BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2310
                                                                  Page  1

          Date of Hearing:   April 18, 2012

                           ASSEMBLY COMMITTEE ON INSURANCE
                                 Jose Solorio, Chair
                AB 2310 (Morrell) - As Introduced:  February 24, 2012
           
          SUBJECT  :   Unemployment Compensation Insurance

           SUMMARY  :   Requires Unemployment Compensation Insurance (UI) 
          benefits to be reduced if the claimant receives a government 
          pension.  Specifically,  this bill  :  requires the Employment 
          Development (EDD) to deduct the value of a government pension 
          benefit received by a claimant from UI benefits that claimant is 
          eligible to receive.

           EXISTING LAW:  

          1)Requires EDD to deduct the value of a pension from UI benefits 
            only if the employer was the sole contributor to the pension.

          2)Prohibits public agencies from hiring a retired annuitant who 
            collected UI benefits in the previous 12 months based on prior 
            service as a retired annuitant with that public agency.

          3)Permits retired employees collecting a California Public 
            Employees' Retirement System (CalPERS) pension to work up to 
            960 hours per year for a public agency while still collecting 
            their pension.

          4)Requires, as a matter of Federal law, state UI programs to 
            provide public sector and private sector employees with equal 
            treatment as it relates to UI benefits.

          5)Provides, as a matter of Federal law, state administrative 
            grant funds and a credit against the Federal Unemployment Tax 
            (FUTA) charged to employers if the state is certified by the 
            Secretary of Labor as complying with federal UI requirements.

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   

           1)Purpose.   According to the author, existing law provides a 
            loophole through which public employees are offered an 
            opportunity to "double dip" by permitting individuals 








                                                                  AB 2310
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            collecting government pension benefits who return to a 
            government agency to work as a retired annuitant and 
            subsequently collect unemployment benefits if they are laid 
            off from the annuitant position.  

           2)Retired Annuitants.   Public employees who retire with CalPERS 
            benefits are eligible to work up to 960 hours per year for a 
            public agency as "retired annuitants" and retain their pension 
            benefits.  Retired annuitants provide agencies a cost 
            effective, flexible alternative to fill particular skill gaps 
            and cope with workload peaks. As temporary employees, retired 
            annuitants work only when needed and public agencies do not 
            have to pay benefit costs which are near 40% for state 
            employees in non-safety classifications.

             
          3)Government Pensions.   The bill requires that any UI benefit 
            payments received by the recipient of a government pension be 
            reduced by the amount of the pension payment.  The background 
            material provided by the author focuses on retired annuitants 
            in public agencies.  However, as drafted the bill would offset 
            the UI benefits of anyone receiving a government pension 
            (including CalPERS, California State Teachers' Retirement 
            System, military pensions, federal employee pensions, and 
            Social Security benefits) by the amount of the pension benefit 
            received regardless of where they were employed.   

            For example, a Social Security recipient who works part-time 
            for a retail establishment to supplement his/her income and is 
            laid off would likely lose all UI benefits under this bill.  
            Under current law he/she is eligible to receive UI benefits 
            based on employment with the retail establishment.  This bill 
            would reduce the UI benefit paid by one dollar for each dollar 
            in Social Security benefit received.  The average monthly 
            Social Security payment is approximately $1200 and the average 
            weekly UI benefit amount is $292 so it is quite likely that 
            the Social Security payment would fully offset the UI benefit 
            under the requirements in this bill.
                
            4)Equal Treatment.   This bill appears to violate existing 
            Federal law prohibiting disparate UI rules for public and 
            private sector employees by treating public sector pension 
            income differently than private sector pension income when 
            computing UI benefits.  Enacting a law that violates the equal 
            treatment requirement creates the prospect of the Secretary of 








                                                                  AB 2310
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            Labor revoking California's FUTA certification resulting in 
            the loss of state administrative grant funds ($340 million in 
            the 2012 federal fiscal year) to operate the UI program and 
            the loss of the FUTA tax credit for California employers 
            resulting in approximately $6 billion of additional taxes.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None Received

           Opposition 
           
          American Federation of State, County, and Municipal Employees
          California Labor Federation
          California Professional Firefighters
          Glendale City Employees Association
          Organization of SMUD Employees
          San Bernardino Public Employees Association
          San Luis Obispo County Employees Association
          Santa Rosa City Employees Association
           
          Analysis Prepared by  :    Paul Riches / INS. / (916) 319-2086