| 1 | A bill to be entitled |
| 2 | An act relating to retirement; amending s. 121.091, F.S.; |
| 3 | prohibiting previously retired persons elected to public |
| 4 | office or appointed to an elective public office from |
| 5 | receiving retirement benefits until after termination of |
| 6 | such service; providing an effective date. |
| 7 |
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| 8 | Be It Enacted by the Legislature of the State of Florida: |
| 9 |
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| 10 | Section 1. Paragraph (b) of subsection (9) of section |
| 11 | 121.091, Florida Statutes, is amended to read: |
| 12 | 121.091 Benefits payable under the system.--Benefits may |
| 13 | not be paid under this section unless the member has terminated |
| 14 | employment as provided in s. 121.021(39)(a) or begun |
| 15 | participation in the Deferred Retirement Option Program as |
| 16 | provided in subsection (13), and a proper application has been |
| 17 | filed in the manner prescribed by the department. The department |
| 18 | may cancel an application for retirement benefits when the |
| 19 | member or beneficiary fails to timely provide the information |
| 20 | and documents required by this chapter and the department's |
| 21 | rules. The department shall adopt rules establishing procedures |
| 22 | for application for retirement benefits and for the cancellation |
| 23 | of such application when the required information or documents |
| 24 | are not received. |
| 25 | (9) EMPLOYMENT AFTER RETIREMENT; LIMITATION.-- |
| 26 | (b)1. Any person who is retired under this chapter, except |
| 27 | under the disability retirement provisions of subsection (4), |
| 28 | may be reemployed by any private or public employer after |
| 29 | retirement and receive retirement benefits and compensation from |
| 30 | his or her employer without any limitations, except that a |
| 31 | person may not receive both a salary from reemployment with any |
| 32 | agency participating in the Florida Retirement System and |
| 33 | retirement benefits under this chapter for a period of 12 months |
| 34 | immediately subsequent to the date of retirement. However, a |
| 35 | DROP participant shall continue employment and receive a salary |
| 36 | during the period of participation in the Deferred Retirement |
| 37 | Option Program, as provided in subsection (13). |
| 38 | 2. Any person to whom the limitation in subparagraph 1. |
| 39 | applies who violates such reemployment limitation and who is |
| 40 | reemployed with any agency participating in the Florida |
| 41 | Retirement System before completion of the 12-month limitation |
| 42 | period shall give timely notice of this fact in writing to the |
| 43 | employer and to the division and shall have his or her |
| 44 | retirement benefits suspended for the balance of the 12-month |
| 45 | limitation period. Any person employed in violation of this |
| 46 | paragraph and any employing agency which knowingly employs or |
| 47 | appoints such person without notifying the Division of |
| 48 | Retirement to suspend retirement benefits shall be jointly and |
| 49 | severally liable for reimbursement to the retirement trust fund |
| 50 | of any benefits paid during the reemployment limitation period. |
| 51 | To avoid liability, such employing agency shall have a written |
| 52 | statement from the retiree that he or she is not retired from a |
| 53 | state-administered retirement system. Any retirement benefits |
| 54 | received while reemployed during this reemployment limitation |
| 55 | period shall be repaid to the retirement trust fund, and |
| 56 | retirement benefits shall remain suspended until such repayment |
| 57 | has been made. Benefits suspended beyond the reemployment |
| 58 | limitation shall apply toward repayment of benefits received in |
| 59 | violation of the reemployment limitation. |
| 60 | 3. A district school board may reemploy a retired member |
| 61 | as a substitute or hourly teacher, education paraprofessional, |
| 62 | transportation assistant, bus driver, or food service worker on |
| 63 | a noncontractual basis after he or she has been retired for 1 |
| 64 | calendar month, in accordance with s. 121.021(39). A district |
| 65 | school board may reemploy a retired member as instructional |
| 66 | personnel, as defined in s. 1012.01(2)(a), on an annual |
| 67 | contractual basis after he or she has been retired for 1 |
| 68 | calendar month, in accordance with s. 121.021(39). Any other |
| 69 | retired member who is reemployed within 1 calendar month after |
| 70 | retirement shall void his or her application for retirement |
| 71 | benefits. District school boards reemploying such teachers, |
| 72 | education paraprofessionals, transportation assistants, bus |
| 73 | drivers, or food service workers are subject to the retirement |
| 74 | contribution required by subparagraph 7. |
| 75 | 4. A community college board of trustees may reemploy a |
| 76 | retired member as an adjunct instructor, that is, an instructor |
| 77 | who is noncontractual and part-time, or as a participant in a |
| 78 | phased retirement program within the Florida Community College |
| 79 | System, after he or she has been retired for 1 calendar month, |
| 80 | in accordance with s. 121.021(39). Any retired member who is |
| 81 | reemployed within 1 calendar month after retirement shall void |
| 82 | his or her application for retirement benefits. Boards of |
| 83 | trustees reemploying such instructors are subject to the |
| 84 | retirement contribution required in subparagraph 7. A retired |
| 85 | member may be reemployed as an adjunct instructor for no more |
| 86 | than 780 hours during the first 12 months of retirement. Any |
| 87 | retired member reemployed for more than 780 hours during the |
| 88 | first 12 months of retirement shall give timely notice in |
| 89 | writing to the employer and to the division of the date he or |
| 90 | she will exceed the limitation. The division shall suspend his |
| 91 | or her retirement benefits for the remainder of the first 12 |
| 92 | months of retirement. Any person employed in violation of this |
| 93 | subparagraph and any employing agency which knowingly employs or |
| 94 | appoints such person without notifying the Division of |
| 95 | Retirement to suspend retirement benefits shall be jointly and |
| 96 | severally liable for reimbursement to the retirement trust fund |
| 97 | of any benefits paid during the reemployment limitation period. |
| 98 | To avoid liability, such employing agency shall have a written |
| 99 | statement from the retiree that he or she is not retired from a |
| 100 | state-administered retirement system. Any retirement benefits |
| 101 | received by a retired member while reemployed in excess of 780 |
| 102 | hours during the first 12 months of retirement shall be repaid |
| 103 | to the Retirement System Trust Fund, and retirement benefits |
| 104 | shall remain suspended until repayment is made. Benefits |
| 105 | suspended beyond the end of the retired member's first 12 months |
| 106 | of retirement shall apply toward repayment of benefits received |
| 107 | in violation of the 780-hour reemployment limitation. |
| 108 | 5. The State University System may reemploy a retired |
| 109 | member as an adjunct faculty member or as a participant in a |
| 110 | phased retirement program within the State University System |
| 111 | after the retired member has been retired for 1 calendar month, |
| 112 | in accordance with s. 121.021(39). Any retired member who is |
| 113 | reemployed within 1 calendar month after retirement shall void |
| 114 | his or her application for retirement benefits. The State |
| 115 | University System is subject to the retired contribution |
| 116 | required in subparagraph 7., as appropriate. A retired member |
| 117 | may be reemployed as an adjunct faculty member or a participant |
| 118 | in a phased retirement program for no more than 780 hours during |
| 119 | the first 12 months of his or her retirement. Any retired member |
| 120 | reemployed for more than 780 hours during the first 12 months of |
| 121 | retirement shall give timely notice in writing to the employer |
| 122 | and to the division of the date he or she will exceed the |
| 123 | limitation. The division shall suspend his or her retirement |
| 124 | benefits for the remainder of the first 12 months of retirement. |
| 125 | Any person employed in violation of this subparagraph and any |
| 126 | employing agency which knowingly employs or appoints such person |
| 127 | without notifying the Division of Retirement to suspend |
| 128 | retirement benefits shall be jointly and severally liable for |
| 129 | reimbursement to the retirement trust fund of any benefits paid |
| 130 | during the reemployment limitation period. To avoid liability, |
| 131 | such employing agency shall have a written statement from the |
| 132 | retiree that he or she is not retired from a state-administered |
| 133 | retirement system. Any retirement benefits received by a retired |
| 134 | member while reemployed in excess of 780 hours during the first |
| 135 | 12 months of retirement shall be repaid to the Retirement System |
| 136 | Trust Fund, and retirement benefits shall remain suspended until |
| 137 | repayment is made. Benefits suspended beyond the end of the |
| 138 | retired member's first 12 months of retirement shall apply |
| 139 | toward repayment of benefits received in violation of the 780- |
| 140 | hour reemployment limitation. |
| 141 | 6. The Board of Trustees of the Florida School for the |
| 142 | Deaf and the Blind may reemploy a retired member as a substitute |
| 143 | teacher, substitute residential instructor, or substitute nurse |
| 144 | on a noncontractual basis after he or she has been retired for 1 |
| 145 | calendar month, in accordance with s. 121.021(39). Any retired |
| 146 | member who is reemployed within 1 calendar month after |
| 147 | retirement shall void his or her application for retirement |
| 148 | benefits. The Board of Trustees of the Florida School for the |
| 149 | Deaf and the Blind reemploying such teachers, residential |
| 150 | instructors, or nurses is subject to the retirement contribution |
| 151 | required by subparagraph 7. Reemployment of a retired member as |
| 152 | a substitute teacher, substitute residential instructor, or |
| 153 | substitute nurse is limited to 780 hours during the first 12 |
| 154 | months of his or her retirement. Any retired member reemployed |
| 155 | for more than 780 hours during the first 12 months of retirement |
| 156 | shall give timely notice in writing to the employer and to the |
| 157 | division of the date he or she will exceed the limitation. The |
| 158 | division shall suspend his or her retirement benefits for the |
| 159 | remainder of the first 12 months of retirement. Any person |
| 160 | employed in violation of this subparagraph and any employing |
| 161 | agency which knowingly employs or appoints such person without |
| 162 | notifying the Division of Retirement to suspend retirement |
| 163 | benefits shall be jointly and severally liable for reimbursement |
| 164 | to the retirement trust fund of any benefits paid during the |
| 165 | reemployment limitation period. To avoid liability, such |
| 166 | employing agency shall have a written statement from the retiree |
| 167 | that he or she is not retired from a state-administered |
| 168 | retirement system. Any retirement benefits received by a retired |
| 169 | member while reemployed in excess of 780 hours during the first |
| 170 | 12 months of retirement shall be repaid to the Retirement System |
| 171 | Trust Fund, and his or her retirement benefits shall remain |
| 172 | suspended until payment is made. Benefits suspended beyond the |
| 173 | end of the retired member's first 12 months of retirement shall |
| 174 | apply toward repayment of benefits received in violation of the |
| 175 | 780-hour reemployment limitation. |
| 176 | 7. The employment by an employer of any retiree or DROP |
| 177 | participant of any state-administered retirement system shall |
| 178 | have no effect on the average final compensation or years of |
| 179 | creditable service of the retiree or DROP participant. Prior to |
| 180 | July 1, 1991, upon employment of any person, other than an |
| 181 | elected officer as provided in s. 121.053, who has been retired |
| 182 | under any state-administered retirement program, the employer |
| 183 | shall pay retirement contributions in an amount equal to the |
| 184 | unfunded actuarial liability portion of the employer |
| 185 | contribution which would be required for regular members of the |
| 186 | Florida Retirement System. Effective July 1, 1991, contributions |
| 187 | shall be made as provided in s. 121.122 for retirees with |
| 188 | renewed membership or subsection (13) with respect to DROP |
| 189 | participants. |
| 190 | 8. Any person who has previously retired and who is |
| 191 | holding an elective public office or an appointment to an |
| 192 | elective public office eligible for the Elected Officers' Class |
| 193 | on or after July 1, 1990, shall be enrolled in the Florida |
| 194 | Retirement System as provided in s. 121.053(1)(b) or, if holding |
| 195 | an elective public office that does not qualify for the Elected |
| 196 | Officers' Class on or after July 1, 1991, shall be enrolled in |
| 197 | the Florida Retirement System as provided in s. 121.122, and |
| 198 | shall continue to receive retirement benefits as well as |
| 199 | compensation for the elected officer's service for as long as he |
| 200 | or she remains in elective office. Notwithstanding subparagraph |
| 201 | 1., any previously retired person holding an elective public |
| 202 | office or appointed to an elective public office is not eligible |
| 203 | to receive retirement benefits until after he or she terminates |
| 204 | such service, at which point such suspension of retirement |
| 205 | benefits shall end and he or she shall have his or her |
| 206 | retirement benefit recalculated to include the additional |
| 207 | service and compensation earned. However, any retired member who |
| 208 | served in an elective office prior to July 1, 1990, suspended |
| 209 | his or her retirement benefit, and had his or her Florida |
| 210 | Retirement System membership reinstated shall, upon retirement |
| 211 | from such office, have his or her retirement benefit |
| 212 | recalculated to include the additional service and compensation |
| 213 | earned. |
| 214 | 9. Any person who is holding an elective public office |
| 215 | which is covered by the Florida Retirement System and who is |
| 216 | concurrently employed in nonelected covered employment may elect |
| 217 | to retire while continuing employment in the elective public |
| 218 | office, provided that he or she shall be required to terminate |
| 219 | his or her nonelected covered employment. Any person who |
| 220 | exercises this election shall receive his or her retirement |
| 221 | benefits in addition to the compensation of the elective office |
| 222 | without regard to the time limitations otherwise provided in |
| 223 | this subsection and shall receive his or her retirement benefits |
| 224 | as provided in subparagraph 8. No person who seeks to exercise |
| 225 | the provisions of this subparagraph, as the same existed prior |
| 226 | to May 3, 1984, shall be deemed to be retired under those |
| 227 | provisions, unless such person is eligible to retire under the |
| 228 | provisions of this subparagraph, as amended by chapter 84-11, |
| 229 | Laws of Florida. |
| 230 | 10. The limitations of this paragraph apply to |
| 231 | reemployment in any capacity with an "employer" as defined in s. |
| 232 | 121.021(10), irrespective of the category of funds from which |
| 233 | the person is compensated. |
| 234 | 11. An employing agency may reemploy a retired member as a |
| 235 | firefighter or paramedic after the retired member has been |
| 236 | retired for 1 calendar month, in accordance with s. 121.021(39). |
| 237 | Any retired member who is reemployed within 1 calendar month |
| 238 | after retirement shall void his or her application for |
| 239 | retirement benefits. The employing agency reemploying such |
| 240 | firefighter or paramedic is subject to the retired contribution |
| 241 | required in subparagraph 8. Reemployment of a retired |
| 242 | firefighter or paramedic is limited to no more than 780 hours |
| 243 | during the first 12 months of his or her retirement. Any retired |
| 244 | member reemployed for more than 780 hours during the first 12 |
| 245 | months of retirement shall give timely notice in writing to the |
| 246 | employer and to the division of the date he or she will exceed |
| 247 | the limitation. The division shall suspend his or her retirement |
| 248 | benefits for the remainder of the first 12 months of retirement. |
| 249 | Any person employed in violation of this subparagraph and any |
| 250 | employing agency which knowingly employs or appoints such person |
| 251 | without notifying the Division of Retirement to suspend |
| 252 | retirement benefits shall be jointly and severally liable for |
| 253 | reimbursement to the Retirement System Trust Fund of any |
| 254 | benefits paid during the reemployment limitation period. To |
| 255 | avoid liability, such employing agency shall have a written |
| 256 | statement from the retiree that he or she is not retired from a |
| 257 | state-administered retirement system. Any retirement benefits |
| 258 | received by a retired member while reemployed in excess of 780 |
| 259 | hours during the first 12 months of retirement shall be repaid |
| 260 | to the Retirement System Trust Fund, and retirement benefits |
| 261 | shall remain suspended until repayment is made. Benefits |
| 262 | suspended beyond the end of the retired member's first 12 months |
| 263 | of retirement shall apply toward repayment of benefits received |
| 264 | in violation of the 780-hour reemployment limitation. |
| 265 | Section 2. This act shall take effect July 1, 2008. |