Assigned to FIN                                                                                                            AS PASSED BY THE SENATE

 

 


 

ARIZONA STATE SENATE

Phoenix, Arizona

 

REVISED

FACT SHEET FOR S.B. 1120

 

ASRS; retirees; graded multiplier increase

 

Purpose

 

Retroactive to May 8, 2001, provides for a one-time permanent increase to current retired defined benefit Arizona State Retirement System (ASRS) members.

 

Background

 

In 2001, the Legislature established a graduated retirement formula multiplier for retirees (Laws 2001, Chapter 380, section 6).  Specifically, this multiplier begins at 2.1 percent for members with less than 20 years of service, and increases up to 2.3 percent for members with 30 or more years of service.  The graded multiplier was enacted on a prospective basis for retirees who retired on or after August 8, 2001.  Individuals who retired prior to August 8, 2001, were not eligible for the graded multiplier.  For these individuals, the normal retirement multiplier was a flat 2.1 percent.

 

S.B. 1120, retroactive to May 8, 2001, provides for a one-time permanent increase to current retired defined benefit ASRS members.

 

According to Joint Legislative Budget Committee staff, this measure will reduce the state general fund by $2.6 million in FY 2003-2004. 

 

Provisions

 

1.      Provides for a one-time permanent increase to current retired defined benefit ASRS members, as follows:

 

a)      2.38 percent if that member has 20 or more years of service but less than 25 years.

b)      4.76 percent if that member has 25 or more years of service but less than 30 years.

c)      9.52 percent if that member has 30 or more years of service.

 

2.      Contains a retroactivity clause of May 8, 2001.

 

Amendment Adopted by Committee of the Whole

 

·        Changes the retroactive date from August 8, 2001 to May 8, 2001.

 


Senate Action

 

FIN                  3/18/02            DP       4-2-2-0

3rd Read           3/28/02                        17-11-2-0

 

 

Prepared by Senate Staff

March 28, 2002