HB-5279, As Passed House, December 18, 2003

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HOUSE BILL No. 5279

 

November 6, 2003, Introduced by Rep. Accavitti and referred to the Committee on Employment Relations, Training and Safety.

        

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                

                                                                                 A bill to amend 1986 PA 182, entitled                                             

                                                                                

    "State police retirement act of 1986,"                                      

                                                                                

    by amending sections 3, 4, 14, 14a, 42, and 43 (MCL 38.1603,                

                                                                                

    38.1604, 38.1614, 38.1614a, 38.1642, and 38.1643), sections 3 and           

                                                                                

    14 as amended by 2000 PA 374, section 14a as added by 1995 PA               

                                                                                

    192, section 42 as amended by 1989 PA 191, and section 43 as                

                                                                                

    amended by 2002 PA 96, and by adding section 24a.                           

                                                                                

                THE PEOPLE OF THE STATE OF MICHIGAN ENACT:                      

                                                                                

1       Sec. 3.  (1) "Banked leave time program" means the part B                   

                                                                                

2   annual leave hours within the state's annual and sick leave                 

                                                                                

3   program approved by a ruling of the internal revenue service on             

                                                                                

4   September 5, 2003, in which a pay reduction or other concessions            

                                                                                

5   are applied to a member in exchange for additional part B annual            

                                                                                

6   leave hours.                                                                

                                                                                

7       (2)  (1)  "Credited service" means the sum of the prior                     

                                                                                


                                                                                

1   service and membership service credited to a member's account.              

                                                                                

2       (3)  (2)  "Deferred member" means a member who separates from               

                                                                                

3   service with entitlement to a deferred retirement allowance as              

                                                                                

4   provided in section 30, but who is not a retirant.                          

                                                                                

5       (4)  (3)  "Department" means the department of management and               

                                                                                

6   budget.                                                                     

                                                                                

7       (5)  (4)  "Direct rollover" means a payment by the retirement               

                                                                                

8   system to the eligible retirement plan specified by the                     

                                                                                

9   distributee.                                                                

                                                                                

10      (6)  (5)  "Distributee" includes a member or deferred                       

                                                                                

11  member.  Distributee also includes the member's or deferred                 

                                                                                

12  member's surviving spouse or the member's or deferred member's              

                                                                                

13  spouse or former spouse under an eligible domestic relations                

                                                                                

14  order, with regard to the interest of the spouse or former                  

                                                                                

15  spouse.                                                                     

                                                                                

16      (7) "Drop participant" means an officer who participates in                 

                                                                                

17  the deferred retirement option plan established in section 24a.             

                                                                                

18      (8)  (6) Except  Beginning January 1, 2002, except as                       

                                                                                

19  otherwise provided in this subsection, "eligible retirement plan"           

                                                                                

20  means an individual retirement account described in section                 

                                                                                

21  408(a) of the internal revenue code, 26 USC 408(a), an individual           

                                                                                

22  retirement annuity described in section 408(b) of the internal              

                                                                                

23  revenue code, 26 USC 408(b), an annuity plan described in section           

                                                                                

24  403(a) of the internal revenue code, 26 USC 403(a), or a                    

                                                                                

25  qualified trust described in section 401(a) of the internal                 

                                                                                

26  revenue code, 26 USC 401(a), an annuity contract described in               

                                                                                

27  section 403(b) of the internal revenue code, 26 USC 403(b), or an           


                                                                                

1   eligible plan under section 457(b) of the internal revenue code,            

                                                                                

2   26 USC 457(b), which is maintained by a state, political                    

                                                                                

3   subdivision of a state, or an agency or instrumentality of a                

                                                                                

4   state or political subdivision of a state and which agrees to               

                                                                                

5   separately account for amounts transferred into such eligible               

                                                                                

6   plan under section 457(b) of the internal revenue code, 26 USC              

                                                                                

7   457(b), from this retirement system, that accepts the                       

                                                                                

8   distributee's eligible rollover distribution.  However, in the              

                                                                                

9   case of an eligible rollover distribution to a surviving spouse             

                                                                                

10  on or before December 31, 2001, an eligible retirement plan means           

                                                                                

11  an individual retirement account or an individual retirement                

                                                                                

12  annuity described above.                                                    

                                                                                

13      (9)  (7) "Eligible  Beginning January 1, 2002, "eligible                    

                                                                                

14  rollover distribution" means a distribution of all or any portion           

                                                                                

15  of the balance to the credit of the distributee.  Eligible                  

                                                                                

16  rollover distribution does not include any of the following:                

                                                                                

17      (a) A distribution made for the life or life expectancy of                  

                                                                                

18  the distributee or the joint lives or joint life expectancies of            

                                                                                

19  the distributee and the distributee's designated beneficiary.               

                                                                                

20      (b) A distribution for a specified period of 10 years or                    

                                                                                

21  more.                                                                       

                                                                                

22      (c) A distribution to the extent that the distribution is                   

                                                                                

23  required under section 401(a)(9) of the internal revenue code, 26           

                                                                                

24  USC 401(a)(9).                                                              

                                                                                

25      (d) The portion of any distribution that is not includable in               

                                                                                

26  federal gross income, determined without regard to the exclusion            

                                                                                

27  for net unrealized appreciation with respect to employer                    


                                                                                

1   securities,  .  except to the extent that the portion of the                

                                                                                

2   distribution is paid to either of the following:                            

                                                                                

3                                                                                (i) An individual retirement account or annuity described in                        

                                                                                

4   section 408(a) or 408(b) of the internal revenue code, 26 USC               

                                                                                

5   408(a) or 408(b).                                                           

                                                                                

6       (ii) A qualified defined contribution plan as described in                   

                                                                                

7   section 401(a) or 403(a) of the internal revenue code, 26 USC               

                                                                                

8   401(a) or 403(a), that agrees to separately account for amounts             

                                                                                

9   so transferred, including separately accounting for the portion             

                                                                                

10  of the distribution which is includable in gross income and the             

                                                                                

11  portion of the distribution which is not so includable.                     

                                                                                

12      (10)  (8)  "Final average compensation" means the average                   

                                                                                

13  annual salary for the last 2 years of service with the department           

                                                                                

14  of state police for which the member was compensated as defined             

                                                                                

15  in subsection  (10)  (13).  In the case of a nonclassified member           

                                                                                

16  of the department holding the rank of colonel, final average                

                                                                                

17  compensation means the same average annual salary as that                   

                                                                                

18  computed for the highest salaried classified member of the                  

                                                                                

19  department, or at the average annual salary for the last 2 years            

                                                                                

20  of service with the department of state police for which the                

                                                                                

21  member was compensated, whichever is greater.  Average annual               

                                                                                

22  salary includes only the following compensation items:                      

                                                                                

23      (a) Regular salary paid for the last 2 years of service,                    

                                                                                

24  including, but not limited to, that salary that is deferred                 

                                                                                

25  pursuant to a state deferred compensation program.                          

                                                                                

26      (b) Overtime, shift differential, and shift differential                    

                                                                                

27  overtime paid for the last 2 years of service.                              


                                                                                

1       (c) Gross pay adjustments paid affecting the last 2 years of                

                                                                                

2   service, including compensatory time and emergency response                 

                                                                                

3   compensation.                                                               

                                                                                

4       (d) Up to a maximum of 240 hours of accumulated annual leave,               

                                                                                

5   paid at the time of retirement separation excluding part B annual           

                                                                                

6   leave hours paid at the time of retirement separation.                      

                                                                                

7       (e) Deferred hours under Plan B of the fiscal years ending                  

                                                                                

8   September 30, 1981, and September 30, 1982, that are paid at the            

                                                                                

9   time of retirement separation.                                              

                                                                                

10      (f) Longevity pay equal to 2 full years.                                    

                                                                                

11      (g) Bomb squad pay paid for the last 2 years of service.                    

                                                                                

12      (h) Post 29 freeway premium paid for the last 2 years of                    

                                                                                

13  service.                                                                    

                                                                                

14      (i) On-call pay paid for the last 2 years of service.                       

                                                                                

15      (j) Beginning October 1, 2003, the value of any unpaid                      

                                                                                

16  furlough hours or the value of any unpaid hours exchanged for               

                                                                                

17  part B annual leave hours, calculated at the member's                       

                                                                                

18  then-current hourly rate or rates of pay, for a period during               

                                                                                

19  which a member is participating in the banked leave time                    

                                                                                

20  program.                                                                    

                                                                                

21      (11) "Furlough hours" means unworked hours incurred in                      

                                                                                

22  conjunction with the banked leave time program.                             

                                                                                

23      (12)  (9)  "Internal revenue code" means the United States                  

                                                                                

24  internal revenue code of 1986.                                              

                                                                                

25      (13)  (10)  "Last 2 years of service" means the 2-year period               

                                                                                

26  immediately preceding the member's last day of service or that              

                                                                                

27  period of 2 consecutive years of service with the department of             


                                                                                

1   state police immediately preceding the date the duty disability             

                                                                                

2   occurred according to the medical examinations conducted pursuant           

                                                                                

3   to section 29 or, if the officer participated in the deferred               

                                                                                

4   retirement option plan, the 2-year period immediately preceding             

                                                                                

5   participation in the deferred retirement option plan.                       

                                                                                

6       Sec. 4.  (1) "Member", except where the context otherwise                   

                                                                                

7   requires, means an employee of the Michigan department of state             

                                                                                

8   police who has subscribed to the constitutional oath of office.             

                                                                                

9       (2) "Officer" means a nonexclusively represented member of                  

                                                                                

10  the retirement system.                                                      

                                                                                

11      (3)  (2)  "Retirant" means a member who separates from                      

                                                                                

12  service and retires with a retirement allowance payable from the            

                                                                                

13  appropriate reserve of the retirement system.                               

                                                                                

14      (4)  (3)  "Retirement allowance" means the annual amount,                   

                                                                                

15  payable monthly, to which a retirant, retirement allowance                  

                                                                                

16  beneficiary, or refund beneficiary is entitled pursuant to this             

                                                                                

17  act.                                                                        

                                                                                

18      (5)  (4)  "Retirement allowance beneficiary" means a person                 

                                                                                

19  who is being paid or has entitlement to the payment of a                    

                                                                                

20  retirement allowance in the event of the death of a member,                 

                                                                                

21  deferred member, or retirant.                                               

                                                                                

22      (6)  (5)  "Retirement board" means the retirement board                     

                                                                                

23  created in section 6.                                                       

                                                                                

24      (7)  (6)  "Retirement system" means the system of benefits                  

                                                                                

25  for members of the department of state police and their survivors           

                                                                                

26  and beneficiaries provided by this act.                                     

                                                                                

27      (8)  (7)  "Surviving spouse" means the spouse at the time of                


                                                                                

1   death of the member or retirant.                                            

                                                                                

2       Sec. 14.  (1) The funding objective of the retirement system                

                                                                                

3   is to establish and receive contributions during each fiscal year           

                                                                                

4   that are sufficient to fully cover the actuarial cost of benefits           

                                                                                

5   likely to be paid on account of services rendered by members                

                                                                                

6   during the fiscal year, the normal cost requirements of the                 

                                                                                

7   retirement system, and finance the unfunded actuarial costs of              

                                                                                

8   benefits likely to be paid on account of service rendered prior             

                                                                                

9   to the fiscal year, the unfunded actuarial accrued liability of             

                                                                                

10  the retirement system, and health, dental, and vision insurance.            

                                                                                

11      (2) The annual level percentage of payroll contribution rate                

                                                                                

12  shall be actuarially determined using experience assumptions and            

                                                                                

13  level percent of payroll actuarial cost methods adopted by the              

                                                                                

14  retirement board and the department pursuant to an annual                   

                                                                                

15  actuarial valuation, which shall be sufficient to finance                   

                                                                                

16  benefits being provided and to be provided by the retirement                

                                                                                

17  system.                                                                     

                                                                                

18      (3) For differences occurring in fiscal years beginning on or               

                                                                                

19  after October 1, 2001, a minimum of 20% of the difference between           

                                                                                

20  the estimated and the actual aggregate compensation and the                 

                                                                                

21  estimated and the actual contribution rate described in                     

                                                                                

22  subsection (2), if any, may be submitted in the executive budget            

                                                                                

23  to the legislature for appropriation in the next succeeding state           

                                                                                

24  fiscal year and a minimum of 25% of the remaining difference                

                                                                                

25  shall be submitted in the executive budget to the legislature for           

                                                                                

26  appropriation in each of the following 4 state fiscal years, or             

                                                                                

27  until 100% of the remaining difference is submitted, whichever              


                                                                                

1   first occurs.  In addition, interest shall be included for each             

                                                                                

2   year that a portion of the remaining difference is carried                  

                                                                                

3   forward.  The interest rate shall equal the actuarially assumed             

                                                                                

4   rate of investment return for the state fiscal year in which                

                                                                                

5   payment is made.                                                            

                                                                                

6       (4) For each fiscal year that begins on or after October 1,                 

                                                                                

7   2003, if the actuarial valuation prepared pursuant to this                  

                                                                                

8   section for each fiscal year demonstrates that as of the                    

                                                                                

9   beginning of a fiscal year, and after all credits and transfers             

                                                                                

10  required by this act for the previous fiscal year have been made,           

                                                                                

11  the sum of the actuarial value of assets and the actuarial                  

                                                                                

12  present value of future normal cost contributions exceeds the               

                                                                                

13  actuarial present value of benefits, the amount based on the                

                                                                                

14  annual level percent of payroll contribution rate pursuant to               

                                                                                

15  subsections (1) and (2) may be deposited into the health advance            

                                                                                

16  funding subaccount created by section 42.                                   

                                                                                

17      (5) Notwithstanding any other provision of this act, if the                 

                                                                                

18  retirement board establishes an arrangement and fund as described           

                                                                                

19  in section 6 of the public employee retirement benefit protection           

                                                                                

20  act, 2002 PA 100, MCL 38.1686, the benefits that are required to            

                                                                                

21  be paid from that fund shall be paid from a portion of the                  

                                                                                

22  employer contributions described in this section or other                   

                                                                                

23  eligible funds.  The retirement board shall determine the amount            

                                                                                

24  of the employer contributions or other eligible funds that must             

                                                                                

25  be allocated to that fund and deposit that amount in that fund              

                                                                                

26  before it deposits any remaining employer contributions or other            

                                                                                

27  eligible funds in the pension fund.                                         


                                                                                

1       Sec. 14a.  (1) This section is enacted pursuant to section                  

                                                                                

2   401(a) of the internal revenue code that imposes certain                    

                                                                                

3   administrative requirements and benefit limitations for qualified           

                                                                                

4   governmental plans.  This state intends that the retirement                 

                                                                                

5   system be a qualified pension plan created in trust under                   

                                                                                

6   section 401 of the internal revenue code and that the trust be an           

                                                                                

7   exempt organization under section 501 of the internal revenue               

                                                                                

8   code.  The department shall administer the retirement system to             

                                                                                

9   fulfill this intent.                                                        

                                                                                

10      (2) Except as otherwise provided in this section,                           

                                                                                

11  employer-financed benefits provided by the retirement system                

                                                                                

12  under this act shall not exceed $50,000.00 per year for a                   

                                                                                

13  retirant who was a full-time employee of a police department or             

                                                                                

14  fire department and who has 15 or more years of credited service            

                                                                                

15  as a police officer, fire fighter, or public safety officer at              

                                                                                

16  retirement.                                                                 

                                                                                

17      (3) The limitation on employer-financed benefits provided by                

                                                                                

18  the retirement system under subsection (2) applies unless                   

                                                                                

19  application of subsections (4), (5), and (6) produces a higher              

                                                                                

20  limitation, in which case the higher limitation applies.                    

                                                                                

21      (4) If a member retires at age 62 or older, employer-financed               

                                                                                

22  benefits provided by the retirement system under this act shall             

                                                                                

23  not exceed the lesser of $90,000.00 or 100% of the member's                 

                                                                                

24  average compensation for high 3 years as described in                       

                                                                                

25  section 415(b)(3) of the internal revenue code.                             

                                                                                

26      (5) If a member retires before age 62, the amount of                        

                                                                                

27  $90,000.00 in subsection (4) is actuarially reduced to reflect              


                                                                                

1   payment before age 62.  The retirement system shall use an                  

                                                                                

2   interest rate of 5% per year compounded annually to calculate the           

                                                                                

3   actuarial reduction in this subsection.  If this subsection                 

                                                                                

4   produces a limitation of less than $75,000.00 at age 55, the                

                                                                                

5   limitation at age 55 is $75,000.00 and the limitations for ages             

                                                                                

6   under age 55 shall be calculated from a limitation of $75,000.00            

                                                                                

7   at age 55.                                                                  

                                                                                

8       (6) Section 415 of the internal revenue code requires the                   

                                                                                

9   commissioner of internal revenue to annually adjust the                     

                                                                                

10  $50,000.00 limitation described in subsection (2) and the                   

                                                                                

11  $90,000.00 limitation described in subsection (4) to reflect cost           

                                                                                

12  of living increases, beginning with calendar year 1988.  This               

                                                                                

13  section shall be administered using the limitations applicable to           

                                                                                

14  each calendar year as adjusted by the commissioner of internal              

                                                                                

15  revenue under section 415 of the internal revenue code.  The                

                                                                                

16  retirement system shall adjust the benefits subject to the                  

                                                                                

17  limitation each year to conform with the adjusted limitation.               

                                                                                

18      (2) The retirement system shall be administered in compliance               

                                                                                

19  with section 415 of the internal revenue code, 26 USC 415, and              

                                                                                

20  regulations under that section that are applicable to                       

                                                                                

21  governmental plans.  Employer-financed benefits provided by the             

                                                                                

22  retirement system under this act shall not exceed the applicable            

                                                                                

23  limitations set forth in section 415 of the internal revenue                

                                                                                

24  code, 26 USC 415, as adjusted by the commissioner of internal               

                                                                                

25  revenue under section 415(d) of the internal revenue code, 26 USC           

                                                                                

26  415(d), to reflect cost of living increases, and the retirement             

                                                                                

27  system shall adjust the benefits subject to the limitation each             


                                                                                

1   calendar year to conform with the adjusted limitation.  For                 

                                                                                

2   purposes of section 415(b) of the internal revenue code, 26 USC             

                                                                                

3   415(b), the applicable limitation shall apply to aggregated                 

                                                                                

4   benefits received from all qualified pension plans for which the            

                                                                                

5   office of retirement services coordinates administration of that            

                                                                                

6   limitation.  If there is a conflict between this section and                

                                                                                

7   another section of this act, this section prevails.                         

                                                                                

8       (3)  (7)  The assets of the retirement system shall be held                 

                                                                                

9   in trust and invested for the sole purpose of meeting the                   

                                                                                

10  legitimate obligations of the retirement system and shall not be            

                                                                                

11  used for any other purpose.  The assets shall not be used for or            

                                                                                

12  diverted to a purpose other than for the exclusive benefit of the           

                                                                                

13  members, deferred members, retirants, and beneficiaries before              

                                                                                

14  satisfaction of all retirement system liabilities.                          

                                                                                

15      (4)  (8)  The retirement system shall return post-tax member                

                                                                                

16  contributions made by a member and received by the retirement               

                                                                                

17  system to a member upon retirement, pursuant to internal revenue            

                                                                                

18  service regulations and approved internal revenue service                   

                                                                                

19  exclusion ratio tables.                                                     

                                                                                

20      (5)  (9)  The required beginning date for retirement                        

                                                                                

21  allowances and other distributions shall not be later than April            

                                                                                

22  1 of the calendar year following the calendar year in which the             

                                                                                

23  employee attains age 70-1/2 or April 1 of the calendar year                 

                                                                                

24  following the calendar year in which the employee retires.                  

                                                                                

25      (6)  (10)  If the retirement system is terminated, the                      

                                                                                

26  interest of the members, deferred members, retirants, and                   

                                                                                

27  beneficiaries in the retirement system is nonforfeitable to the             


                                                                                

1   extent funded as described in section 411(d)(3) of the internal             

                                                                                

2   revenue code, 26 USC 411(d)(3), and related internal revenue                

                                                                                

3   service regulations applicable to governmental plans.                       

                                                                                

4       (7)  (11)  Notwithstanding any other provision of this act to               

                                                                                

5   the contrary that would limit a distributee's election under this           

                                                                                

6   act, a distributee may elect, at the time and in the manner                 

                                                                                

7   prescribed by the retirement board, to have any portion of an               

                                                                                

8   eligible rollover distribution paid directly to an eligible                 

                                                                                

9   retirement plan specified by the distributee in a direct                    

                                                                                

10  rollover.  This subsection applies to distributions made on or              

                                                                                

11  after January 1, 1993.                                                      

                                                                                

12      (12) Notwithstanding any other provision of this section,                   

                                                                                

13  the retirement system shall be administered in compliance with              

                                                                                

14  the provisions of section 415 of the internal revenue code and              

                                                                                

15  revenue service regulations under that section that are                     

                                                                                

16  applicable to governmental plans.  If there is a conflict between           

                                                                                

17  this section and another section of this or any other act of this           

                                                                                

18  state, this section prevails.                                               

                                                                                

19      (8) Notwithstanding any other provision of this act, the                    

                                                                                

20  compensation of a member of the retirement system shall be taken            

                                                                                

21  into account for any year under the retirement system only to the           

                                                                                

22  extent that it does not exceed the compensation limit established           

                                                                                

23  in section 401(a)(17) of the internal revenue code, 26 USC                  

                                                                                

24  401(a)(17), as adjusted by the commissioner of internal revenue.            

                                                                                

25  This subsection applies to any person who first becomes a member            

                                                                                

26  of the retirement system on or after October 1, 1996.                       

                                                                                

27      (9) Notwithstanding any other provision of this act,                        


                                                                                

1   contributions, benefits, and service credit with respect to                 

                                                                                

2   qualified military service will be provided under the retirement            

                                                                                

3   system in accordance with section 414(u) of the internal revenue            

                                                                                

4   code, 26 USC 414(u).  This subsection applies to all qualified              

                                                                                

5   military service on or after December 12, 1994.                             

                                                                                

6       Sec. 24a.  (1) A deferred retirement option plan is                         

                                                                                

7   established within the defined benefit plan that is part of the             

                                                                                

8   retirement system, and it is to be administered by the office of            

                                                                                

9   retirement services.  Exclusively represented members of the                

                                                                                

10  retirement system may only participate in the deferred retirement           

                                                                                

11  option plan pursuant to the terms of an approved collective                 

                                                                                

12  bargaining agreement.  For each fiscal year that begins on or               

                                                                                

13  after October 1, 2004, the director of state police and the                 

                                                                                

14  retirement board may elect to discontinue accepting applications            

                                                                                

15  for the deferred retirement option plan.                                    

                                                                                

16      (2) An officer who has 25 years or more of credited service                 

                                                                                

17  under this act or former act 1935 PA 251, or both, may elect to             

                                                                                

18  participate in the deferred retirement option plan by executing             

                                                                                

19  the application provided by the office of retirement services.              

                                                                                

20  Once the application is accepted by the office of retirement                

                                                                                

21  services, the officer's participation in the deferred retirement            

                                                                                

22  option plan is irrevocable and he or she becomes a DROP                     

                                                                                

23  participant.  The officer is solely responsible for any federal,            

                                                                                

24  state, or local tax due as a result of his or her participation             

                                                                                

25  in the deferred retirement option plan.                                     

                                                                                

26      (3) Participation in the deferred retirement option plan does               

                                                                                

27  not guarantee continued employment.  Except as otherwise provided           


                                                                                

1   in this section, an officer who elects to participate in the                

                                                                                

2   deferred retirement option plan will remain an active employee              

                                                                                

3   eligible to receive any applicable wage changes and benefits,               

                                                                                

4   will be subject to civil service rules and regulations, and will            

                                                                                

5   be subject to the policies and procedures of the department of              

                                                                                

6   state police and subject to removal by the governor, if                     

                                                                                

7   applicable, in the same manner as if he or she had not elected to           

                                                                                

8   participate in the deferred retirement option plan.                         

                                                                                

9       (4) An officer shall indicate on the application for the                    

                                                                                

10  deferred retirement option plan the number of years that the                

                                                                                

11  officer wants to participate in the deferred retirement option              

                                                                                

12  plan, up to a maximum of 6 years.  As a condition for                       

                                                                                

13  participation, the officer agrees to retire at the conclusion of            

                                                                                

14  his or her participation in the deferred retirement option plan.            

                                                                                

15      (5) A deferred retirement option plan account shall be                      

                                                                                

16  created in the accounting records of the retirement system for              

                                                                                

17  each DROP participant.  Each deferred retirement option plan                

                                                                                

18  account shall earn interest at the rate of 3% per annum, prorated           

                                                                                

19  for any fraction of a year.  The deferred retirement option plan            

                                                                                

20  account of a DROP participant shall be credited with the                    

                                                                                

21  following percentage of his or her monthly retirement allowance             

                                                                                

22  as calculated pursuant to section 24 as if he or she had retired            

                                                                                

23  on the day prior to becoming a DROP participant:                            

                                                                                

24      (a) 100% if the officer remains in the deferred retirement                  

                                                                                

25  option plan for 6 years.                                                    

                                                                                

26      (b) 90% if the officer remains in the deferred retirement                   

                                                                                

27  option plan for 5 years but less than 6 years.                              


                                                                                

1       (c) 80% if the officer remains in the deferred retirement                   

                                                                                

2   option plan for 4 years but less than 5 years.                              

                                                                                

3       (d) 70% if the officer remains in the deferred retirement                   

                                                                                

4   option plan for 3 years but less than 4 years.                              

                                                                                

5       (e) 60% if the officer remains in the deferred retirement                   

                                                                                

6   option plan for 2 years but less than 3 years.                              

                                                                                

7       (f) 50% if the officer remains in the deferred retirement                   

                                                                                

8   option plan for 1 year but less than 2 years.                               

                                                                                

9       (g) 30% if the officer remains in the deferred retirement                   

                                                                                

10  option plan for less than 1 year.                                           

                                                                                

11      (6) A DROP participant shall not receive a monthly retirement               

                                                                                

12  allowance, as calculated pursuant to section 24, until                      

                                                                                

13  termination of his or her deferred retirement option plan                   

                                                                                

14  participation and commencement of retirement.  A DROP participant           

                                                                                

15  shall not have any claim to any funds in his or her deferred                

                                                                                

16  retirement option plan account until he or she retires at the               

                                                                                

17  termination of his or her deferred retirement option plan                   

                                                                                

18  participation.                                                              

                                                                                

19      (7) Upon termination of the deferred retirement option plan                 

                                                                                

20  participation and commencement of retirement, the former DROP               

                                                                                

21  participant shall select 1 or more of the following options with            

                                                                                

22  regard to his or her deferred retirement option plan account:               

                                                                                

23      (a) A total lump-sum distribution.                                          

                                                                                

24      (b) A partial lump-sum distribution.                                        

                                                                                

25      (c) A lump-sum direct rollover to another qualified plan if                 

                                                                                

26  allowed by federal law and subject to the procedures of the                 

                                                                                

27  retirement system.                                                          


                                                                                

1       (d) Maintain the funds in the account.                                      

                                                                                

2   A former DROP participant shall remove all funds from his or her            

                                                                                

3   deferred retirement option plan account no later than April 1               

                                                                                

4   following the later of the calendar year in which the DROP                  

                                                                                

5   participant attains 70 years, 6 months of age or the calendar               

                                                                                

6   year in which the DROP participant is retired.                              

                                                                                

7       (8) If a DROP participant or former DROP participant dies                   

                                                                                

8   before removing all funds from his or her deferred retirement               

                                                                                

9   option plan account, the former DROP participant's designated               

                                                                                

10  beneficiary shall receive any remaining balances.  If the former            

                                                                                

11  DROP participant has not named a beneficiary for his or her                 

                                                                                

12  deferred retirement option plan account, the amount in the                  

                                                                                

13  deferred retirement option plan account shall be paid to the                

                                                                                

14  beneficiary of the former DROP participant's retirement                     

                                                                                

15  allowance.  If the former DROP participant has not named a                  

                                                                                

16  beneficiary to his or her retirement allowance, the balance in              

                                                                                

17  the former DROP participant's account shall be paid to the former           

                                                                                

18  DROP participant's estate.                                                  

                                                                                

19      (9) If a DROP participant is found to be disabled under                     

                                                                                

20  section 29, his or her participation in the deferred retirement             

                                                                                

21  option plan shall immediately cease and he or she shall be                  

                                                                                

22  retired.                                                                    

                                                                                

23      (10) The deferred retirement option plan shall be                           

                                                                                

24  administered in compliance with section 415 of the internal                 

                                                                                

25  revenue code, 26 USC 415, and regulations under that section that           

                                                                                

26  are applicable to a governmental deferred retirement option                 

                                                                                

27  plan.  If there is a conflict between this subsection and another           


                                                                                

1   subsection of this section, this subsection prevails.                       

                                                                                

2       (11) All of the following provisions apply to a DROP                        

                                                                                

3   participant:                                                                

                                                                                

4       (a) At the time of acceptance to the deferred retirement                    

                                                                                

5   option plan, the DROP participant shall be paid for his or her              

                                                                                

6   accrued eligible sick leave, subject to subdivision (g).  A DROP            

                                                                                

7   participant shall not accrue any further sick leave.  A DROP                

                                                                                

8   participant may use up to 240 hours of sick leave for which                 

                                                                                

9   payment was not received.  No payment will be made at retirement            

                                                                                

10  for any unused sick leave.                                                  

                                                                                

11      (b) At the time of acceptance to the deferred retirement                    

                                                                                

12  option plan, the DROP participant shall be paid for his or her              

                                                                                

13  accrued annual leave up to 240 hours, subject to subdivision                

                                                                                

14  (g).  Any accrued annual leave in excess of 240 hours may be used           

                                                                                

15  by the DROP participant.                                                    

                                                                                

16      (c) Excluding participation in the banked leave time program,               

                                                                                

17  each DROP participant shall receive a total of 7.7 hours of                 

                                                                                

18  annual leave for each 80 hours of paid service in a biweekly work           

                                                                                

19  period; however, the maximum number of annual leave hours that a            

                                                                                

20  DROP participant may accumulate, including annual leave hours               

                                                                                

21  remaining prior to deferred retirement option plan participation,           

                                                                                

22  is 200 hours.  If a DROP participant is not paid for 80 hours in            

                                                                                

23  a biweekly work period, the participant shall be credited with a            

                                                                                

24  prorated amount of annual leave for that work period.  At                   

                                                                                

25  retirement, the DROP participant will only be paid for a maximum            

                                                                                

26  of 76 hours of annual leave.                                                

                                                                                

27      (d) DROP participants shall not be eligible for, or receive,                


                                                                                

1   any longevity payment.                                                      

                                                                                

2       (e) DROP participants may only accrue up to 48 hours of                     

                                                                                

3   compensatory time with the mutual consent of their supervisor.              

                                                                                

4       (f) DROP participants shall pay the health insurance premiums               

                                                                                

5   that would have been payable under section 42 as if they had                

                                                                                

6   retired on the day prior to becoming a DROP participant.                    

                                                                                

7       (g) Payments due an officer upon approval to participate in                 

                                                                                

8   the deferred retirement option plan, such as for accrued sick               

                                                                                

9   leave, annual leave, compensatory time, and similar items, may be           

                                                                                

10  paid at the sole discretion of the state, at the rate of 17% per            

                                                                                

11  year until the DROP participant retires, at which time any                  

                                                                                

12  remaining balance shall be paid.  This provision shall not affect           

                                                                                

13  how a member's final average compensation is determined for                 

                                                                                

14  purposes of calculating his or her retirement benefit pursuant to           

                                                                                

15  section 24.                                                                 

                                                                                

16      (12) If the department receives notification from the United                

                                                                                

17  States internal revenue service that this section or any portion            

                                                                                

18  of this section will cause the retirement system to be                      

                                                                                

19  disqualified for tax purposes under the internal revenue code, 26           

                                                                                

20  USC 1 to 1789, then the portion that will cause the                         

                                                                                

21  disqualification does not apply.                                            

                                                                                

22      Sec. 42.  (1) Hospitalization and medical coverage insurance                

                                                                                

23  premiums payable by a retirant or his or her retirement allowance           

                                                                                

24  beneficiary and his or her dependents under any group health plan           

                                                                                

25  authorized by the Michigan civil service commission and the                 

                                                                                

26  department shall be paid in amounts provided by this subsection             

                                                                                

27  from appropriations for this purpose made to the retirement                 


                                                                                

1   system.  Until October 1, 1989, the amount payable by the                   

                                                                                

2   retirement system shall be 90% of the entire monthly premium                

                                                                                

3   payable for hospitalization and medical coverage insurance.                 

                                                                                

4   Beginning October 1, 1989, the amount payable by the retirement             

                                                                                

5   system shall be 95% of the entire monthly premium payable for               

                                                                                

6   hospitalization and medical coverage insurance.                             

                                                                                

7       (2) Effective October 1, 1989, dental coverage and vision                   

                                                                                

8   coverage insurance premiums payable by a retirant or his or her             

                                                                                

9   retirement allowance beneficiary and his or her dependents under            

                                                                                

10  any group health plan authorized by the Michigan civil service              

                                                                                

11  commission and the department shall be paid in amounts provided             

                                                                                

12  by this subsection from appropriations for this purpose made to             

                                                                                

13  the retirement system.  The amount payable by the retirement                

                                                                                

14  system shall be 90% of the entire monthly premium payable for               

                                                                                

15  dental coverage and vision coverage insurance.                              

                                                                                

16      (3) The health-dental-vision benefits fund is created and                   

                                                                                

17  shall be the fund into which appropriations of the state for                

                                                                                

18  health, dental, and vision benefits are paid.  Benefits payable             

                                                                                

19  pursuant to subsections (1) and (2) shall be payable from the               

                                                                                

20  health-dental-vision benefits fund.  The assets and any earnings            

                                                                                

21  on the assets contained in the health-dental-vision benefits fund           

                                                                                

22  and the health advance funding subaccount are not to be treated             

                                                                                

23  as pension assets for any purpose.                                          

                                                                                

24      (4) The health advance funding subaccount is the account to                 

                                                                                

25  which amounts transferred pursuant to section 14(3) are                     

                                                                                

26  credited.  Any amounts received from the health advance funding             

                                                                                

27  subaccount and accumulated earnings on those amounts shall not be           


                                                                                

1   expended until the actuarial accrued liability for health                   

                                                                                

2   benefits under this section is at least 100% funded.  The                   

                                                                                

3   department may expend funds or transfer funds to another account            

                                                                                

4   to expend for health benefits under this section if the actuarial           

                                                                                

5   accrued liability for health benefits under this section is at              

                                                                                

6   least 100% funded.                                                          

                                                                                

7       (5) Notwithstanding any other provision of this section, the                

                                                                                

8   department may transfer amounts from the health advance funding             

                                                                                

9   subaccount to the reserve for employer contributions created by             

                                                                                

10  section 16 if the actuarial valuation prepared pursuant to                  

                                                                                

11  section 14 demonstrates that, as of the beginning of a fiscal               

                                                                                

12  year, and after all credits and transfers required by this act              

                                                                                

13  for the previous fiscal year have been made, the sum of the                 

                                                                                

14  actuarial value of assets and the actuarial present value of                

                                                                                

15  future normal cost contributions does not exceed the actuarial              

                                                                                

16  present value of benefits.                                                  

                                                                                

17      Sec. 43.  The right of a member, retirant, or beneficiary to                

                                                                                

18  a retirement allowance, deferred retirement allowance,                      

                                                                                

19  accumulated contributions, or other benefit under this act is               

                                                                                

20  subject to the public employee retirement benefit protection act,           

                                                                                

21  2002 PA 100, MCL 38.1681 to 38.1689.