BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1101
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          ASSEMBLY THIRD READING
          AB 1101 (Eng)
          As Introduced February 18, 2011
          Majority vote 

           PUBLIC EMPLOYEES    4-2         APPROPRIATIONS      12-3        
           
           ----------------------------------------------------------------- 
          |Ayes:|Furutani, Allen, Ma,      |Ayes:|Fuentes, Blumenfield,     |
          |     |Wieckowski                |     |Bradford, Charles         |
          |     |                          |     |Calderon, Campos, Davis,  |
          |     |                          |     |Gatto, Hall, Hill, Lara,  |
          |     |                          |     |Mitchell, Solorio         |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Mansoor, Harkey           |Nays:|Harkey, Donnelly, Nielsen |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Replaces the currently Governor-appointed retiree 
          representative on the Teachers' Retirement Board (TRB) with a 
          representative elected by the retirees of the California State 
          Teachers' Retirement System (CalSTRS).  Specifically,  this bill  :

          1)Replaces the TRB member who is either a retired CalSTRS 
            Defined Benefit (DB) Program member or a retired Cash Balance 
            (CB) Benefit Program participant and appointed by the Governor 
            with one who is elected by the retired members of the DB 
            Program and the retired participants of the CB Benefit 
            Program.

          2)Specifies the term for this new TRB member is four years, 
            starting January 1, 2016.

           EXISTING LAW  provides that the TRB consists of the following:

          1)Three member-elected positions representing current educators.

          2)A retired CalSTRS member appointed by the Governor and 
            confirmed by the Senate.

          3)Three public representatives appointed by the Governor and 
            confirmed by the Senate.

          4)A school board representative appointed by the Governor and 








                                                                  AB 1101
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            confirmed by the Senate.

          5)Four board members who serve in an ex-officio capacity by 
            virtue of their office:  Director of Finance, State 
            Controller, State Superintendent of Public Instruction, and 
            State Treasurer.

          Under the DB Program, an "active member" is defined as a member 
          who is not retired or disabled and who earns creditable 
          compensation during the school year.  A "retired member" is 
          defined as a member who has terminated employment and to whom a 
          service retirement or disability retirement benefit is payable.  
          A "disabled member" is defined as a member to whom a disability 
          allowance is payable.

          Under the CB Benefit Program a "participant" is defined as a 
          person who has contributions credited under the program or who 
          is receiving an annuity under the program by reason of 
          creditable service.

           FISCAL EFFECT  :  According to the Assembly Appropriations 
          Committee, "CalSTRS indicates that additional election costs for 
          the seat (which would occur every four years) would be about 
          $75,000 for staff and vendor expenses, and would coincide with 
          the election for the other seats.  Unknown impacts on CalSTRS 
          investments and earnings."

           COMMENTS  :  Prior to the enactment of SB 1580 (Burton), Chapter 
          1049, Statutes of 2002, the TRB had no representatives that were 
          elected by the members of the system.  With the exception of the 
          four ex-officio members, all of the other board members were 
          appointed by the Governor.  SB 1580 (Burton) required the three 
          board members appointed by the Governor to represent active 
          members to instead be elected by the active members of the 
          system.

          Most other public retirement boards in California have elected 
          members.  For example, the Board of Administration of the 
          California Public Employees' Retirement System has six members 
          out of thirteen who are elected by their peers and each of the 
          20 retirement systems being operated under the County Employees' 
          Retirement Law of 1937 has four members elected by the active 
          and retired members of the system.









                                                                  AB 1101
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          According to supporters, "AB 1101 will allow retirees to have a 
          united voice on their retirement issues by changing the Retiree 
          Representative on the TRB of CalSTRS from one being appointed by 
          the Governor to one being appointed by the retired members of 
          CalSTRS.  The change in statute will allow for a more democratic 
          process of representation."

          This bill is similar to AB 1862 (Eng) of 2010, which was vetoed 
          by Governor Schwarzenegger.  In his veto message, the Governor 
          stated, in part, "There is no documented problem that 
          demonstrates the need to change current law with this bill."


           Analysis Prepared by  :    Karon Green / P.E., R. & S.S. / (916) 
          319-3957 




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