BILL NUMBER: AB 1933 AMENDED BILL TEXT AMENDED IN SENATE AUGUST 31, 2000 AMENDED IN SENATE AUGUST 18, 2000 AMENDED IN SENATE AUGUST 7, 2000 AMENDED IN SENATE JUNE 15, 2000 AMENDED IN ASSEMBLY MAY 26, 2000 INTRODUCED BY Assembly Members Strom-Martin and Shelley (Coauthors: Assembly Members Cardoza, Cedillo,Lempert, and Mazzoni) (Coauthor: Senator Karnette)Honda, Lempert, and Mazzoni) (Coauthors: Senators Johnston, Karnette, McPherson, Ortiz, and Vasconcellos) FEBRUARY 15, 2000An act to add Sections 22334, 24203.6, 24205.5, and 87489 toAn act to add Section 24203.6 to the Education Code, relating to the State Teachers' Retirement System. LEGISLATIVE COUNSEL'S DIGEST AB 1933, as amended, Strom-Martin. State Teachers' Retirement System: benefits. The Teachers' Retirement Law provides that members with 30 or more years of credited service receive increases in their retirement allowance. This bill would provide additional increases , as specified, for those memberswith 29 or more and 31who have 30 or more years of credited service prior to 2011 and who retire for service onandor after January 1, 2001.Under the Teachers' Retirement Law, service retirement allowances for members, age 60 or over, are calculated based on years of credited service and specified percentages, up to 2.4%, of the member' s final compensation, as defined. Existing law prescribes reduced allowances, as specified, for members who retire prior to age 60. This bill would provide that, if agreed to by the employer and employee representatives and funded by the employer, as specified, the service retirement allowance of any member, age 55 or older, shall be based on an agreed percentage, up to 2.5%, of the member's final compensation if the sum of the member's age and years of credited service equals or exceeds 85. The bill would also require the Teachers' Retirement Board to conduct a study on the feasibility of basing pensions on years of service and final compensation with no age factor, except minimum retirement age, and to report its findings to the Legislature on or before July 1, 2001.Vote: majority. Appropriation: no. Fiscal committee: yes. State-mandated local program: no. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:SECTION 1. This act shall be known and may be citedSECTION 1. Section 24203.6 is added to the Education Code, to read: 24203.6. (a) In addition to the amount otherwise payable pursuant to this chapter, a member who (1) retires for service on or after January 1, 2001, (2) has, prior to January 1, 2011, 30 or more years of credited service, excluding service credited pursuant to Sections 22714, 22715, 22717, and 22826 but including any credited service that a court has ordered be awarded to a nonmember spouse pursuant to Section 22652, and (3) is receiving an allowance subject to Section 24203.5, shall receive a monthly increase in the allowance, prior to any modification pursuant to Section 24300, in the amount identified in the following schedule for the number of years of the member's credited service at the time of retirement, excluding service credited pursuant to Sections 22714, 22715, 22717, and 22826 but including any credited service that a court has ordered be awarded to a nonmember spouse pursuant to Section 22652: 30 years of credited service .............. $200 31 years of credited service .............. $300 32 or more years of credited service ...... $400 (b) This section also shall apply to a nonmember spouse, if the member is eligible for the allowance increase pursuant to subdivision (a) upon his or her retirement for service and had at least 30 years of credited service, excluding service credited pursuant to Section 22714, 22715, 22717, or 22826, on the date the parties separated, as established in the judgment or court order pursuant to Section 22652. (c) The allowance increase provided under this section shall not be subject to Sections 24415 and 24417, but shall be subject to Section 22140.as the Career Teacher Incentive Act of 2000. SEC. 2. Section 22334 is added to the Education Code, to read: 22334. (a) The board shall conduct a study and prepare a report on the feasibility of basing pensions for its members on years of service and final compensation with no age factor, except for minimum retirement age. The study shall consider the effects of making this change within the system's existing fiscal resources, including any surplus, applying these changes prospectively to new members, and identifying how these changes would affect members. (b) The board shall submit a written report with its findings to the Legislature on or before July 1, 2001. SEC. 3. Section 24203.6 is added to the Education Code, to read: 24203.6. In addition to the increase prescribed by Section 24203.5, the percentage of final compensation used to compute the allowance pursuant to Section 24202.5 or 24203 of a member retiring on or after January 1, 2001, who has 29 or more years of credited service, excluding service credited pursuant to Section 22714, 22715, 22717, or 22826, shall be increased by one-tenth of 1 percentage point, and the percentage of final compensation used to compute the allowance pursuant to Section 24202.5 or 24203 of a member retiring on or after January 1, 2001, who has 31 or more years of credited service, shall be further increased by another one-tenth of 1 percentage point provided that the sum of the percentage of final compensation used to compute the allowance in Section 24202.5 or 24203, including any adjustments for retiring before the normal retirement age, and the additional percentages provided by this section and Section 24203.5 does not exceed 2.50 percent. For purposes of establishing eligibility for the increased allowance pursuant to this section only, credited service shall include credited service that a court has ordered to be awarded to a nonmember spouse pursuant to Section 22652. A nonmember spouse shall also be eligible for the increased allowance pursuant to this section if the member has 30 or more years of credited service on the date the parties separated, as established in the judgment or court order pursuant to Section 22652. SEC. 4. Section 24205.5 is added to the Education Code, to read: 24205.5. (a) Notwithstanding any other provision of this part, any member who is employed by a school district, community college district, county superintendent of schools, or state education agency and who retires on or after January 1, 2001, shall receive a retirement allowance calculated pursuant to subdivision (b), if all of the following conditions are satisfied: (1) The school district, community college district, or county superintendent of schools has, pursuant to Chapter 10.7 (commencing with Section 3540) of Division 4 of Title 1 of the Government Code, or, in the case of a member employed by a state education agency, the Department of Personnel Administration has, pursuant to Chapter 10.3 (commencing with Section 3512) of Division 4 of Title 1 of the Government Code, entered into a written agreement with an exclusive representative that makes this section applicable to all of its represented members, in which case this section shall apply to any member employed by the employer who retires during the period of time the written agreement with the exclusive representative is in effect. (2) The member is 55 years of age or any older age specified by the written agreement and the total of the member's age in years and fractions thereof and the member's credited service in years and fractions thereof equals or exceeds 85. (3) The employer has transmitted to the retirement fund, in a manner and time period acceptable to the board, (A) an amount determined by the board that equals the actuarial equivalent of the difference between the allowance the member shall receive pursuant to this section and the allowance the member would have received pursuant to Sections 24202.5 and 24203.5 and (B) an amount determined by the board that equals the actuarial equivalent of the difference between the purchasing power protection supplemental payment the member shall receive based on the member's allowance calculated pursuant to this section and the purchasing power protection supplemental payment the member would have received based on the member's allowance calculated pursuant to Sections 24202.5 and 24203.5. The payment for the purchasing power protection supplemental payment shall be deposited in the Supplemental Benefit Maintenance Account established by Section 22400 and shall be subject to Sections 24414 and 24415. (4) The employer has transmitted to the retirement fund the administrative costs incurred by the system to implement this section, as determined by the board. (b) The retirement allowance payable pursuant to this section shall be equal to a percentage, between 2 and 2.5 percent, of final compensation per year of credited service. The applicable percentage shall be specified in the written agreement and applied equally to all members employed by the school district, community college district, county superintendent of schools, or state education agency who meet the conditions set forth in subdivision (a). (c) The benefits made available pursuant to this section shall be available to all members employed by the school district, community college district, county superintendent of schools, or state education agency who meet the conditions set forth in subdivision (a). SEC. 5. Section 87489 is added to the Education Code, to read: 87489. (a) Notwithstanding any other provision of law, any member of the Defined Benefit Program of the State Teachers' Retirement System who is employed by a community college district or state education agency and who retires on or after January 1, 2001, shall receive a retirement allowance calculated pursuant to subdivision (b), if all of the following conditions are satisfied: (1) The community college district has, pursuant to Chapter 10.7 (commencing with Section 3540) of Division 4 of Title 1 of the Government Code, or, in the case of a member employed by a state education agency, the Department of Personnel Administration has, pursuant to Chapter 10.3 (commencing with Section 3512) of Division 4 of Title 1 of the Government Code, entered into a written agreement with an exclusive representative that makes this section applicable to all of its represented members, in which case this section shall apply to any member employed by the employer who retires during the period of time the written agreement with the exclusive representative is in effect. (2) The member is 55 years of age or any older age specified by the written agreement and the total of the member's age in years and fractions thereof and the member's credited service in years and fractions thereof equals or exceeds 85. (3) The employer has transmitted to the Teachers' Retirement Fund, in a manner and time period acceptable to the Teachers' Retirement Board, (A) an amount determined by the board that equals the actuarial equivalent of the difference between the allowance the member shall receive pursuant to this section and the allowance the member would have received pursuant to Sections 24202.5 and 24203.5 and (B) an amount determined by the board that equals the actuarial equivalent of the difference between the purchasing power protection supplemental payment the member shall receive based on the member's allowance calculated pursuant to this section and the purchasing power protection supplemental payment the member would have received based on the member's allowance calculated pursuant to Sections 24202.5 and 24203.5. The payment for the purchasing power protection supplemental payment shall be deposited in the Supplemental Benefit Maintenance Account established by Section 22400 and shall be subject to Sections 24414 and 24415. (4) The employer has transmitted to the Teachers' Retirement Fund the administrative costs incurred by the system to implement this section, as determined by the Teachers' Retirement Board. (b) The retirement allowance payable pursuant to this section shall be equal to a percentage, between 2 and 2.5 percent, of final compensation per year of credited service. The applicable percentage shall be specified in the written agreement and applied equally to all members employed by the community college district or state education agency who meet the conditions set forth in subdivision (a). (c) The benefits made available pursuant to this section shall be available to all members employed by the community college district or state education agency who meet the conditions set forth in subdivision (a).____ CORRECTIONS Heading -- Lines 5, 6, and 7. ____