ASRS 2013 Bill Tracker
51st Legislature - 1st Regular Session, 2013 Saturday, Nov 17 2018 12:14 PM
Posted Calendars and Committee Hearings
No hearings, calendars, or amendments posted.


ASRS Sponsored
Bill Summaries
S1170: RETIREMENT; ASRS; AMENDMENTS Questions/Comments: leslis@azasrs.gov

Various changes to statutes governing the Arizona State Retirement System, including making the statutory formulas for permanent benefit increases apply only to ASRS members whose membership began before the effective date of this legislation. The period of time used in determining employer contributions is determined by the ASRS Board, instead of a rolling 30-year period, and when determining the period the Board is required to seek to improve the funded status whenever the ASRS trust fund is less than 100 percent funded. Information about ASRS members is not subject to inspection under public records laws, with specified exceptions. A member's right to normal retirement benefits is nonforfeitable by an employer or ASRS on attainment of the member's normal retirement date. The calculations for limitations on benefits based on the age of the member when benefits commence are repealed and replaced. The ASRS Board is authorized to establish a self-insurance program for group health insurance coverage for eligible retired and disabled members and their dependents if the Board determines that self-insurance would be less expensive than and at least as effective as a fully insured plan. The self-insurance program must include all health coverage benefits that are required by state law. Beneficiaries of deceased members who are receiving a survivor benefit are added to the types of members eligible for ASRS group health insurance. Beneficiaries of survivor benefits no longer have the option of receiving benefits as a monthly income for a certain number of years, but may elect to receive the benefit as monthly income for life if the resulting monthly amount is at least a certain threshold amount determined by the ASRS Board. Appropriates $200,000 from the ASRS Administration Account Fund in FY2013-14 to the ASRS for implementation. Effective January 1, 2014, with various sections retroactive to July 1, 2013. AS SIGNED BY GOVERNOR.

First sponsor: Sen. Yarbrough ( - Dist )
Others: Sen. Worsley (R - Dist 25)


 
Categories:  ASRS Sponsored

General Comments (all lists):

SB 1170 is part of the ASRS’s 2013 Legislative Initiatives.

 

ASRS Staff Summary (as signed by the Governor):

Provisions

Amortization Period

·         Requires the past service funding requirement to be amortized over a period that is determined by the Board and consistent with generally accepted actuarial standards, rather than the current rolling 30-year period.

·         Instructs the Board, when determining the amortization period, to seek to improve the funded status whenever the ASRS Trust Fund is less than 100 percent funded.

 

Federal Conforming Changes

·         Requires the ASRS to correct annual addition limit excesses using the Employee Plans Compliance Resolution System or future guidance prescribed by the Internal Revenue Service (IRS).

·         States that once a member has reached a normal retirement date, the member’s right to a normal retirement benefit cannot be forfeited by the ASRS or an employer, except as provided by the Felony Forfeiture statute.

·         Rewrites provisions relating to Internal Revenue Code § 415 limits.

·         Provides that in addition to a complete termination, upon a partial termination of ASRS, the accrued benefit of each member is fully vested and non-forfeitable to the extent then funded.

·         Defines “applicable mortality table” as the table described in IRS Revenue Ruling 2001-62.

 

Spousal Consent Clarification

·         Clarifies that a member is not required to name or maintain a current spouse as their beneficiary or elect a joint and survivor annuity if such an action would violate another law, an existing contract, or a court order, retroactively to from and after June 30, 2013.

 

Member Identity Security

·         States that, in order to protect a member’s identity from fraud, abuse, theft or civil or criminal activity, information about a member is not subject to inspection, except for:

o   The member’s name

o   Membership status (active, inactive, retired)

o   Current or most recent employer

o   Average monthly compensation used to calculate a retirement benefit

o   Credited service on account for an active or inactive member or the credited service used to calculate a retired member’s benefit

o   Gross pension amount actually paid to a retired member

o   Most recent retirement date

o   Current account balance for an active or inactive member

o   Gross LTD program benefit actually paid to a disabled member

o   Amount paid to purchase service

o   Amount of service purchased

·         Prohibits any unredacted record to be inspected that contains a member’s SSN, bank account information, address, telephone number, e-mail address, medical records, health insurance information, beneficiary or survivor information, disability information, or any information that is protected by any federal or state law.

 

Survivor Benefits

·         Removes the requirement that a survivor’s benefit must exceed $5,000 in order to elect an annuity option.

·         Limits the annuity option a survivor may take to the straight-life option only, if the monthly amount is greater than an amount determined by the ASRS Board (currently $20 per month).

·         Eliminates the present value calculation, which is currently only available if the member had reached an early retirement date or had 15 years of service and the designated beneficiary is a spouse, natural or adopted child under 21, or disabled child of any age.

·         Permits a survivor who elects to take the annuity option to participate in the ASRS’s Group Health Insurance program.  Note: survivors are not eligible for the Health Benefit Supplement.

·         Delays the application of survivor benefit changes to new survivors on or after January 1, 2014.

 

Permanent Benefit Increases

·         Eliminates the Permanent Benefit Increase program for members whose membership commences after the general effective date.

 

Health Insurance Program Self-insurance

·         Permits the ASRS Board to establish a self-insured health insurance program if the Board determines that self-insuring would be less expensive and at least as effective as a fully insured plan, while considering the risks and costs.

·         Permits the ASRS to establish a separate account to administer the self-insured program, and prohibits the ASRS from diverting any part of the account for any other purpose.

·         Provides that if a self-insurance program is offered, it must offer all health benefits required by Title 20 (Insurance).

·         Provides that if a self-insurance program was no longer offered, the monies in the separate account shall be transferred to another account of ASRS.

 

Miscellaneous

  • Appropriates $200,000 from the ASRS administration account to the ASRS.  The appropriation is non-lapsing.
  • Makes technical and conforming changes.

 

Fiscal Impact

ASRS Administrative: The ASRS projects that it will cost $200,000 to implement these changes, which represents the costs of computer programming, staff and employer training, forms development and distribution, website updates, and member communications.

 

Actuarial:

 

Permanent Benefit Increase Elimination Preliminary Estimate

ASRS’s current deterministic forecasting does not predict any costs associated with future PBI awards (because the forecasts assume an 8 percent return every year).  However, using stochastic forecasting, and taking the mean of the distribution of the results, the ASRS actuary predicts that eliminating PBIs for new members will save approximately $220M.  The savings will not appear in the valuation results, but instead will emerge as smaller liability losses in future years when PBIs occur.

 

Non-Retired Survivor Benefits Redesign Preliminary Estimate

The ASRS actuary predicts that this suggestion will reduce the ASRS’s liabilities by approximately $17 million, with a present value of the savings of $27.3 million.  This savings results in a decrease in the total (EE plus ER) contribution rate of 0.02 percent and an increase in the funded status by 0.03 percent.

S1170 Daily History  Date Action
RETIREMENT; ASRS; AMENDMENTS 4/16 signed by governor. Chap. 110, Laws 2013.
RETIREMENT; ASRS; AMENDMENTS 4/1 passed House 35-23; ready for governor.
RETIREMENT; ASRS; AMENDMENTS 3/14 House COW approved.
RETIREMENT; ASRS; AMENDMENTS 3/12 stricken from House consent calendar by McCune-Davis.
RETIREMENT; ASRS; AMENDMENTS 3/12 from House rules okay.
RETIREMENT; ASRS; AMENDMENTS 3/11 to House consent calendar.
RETIREMENT; ASRS; AMENDMENTS 2/26 from House ins-ret do pass.
RETIREMENT; ASRS; AMENDMENTS 2/26 House ins-ret do pass; report awaited.
RETIREMENT; ASRS; AMENDMENTS 2/18 referred to House ins-ret.
RETIREMENT; ASRS; AMENDMENTS 2/11 passed Senate 28-1; ready for House.
RETIREMENT; ASRS; AMENDMENTS 2/7 Senate COW approved with amend #4019.
RETIREMENT; ASRS; AMENDMENTS 2/5 from Senate rules okay.
RETIREMENT; ASRS; AMENDMENTS 1/31 from Senate fin with amend #4019.
RETIREMENT; ASRS; AMENDMENTS 1/30 Senate fin amended; report awaited.
RETIREMENT; ASRS; AMENDMENTS 1/24 referred to Senate fin.
Posted Calendars and Committee Hearings
No hearings, calendars, or amendments posted.


Non ASRS Sponsored
Bill Summaries
H2204: LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE Questions/Comments: leslis@azasrs.gov

The surviving spouse or a "dependent" of a "law enforcement officer" (both defined) killed in the line of duty is entitled to receive payments for health insurance premiums from public monies of the officer's employer. The employer is required to make payments if the surviving spouse or dependent is enrolled in the employer's health insurance program or the health insurance plan offered by the retirement system or plan from which the person is receiving benefits. The amount of the payment and circumstances under which payments will be discontinued are specified. Emergency clause. AS SIGNED BY GOVERNOR.

First sponsor: Rep. Robson ( - Dist )
Others: Rep. Alston (D - Dist 24), Rep. Barton (R - Dist 6), Rep. Borrelli (R - Dist 5), Rep. Boyer (R - Dist 20), Rep. Brophy McGee (R - Dist 28), Rep. Cardenas (D - Dist 19), Rep. Carter (R - Dist 15), Rep. Coleman (R - Dist 16), Rep. Dial (R - Dist 18), Rep. Escamilla (D - Dist 4), Rep. Fann (R - Dist 1), Rep. E. Farnsworth (R - Dist 12), Rep. Gallego (D - Dist 27), Rep. Goodale (R - Dist 5), Rep. Gray (R - Dist 21), Rep. Livingston (R - Dist 22), Rep. Lovas (R - Dist 22), Sen. McComish (R - Dist 18), Rep. McCune Davis (D - Dist 30), Rep. Mendez (D - Dist 26), Rep. Mitchell (R - Dist 13), Rep. Olson (R - Dist 25), Rep. Orr (R - Dist 9), Rep. Peshlakai (D - Dist 7), Rep. Petersen (R - Dist 12), Rep. J. Pierce (R - Dist 25), Rep. Pratt (R - Dist 8), Rep. Saldate (D - Dist 3), Rep. Seel (R - Dist 20), Rep. Shope (R - Dist 8), Rep. Smith (R - Dist 11), Rep. Steele (D - Dist 9), Rep. Stevens (R - Dist 14), Rep. Townsend (R - Dist 16)


 
Categories:  Non ASRS Sponsored
H2204 Daily History  Date Action
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 4/5 signed by governor. Chap. 54, Laws 2013.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 4/1 passed Senate 25-0; ready for governor.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 3/25 Senate COW approved; amend #4628 was withdrawn.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 3/19 from Senate rules okay.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 3/7 from Senate pub safety with amend #4628.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 2/19 referred to Senate pub safety.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 2/12 passed House 54-5; ready for Senate.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 2/7 House COW approved with amend #4017 and floor amend #4084.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 2/5 From House rules okay.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 1/30 from House pub-mil-reg with amend #4017.
LAW ENFORCEMENT; SURVIVING SPOUSE; INSURANCE 1/22 referred to House pub-mil-reg.
H2294: RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS (LOBBYIST REGISTRATION; STATE OF INCORPORATION) Questions/Comments: leslis@azasrs.gov

For the purpose of the Elected Officials Retirement Plan, the definition of "elected official" is modified to include every full-time superior court administrator. Deletes provisions making full-time superior court commissioners appointed on or after July 1 of the first fiscal year after the federal Social Security Administration approves the inclusion of the commissioners on Arizona's section 218 agreement members of the Arizona State Retirement System instead of EORP. AS SIGNED BY GOVERNOR.

First sponsor: Rep. Robson ( - Dist )


 
Categories:  Non ASRS Sponsored
H2294 Daily History  Date Action
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 4/17 signed by governor. Chap. 122, Laws 2013.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 4/15 passed Senate 28-1; ready for governor.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 3/19 from Senate rules okay.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 3/18 to Senate consent calendar.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 3/14 from Senate fin do pass.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 3/5 referred to Senate fin.
RETIREMENT; EORP; SUPERIOR COURT COMMISSIONERS 2/28 House COW approved with amend #4248. NOTE SHORT TITLE CHANGE. Passed House 56-0; ready for Senate.
LOBBYIST REGISTRATION; STATE OF INCORPORATION 2/25 from House rules okay.
LOBBYIST REGISTRATION; STATE OF INCORPORATION 2/20 from House ins-ret with amend #4248.
LOBBYIST REGISTRATION; STATE OF INCORPORATION 2/12 referred to House ins-ret.
H2562: PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES Questions/Comments: leslis@azasrs.gov

The Arizona State Retirement System Board is required to establish, administer and operate a defined contribution plan for certain employees. The ASRS Board is authorized to delegate authority to implement the plan to the ASRS Director, to administer the plan through contracts with multiple vendors and to employ the services of the third-party administrator that administers the ASRS supplemental defined contribution plan to also administer the plan. All employee contributions made to the defined contribution plan must be picked up and paid by the employer. State or political subdivision employees hired on or after the effective date of this legislation who are not eligible for the ASRS or other public retirement systems because the employee is not included in agreements providing for the employee's coverage or does not meet the definition of member, but who work at least 20 hours per week for at least 20 weeks in each fiscal year are enrolled in the ASRS defined contribution plan at the employer’s option. Each employee and each employer is required to contribute 50 percent of the total ASRS normal cost plus 1.5 percent of the employee’s compensation, which is deposited in the employee’s annuity account and is immediately vested. Employees cannot be enrolled in the plan if the employee has entered into an agreement with the employer that required participation in an alternative retirement plan or for other compensation provided in lieu of retirement benefits. The agreement must specify that it is irrevocable for the remainder of the employment and must be executed within two years of initial eligibility. For employees hired on or after the effective date of this legislation, if an ASRS employer disagrees with a written determination made by the state social security section 218 administrator of the employee's inclusion under agreements providing for the employee's coverage under the federal old age and survivor's insurance system or the application and use of that determination by ASRS for ASRS membership, and the employee is enrolled in ASRS, the employee's ASRS account is suspended, additional contributions cannot be collected and service credit cannot be applied during the ASRS administrative appeals process. The employee must be enrolled in the ASRS supplemental defined contribution plan, with some exceptions. If there is a determination of the employee’s eligibility that is final and not appealable and the employee is determined ineligible for ASRS, the employee will continue participating in the defined contribution plan. If the employee is determined eligible for ASRS, the employee must be enrolled in ASRS. ASRS employers are required to ensure the proper enrollment of members in the ASRS, submit any information requested by ASRS that is necessary to make eligibility determinations and for proper plan administration, and attend the ASRS annual training conference. Specifies that Public Safety Personnel Retirement System local boards have powers necessary to decide all questions of eligibility for membership and benefits. Each employee of an eligible group is required to participate in the PSPRS plan on proper determination of eligibility for membership by the local board. The employer is required to provide to the local board all necessary information to determine an employee's eligibility for membership. Appropriates 1 FTE position and $502,400 from the ASRS Administration Account Fund in FY2013-14 to the ASRS for personal and professional services. AS SIGNED BY GOVERNOR.

First sponsor: Rep. Robson ( - Dist )


 
Categories:  Non ASRS Sponsored
H2562 Daily History  Date Action
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 6/19 signed by governor. Chap. 216, Laws 2013.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 6/13 House adopted conference report #5122 and passed on final reading 59-0. Passed Senate on final reading 29-0; ready for governor.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 6/11 Senate adopted conference report #5122. Awaits House adoption and final vote in both houses.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 5/21 Senate named Yarbrough, Farley and Reagan to the free conference committee (House conferees: Robson, Lovas, McCune Davis).
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 5/21 House refused to concur in Senate amendments and named Robson, Lovas and McCune Davis to a FREE conference committee. Senate conferees awaited.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 5/8 passed Senate 16-12; ready for House action on Senate amendments.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 4/10 Senate COW approved with amend #4754, floor amend #4973 and the rules tech amendment.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 3/19 from Senate rules with a technical amendment.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 3/14 from Senate fin with amend #4754.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 3/5 referred to Senate fin.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/28 passed House 55-0; ready for Senate.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/28 House COW approved with floor amend #4435.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/26 stricken from House consent calendar by Mendez.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/25 from House rules okay. To House consent calendar.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/20 from House ins-ret do pass.
PUBLIC RETIREMENT SYSTEMS; INELIGIBLE EMPLOYEES 2/7 referred to House ins-ret.
H2608: EORP; CLOSURE; DEFINED CONTRIBUTION Questions/Comments: leslis@azasrs.gov

Establishes an Elected Officials’ Defined Contribution Retirement System (EODCRS) for elected officials who are elected or appointed on or after January 1, 2014 and who were not a member of the plan on December 31, 2013. Beginning January 1, 2014, the EODCRS is the retirement program for elected officials, and elected officials must be enrolled in the defined contribution plan established by the Public Safety Personnel Retirement System (PSPRS). The PSPRS Board is responsible for the administration of the EODCRS, and is required to annually report the status of the EODCRS to the Governor and the Legislature. Each EODCRS member must contribute eight percent of gross compensation by salary reduction, which is deposited in the member’s annuity account. Each employer is required to annually make a contribution equal to six percent of each member’s gross compensation. Also establishes an EODCRS disability program and requires all EODCRS members to participate in the disability program. Beginning January 1, 2014, employers are required to contribute the percentage of the gross compensation of all the EODCRS members under their employment so that the total employer contributions equals the amount the PSPRS Board determines is necessary to pay 1/2 of all benefits under and costs of administering the disability program, and members are required to contribute the same amount. Employer and employee disability contributions must be determined by the system actuary in an annual valuation using specified methods. Eligibility for a disability benefit and the amount of the benefit is determined in the same manner as EORP disability benefits. A person who knowingly falsifies any record of the disability program with intent to defraud is guilty of a class 6 (lowest) felony. Retired members of the EODCRS may elect to obtain group health insurance coverage through the Arizona State Retirement System, but must pay the premium for the coverage selected and are not eligible for premium assistance benefits. The Elected Officials’ Retirement Plan (EORP) is available only to elected officials who were a member of the plan before January 1, 2014. An elected official who is elected or appointed on or after January 1, 2014 and who was not a member of the plan on December 31, 2013 is not eligible for EORP. Beginning January 1, 2014 through June 30, 2044, each EORP employer is required to make level percent compensation contributions of 23.5 percent of the compensation of all employees who are members of EORP or the EODCRS to meet the normal cost plus an amount to amortize the unfunded accrued liability. This employer contribution cannot be used to pay for an increase in benefits to members. In FY2013-14 through FY2042-43, appropriates $5 million in each FY from the general fund to the EORP Fund to supplement the normal cost plus an amount to amortize the unfunded accrued liability. These appropriations cannot be used to pay for an increase in benefits to members. AS SIGNED BY GOVERNOR.

First sponsor: Rep. Lovas ( - Dist )
Others: Rep. Allen (R - Dist 15), Sen. Barto (R - Dist 15), Sen. Biggs (R - Dist 12), Rep. Borrelli (R - Dist 5), Rep. Boyer (R - Dist 20), Rep. Brophy McGee (R - Dist 28), Sen. Burges (R - Dist 22), Sen. Crandell (R - Dist 6), Rep. Fann (R - Dist 1), Rep. Forese (R - Dist 17), Rep. Gray (R - Dist 21), Sen. Griffin (R - Dist 14), Rep. Kwasman (R - Dist 11), Rep. Lesko (R - Dist 21), Rep. Livingston (R - Dist 22), Sen. McComish (R - Dist 18), Sen. Melvin (R - Dist 11), Rep. Mesnard (R - Dist 17), Rep. Mitchell (R - Dist 13), Rep. Montenegro (R - Dist 13), Sen. Murphy (R - Dist 21), Rep. Olson (R - Dist 25), Rep. Petersen (R - Dist 12), Rep. J. Pierce (R - Dist 25), Sen. S. Pierce (R - Dist 1), Sen. Reagan (R - Dist 23), Rep. Robson (R - Dist 18), Sen. Shooter (R - Dist 13), Rep. Shope (R - Dist 8), Rep. Smith (R - Dist 11), Rep. Thorpe (R - Dist 6), Rep. Tobin (R - Dist 1), Rep. Townsend (R - Dist 16), Rep. Ugenti (R - Dist 23), Sen. Ward (R - Dist 5), Sen. Worsley (R - Dist 25), Sen. Yarbrough (R - Dist 17), Sen. Yee (R - Dist 20)


 
Categories:  Non ASRS Sponsored
H2608 Daily History  Date Action
EORP; CLOSURE; DEFINED CONTRIBUTION 6/19 signed by governor. Chap. 217, Laws 2013.
EORP; CLOSURE; DEFINED CONTRIBUTION 6/13 House concurred in Senate amendments and passed on final reading 35-24; ready for governor.
EORP; CLOSURE; DEFINED CONTRIBUTION 5/8 Senate voted to reconsider 5/7 failure to pass bill and passed on reconsideration 16-13; ready for House action on Senate amendments.
EORP; CLOSURE; DEFINED CONTRIBUTION 5/7 FAILED to pass Senate 12-12.
EORP; CLOSURE; DEFINED CONTRIBUTION 5/2 Senate COW approved with amend #4843 and floor amend #5058.
EORP; CLOSURE; DEFINED CONTRIBUTION 3/26 from Senate rules okay.
EORP; CLOSURE; DEFINED CONTRIBUTION 3/21 from Senate fin with amend #4843.
EORP; CLOSURE; DEFINED CONTRIBUTION 3/5 referred to Senate fin.
EORP; CLOSURE; DEFINED CONTRIBUTION 2/28 House COW approved with amend #4238 and floor amend #4459. Passed House 35-22; ready for Senate.
EORP; CLOSURE; DEFINED CONTRIBUTION 2/26 from House rules okay.
EORP; CLOSURE; DEFINED CONTRIBUTION 2/25 withdrawn from House appro.
EORP; CLOSURE; DEFINED CONTRIBUTION 2/20 from House ins-ret with amend #4238.
EORP; CLOSURE; DEFINED CONTRIBUTION 2/12 referred to House ins-ret, appro.
Posted Calendars and Committee Hearings
No hearings, calendars, or amendments posted.


Other Retirement
Bill Summaries
H2056: PSPRS; AMENDMENTS Questions/Comments: leslis@azasrs.gov

Makes various changes to statutes governing the Public Safety Personnel Retirement System, including prohibiting members from taking a loan against or removing contributions from their account prior to termination of membership or receipt of a pension, exempting stocks acquired for coinvestment with the system's investments and interests in mutual funds from certain investment requirements, and modifying provisions for contributions by retired members who are reemployed following retirement. PSPRS will no longer pay part of the single coverage premium of any group health insurance premium for members who retire or become a survivor on or after the effective date of this legislation and who are reemployed and participate in employer-provided health care coverage. Paid full-time firefighters employed directly by a joint powers authority (identified elsewhere in statute as a separate legal entity formed by government entities to jointly exercise common powers for a fire district) are added to the definition of "eligible group" for the PSPRS. Establishes PSPRS local board membership for joint powers authorities. For purposes of the public safety officer supplemental benefits plan for duty-related injuries, a retired member of PSPRS who is a certified peace officer is added to the definition of "member." AS SIGNED BY GOVERNOR.

First sponsor: Rep. Lovas ( - Dist )


 
Categories:  Other Retirement
H2056 Daily History  Date Action
PSPRS; AMENDMENTS 6/19 signed by governor. Chap. 203, Laws 2013.
PSPRS; AMENDMENTS 6/13 House concurred in Senate amendments and passed on final reading 57-0; ready for governor.
PSPRS; AMENDMENTS 5/14 passed Senate 29-0; ready for House action on Senate amendments.
PSPRS; AMENDMENTS 4/16 Senate COW approved with amend #4844 and floor amend #5000.
PSPRS; AMENDMENTS 3/26 from Senate rules okay.
PSPRS; AMENDMENTS 3/21 from Senate fin with amend #4844.
PSPRS; AMENDMENTS 2/20 referred to Senate fin.
PSPRS; AMENDMENTS 2/18 passed House 58-0; ready for Senate.
PSPRS; AMENDMENTS 2/14 House COW approved with amend #4048 and floor amend #4170.
PSPRS; AMENDMENTS 2/11 from House rules okay.
PSPRS; AMENDMENTS 2/6 from House ins-ret with amend #4049.
PSPRS; AMENDMENTS 2/5 House ins-ret amended; report awaited.
PSPRS; AMENDMENTS 1/15 referred to House ins-ret.
S1173: CORP; AMENDMENTS Questions/Comments: leslis@azasrs.gov

Various changes relating to the Corrections Officer Retirement Plan, including prohibiting members from taking a loan against or removing contributions from their account prior to termination of membership or receipt of a pension, allowing the CORP Board to make a retroactive payment of a pension for a period of up to 180 days, increased from 90 days, before the date of application, and prohibiting a disability pension from being recomputed at a disabled retired member's normal retirement date. A CORP member applying for disability retirement must terminate the member's employment by reason of the disability. CORP will no longer pay part of the single coverage premium of any group health insurance premium for members who retire or become a survivor on or after the effective date of this legislation and who are reemployed and participate in employer-provided health care coverage. AS SIGNED BY GOVERNOR.

First sponsor: Sen. Yarbrough ( - Dist )
Others: Sen. Worsley (R - Dist 25)


 
Categories:  Other Retirement
S1173 Daily History  Date Action
CORP; AMENDMENTS 4/10 signed by governor. Chap. 78, Laws 2013.
CORP; AMENDMENTS 4/3 passed House 60-0; ready for governor.
CORP; AMENDMENTS 3/26 from House rules okay.
CORP; AMENDMENTS 3/25 to House consent calendar.
CORP; AMENDMENTS 3/19 from House ins-ret do pass.
CORP; AMENDMENTS 2/26 referred to House ins-ret.
CORP; AMENDMENTS 2/25 passed Senate 28-0; ready for House.
CORP; AMENDMENTS 2/21 Senate COW approved with amend #4151.
CORP; AMENDMENTS 2/19 from Senate rules okay.
CORP; AMENDMENTS 2/14 from Senate fin with amend #4151.
CORP; AMENDMENTS 2/6 Senate fin held.
CORP; AMENDMENTS 1/24 referred to Senate fin.
S1174: EORP; AMENDMENTS Questions/Comments: leslis@azasrs.gov

Makes various changes to statutes governing the Elected Officials' Retirement Plan, including prohibiting members from taking a loan against or removing contributions from their account prior to termination of membership or receipt of a pension, and allowing members of a municipal retirement system or EORP who become a member of one or the other systems to transfer service credits if specified conditions are met. Also, EORP will no longer pay part of the single coverage premium of any group health insurance premium for members who retire or become a survivor on or after the effective date of this legislation and who are reemployed and participate in employer-provided health care coverage. The EORP Board is required to establish a separate account for health insurance premium benefits, and health insurance premium benefits cannot exceed 25 percent of the total actual employer and employee contributions to the plan after the day the account is established. AS SIGNED BY GOVERNOR.

First sponsor: Sen. Yarbrough ( - Dist )
Others: Sen. Worsley (R - Dist 25)


 
Categories:  Other Retirement
S1174 Daily History  Date Action
EORP; AMENDMENTS 4/16 signed by governor. Chap. 111, Laws 2013.
EORP; AMENDMENTS 4/4 passed House 59-0; ready for governor.
EORP; AMENDMENTS 3/26 from House rules okay.
EORP; AMENDMENTS 3/25 to House consent calendar.
EORP; AMENDMENTS 3/19 from House ins-ret do pass.
EORP; AMENDMENTS 2/19 referred to House ins-ret.
EORP; AMENDMENTS 2/18 passed Senate 30-0; ready for House.
EORP; AMENDMENTS 2/14 Senate COW approved with amend #4071 and floor amend #4175.
EORP; AMENDMENTS 2/12 from Senate rules okay.
EORP; AMENDMENTS 2/7 from Senate fin with amend #4071.
EORP; AMENDMENTS 2/6 Senate fin amended; report awaited.
EORP; AMENDMENTS 1/24 referred to Senate fin.
Posted Calendars and Committee Hearings
No hearings, calendars, or amendments posted.


Likely DEAD for This Session
Bill Summaries
H2006: RETIREMENT; ASRS; POLITICAL SUBDIVISION ENTITIES Questions/Comments: leslis@azasrs.gov

Employees of "political subdivision entities" (defined in statute) who are hired on or after the effective date of this legislation are excluded from membership in the Arizona State Retirement System.

First sponsor: Rep. Ugenti ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2006 was not heard in the House before the "bill hearing deadline."

The ASRS has determined that following 14 current ASRS employers meet the definition of "political subdivision entity:"

·         Arizona Association of Counties

·         Arizona Counties Insurance Pool

·         Arizona Interscholastic Association

·         Arizona Municipal Water Users Association

·         Arizona Prosecuting Attorneys Advisory Council

·         Central Arizona Association of Governments

·         County Supervisors Association

·         League of Arizona Cities and Towns

·         Maricopa Association of Governments

·         Northern Arizona Council of Governments

·         NACOG Headstart

·         Pima Association of Governments

·         SouthEastern Arizona Governments Organization

·         Valley Schools Management Group

·         Western Arizona Council of Government

 Fiscal Impact

The ASRS actuary is predicting that total contributions will increase by approximately $27.6M in present value (over 30 years), which would be paid by the remaining employees and employers of ASRS. This equates to a contribution rate increase of about 0.03 percent in most years. There is a ramping up of the contribution effect from 0.0 percent in FY2013 to the 0.03 percent in FY2022.

H2006 Daily History  Date Action
RETIREMENT; ASRS; POLITICAL SUBDIVISION ENTITIES 2/19 House ins-ret held.
RETIREMENT; ASRS; POLITICAL SUBDIVISION ENTITIES 1/14 referred to House ins-ret.
H2057: ASRS; PLAN DESIGN AMENDMENTS Questions/Comments: leslis@azasrs.gov

Various changes to statutes governing the Arizona State Retirement System, including making the statutory formulas for benefit increases apply only to ASRS members whose membership began before the effective date of this legislation. Beneficiaries of deceased members who are receiving a survivor benefit and their dependents are added to the types of members eligible for ASRS group health insurance. Effective January 1, 2014, beneficiaries of survivor benefits no longer have the option of receiving benefits as a monthly income for a certain number of years, but may elect to receive the benefit as monthly income for life if the resulting monthly amount is at least a certain threshold amount determined by the ASRS Board. Appropriates $200,000 from the ASRS Administration Account Fund in FY2013-14 to the ASRS for implementation.

First sponsor: Rep. Lovas ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2057 was not heard in the Senate before the "bill hearing deadline," but see SB 1170.

HB 2057 was part of the ASRS’s 2013 Legislative Initiatives.

H2057 Daily History  Date Action
ASRS; PLAN DESIGN AMENDMENTS 2/27 referred to Senate fin.
ASRS; PLAN DESIGN AMENDMENTS 2/26 passed House 36-23; ready for Senate.
ASRS; PLAN DESIGN AMENDMENTS 2/21 House COW approved.
ASRS; PLAN DESIGN AMENDMENTS 2/19 stricken from House consent calendar by Mendez.
ASRS; PLAN DESIGN AMENDMENTS 2/18 to House consent calendar. From House Rules okay.
ASRS; PLAN DESIGN AMENDMENTS 2/6 withdrawn from House appro.
ASRS; PLAN DESIGN AMENDMENTS 1/22 from House ins-ret do pass.
ASRS; PLAN DESIGN AMENDMENTS 1/22 House ins-ret do pass; report awaited.
ASRS; PLAN DESIGN AMENDMENTS 1/15 referred to House ins-ret, appro.
H2058: ASRS; FEDERAL CONFORMING CHANGES Questions/Comments: leslis@azasrs.gov

Makes various changes to statutes governing the Arizona State Retirement System in order to conform to the federal Internal Revenue Code.

First sponsor: Rep. Lovas ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2058 will not move forward since the Governor has signed SB 1170.

 

HB 2058 was part of the ASRS’s 2013 Legislative Initiatives.

H2058 Daily History  Date Action
ASRS; FEDERAL CONFORMING CHANGES 3/19 stricken from Senate consent calendar by Yarbrough.
ASRS; FEDERAL CONFORMING CHANGES 3/19 from Senate rules okay.
ASRS; FEDERAL CONFORMING CHANGES 3/18 to Senate consent calendar.
ASRS; FEDERAL CONFORMING CHANGES 3/14 from Senate fin do pass.
ASRS; FEDERAL CONFORMING CHANGES 2/19 referred to Senate fin.
ASRS; FEDERAL CONFORMING CHANGES 2/5 passed House 59-0; ready for Senate.
ASRS; FEDERAL CONFORMING CHANGES 1/29 from House rules okay.
ASRS; FEDERAL CONFORMING CHANGES 1/29 to House consent calendar.
ASRS; FEDERAL CONFORMING CHANGES 1/22 from House ins-ret do pass.
ASRS; FEDERAL CONFORMING CHANGES 1/22 House ins-ret do pass; report awaited.
ASRS; FEDERAL CONFORMING CHANGES 1/15 referred to House ins-ret.
H2059: ASRS; ADMINISTRATION Questions/Comments: leslis@azasrs.gov

Makes several changes to statutes governing the Arizona State Retirement System, including exempting information about ASRS members from public records laws and specifying what information about ASRS members is subject to public inspection. The ASRS Board is authorized to establish a self-insurance program for group health insurance coverage for eligible retired and disabled members and their dependents. The public records changes are retroactive to July 1, 2013. AS PASSED HOUSE.

First sponsor: Rep. Lovas ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2059 was not heard in the Senate before the "bill hearing deadline," but see SB 1170.

HB 2059 was part of the ASRS’s 2013 Legislative Initiatives.

H2059 Daily History  Date Action
ASRS; ADMINISTRATION 2/19 referred to Senate fin.
ASRS; ADMINISTRATION 2/6 passed House 58-0; ready for Senate.
ASRS; ADMINISTRATION 1/31 House COW approved with floor amend #4032.
ASRS; ADMINISTRATION 1/29 from House rules okay.
ASRS; ADMINISTRATION 1/22 from House ins-ret do pass.
ASRS; ADMINISTRATION 1/22 House ins-ret do pass; report awaited.
ASRS; ADMINISTRATION 1/15 referred to House ins-ret.
H2123: TECH CORRECTION; PSPRS; SOCIAL SECURITY Questions/Comments: leslis@azasrs.gov

Minor change in Title 38 (Public Officers and Employees) related to the Public Safety Personnel Retirement System. Apparent striker bus.

First sponsor: Rep. Robson ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2123 was not heard in the House before the "bill hearing deadline."

H2123 Daily History  Date Action
No actions posted for this bill.
H2223: FIREFIGHTERS; SPOUSE; INSURANCE PAYMENT Questions/Comments: leslis@azasrs.gov

Statute entitling the surviving spouse of law enforcement officers killed in the line of duty to payments for health insurance premiums from public monies of the officer's employer is expanded to include the surviving spouse of municipal and state firefighters killed in the line of duty. For all spouses, the payments continue until the spouse's death or remarriage, instead of only for the first year after the officer's death.

First sponsor: Rep. Alston ( - Dist )
Others: Rep. Cardenas (D - Dist 19), Rep. Gonzales (D - Dist 3), Rep. Mesnard (R - Dist 17), Rep. Robson (R - Dist 18)


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2223 was not heard in the House before the "bill hearing deadline," but see HB 2204, which is on a related subject.

H2223 Daily History  Date Action
FIREFIGHTERS; SPOUSE; INSURANCE PAYMENT 1/22 referred to House pub-mil-reg.
H2225: ASRS; NEW MEMBERS; EIGHTY-FIVE POINTS Questions/Comments: leslis@azasrs.gov

For members of the Arizona State Retirement System whose membership began on or after July 1, 2011, "normal retirement" is the first day that the sum of a member's age and years of total credited service equals 85, instead of on a member's 55th birthday and completion of at least 30 years of credited service. Retroactive to July 1, 2011.

First sponsor: Rep. Alston ( - Dist )
Others: Rep. Cardenas (D - Dist 19), Rep. Gonzales (D - Dist 3), Rep. Mendez (D - Dist 26)


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2225 was not heard in the House before the "bill hearing deadline."

H2225 Daily History  Date Action
ASRS; NEW MEMBERS; EIGHTY-FIVE POINTS 1/22 referred to House ins-ret.
H2524: ASRS; RETURN TO WORK; COMPENSATION LIMIT Questions/Comments: leslis@azasrs.gov

For a retired member of the Arizona State Retirement System who returns to work in any capacity, the compensation received from a public employer cannot exceed the difference of the average monthly compensation amount calculated by ASRS and the monthly gross pension amount actually paid to the member.

First sponsor: Rep. Allen ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2524 failed in the House Insurance and Retirement Committee.

H2524 Daily History  Date Action
ASRS; RETURN TO WORK; COMPENSATION LIMIT 2/19 House ins-ret FAILED 3-5.
ASRS; RETURN TO WORK; COMPENSATION LIMIT 2/12 House ins-ret held.
ASRS; RETURN TO WORK; COMPENSATION LIMIT 2/6 referred to House ins-ret.
H2653: RETIREMENT; DEFINED CONTRIBUTION SYSTEM Questions/Comments: leslis@azasrs.gov

Establishes an Arizona State Defined Contribution Retirement System (ASDCRS) to be administered by the Arizona State Retirement System Board. Beginning January 1, 2014, the ASDCRS is the single retirement program for all new employees, and no additional employees may be admitted to the ASRS. A member of ASRS may voluntarily elect membership in the ASDCRS. ASDCRS members must contribute a prescribed amount, which must be a percentage of compensation, a fixed dollar amount, an amount prescribed by the plan or some other definitive amount that may not be modified or revoked by the employee. Employers must match member contributions up to 5 percent of the member's gross compensation. The amount of annuity payments a retired ASDCRS member receives is based solely on the balance in the member’s annuity account at the date of retirement, the retirement option selected or the actuarial life expectancy of the member.

First sponsor: Rep. Mitchell ( - Dist )
Others: Rep. Kwasman (R - Dist 11), Rep. Lesko (R - Dist 21), Rep. Livingston (R - Dist 22), Rep. Montenegro (R - Dist 13), Rep. Petersen (R - Dist 12), Rep. Seel (R - Dist 20), Rep. Thorpe (R - Dist 6)


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HB 2653 was not heard in the House before the "bill hearing deadline."

H2653 Daily History  Date Action
RETIREMENT; DEFINED CONTRIBUTION SYSTEM 2/12 referred to House ins-ret, appro.
HCR2005: PUBLIC RETIREMENT SYSTEMS Questions/Comments: leslis@azasrs.gov

The 2014 general election ballot is to carry the question of whether to amend the state Constitution to provide that the Constitutional provision prohibiting public retirement system benefits from being diminished or impaired does not prohibit increases in member contributions or reductions in member benefits that are consistent with generally accepted actuarial standards and that are in the interest of the financial stability of the system.

First sponsor: Rep. Kavanagh ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HCR 2005 was not heard in the House before the "bill hearing deadline."

HCR2005 Daily History  Date Action
PUBLIC RETIREMENT SYSTEMS 2/12 referred to House ins-ret.
HCR2017: BALLOT MEASURES; REAUTHORIZATION; EXEMPTION Questions/Comments: leslis@azasrs.gov

The 2014 general election ballot is to carry the question of whether to amend the state Constitution to grant the Legislature full legislative authority to adopt any enactment to amend, repeal, supersede or otherwise modify the provisions of any statewide initiative and referendum measures that are approved in 2016 and later and that do not specifically provide that they are subject to the voter protection act of 1998. For statewide initiative and referendum measures that are approved in 2016 and later and that are explicitly designated to be subject to the voter protection act of 1998, the measure must be referred to a subsequent vote of the people eight years after initial approval. If the majority of those voting do not vote to reauthorize, the measure is repealed and of no further legal effect.

First sponsor: Rep. Allen ( - Dist )
Others: Rep. Forese (R - Dist 17), Rep. Gowan (R - Dist 14), Rep. Kavanagh (R - Dist 23), Rep. Livingston (R - Dist 22), Rep. Olson (R - Dist 25), Rep. Stevens (R - Dist 14)


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

HCR 2017 was not heard in the House before the "bill hearing deadline."

HCR2017 Daily History  Date Action
BALLOT MEASURES; REAUTHORIZATION; EXEMPTION 2/12 referred to House jud.
S1027: TECH CORRECTION; DEFINED CONTRIBUTION PLAN Questions/Comments: leslis@azasrs.gov

Minor change in Title 38 (Public Officers and Employees) related to the Arizona State Retirement System. Apparent striker bus.

First sponsor: Sen. Barto ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

SB 1027 was not heard in the Senate before the "bill hearing deadline."

S1027 Daily History  Date Action
TECH CORRECTION; DEFINED CONTRIBUTION PLAN 1/14 referred to Senate rules only.
S1246: RETIREMENT; PSPRS; SURVIVOR BENEFITS Questions/Comments: leslis@azasrs.gov

A beneficiary designated by a deceased member of the Public Safety Personnel Retirement System must be paid a surviving spouse's pension only if it does not result in an abrogation of a deceased member's community property obligations.

First sponsor: Sen. Gallardo ( - Dist )


 
Categories:  Likely DEAD for This Session

General Comments (all lists):

SB 1246 was not heard in the Senate before the "bill hearing deadline."

S1246 Daily History  Date Action
RETIREMENT; PSPRS; SURVIVOR BENEFITS 1/30 referred to Senate fin.