Assigned to FIN                                                                                                            FOR COMMITTEE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

CORRECTED

FACT SHEET FOR H.B. 2050

 

ASRS; retirees; return to work

 

Purpose

 

Allows any member of the Arizona State Retirement System (ASRS), not just teachers, to return to work and still be eligible to receive retirement benefits.

 

Background

 

In 2000, the Legislature allowed certificated retired teachers to return to work with retirement benefit eligibility if they have attained normal retirement age and have terminated employment at least one year before returning to work. In addition, their employment must not be subject to dismissal due process protection and they must acknowledge in writing the terms and conditions of retired re-employment. It was also established that an employer of a retired member who returns to work as a teacher does not pay contributions on behalf of the retired member nor does the member accrue credited service, retirement benefits or long-term disability benefits while working as a teacher.  

 

This measure expands the pilot return to work program initially established only for teachers to include all members of the ASRS. With the passage of this measure, ASRS members will have a choice between the temporary return to work program, which terminates July 1, 2003, and the second return to work program (A.R.S. 38-766), which allows retired members to return to work, provided that the member does not work 20 or more weeks at 20 or more hours a week.

 

According to Joint Legislative Budget Committee staff and ASRS, there is no fiscal impact connected to this bill because a member must be retired at least one year and therefore there is no increased likelihood of retirement at earlier ages, which would have resulted in increased costs. 

 

Provisions

 

1.      Allows any member of the ASRS to return to work and still be eligible to receive retirement benefits if the member meets the following requirements:

 

·        Reached normal retirement age;

·        Terminated employment at least 12 months before returning to work; and

·        Acknowledges in writing the terms and conditions of retired re-employment.

 


2.      Prohibits employers of any ASRS member returning to work to pay member or employer contributions and long-term disability contributions, and prohibits any ASRS members who return to work to accrue credited service, retirement benefits or long-term disability benefits during the return to work period. 

 

3.      Provides for a general effective date.

 

House Action

 

RGO                1/16/01            DP       9-0-0-1                       

3rd Read           1/29/01                        50-8-2-0         

 

 

Prepared by Senate Staff

March 26, 2001