BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   May 2, 2012

                           ASSEMBLY COMMITTEE ON INSURANCE
                                 Jose Solorio, Chair
                   AB 1949 (Cedillo) - As Amended:  April 25, 2012
           
          SUBJECT  :   Teacher Retirement Savings: Deferred Compensation

           SUMMARY :   Permits a school district to restrict the investment 
          products offered in its "403(b)" plan based on a competitive 
          review process.   Specifically,  this bill  :  

          1)Expresses legislative intent to allow a competitive bid 
            process in designing 403(b) benefit plans to accomplish the 
            following:

             a)   Full compliance with 403(b) regulations.

             b)   Enhance retirement savings opportunities for plan 
               participants.

             c)   Include retirement saving education programs for plan 
               participants.

             d)   Emphasize transparency and disclosure of potential 
               conflicts of interest in plan design.

             e)   Offer high quality investment options with the lowest 
               costs to plan participants, school districts, community 
               college districts, county offices of education, and charter 
               schools (public education employers).

          2)Defines "403(b) product" as a payroll-deducted, tax-deferred 
            retirement investment product described in Section 403(b) of 
            the Internal Revenue Code.

          3)Provides that public education employers may select specific 
            403(b) products offered by four or more vendors through a due 
            diligence and competitive review process (competitive review 
            process).

          4)Requires the competitive review process to:

             a)   Prohibit communication by prospective vendors with the 
               public education employer except during an official meeting 








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               of the public body committee formed as part of the 
               competitive review process. 

             b)   Prohibit payments by prospective vendors during the 
               competitive review process to any member of the governing 
               body of the public education employer or any member of a 
               committee formed as part of the competitive review process.

             c)   Disqualify prospective vendors that violate the 
               prohibitions above.

             d)   Require vendors selected in the competitive review 
               process to adhere to the policies adopted by public 
               education employers.  Violation of an adopted policy by a 
               vendor shall result in the termination of the vendor's 
               contract.

          5)Permits public education employers to allow employees to 
            continue to make contributions to a 403(b) product not 
            selected in the competitive review process if the employee 
            remains continuously employed with that public education 
            employer since the initial investment in the 403(b) product.

          6)Requires public education employers with represented employees 
            that engage in a competitive review process to appoint a 
            committee to make recommendations to the governing body 
            regarding the vendors and products to be selected.  The 
            committee membership must be at least 50% represented 
            employees designated by the exclusive representatives of the 
            employees.

          7)Permits a public education employer with an average daily 
            attendance of 2,500 of fewer in the prior year to adopt the 
            vendor selections of another public education employer that 
            has completed a competitive review process as required by this 
            bill.

          8)Permits a public education employer to apportion the costs of 
            a competitive review process to the selected vendors.

           EXISTING LAW  :

          1)Permits, as a matter of federal law, employees to make pre-tax 
            contributions to tax-deferred retirement savings programs 
            commonly known by their section numbers in the Internal 








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            Revenue Code (e.g., 401(k), 403(b), 457).  These plans are 
            commonly referred to as "defined contribution plans."

          2)Permits, as a matter of federal law, public school employees, 
            employees of 501(c)(3) entities, and ministers to participate 
            in a 403(b) defined contribution plan.

          3)Permits, as a matter of federal law, an employee to receive 
            distributions from a defined contribution plan at the age of 
            59 and one-half. 

          4)Requires, as a matter of state and federal law, distributions 
            from a defined contribution plan to be subject to the personal 
            income tax.

          5)Requires school districts to permit employees to select any 
            investment product when making contributions to a 403(b) plan.

          6)Requires any vendor offering investment products in a 403(b) 
            plan to complete a registration process for that product with 
            the California State Teachers' Retirement System (CalSTRS).

          7)Requires CalSTRS to provide specified information (e.g., 
            performance, product features, fees, charges, restrictions) 
            regarding registered 403(b) products offered on its website 
            for use by 403(b) participants. 

          8)Requires CalSTRS to offer a 403(b) plan that is available to 
            any member of the CalSTRS defined benefit program.  

          9)Requires CalSTRS to contract with a third party administrator 
            to operate its 403(b) plan subject to rebidding every five 
            years.

           FISCAL EFFECT  :   Unknown

           1)COMMENTS  :    Purpose.   According to the author, the bill would 
            provide school districts the option to competitively bid and 
            screen the number of 403(b) vendors its employees may select 
            based on the quality, cost and services provided.  It would 
            require a school district to select at least four vendors to 
            provide products to district employees in its 403(b) plan.  
            Current law does not allow school districts to take reasonable 
            action to sift through investment providers to create a more 
            effective, efficient and transparent system.








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           2)Defined Contribution Plans.   There are several types of 
            defined contribution plans, each one named for a section of 
            the Internal Revenue Code.  The best known defined 
            contributions plans are: 

               a)     401(k) plans are typically a profit-sharing plan. 
                 Both sponsors and participants are permitted pre-tax 
                 contributions in 401(k) plans. 

               b)     403(b) plans are similar to 401(k) plans, in that 
                 they typically permit both sponsors and participants to 
                 make pre-tax contributions, but are designed for public 
                 education entities and tax-exempt organizations that 
                 operate as 501(c)(3) entities. Participants in these 
                 plans are generally limited to investing in annuity 
                 contracts issued by insurance companies and custodial 
                 accounts invested in mutual funds.

               c)     457(b) plans are also like 401(k) and 403(b) plans 
                 in that they typically permit both sponsors and 
                 participants to make pre-tax contributions. 457(b) 
                 governmental plans are usually open to all employees at a 
                 state or local government, and are similar to some other 
                 defined contribution plans in that contributions are set 
                 aside for the participants in a trust. 

           1)Tax Status.   Contributions to defined contribution plans are 
            generally made through payroll deductions and are not subject 
            to either the state or federal the income tax.  Contributions 
            (and earnings on invested contributions) are held in the 
            account tax free until funds are withdrawn from the account 
            (generally in retirement) when they are subject to both state 
            and federal income tax.  By deferring the taxation of 
            contributions and earnings for decades, government is forgoing 
            income tax revenue that it would otherwise collect to 
            incentivize retirement savings.  Government therefore now has 
            a financial interest in the performance of 403(b) investments 
            beyond to the immediate policy goal of increasing retirement 
            savings.  The amount of revenue collected when funds are 
            withdrawn from a tax deferred account is directly related to 
            the earnings generated by the investments made by the 
            participant.

           2)Investment Products.   Defined contribution plans typically 








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            offer a range of products to plan participants including 
            mutual funds and annuities.  A mutual fund is a pooled 
            investment in a portfolio of securities, managed by a 
            professional investment advisor.  Investors buy shares in the 
            fund, which represents an indirect ownership interest in the 
            fund's securities.  Types of mutual funds include: stock, 
            bond, and money market funds. 


            An annuity is typically a contract between a plan participant 
            and an insurance company, under which the participant makes a 
            lump-sum payment or a series of payments and the insurance 
            company provides a payout for an agreed-upon span of time.  
            Annuities may be purchased for groups or for individuals and 
            can be fixed or variable.  Fixed annuities guarantee a minimum 
            interest rate on assets while the account is growing and also 
            guarantee periodic payments after the annuity is claimed. 
            Variable annuities guarantee periodic payments to participants 
            that vary based in part on the value of the investments 
            (typically mutual funds) that underlie the account.


           3)GAO Report.   The U.S. Governmental Accountability Office (GAO) 
            has published reports regarding fees in retirement savings 
            plans.  In a 2009 report (GAO-09-641), the GAO found that 
            403(b) plan sponsors can: 
             
             "decrease fees charged to participants by combining or pooling 
            assets to access certain investment products, reduce fees, or 
            negotiate with service providers. For example: 

                     Some investment products are available only to 
                 large-size investors, like collective investment funds. 
                 These "institutional" products often have lower fees than 
                 other "retail" investments. 

                     Other investment products are available to all types 
                 of investors, but offer lower fees for higher volume 
                 investments. For example, mutual funds often provide 
                 "breakpoints"-the designated dollar amounts at which 
                 management fees are reduced-for investors with higher 
                 volume. 

                     For annuity products, sponsors with pooled assets 
                 can negotiate terms and fees for group variable annuities 








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                 that individuals typically cannot. 

                     Record-keeping service providers are likely to 
                 charge less per participant for a group of participants 
                 than for individual participants because pooling assets 
                 results in "economies of scale," or efficiencies gained 
                 through higher volume."

            "Sponsors can also issue a request for proposal (RFP) to lower 
            costs and decrease fees charged to participants. In response 
            to an RFP, vendors submit bids describing their services and 
            fees to the sponsor. Sponsors may then choose vendors who meet 
            their participants' needs and may choose vendors with lower 
            fees. For example, one expert told us that a statewide plan 
            reduced total participant fees significantly because they 
            issued an RFP and chose service providers with lower fees."

            The report goes on to explain that these strategies are 
            commonly used in other defined contribution plans (401(k) and 
            457 plans) where federal law requires the employer to assess 
            the reasonableness of fees charged as part of their fiduciary 
            responsibility to plan participants.  There is no similar 
            requirement in federal law for 403(b) plan sponsors.

           1)Participation Rates.   A 2010 study found that nationally 
            approximately 30% of teachers participate in a 403(b) plan.  
            In three school districts where a single vendor was selected 
            to offer 403(b) products, the 403(b) plan participation rate 
            declined as much as 54%.  In a Southern California district, 
            approximately 50% of workers stopped contributing to their 
            403(b) plans when their existing investment provider was no 
            longer available. Similarly, the number of participants 
            dropped by over 54% when a school district in Colorado went 
            from 55 investment providers to a single investment provider 
            model for its 403(b) plan. Nearly 40 percent of participants 
            ceased participating in a 403(b) plan at a school district in 
            Pennsylvania when the plan went from nineteen investment 
            providers to a single investment provider.
           
          2)Preferred Vendors.   In 2008, the Attorney General issued an 
            opinion (#06-408) that interpreted existing law to allow 
            school districts develop preferred provider lists if doing so 
            aids the district in administering its benefit programs, does 
            not unreasonably discriminate against vendors, and does not 
            interfere with the right of an employee to purchase investment 








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            products of their own choice.  The same opinion found that 
            neither the district nor its employees may receive 
            compensation for the promotion of a particular 403(b) product. 
             However, a third party administrator operating a 403(b) 
            program on behalf of the district may receive compensation 
            from vendors if the compensation and organizational 
            relationship between the administrator and the vendor are 
            disclosed to both the district and plan participants.  
            Reportedly, many school districts hesitate to develop 
            preferred provider lists due to litigation threats from 
            vendors.  

          3)CalSTRS Programs.   CalSTRS operates four programs related to 
            403(b) investment plans:  
            
               a)   Vendor Registration  - Current law requires all vendors 
               offering products in the 403(b) market to register their 
               products with CalSTRS.  The registration process includes 
               sharing detailed information regarding the products being 
               offered, and the vendors pay a fee to cover the costs of 
               the registration program and the 403(b) compare website.

              b)   403(b) Compare  - This website is a compilation of 
               information collected during the vendor registration 
               process and is intended to provide teachers with 
               information regarding the individual vendors and products 
               offered to 403(b) participants.  

              c)   403(b) Comply  - CalSTRS offers school districts services 
               as a third-party administrator for their 403(b) plans.  
               Third party administrators perform the program functions 
               required by federal law of employers with 403(b) programs.

              d)   Pension 2  - CalSTRS offers a 403(b) investment product 
               to teachers as well.  Teachers contributing to a 403(b) can 
               choose Pension 2 as their product.  Pension 2 was designed 
               by an investment company under contract with CalSTRS and is 
               composed of funds and annuities in which participants can 
               invest their contributions.  CalSTRS reports obtaining 
               significantly reduced fees for the products offered in 
               Pension 2 through the vendor selection process.

           1)Support.   Supporters argue that the ban on competitive bidding 
            for 403(b) vendors in California law has resulted in 
            California teachers paying the highest average fees (2.11%) of 








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            any state in the country.  They cite the experience of the 
            University of California, California State University, 40 
            other states and the private sector as evidence of the savings 
            that can be achieved in a competitive bidding process.  
            Experience with competitive bidding at the University of 
            California and California State University systems has found 
            that average fees are below 1%.  Supporters point out that a 
            1% reduction in fees over a 35 year investment period can 
            increase earnings by approximately $100,000 under reasonable 
            assumptions.   

             Supporters also cite research that presenting investors 
            (including teachers) with too many choices can result in 
            paralysis, poor participation rates, and poor investment 
            decisions.  Supporters point out that the bill is permissive.  
            The bill does not require school districts to engage in a 
            competitive bidding process if they are satisfied with the 
            status quo.  
            
          2)Opposition.   Opponents argue that the bill would reduce the 
            number of investment options available to teachers, and 
            studies have shown that participation rates fall when 
            investment options are restricted.  Opponents also cite 
            evidence that participation rates among teachers increase when 
            they work with an individual financial advisor.  Restricting 
            the number of investment options will ultimately harm teachers 
            financially by discouraging additional retirement saving.  In 
            addition, prior legislation established a vendor registry and 
            product information website operated by CalSTRS to provide 
            teachers with a central and impartial source of information to 
            guide investment decisions by teachers.
           
             Opponents further argue that the vendor selection process 
            outlined in the bill would result in investment choices 
            limited to large investment companies with low-cost and 
            low-service products and exclude investment products sold 
            directly to teachers by agents.  Additionally, the RFP process 
            lacks protections to prevent "pay-to-play" demands and would 
            permit the proponents to corner the market in 403(b) 
            investments.  This would result in the loss of many jobs by 
            local financial advisors and the staff that support them.  
            Some opponents argue that the bill should focus more on 
            increased education around retirement savings and investments 
            for teachers and that IRS regulation changes have already had 
            the practical effect of significantly reducing the number of 








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            vendors in the 403(b) market.  Lastly, the opponents question 
            the problem being solved by this bill.  They note the absence 
            of widespread unhappiness among teachers participating in 
            403(b) programs in California.

           3)Possible Amendments.   The Committee may wish to consider a 
            number of amendments to address some of the concerns raised by 
            the opponents:

             a)   Require that the following services be offered by at 
               least one vendor among those selected: proprietary agent 
               services, independent agent services, toll-free phone 
               access to agents, and internet self-service.

             b)   Prohibit gifts from prospective vendors to the public 
               education employer, members of the governing body, and 
               employees involved in the competitive review process.  

             c)   Prohibit payments or gifts from prospective vendors to 
               the consultant assisting the district with the competitive 
               review process.

             d)   Require the school district to select vendors based on 
               cost, performance, and service level criteria.

             e)   Require the RFP to include fixed annuity, variable 
               annuity, and mutual fund products.

             f)   Require the vendors to offer a brokerage option allowing 
               plan participants access to investment products from a full 
               range of vendors.

             g)   Require vendors to include investment education programs 
               to plan participants in their bid submissions.

             h)   Specify that employees who purchased or invested in a 
               403(b) product prior to the conclusion of the competitive 
               review process that is not selected may continue 
               contributing to that product so long as the employee is 
               employed by that public education employer.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           








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          Antelope Valley Community College District
          Association of California School Administrators
          California Federation of Teachers
          California State Teachers' Retirement System (if amended)
          Community College League of California (League)
          Faculty Association of California Community Colleges
          Glendale Community College District
          Great West Retirement Services
          Kern Community College District
          Los Angeles College Faculty Guild
          Los Angeles Community College District
          North Orange County Community College District
          Peralta Community College District
          Prudent Financial
          President of the Sierra Community College District
          Riverside Community College District
          San Jose-Evergreen Community College District
          Small School Districts Association
          United Teachers Los Angeles (UTLA)
          South Orange County Community College District
          The Hartford
          TIAA-CREF
          VALIC
          West Kern Community College District
          Yosemite Community College District

           Opposition 
           
          American Fidelity Assurance Company
          American Society of Pension Professionals
          California Teachers Association
          Financial Services Institute
          MidAmerica Administrative and Retirement Solutions
          National Association of Insurance and Financial Advisors of 
          California
          National Tax Sheltered Accounts Association
          Retirement Options for Professional Educators
          Small School Districts' Association
          Numerous individual financial advisors and their clients

           Analysis Prepared by  :    Paul Riches / INS. / (916) 319-2086 












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