1015 | | group insurance fund that is less than one percent of the salary of |
---|
1016 | 1016 | | each active employee. |
---|
1017 | 1017 | | SECTION 53. To the extent of any conflict, this Act prevails |
---|
1018 | 1018 | | over another Act of the 82nd Legislature, Regular Session, 2011, |
---|
1019 | 1019 | | relating to nonsubstantive additions to and corrections in enacted |
---|
1020 | 1020 | | codes. |
---|
1021 | 1021 | | SECTION 54. This Act takes effect immediately if it |
---|
1022 | 1022 | | receives a vote of two-thirds of all the members elected to each |
---|
1023 | 1023 | | house, as provided by Section 39, Article III, Texas Constitution. |
---|
1024 | 1024 | | If this Act does not receive the vote necessary for immediate |
---|
1025 | 1025 | | effect, this Act takes effect September 1, 2011. |
---|
1026 | 1026 | | |
---|
1027 | 1027 | | Age at date of 55 56 57 58 59 60 61 62 63 64 65 |
---|
1028 | 1028 | | |
---|
1029 | 1029 | | retirement |
---|
1030 | 1030 | | |
---|
1031 | 1031 | | Percentage of 47% 51% 55% 59% 63% 67% 73% 80% 87% 93% 100% |
---|
1032 | 1032 | | |
---|
1033 | 1033 | | standard annuity |
---|
1034 | 1034 | | |
---|
1035 | 1035 | | receivable |
---|