BILL ANALYSIS
SB 1505
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Date of Hearing: August 9, 2000
ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL
SECURITY
Lou Correa, Chair
SB 1505 (Burton) - As Amended: August 7, 2000
SENATE VOTE : Not relevant
SUBJECT : State Teachers' Retirement System: minimum benefits.
SUMMARY : Expands eligibility for the minimum guaranteed
allowance enacted last year in Chapter 632, Statutes of 1999 (SB
713, Burton) that is paid to retired members of the State
Teachers' Retirement System (CalSTRS). Specifically, this bill :
1)Expands the eligibility of the minimum guaranteed allowance to
include retired CalSTRS members who:
a) Retired before age 55;
b) Retired as an inactive members;
c) Retired by March 21, 1974 and had 19.5 years of service;
d) Retired on or after March 21, 1974 and had sufficient
unused sick leave to have a total of 20 years of service;
or,
e) Were disabled prior to retirement, but would have had at
least 20 years of service had they worked to age 60.
EXISTING LAW establishes a minimum annual allowance for retired
members of CalSTRS of $15,000 for those members with 20 years of
credited service and increases that amount incrementally per
year of service to a maximum of $20,000 for those members with
30 or more years of credited service. In order to be eligible
for the minimum allowance, the member had to be at least age 55
at retirement and an active member at retirement.
FISCAL EFFECT : CalSTRS estimates that the bill would result in
a one-time present value cost of $89 million. CalSTRS estimates
that the implementation costs of the bill would range between
$150,000 and $350,000.
SB 1505
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COMMENTS : According to proponents, "Currently, some 25,000
elderly career teachers receive CalSTRS pensions of about $800
per month. SB 713 (Burton), enacted last year, increased their
minimum pensions to $15,000 per year but some teachers did not
qualify due to technicalities." This bill would resolve those
technicalities and make additional retirees eligible for the
$15,000 minimum allowance.
SB 1505
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REGISTERED SUPPORT / OPPOSITION :
Support
California Teachers Association
California Retired Teachers Association
United Teachers Los Angeles
Opposition
None on file.
Analysis Prepared by : Karon Green / P.E., R. & S.S. /
(916)319-3957